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Toggle Employee Benefits in General Employee Benefits in General

  Forum Stats Last Post Info

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.

  • 510 topics
  • 1,469 replies
403B and IRA RMD catastrophe - last post by 401kguy

Church Plans

  • 254 topics
  • 473 replies
Equivalent of Stock Sale in... - last post by ESOP Guy

Communication and Disclosure to Participants

  • 290 topics
  • 655 replies
Summary Annual Report - Ref... - last post by mming

Form 5500

  • 2,354 topics
  • 7,463 replies
Real estate expenses - last post by austin3515

Global Benefits

  • 41 topics
  • 147 replies
Excluding from operational... - last post by Bumppo23

Litigation and Claims

  • 270 topics
  • 1,027 replies
Has any court found that an... - last post by mbozek

Merger and Acquisition Aspects

  • 295 topics
  • 588 replies
Employee terms and goes to... - last post by K2retire

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.

  • 462 topics
  • 1,155 replies
4204 Bond/Controlled Group... - last post by Brigette Renaud

Securities Law Aspects of Employee Benefit Plans

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

Small Businesses (issues unique to)

  • 148 topics
  • 441 replies
Executor Fees - last post by Flyboyjohn

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,269 topics
  • 51,720 replies
ADP Test - Owner dies - last post by ETA Consulting LLC

403(b) Plans, Accounts or Annuities

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

  • 1,650 topics
  • 5,026 replies
Terminating a 403(b) - last post by mbozek

457 Plans

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

  • 613 topics
  • 1,658 replies
Terminate and/or restating... - last post by mbozek

Correction of Plan Defects

  • 1,260 topics
  • 3,230 replies
ADP refunds processed after... - last post by Rebel TPA

Cross-Tested Plans

  • 1,013 topics
  • 5,202 replies
The Effect of Top Heavy All... - last post by chc93

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

  • 5,708 topics
  • 25,669 replies
Coverage/415 Limit - last post by Lou S.

Distributions and Loans, Other than QDROs

  • 3,023 topics
  • 9,583 replies
Required QJSA Explanation - last post by My 2 cents

Employee Stock Ownership Plans (ESOPs)

  • 958 topics
  • 2,776 replies
Info on ESOP Investigation... - last post by Belgarath

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
  • 166 replies
ERPA Renewal confirmation? - last post by Bill Presson

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
  • 1,846 replies
amendment to pick-up provis... - last post by Fisher

Investment Issues (including self-directed)

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

IRAs and Roth IRAs

  • 2,957 topics
  • 9,036 replies
403B and IRA RMD Catastrophe - last post by 401kguy

Nonqualified Deferred Compensation

  • 620 topics
  • 2,122 replies
Parent vs. Subsidiary Spons... - last post by Fiduciary Guidance Counsel

Operating a Consulting or TPA Firm

  • 225 topics
  • 948 replies
Pension TPA interested in b... - last post by TPAacquistion101

Qualified Domestic Relations Orders (QDROs)

  • 525 topics
  • 3,133 replies
415 Limit and QDRO Award - last post by Mike Preston

Plan Document Amendments

  • 632 topics
  • 1,779 replies
applying for determination... - last post by Chippy

Plan Terminations

  • 731 topics
  • 2,191 replies
DB Plan termination but wit... - last post by mbozek

Retirement Plans in General

  • 3,572 topics
  • 12,032 replies
Initial eligibility require... - last post by erisaman2000


  • 1,282 topics
  • 3,344 replies
Does DOL have jurisdiction... - last post by Kevin C

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).

  • 553 topics
  • 1,373 replies
Relius ASP / Managed Services - last post by jkharvey

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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