Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   103.7k

   posts

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   • Principal Residence for Hardship Distribution - travel trailer
   • By Peter Gulia, Thursday at 09:34 PM
2. MEP and PEP Issues

   5

   posts

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   • Common problem?
   • By Tinman, Tuesday at 04:28 PM
3. Retirement Plans in General

   29.1k

   posts

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   • OT - Judy Diamond marketing
   • By Chase Miller, 22 hours ago
4. Defined Benefit Plans, Including Cash Balance

   40.5k

   posts

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   • Terminating Cash Balance Plan and Crediting Interest
   • By CuseFan, Yesterday at 07:38 PM
5. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   20.1k

   posts

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   • Refusing to cash RMD checks because afraid of govt
   • By CuseFan, Yesterday at 07:17 PM
6. IRAs and Roth IRAs

   See also: the SEP, SARSEP and SIMPLE Plans message board.

   12.8k

   posts

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   • Minimizing bookkeeping on a traditional IRA with a non-deductible component
   • By daverusin, March 26
7. 403(b) Plans, Accounts or Annuities

   Issues particular to 403(b) arrangements of nonprofit or governmental employers.

   8.7k

   posts

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   • Changing from QCCO to non-QCCO status
   • By Peter Gulia, Tuesday at 09:21 PM
8. Cross-Tested Plans

   7.7k

   posts

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   • Amending to Increase Benefits
   • By David D, March 27
9. Correction of Plan Defects

   6.9k

   posts

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   • Use of Self Correction
   • By Dougsbpc, 6 hours ago
10. SEP, SARSEP and SIMPLE Plans

    5.7k

    posts

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    • Lost Earnings on SIMPLE IRA Employee Deferrals not Deposited Within 7 Business Days?
    • By Artie M, January 29
11. Qualified Domestic Relations Orders (QDROs)

    6.5k

    posts

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    • HUGE QDRO mistake
    • By Confused Guy 1989, May 15
12. Employee Stock Ownership Plans (ESOPs)

    4.9k

    posts

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    • Promissory Notes in Lieu of Cash Distribution
    • By Degrand, April 23
13. Plan Terminations

    4.7k

    posts

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    • Plan Termination Participants paid from wrong account
    • By Peter Gulia, May 12
14. Governmental Plans

    Issues relating to retirement plans sponsored by federal, state or local governments, international organizations, and Native American tribes. See also: 403(b) Plans message board and 457 Plans message board.

    3.2k

    posts

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    • 457b and 401a Plan for Township
    • By Nic Pospiech, December 11, 2025
15. Plan Document Amendments

    3.2k

    posts

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    • Must a provision for a self-certifying hardship be in the plan document?
    • By Peter Gulia, May 15
16. 457 Plans

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

    3.2k

    posts

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    • 457(b)/Nonqual Brokerage Platform
    • By austin3515, April 13
17. Investment Issues (Including Self-Directed)

    2.7k

    posts

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    • Should a fiduciary replace the investment for a missing participant?
    • By Peter Gulia, April 22
18. Operating a TPA or Consulting Firm

    2.2k

    posts

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    • Researching Relius alternatives
    • By AllThingsForGood, May 7
19. Estate Planning Aspects of IRAs and Retirement Plans

    681

    posts

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    • Check Issued But Not Cashed Prior to Ptcpt. Deceasing
    • By fmsinc, January 12
20. Continuing Professional Education

    689

    posts

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    • EA Exams
    • By david rigby, May 11
21. ERPA (Enrolled Retirement Plan Agent)

    Unofficial discussion. For official information, see ERPAexam.org.

    394

    posts

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    • CE Credits
    • By Gadgetfreak, May 11