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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.

  • 496 topics
  • 1,424 replies
Prohibited Transactions - last post by Msawalski

Church Plans

  • 250 topics
  • 462 replies
Sponsoring multiple "ch... - last post by jpod

Communication and Disclosure to Participants

  • 288 topics
  • 646 replies
SPD Distribution Five-Year... - last post by Fiduciary Guidance Counsel

Form 5500

  • 2,285 topics
  • 7,163 replies
Use of 1/2 as an entry date... - last post by Sully

Global Benefits

  • 40 topics
  • 146 replies
foreign employees in US plan - last post by k man

Litigation and Claims

  • 262 topics
  • 924 replies
Plan assets to pay litigati... - last post by benefitsguru

Merger and Acquisition Aspects

  • 282 topics
  • 555 replies
401(k) Plan Merger with Saf... - last post by MWeddell

Miscellaneous Kinds of Benefits

  • 746 topics
  • 1,641 replies
Social Security overpayment - last post by masteff

Multiemployer Plans

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

  • 451 topics
  • 1,117 replies
Withdrawal liability - lump... - last post by gregmk

Securities Law Aspects of Employee Benefit Plans

  • 99 topics
  • 233 replies
Kirk Maldonado - last post by Chaz

Small Businesses (issues unique to)

  • 147 topics
  • 440 replies
trust as owner in 401k - last post by QDROphile

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 12,923 topics
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Loans - Hardship Only - last post by QDROphile

403(b) Plans, Accounts or Annuities

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

  • 1,617 topics
  • 4,935 replies
Universal Availability - last post by Belgarath

457 Plans

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

  • 598 topics
  • 1,630 replies
Governmental 457b annual ad... - last post by Carol V. Calhoun

Correction of Plan Defects

  • 1,217 topics
  • 3,090 replies
ADP refunds processed after... - last post by BG5150

Cross-Tested Plans

  • 1,002 topics
  • 5,106 replies
Safe Harbor Match and Gateway - last post by pmacduff

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).

  • 103 topics
  • 300 replies
dividends received after pa... - last post by My 2 cents

Defined Benefit Plans, Including Cash Balance

  • 5,595 topics
  • 25,173 replies
Death After Election - last post by jpod

Distributions and Loans, Other than QDROs

  • 2,962 topics
  • 9,337 replies
5 percent owner rule for RMDs - last post by Lou S.

Employee Stock Ownership Plans (ESOPs)

  • 938 topics
  • 2,676 replies
Meaning of "substantial... - last post by lalaland

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!

  • 33 topics
  • 150 replies
1 CE Credit before year end - last post by KTB

Estate Planning Aspects of IRAs and Retirement Plan Benefits

  • 144 topics
  • 398 replies
death of sole prop, who is... - last post by mbozek

Governmental Plans

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

  • 827 topics
  • 1,830 replies
Purchase of Permissive Prio... - last post by joel

Investment Issues (including self-directed)

  • 351 topics
  • 1,257 replies
Mortgage to Participant - last post by cathyw

IRAs and Roth IRAs

  • 2,936 topics
  • 8,966 replies
Spouse not working and IRA... - last post by PensionPro

Nonqualified Deferred Compensation

  • 614 topics
  • 2,103 replies
Missed the 120 day window... - last post by Kevin C

Operating a Consulting or TPA Firm

  • 217 topics
  • 922 replies
No more ASPPA yearbook - last post by PensionPro

Qualified Domestic Relations Orders (QDROs)

  • 504 topics
  • 2,995 replies
Plan Administrator's di... - last post by Chelsi

Plan Document Amendments

  • 615 topics
  • 1,720 replies
PPA opinion letters for DC... - last post by Kevin C

Plan Terminations

  • 710 topics
  • 2,119 replies
Additional distributions -... - last post by t.haley

Retirement Plans in General

  • 3,434 topics
  • 11,368 replies
extending tax return after... - last post by shERPA

Retirement Plans Policy

  • 43 topics
  • 268 replies
414(s) Compensation Test - last post by My 2 cents

SEP, SARSEP and SIMPLE Plans

  • 1,259 topics
  • 3,271 replies
SIMPLE IRA and Fidelity Bon... - last post by ERISAtoolkit.com

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Computers

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The cloud or in-house? - last post by MrKnowItLittle

How to Use the Message Boards (the "Forums")

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Divorced Railroad Spouse -... - last post by My 2 cents

Humor

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April 16th lament - last post by Belgarath

Inspiration

  • 47 topics
  • 159 replies
Things I Wish I Had Known W... - last post by Bill Presson

Miscellany

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Thanks, Dave - last post by GMK

Toggle Product User Groups (Unofficial) Product User Groups (Unofficial)

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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

InvestLink's TotalServiceManager

Product home page: http://www.invlink.com/

  • 6 topics
  • 10 replies
Disparaging Remarks - last post by BG5150

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).

  • 548 topics
  • 1,362 replies
ADPACP Test Warning - last post 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.

  • 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 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

  • 15 topics
  • 44 replies
Used 2006 DC-1 Book - last post 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

  • 19 topics
  • 70 replies
DB Exam - last post 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)

  • 30 topics
  • 55 replies
DC-2 Sample Exam? - last post 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

  • 6 topics
  • 18 replies
CPC Exam - last post by BG5150

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

  • 14 topics
  • 7 replies
C4 - last post by mitchk

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