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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.

  • 514 topics
  • 1,474 replies
Assumption of Liability by SH - last post by spartytax

Church Plans

  • 258 topics
  • 496 replies
Investments in a 403(b)(9)... - last post by 403(b)(9)

Communication and Disclosure to Participants

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

Form 5500

  • 2,365 topics
  • 7,499 replies
when must s self employed 4... - last post by mbozek

Global Benefits

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

Litigation and Claims

  • 269 topics
  • 983 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

  • 769 topics
  • 1,679 replies
Old pension benifits - last post by david rigby

Multiemployer Plans

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

  • 468 topics
  • 1,171 replies
Schedule MB - item 8e - last post by keller226

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

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Old 401k moved without dire... - last post by XrayLemi

403(b) Plans, Accounts or Annuities

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

  • 1,663 topics
  • 5,091 replies
NonErisa plan document requ... - last post by John Feldt ERPA CPC QPA

457 Plans

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

  • 619 topics
  • 1,676 replies
457 Rollover - last post by Belgarath

Correction of Plan Defects

  • 1,278 topics
  • 3,288 replies
Profit sharing contribution... - last post by Lou S.

Cross-Tested Plans

  • 1,023 topics
  • 5,252 replies
Terminated with less than 5... - last post by Tom Poje

Defined Benefit Plans, Including Cash Balance

  • 5,750 topics
  • 25,880 replies
Top Heavy Minimum for parti... - last post by ETA Consulting LLC

Distributions and Loans, Other than QDROs

  • 3,056 topics
  • 9,717 replies
re-financed loan - last post by Dougsbpc

Employee Stock Ownership Plans (ESOPs)

  • 960 topics
  • 2,775 replies
ESOP Melllllllllllllltttttt... - 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

  • 37 topics
  • 176 replies
ERPA and PTIN - last post by doombuggy

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.

  • 837 topics
  • 1,874 replies
RMD -- interest on late pay... - last post by tja

Investment Issues (including self-directed)

  • 462 topics
  • 1,593 replies
1035 Viatical Whole Life Po... - last post by buckyks

IRAs and Roth IRAs

  • 2,960 topics
  • 9,040 replies
Roth IRA Backdoor Questions - last post by Coopman14

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)

  • 530 topics
  • 3,179 replies
Former Spouse doesn't w... - last post by mbozek

Plan Document Amendments

  • 637 topics
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Inward rollovers TO a quali... - last post by mbozek

Plan Terminations

  • 737 topics
  • 2,217 replies
Terminating 401k safe harbo... - last post by Lou S.

Retirement Plans in General

  • 3,709 topics
  • 12,511 replies
Death of trustee - brokerag... - last post by ombskid


  • 1,291 topics
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SIMPLE IRA limits for self... - last post by steve-o

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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

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

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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