Welcome Guest ( Log In | Register ) · 0 New Messages
| Welcome back; your last visit was: Sep 5 2010, 11:04 PM |
| Forum | Topics | Replies | 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. Forum Led by: Lori Friedman |
350 | 1,206 |  Aug 25 2010, 02:16 PMIn: Removing a permissible payment... By: 401 Chaos |
|
Church Plans
Forum Led by: Danny Miller |
205 | 355 | Aug 25 2010, 02:06 PM In: Church Plan and Form 5500 By: J4FKBC |
|
Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
232 | 479 | Jul 21 2010, 08:24 AM In: ESOP Disclosure to Participant... By: GMK |
|
Form 5500
Forum Led by: Fredman |
1,758 | 5,258 | Sep 2 2010, 03:05 PM In: Audit Report not ready at time... By: BG5150 |
|
Global Benefits
Forum Led by: akwallace |
35 | 113 | May 25 2010, 12:24 PM In: foreign employees in US plan By: Harry O |
|
Litigation and Claims
Forum Led by: Brian Ortelere |
231 | 826 | Sep 1 2010, 12:04 PM In: State or Federal Court By: mbozek |
|
Merger and Acquisition Aspects
Forum Led by: David Baker |
231 | 419 | Jul 22 2010, 10:59 AM In: 403(b) 5500's By: mbozek |
|
Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
715 | 1,561 | Aug 26 2010, 03:23 PM In: SSA-private pension benefit in... By: My 2 cents |
|
Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: David Baker |
352 | 921 | Aug 30 2010, 02:23 PM In: Multiemployer Critical Status ... By: 409 eh? |
|
Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
87 | 221 | Aug 13 2010, 03:07 PM In: Securities Law Exemption for M... By: QDROphile |
|
Small Businesses (issues unique to)
Forum Led by: BobParks |
128 | 373 | Aug 12 2010, 11:25 AM In: 412(i) 419 captives and sectio... By: VEBAPLAN |
| Forum | Topics | Replies | Last Post Info | |
|---|---|---|---|---|
|
401(k) Plans
Forum Led by: Mike Preston |
10,637 | 40,460 | Sep 3 2010, 06:11 PM In: Loan/Hardship Issue By: PensionPro |
|
403(b) Plans, Accounts or Annuities
Issues particular to 403(b) arrangements of both tax-exempt and governmental employers. Forum Led by: Carol V. Calhoun |
1,347 | 4,060 | Sep 2 2010, 09:19 PM In: Roth contract exchanges By: J Simmons |
|
457 Plans
Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers Forum Led by: Carol V. Calhoun, Tom Geer |
518 | 1,433 | Aug 23 2010, 02:34 PM In: HEART Act By: J4FKBC |
|
Bank Trust Officers (working with)
Forum Led by: David Baker |
18 | 49 | Feb 1 2010, 04:59 PM In: Claim Denied by Trustee? By: GMK |
|
Correction of Plan Defects
Forum Led by: njwhite |
934 | 2,251 | Sep 3 2010, 12:05 PM In: Correction of SIMPLE via Strea... By: A125 |
|
Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
862 | 4,487 | Sep 3 2010, 04:56 PM In: Deemed CODA By: Jim Chad |
|
Daily Valuation and Recordkeeping
Issues particular to the popular "daily valuation" method of recordkeeping, for 401(k) and other retirement plans (typically including a participant-directed investment feature). Forum Led by: David Baker |
98 | 286 | Apr 2 2010, 07:40 AM In: Dividends in a daily system By: lawman98 |
|
Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
4,570 | 20,891 | Sep 4 2010, 09:44 PM In: New RPA Benefit Restriction Br... By: Dougsbpc |
|
Distributions and Loans, Other than QDROs
Forum Led by: David Baker |
2,449 | 7,532 | Sep 3 2010, 02:50 PM In: 402(f) Notice for distribution... By: Mike Preston |
|
Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
827 | 2,242 | Sep 3 2010, 10:43 AM In: Lost ESOP By: jfreeborn |
|
ERPA (Enrolled Retirement Plan Agent )
The Office of Professional Responsibility (OPR) of the Internal Revenue Service (IRS) with the Tax Exempt and Government Entities Division (TE/GE) implemented the recommendation of the Advisory Committee for Tax Exempt and Government Entities (ACT) that a new category of limited scope practitioner be created. This practitioner is known as an "Enrolled Retirement Plan Agent" or "ERPA." The ERPA program is established under Circular 230 of the US Department of the Treasury and will be administered by the Office of Professional Responsibility. 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. The message board is sponsored by BenefitsLink.com, which is not affiliated with AIRE (but we're a big fan!). 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 Welcome to the message board! Forum Led by: Stephen P. Taft QPA CPS |
1 | 15 | Aug 25 2010, 02:10 PM In: Welcome By: J4FKBC |
|
Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
135 | 370 | Jul 12 2010, 01:47 PM In: Life Insurance Purchase from Q... By: VEBAPLAN |
|
Governmental Plans
Issues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes. Forum Led by: Carol V. Calhoun |
769 | 1,684 | Sep 3 2010, 10:12 AM In: EPCRS - Compliance Fees - Mult... By: ERISAQUEEN |
|
Investment Issues (including self-directed)
Forum Led by: David Baker |
278 | 991 | Sep 2 2010, 09:48 AM In: Life policy in a terminating p... By: Lori H |
|
IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,838 | 8,454 | Sep 3 2010, 02:24 PM In: Reporting K-1 information for ... By: Rajeev |
|
Nonqualified Deferred Compensation
Forum Led by: TCWalker |
581 | 2,004 | Aug 31 2010, 06:06 PM In: DCP Participant Investments By: PensionPro |
|
Operating a Consulting or TPA Firm
Forum Led by: David Baker |
168 | 716 | Aug 31 2010, 01:52 PM In: TIN requirements By: Eric A |
|
Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
417 | 2,511 | Sep 2 2010, 09:14 AM In: Order to pay child support By: My 2 cents |
|
Plan Document Amendments
Forum Led by: Lynn Campbell |
502 | 1,424 | Aug 24 2010, 05:03 PM In: IRS Summer 2010 News--5307 fil... By: Penelope |
|
Plan Terminations
Forum Led by: david rigby |
584 | 1,743 | Sep 2 2010, 12:22 PM In: PSP Sole participant deceased By: Bird |
|
Retirement Plans in General
Forum Led by: ERead |
2,917 | 9,787 | Aug 30 2010, 03:09 PM In: Vesting question; you have to ... By: david rigby |
|
Retirement Plans Policy
Forum Led by: Franklin Evans |
37 | 242 | Apr 29 2010, 02:07 PM In: Fiduciary Liability as a TPA By: vebaguru |
|
SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
1,097 | 2,815 | Aug 16 2010, 03:41 PM In: Record retention for SEP IRA By: Roger K. |
| Forum | Topics | Replies | Last Post Info | |
|---|---|---|---|---|
|
Computers
Forum Led by: David Baker |
42 | 84 | Apr 28 2010, 11:48 AM In: Anyone having probs w/ this si... By: BG5150 |
|
How to Use the Message Boards (the "Forums")
Forum Led by: David Baker |
118 | 360 | May 25 2010, 01:53 PM In: Tapatalk By: Bill Presson |
|
Humor
Forum Led by: David Baker |
171 | 583 | Sep 3 2010, 03:18 PM In: 5 quick jokes I hope will make... By: Marianka |
|
Inspiration
Forum Led by: David Baker |
46 | 152 | Jul 15 2010, 03:30 PM In: A Great One - RIP By: Andy the Actuary |
|
Miscellany
Forum Led by: David Baker |
177 | 1,463 | Aug 27 2010, 03:53 PM In: Is anyone taking SOA actuarial... By: J4FKBC |
| Forum | Topics | Replies | Last Post Info | |
|---|---|---|---|---|
|
BLAZE SSI
Free information and help from other BLAZE SSI software users. This unofficial message board is not affiliated with BLAZE SSI. Forum Led by: Cathy from Chicago |
18 | 23 | Oct 21 2009, 02:24 PM In: Blaze SSI Proposal System By: Tinman |
|
InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: David Baker |
7 | 8 | Jun 23 2009, 04:27 AM In: How do I create a message boar... By: Allezlesgars |
|
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). Forum Led by: JohnB10 |
510 | 1,265 | Sep 1 2010, 12:56 PM In: census report By: Tom Poje |
|
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. Forum Led by: JimJ |
19 | 17 | Sep 25 2009, 11:41 AM In: Need help with Schwab RT ACA m... By: nynaeve |
| Forum | Topics | Replies | Last Post Info | |
|---|---|---|---|---|
|
General Continuing Professional Education
Forum Led by: David Baker |
73 | 141 | Jun 17 2010, 08:13 AM In: Business valuations book autho... By: VEBAPLAN |
|
ASPPA C1 - Admin & Qualif Issues
Unofficial message board for use by people enrolled in the C-1 course offered by the American Society of Pension Professionals & Actuaries Forum Led by: amy cavanaugh |
15 | 44 | Mar 14 2007, 10:07 AM In: Used 2006 DC-1 Book By: Lori Ray |
|
ASPPA C2 (DB) - Admin Issues of DB Plans
Unofficial message board for use by people enrolled in the C-2 (DB) course offered by the American Society of Pension Professionals & Actuaries Forum Led by: David Baker |
19 | 70 | Aug 18 2010, 06:29 AM In: DB Exam By: Tom Poje |
|
ASPPA C2 (DC) - Admin Issues of DC Plans
Unofficial message board for use by people enrolled in the C-2 (DC) course offered by the American Society of Pension Professionals & Actuaries (not affiliated with BenefitsLink) Forum Led by: David Baker |
30 | 55 | Jun 4 2007, 11:17 AM In: DC-2 Sample Exam? By: Tom Poje |
|
ASPPA C3 - Finan & Fiduc Aspects of Qual Plans
Unofficial message board for use by people enrolled in the C-3 course offered by the American Society of Pension Professionals & Actuaries Forum Led by: David Baker |
5 | 10 | Apr 29 2005, 02:31 PM In: C3 practice questions By: Harwood |
|
ASPPA C4 - Advan Ret Plan Consulting
Unofficial message board for use by people enrolled in the C-4 course offered by the American Society of Pension Professionals & Actuaries Forum Led by: David Baker |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
Board Statistics
| 134 user(s) active in the past 15 minutes | |
 |
134 guests, 0 members, 0 anonymous members
Google.com
Show detailed by: Last Click, Member Name
|
| Lo-Fi Version | Time is now: 5th September 2010 - 11:04 PM |