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Toggle Employee Benefits in General; Executive Comp Employee Benefits in General; Executive Comp

  Forum Stats

409A Issues

  • 555 topics
  • 1,606 replies

Church Plans

  • 266 topics
  • 523 replies

Communication and Disclosure to Participants

  • 304 topics
  • 686 replies

Form 5500

  • 2,556 topics
  • 8,292 replies

International, Expat Benefits

  • 46 topics
  • 153 replies

Litigation and Claims

  • 277 topics
  • 1,025 replies

Mergers and Acquisitions

  • 329 topics
  • 663 replies

Multiemployer Plans

  • 484 topics
  • 1,227 replies

Nonqualified Deferred Compensation

  • 635 topics
  • 2,195 replies

Securities Law Aspects of Employee Benefit Plans

  • 102 topics
  • 245 replies

Miscellaneous Kinds of Benefits

  • 775 topics
  • 1,694 replies

Toggle Health & Welfare Plans Health & Welfare Plans

  Forum Stats

Cafeteria Plans

  • 2,834 topics
  • 9,354 replies

Health Plans (Including ACA, COBRA, HIPAA)

  • 2,605 topics
  • 7,751 replies

Health Savings Accounts (HSAs)

  • 315 topics
  • 972 replies

VEBAs

  • 190 topics
  • 878 replies

Other Kinds of Welfare Benefit Plans

  • 956 topics
  • 2,633 replies

Toggle Retirement Plans Retirement Plans

  Forum Stats

Retirement Plans in General

  • 4,024 topics
  • 13,794 replies

401(k) Plans

  • 14,210 topics
  • 56,344 replies

403(b) Plans, Accounts or Annuities

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

  • 1,709 topics
  • 5,267 replies

457 Plans

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

  • 650 topics
  • 1,802 replies

Continuing Professional Education

  • 169 topics
  • 399 replies

Correction of Plan Defects

  • 1,396 topics
  • 3,634 replies

Cross-Tested Plans

  • 1,072 topics
  • 5,499 replies

Defined Benefit Plans, Including Cash Balance

  • 5,936 topics
  • 26,898 replies

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

  • 3,210 topics
  • 10,431 replies

Employee Stock Ownership Plans (ESOPs)

  • 993 topics
  • 2,971 replies

ERPA (Enrolled Retirement Plan Agent)

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

  • 43 topics
  • 190 replies

Estate Planning Aspects of IRAs and Retirement Plans

  • 151 topics
  • 420 replies

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.

  • 863 topics
  • 1,994 replies

Investment Issues (Including Self-Directed)

  • 486 topics
  • 1,691 replies

IRAs and Roth IRAs

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

  • 2,984 topics
  • 9,144 replies

Operating a TPA or Consulting Firm

  • 234 topics
  • 1,005 replies

Plan Document Amendments

  • 668 topics
  • 1,889 replies

Plan Terminations

  • 786 topics
  • 2,387 replies

Qualified Domestic Relations Orders (QDROs)

  • 559 topics
  • 3,400 replies

SEP, SARSEP and SIMPLE Plans

  • 1,336 topics
  • 3,507 replies

Toggle User Groups (Unofficial) User Groups (Unofficial)

  Forum Stats

Relius Administration

Unofficial message board for users of SunGard Relius.

  • 558 topics
  • 1,387 replies

Schwab RT

Unofficial message board for users of Schwab RT (Schwab Retirement Technologies®).

  • 0 topics
  • 0 replies

 

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