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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

  • 2,329 topics
  • 7,342 replies
5500 counts terminated 0% v... - last post by BG5150

Global Benefits

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

Litigation and Claims

  • 267 topics
  • 958 replies
Post Death Change to Plan... - last post by SearchLight

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

  • 13,163 topics
  • 51,236 replies
What is with these recordke... - last post by SearchLight

403(b) Plans, Accounts or Annuities

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

  • 1,639 topics
  • 5,001 replies
Restating for PPA for a ter... - last post by Lori H

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

  • 1,249 topics
  • 3,192 replies
Extra Loan Payment - last post by Lou S.

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

  • 5,683 topics
  • 25,579 replies
6% Fixed Rate Allowed in to... - last post by John Feldt ERPA CPC QPA

Distributions and Loans, Other than QDROs

  • 3,005 topics
  • 9,533 replies
how are folks handling taxa... - last post by msimpson

Employee Stock Ownership Plans (ESOPs)

  • 952 topics
  • 2,746 replies
Need Advice - last post by Lou S.

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
  • 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

  • 2,948 topics
  • 9,002 replies
5498 and 1099-R reporting f... - last post by suellenhoward

Nonqualified Deferred Compensation

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

Operating a Consulting or TPA Firm

  • 224 topics
  • 943 replies
Starting New TPA Practice - last post by Jim Chad

Qualified Domestic Relations Orders (QDROs)

  • 519 topics
  • 3,092 replies
subsequent distribution to... - last post by GMK

Plan Document Amendments

  • 625 topics
  • 1,758 replies
Merger of ESOP - last post by LIBERTYKID

Plan Terminations

  • 725 topics
  • 2,169 replies
Paying surrender penalties... - last post by Fiduciary Guidance Counsel

Retirement Plans in General

  • 3,538 topics
  • 11,866 replies
plan limits - last post by Lou S.


  • 1,275 topics
  • 3,321 replies
SEP IRA - Short Plan YEar? - last post by austin3515

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).

  • 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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