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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.

  • 503 topics
  • 1,458 replies
Phantom Carry Plan Design - last post by EBECatty

Church Plans

  • 253 topics
  • 468 replies
May a non-electing church p... - last post by david rigby

Communication and Disclosure to Participants

  • 288 topics
  • 648 replies
Spanish SPD - last post by Calavera

Form 5500

  • 2,332 topics
  • 7,352 replies
Master Trust reporting in F... - last post by TPALona

Global Benefits

  • 40 topics
  • 147 replies
foreign employees in US plan - last post by draper1

Litigation and Claims

  • 268 topics
  • 987 replies
Is it better to contact a l... - last post by Lou S.

Merger and Acquisition Aspects

  • 289 topics
  • 571 replies
Control Group has three pla... - last post by cpc0506

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.

  • 461 topics
  • 1,155 replies
Section 6056 Reporting - last post by DTK_NJ

Securities Law Aspects of Employee Benefit Plans

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

Small Businesses (issues unique to)

  • 147 topics
  • 440 replies
trust as owner in 401k - last post by QDROphile

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,179 topics
  • 51,330 replies
Late Deposits - DOL Safe Ha... - last post by EBDI

403(b) Plans, Accounts or Annuities

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

  • 1,640 topics
  • 5,002 replies
Employee "opt out"... - last post by QDROphile

457 Plans

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

  • 611 topics
  • 1,650 replies
Employer contribution requi... - last post by QDROphile

Correction of Plan Defects

  • 1,253 topics
  • 3,201 replies
SCP & Retro Amendment - last post by Kevin C

Cross-Tested Plans

  • 1,011 topics
  • 5,188 replies
Vesting on 11g amendment - last post by rcline46

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).

  • 103 topics
  • 300 replies
dividends received after pa... - last post by My 2 cents

Defined Benefit Plans, Including Cash Balance

  • 5,691 topics
  • 25,598 replies
Contingent Annuity Question - last post by Hojo

Distributions and Loans, Other than QDROs

  • 3,009 topics
  • 9,546 replies
Loan to inactive participant - last post by Bird

Employee Stock Ownership Plans (ESOPs)

  • 953 topics
  • 2,751 replies
415 and fiscal limitation year - last post by Kevin C

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 ERPAexam.org.

  • 35 topics
  • 158 replies
ERPA Renewal confirmation? - last post by lippy

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
  • 1,844 replies
Eligibility - last post by david rigby

Investment Issues (including self-directed)

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

IRAs and Roth IRAs

  • 2,949 topics
  • 9,009 replies
IRA owner turns age 70 1/2... - last post by GMK

Nonqualified Deferred Compensation

  • 618 topics
  • 2,117 replies
Spousal consent required? - last post by david rigby

Operating a Consulting or TPA Firm

  • 225 topics
  • 943 replies
e-filing Form 945 - last post by Bird

Qualified Domestic Relations Orders (QDROs)

  • 523 topics
  • 3,123 replies
Death of alternative payee... - last post by My 2 cents

Plan Document Amendments

  • 626 topics
  • 1,759 replies
VS versus Prototype - last post by Kevin C

Plan Terminations

  • 727 topics
  • 2,174 replies
What Happens? - last post by Andy the Actuary

Retirement Plans in General

  • 3,544 topics
  • 11,909 replies
Participating Employer Sett... - last post by QDROphile

SEP, SARSEP and SIMPLE Plans

  • 1,277 topics
  • 3,327 replies
Can you roll annual SEP con... - last post by Appleby

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

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BLAZE SSI

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).

  • 551 topics
  • 1,367 replies
Error On SB, Line 38b - last post by Andy the Actuary

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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K2retire, My 2 cents, KJohnson, Chaz, John Feldt ERPA CPC QPA