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Toggle Employee Benefits in General Employee Benefits in General

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409A Issues

Compliance and design issues particular to section 409A of the Internal Revenue Code, its regulations and revenue rulings or procedures elaborating upon 409A's requirements.

  • 511 topics
  • 1,472 replies
Can I reduce a CIC payment... - last post by jpod

Church Plans

  • 255 topics
  • 477 replies
Church plans and DOMA - last post by jpod

Communication and Disclosure to Participants

  • 291 topics
  • 655 replies
Spanish version of IRS Noti... - last post by Jerry Erisa

Form 5500

  • 2,355 topics
  • 7,464 replies
changes to form 5500 for 2014 - last post by My 2 cents

Global Benefits

  • 41 topics
  • 147 replies
Excluding from operational... - last post by Bumppo23

Litigation and Claims

  • 269 topics
  • 983 replies
Has any court found that an... - last post by mbozek

Merger and Acquisition Aspects

  • 295 topics
  • 588 replies
Employee terms and goes to... - last post by K2retire

Miscellaneous Kinds of Benefits

  • 753 topics
  • 1,651 replies
Employer Sponsored IRA Acco... - last post by eafrazier

Multiemployer Plans

Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans.

  • 464 topics
  • 1,159 replies
Multiemployer Pension Refor... - last post by Jim Dexter

Securities Law Aspects of Employee Benefit Plans

  • 101 topics
  • 239 replies
Wrongful Termination Award... - last post by Chaz

Small Businesses (issues unique to)

  • 150 topics
  • 449 replies
S Corp Solo 401k - Can heal... - last post by notmyhand

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,308 topics
  • 51,968 replies
Vesting - last post by katie58

403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of both tax-exempt and governmental employers.

  • 1,651 topics
  • 5,032 replies
Contribution Limits for 403... - last post by soccermom

457 Plans

Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers

  • 613 topics
  • 1,658 replies
Terminate and/or restating... - last post by mbozek

Correction of Plan Defects

  • 1,262 topics
  • 3,238 replies
Plan Termination with Asset... - last post by John Feldt ERPA CPC QPA

Cross-Tested Plans

  • 1,016 topics
  • 5,221 replies
(a)(4) testing of excluded... - last post by KCA

Daily Valuation and Recordkeeping for Daily Valuation Programs

Issues particular to the popular "daily valuation" method of recordkeeping, for 401(k) and other retirement plans (typically including a participant-directed investment feature).

  • 104 topics
  • 301 replies
Policy to prevent exchanges - last post by QDROphile

Defined Benefit Plans, Including Cash Balance

  • 5,716 topics
  • 25,731 replies
Looking for Third Party Adm... - last post by Mike Preston

Distributions and Loans, Other than QDROs

  • 3,032 topics
  • 9,629 replies
Profit Sharing In-Service W... - last post by Lori Foresz

Employee Stock Ownership Plans (ESOPs)

  • 957 topics
  • 2,770 replies
Info on ESOP Investigation... - last post by Belgarath

ERPA (Enrolled Retirement Plan Agent )

The IRS awarded the American Institute of Retirement Education, LLC (AIRE) the contract to conduct the examinations for the ERPA program. This message board serves as an unofficial watering hole for persons interested in discussing anything pertaining to the ERPA designation, including the procedural aspects of the needed examinations. AIRE is not responsible for any content on this message board. For official information about ERPA or AIRE, please see the official web site at

  • 35 topics
  • 166 replies
ERPA Renewal confirmation? - last post by Bill Presson

Estate Planning Aspects of IRAs and Retirement Plan Benefits

  • 146 topics
  • 404 replies
Taxation of Earnings - last post by Bird

Governmental Plans

Issues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes.

  • 835 topics
  • 1,846 replies
amendment to pick-up provis... - last post by Fisher

Investment Issues (including self-directed)

  • 357 topics
  • 1,287 replies
Is oil well income unrelate... - last post by K2retire

IRAs and Roth IRAs

  • 2,957 topics
  • 9,037 replies
Series of 60 day IRA loans? - last post by John G

Nonqualified Deferred Compensation

  • 621 topics
  • 2,125 replies
Payments from Deferred Comp... - last post by XTitan

Operating a Consulting or TPA Firm

  • 225 topics
  • 948 replies
Pension TPA interested in b... - last post by TPAacquistion101

Qualified Domestic Relations Orders (QDROs)

  • 525 topics
  • 3,133 replies
415 Limit and QDRO Award - last post by Mike Preston

Plan Document Amendments

  • 633 topics
  • 1,779 replies
New Vesting Schedule - last post by jpod

Plan Terminations

  • 731 topics
  • 2,194 replies
Standard PBGC Termination -... - last post by Mike Preston

Retirement Plans in General

  • 3,584 topics
  • 12,077 replies
"Trader" income con... - last post by amcorson


  • 1,286 topics
  • 3,360 replies
Contribution Limits for 403... - last post by soccermom

Toggle Boards Other Than Employee Benefits Boards Other Than Employee Benefits

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Computers and Other Technology

  • 53 topics
  • 121 replies
Document Vaults - last post by MoJo

How to Use the Message Boards (the "Forums")

  • 105 topics
  • 557 replies
A deserved honor to Dave Baker - last post by GBurns


  • 227 topics
  • 903 replies
Ouch - last post by My 2 cents


  • 47 topics
  • 159 replies
Things I Wish I Had Known W... - last post by Bill Presson


  • 232 topics
  • 1,748 replies
"Clipping" web page... - last post by Dave Baker

Toggle Product User Groups (Unofficial) Product User Groups (Unofficial)

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Free information and help from other BLAZE SSI software users. This unofficial message board is not affiliated with BLAZE SSI.

  • 18 topics
  • 27 replies

Relius Administration (Quantech) Users

Free information and help from other users of Relius Administration (Quantech). This unofficial message board is not affiliated with Sungard Corbel, makers of Relius Administration (Quantech).

  • 553 topics
  • 1,373 replies
Relius ASP / Managed Services - last post by jkharvey

Schwab RT Recordkeeping Users

Free information and help from other users of Schwab RT Recordkeeping defined contribution software. This unofficial message board is not affiliated with Schwab Retirement Technologies.

  • 19 topics
  • 17 replies
Need help with Schwab RT AC... - last post by nynaeve

Toggle Continuing Professional Education Continuing Professional Education

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General Continuing Professional Education

  • 82 topics
  • 192 replies
ERPA Designation - last post by Bill Presson

ASPPA C-1 through C-4 Courses

Unofficial message board for use by people enrolled in the C-1, C-2, C-3 or C-4 courses offered by the American Society of Pension Professionals and Actuaries

  • 84 topics
  • 194 replies
CPC Exam - last post by BG5150

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