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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.

  • 501 topics
  • 1,445 replies
Does the statement for a Ca... - last post by jbergstrom

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

  • 2,323 topics
  • 7,309 replies
terminating plan and partic... - last post by Tom Poje

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

  • 750 topics
  • 1,649 replies
single participant plan and... - last post by masteff

Multiemployer Plans

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

  • 460 topics
  • 1,150 replies
Employers in Multi-eemploye... - last post by Effen

Securities Law Aspects of Employee Benefit Plans

  • 100 topics
  • 237 replies
ER Securities in an IRA - last post by jpod

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

  • 13,127 topics
  • 51,071 replies
Can a member of controlled... - last post by austin3515

403(b) Plans, Accounts or Annuities

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

  • 1,636 topics
  • 4,992 replies
Non-ERISA 403(b) to Safe Ha... - last post by MWeddell

457 Plans

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

  • 610 topics
  • 1,648 replies
Year end employment for match? - last post by Trekker

Correction of Plan Defects

  • 1,246 topics
  • 3,186 replies
Calculation of Highest Perf... - last post by wickedp1

Cross-Tested Plans

  • 1,011 topics
  • 5,184 replies
CPA says Gateway is only re... - last post by Mike Preston

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

  • 5,665 topics
  • 25,493 replies
Spreadsheets - last post by thepensionmaven

Distributions and Loans, Other than QDROs

  • 3,000 topics
  • 9,509 replies
Life Insurance Proceeds Mys... - last post by chris

Employee Stock Ownership Plans (ESOPs)

  • 950 topics
  • 2,740 replies
ESOP and Change in Distribu... - last post by MsLisaJones

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.

  • 833 topics
  • 1,839 replies
Governmental 414(h) Pick-up... - last post by DTH

Investment Issues (including self-directed)

  • 356 topics
  • 1,279 replies
Stock option in qualified plan - last post by rene@neyrey.com

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

  • 222 topics
  • 939 replies
trends in tpa marketing and... - last post by Kevin C

Qualified Domestic Relations Orders (QDROs)

  • 517 topics
  • 3,085 replies
QDRO hold - last post by QDROphile

Plan Document Amendments

  • 624 topics
  • 1,758 replies
Not "true" ESOP - last post by Flyboyjohn

Plan Terminations

  • 724 topics
  • 2,164 replies
Contributing To Why I'm... - last post by Belgarath

Retirement Plans in General

  • 3,531 topics
  • 11,845 replies
Shared Employees - last post by K2retire

SEP, SARSEP and SIMPLE Plans

  • 1,273 topics
  • 3,313 replies
Can a small business owner... - last post by sbutler

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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