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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.

  • 501 topics
  • 1,445 replies
Does the statement for a Ca... - last post by jbergstrom

Church Plans

  • 252 topics
  • 463 replies
Church-controlled tax exemp... - last post by david rigby

Communication and Disclosure to Participants

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

Form 5500

  • 2,318 topics
  • 7,282 replies
Group Legal Plans required... - last post by Flyboyjohn

Global Benefits

  • 40 topics
  • 147 replies
foreign employees in US plan - last post by draper1

Litigation and Claims

  • 266 topics
  • 947 replies
QDRO information responsibi... - last post by QDROphile

Merger and Acquisition Aspects

  • 287 topics
  • 567 replies
Protected Benefit Issue wit... - last post by ERISA11

Miscellaneous Kinds of Benefits

  • 749 topics
  • 1,647 replies
probability of 1st to die - last post by rblum50

Multiemployer Plans

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

  • 454 topics
  • 1,129 replies
How to decide whether to ta... - last post by Fiduciary Guidance Counsel

Securities Law Aspects of Employee Benefit Plans

  • 99 topics
  • 234 replies
Securities Law Exemption fo... - last post by ERISA11

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

  • 13,080 topics
  • 50,811 replies
Lost earnings from Forfeitu... - last post by masteff

403(b) Plans, Accounts or Annuities

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

  • 1,632 topics
  • 4,977 replies
Excluding Pre 1/1/09 Contracts - last post by austin3515

457 Plans

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

  • 609 topics
  • 1,643 replies
1099 or w-2 - last post by QDROphile

Correction of Plan Defects

  • 1,242 topics
  • 3,179 replies
Single VCP filing for multi... - last post by Lame Duck

Cross-Tested Plans

  • 1,008 topics
  • 5,164 replies
CPA says Gateway is only re... - last post by John Feldt ERPA CPC QPA

Daily Valuation and Recordkeeping for Daily Valuation Programs

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

  • 5,646 topics
  • 25,419 replies
Benefit Accrual - Different... - last post by MGOAdmin

Distributions and Loans, Other than QDROs

  • 2,989 topics
  • 9,482 replies
Union Participant taking loan? - last post by QDROphile

Employee Stock Ownership Plans (ESOPs)

  • 947 topics
  • 2,731 replies
Uses for S-Corp distributio... - last post by masteff

ERPA (Enrolled Retirement Plan Agent )

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. 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.

  • 35 topics
  • 158 replies
ERPA Renewal confirmation? - last post by lippy

Estate Planning Aspects of IRAs and Retirement Plan Benefits

  • 145 topics
  • 403 replies
Beneficiary designation nam... - last post by My 2 cents

Governmental Plans

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

  • 833 topics
  • 1,839 replies
Governmental 414(h) Pick-up... - last post by DTH

Investment Issues (including self-directed)

  • 356 topics
  • 1,279 replies
Stock option in qualified plan - last post by rene@neyrey.com

IRAs and Roth IRAs

  • 2,946 topics
  • 8,999 replies
No beneficiary & commun... - last post by GMK

Nonqualified Deferred Compensation

  • 617 topics
  • 2,112 replies
Deferred Comp vs 457(f) - last post by Fiduciary Guidance Counsel

Operating a Consulting or TPA Firm

  • 222 topics
  • 939 replies
trends in tpa marketing and... - last post by Kevin C

Qualified Domestic Relations Orders (QDROs)

  • 515 topics
  • 3,080 replies
QDRO for now eligible cashout - last post by QDROphile

Plan Document Amendments

  • 622 topics
  • 1,752 replies
Corporation dissolved - who... - last post by Belgarath

Plan Terminations

  • 716 topics
  • 2,138 replies
terminating a Money Purchas... - last post by KimberlyC

Retirement Plans in General

  • 3,520 topics
  • 11,816 replies
QJSA Explanation to Partici... - last post by Fielding Mellish


  • 1,270 topics
  • 3,298 replies
Funding SIMPLE receivable a... - last post by masteff

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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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  • 549 replies
Search engine now works better - last post by 12AX7


  • 220 topics
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Is My Pension In Jeopardy? - last post by Andy the Actuary


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Things I Wish I Had Known W... - last post by Bill Presson


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"Clipping" web page... - last post by Kevin C

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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 (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).

  • 550 topics
  • 1,364 replies
possible ssa check - 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 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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