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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

  • 295 topics
  • 658 replies
EACA Notice - last post by Belgarath

Form 5500

  • 2,379 topics
  • 7,544 replies
5500 or 5500ez - last post by Mike Preston

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

  • 300 topics
  • 605 replies
Compliance with ACA in M... - last post by Tot

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
  • 1,179 replies
Notice of Critical Status /... - last post by luissaha

Securities Law Aspects of Employee Benefit Plans

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

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,513 topics
  • 53,052 replies
Stopping Match on Catch-Up... - last post by khn

403(b) Plans, Accounts or Annuities

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

  • 1,669 topics
  • 5,106 replies
Nonvested Employer Contribu... - last post by QDROphile

457 Plans

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

  • 621 topics
  • 1,689 replies
457(b) Plan - last post by jpod

Correction of Plan Defects

  • 1,294 topics
  • 3,335 replies
Loan VCP After Deemed Distr... - last post by Belgarath

Cross-Tested Plans

  • 1,025 topics
  • 5,266 replies
HCE determination in a Cont... - last post by My 2 cents

Defined Benefit Plans, Including Cash Balance

  • 5,769 topics
  • 25,977 replies
Plan Termination -- If addi... - last post by My 2 cents

Distributions and Loans, Other than QDROs

  • 3,068 topics
  • 9,802 replies
force out IRA options - last post by mbozek

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
  • 411 replies
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.

  • 838 topics
  • 1,880 replies
Governmental plan using reg... - last post by Belgarath

Investment Issues (including self-directed)

  • 463 topics
  • 1,597 replies
Terminating a PS plan that... - last post by katieinny

IRAs and Roth IRAs

  • 2,967 topics
  • 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
  • 1,812 replies
Signature on Board Resoluti... - last post by Bird

Plan Terminations

  • 740 topics
  • 2,223 replies
Diligent Search - last post by Effen

Retirement Plans in General

  • 3,719 topics
  • 12,546 replies
NRA Definition and 100% Ves... - last post by cheersmate

SEP, SARSEP and SIMPLE Plans

  • 1,293 topics
  • 3,371 replies
SEP & traditional IRA - last post by Bird

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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

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
  • 1,373 replies
5500 sf count for active (n... - last post by Tom Poje

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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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