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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.

  • 518 topics
  • 1,492 replies
Subsidized COBRA - last post by JJRetirement

Church Plans

  • 259 topics
  • 498 replies
ACP Testing: 403b vs. 401k - last post by Craig Garner

Communication and Disclosure to Participants

  • 293 topics
  • 657 replies
Who gets the QDIA Notice? - last post by Lou S.

Form 5500

  • 2,373 topics
  • 7,522 replies
just released 5500-SUP guid... - last post by Tom Poje

Global Benefits

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

Litigation and Claims

  • 269 topics
  • 990 replies
In Participant's Defense - last post by HNC

Merger and Acquisition Aspects

  • 298 topics
  • 601 replies
ADP Test for Merged 401(k)... - last post by Mike Preston

Miscellaneous Kinds of Benefits

  • 770 topics
  • 1,679 replies
Nonqualified Annuity - last post by J Simmons

Multiemployer Plans

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

  • 469 topics
  • 1,178 replies
401(k) and DC merger - last post by ERISAWiz

Securities Law Aspects of Employee Benefit Plans

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

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401(k) Plans

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Looking for advice...  smal... - last post by Mike Preston

403(b) Plans, Accounts or Annuities

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

  • 1,667 topics
  • 5,098 replies
ADP Refunds - last post by Steve Waddo

457 Plans

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

  • 620 topics
  • 1,682 replies
Plan Contribution in Lieu o... - last post by jpod

Correction of Plan Defects

  • 1,286 topics
  • 3,313 replies
How does the IRS "disal... - last post by Lou S.

Cross-Tested Plans

  • 1,024 topics
  • 5,252 replies
General Testing - One Emplo... - last post by Rob P

Defined Benefit Plans, Including Cash Balance

  • 5,758 topics
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110% Test - Restricted Empl... - last post by My 2 cents

Distributions and Loans, Other than QDROs

  • 3,066 topics
  • 9,784 replies
401k Rollover Requested (RM... - last post by ESOP Guy

Employee Stock Ownership Plans (ESOPs)

  • 961 topics
  • 2,786 replies
Questions to ask when termi... - last post by ESOP Guy

ERPA (Enrolled Retirement Plan Agent)

Discussion of anything pertaining to the ERPA designation, including the procedural aspects of the needed examinations. Not affiliated with American Institute of Retirement Education, LLC (AIRE). For official information, see ERPAexam.org.

  • 37 topics
  • 177 replies
ERPA & QPA vs QKA vs AP... - last post by boidsy

Estate Planning Aspects of IRAs and Retirement Plan Benefits

  • 149 topics
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Naming trust as IRA/ret pla... - last post by Calavera

Governmental Plans

Issues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes.

  • 837 topics
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RMD -- interest on late pay... - last post by tja

Investment Issues (including self-directed)

  • 462 topics
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1035 Viatical Whole Life Po... - last post by buckyks

IRAs and Roth IRAs

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  • 9,065 replies
Roth IRA for Kids - last post by QDROphile

Nonqualified Deferred Compensation

  • 625 topics
  • 2,152 replies
Do I HAVE to pay interest? - last post by My 2 cents

Operating a Consulting or TPA Firm

  • 227 topics
  • 959 replies
Paperless - last post by austin3515

Qualified Domestic Relations Orders (QDROs)

  • 531 topics
  • 3,187 replies
QDRO - missing ? - last post by david rigby

Plan Document Amendments

  • 639 topics
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Signature on Board Resoluti... - last post by QDROphile

Plan Terminations

  • 738 topics
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Post retirement benefits -... - last post by david rigby

Retirement Plans in General

  • 3,715 topics
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Catch-Up for fiscal plan - last post by Tom Poje

SEP, SARSEP and SIMPLE Plans

  • 1,292 topics
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SIMPLE-IRA correction under... - last post by Jim Chad

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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
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Relius Administration

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).

  • 554 topics
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5500 sf count for active (n... - last post by Tom Poje

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General Continuing Professional Education

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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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