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| Welcome back; your last visit was: Nov 21 2009, 11:45 PM |
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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. Forum Led by: Lori Friedman |
297 | 1,102 |  Nov 18 2009, 11:10 AMIn: Definition of "applicable cove... By: vebaguru |
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Church Plans
Forum Led by: Danny Miller |
194 | 326 | Nov 10 2009, 02:30 PM In: Housing allowance By: DSims |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
220 | 450 | Nov 18 2009, 12:47 PM In: Notice to Interested Parties n... By: Mike Preston |
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Form 5500
Forum Led by: Fredman |
1,552 | 4,562 | Nov 20 2009, 02:33 PM In: 5500 to 5500-EZ? By: mming |
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Global Benefits
Forum Led by: akwallace |
35 | 111 | Nov 18 2009, 03:40 PM In: foreign employees in US plan By: Kevin C |
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Litigation and Claims
Forum Led by: Brian Ortelere |
224 | 776 | Nov 17 2009, 05:39 PM In: Get sued using a captive or 41... By: vebaguru |
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Merger and Acquisition Aspects
Forum Led by: David Baker |
224 | 409 | Oct 23 2009, 10:05 AM In: Affiliated Service Group? By: K2retire |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
708 | 1,553 | Nov 5 2009, 02:46 PM In: Flex Transportation Program By: oriecat |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: David Baker |
300 | 814 | Nov 21 2009, 09:32 PM In: Employee Led De-certification ... By: HangAye12 |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
83 | 193 | Nov 13 2009, 08:50 PM In: OFAC Screening By: J Simmons |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
123 | 348 | Sep 9 2009, 04:20 PM In: Must a partner draw a salary a... By: L337pwner5 |
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401(k) Plans
Forum Led by: Mike Preston |
10,010 | 38,101 | Nov 21 2009, 08:20 PM In: Hired on Jan 2, what entry dat... By: J Simmons |
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403(b) Plans, Accounts or Annuities
Issues particular to 403(b) arrangements of both tax-exempt and governmental employers. Forum Led by: Carol V. Calhoun |
1,269 | 3,818 | Nov 19 2009, 02:28 PM In: 403(b) Loans By: dms9999 |
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457 Plans
Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers Forum Led by: Carol V. Calhoun, Tom Geer |
471 | 1,326 | Nov 8 2009, 02:16 AM In: 457 vesting and taxation By: Santo Gold |
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Bank Trust Officers (working with)
Forum Led by: David Baker |
17 | 47 | Mar 18 2009, 11:37 AM In: Is this a prohibited transacti... By: Iwonder |
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Correction of Plan Defects
Forum Led by: njwhite |
854 | 2,071 | Nov 19 2009, 02:54 PM In: 415 violation and trustee does... By: WDIK |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
821 | 4,192 | Oct 23 2009, 05:13 PM In: Component Plan By: Blinky the 3-eyed Fish |
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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). Forum Led by: David Baker |
95 | 281 | Aug 3 2009, 10:26 AM In: Daily Valuation Vendors? By: ssimoneaux |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
4,224 | 19,663 | Nov 21 2009, 12:56 PM In: Top heavy question By: Andy the Actuary |
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Distributions and Loans, Other than QDROs
Forum Led by: David Baker |
2,329 | 7,121 | Nov 19 2009, 04:47 PM In: 1099-R excess contribution By: pmacduff |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
801 | 2,178 | Nov 20 2009, 11:34 AM In: leveraged ESOP termination, lo... By: Dressageho |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
132 | 315 | Oct 28 2009, 07:58 AM In: Content needed for two By: VEBAPLAN |
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Governmental Plans
Issues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes. Forum Led by: Carol V. Calhoun |
740 | 1,621 | Nov 8 2009, 12:36 PM In: QDRO from AZ to NV By: joyceeln |
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Investment Issues (including self-directed)
Forum Led by: David Baker |
261 | 926 | Nov 17 2009, 04:37 PM In: Investment in Real Estate By: rcline46 |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,777 | 8,276 | Nov 20 2009, 10:20 AM In: Roth Conversion 2010 By: Sieve |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
567 | 1,982 | Nov 2 2009, 12:54 PM In: Rabbi Trust -- use of trust... By: vebaguru |
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Operating a Consulting or TPA Firm
Forum Led by: David Baker |
159 | 683 | Oct 12 2009, 07:09 PM In: Transition of records By: Doghouse |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
391 | 2,340 | Oct 20 2009, 09:40 AM In: Sham Divorce? By: masteff |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
444 | 1,229 | Nov 16 2009, 10:12 AM In: EGTRRA and plan mergers By: JPIngold |
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Plan Terminations
Forum Led by: david rigby |
536 | 1,616 | Nov 19 2009, 12:05 PM In: ESOP termination By: t.haley |
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Retirement Plans in General
Forum Led by: ERead |
2,780 | 9,344 | Nov 20 2009, 05:46 PM In: Affiliated Service Group quest... By: K2retire |
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Retirement Plans Policy
Forum Led by: Franklin Evans |
34 | 231 | Jan 6 2009, 05:21 PM In: RMD 60 day rollover waiver By: david rigby |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
1,066 | 2,752 | Nov 16 2009, 05:00 PM In: 5305 and 403(b) By: Inhouse ERISA |
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Computers
Forum Led by: David Baker |
38 | 65 | Aug 4 2009, 01:00 PM In: Paperless files for a client m... By: imchipbrown |
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How to Use the Message Boards (the "Forums")
Forum Led by: David Baker |
111 | 363 | Nov 19 2009, 04:08 PM In: Is there a "report" button for... By: David Baker |
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Humor
Forum Led by: David Baker |
159 | 524 | Nov 21 2009, 06:56 AM In: how pumpkin pies are made By: Andy the Actuary |
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Inspiration
Forum Led by: David Baker |
43 | 144 | Apr 17 2009, 11:57 AM In: Susan Boyle Britain's Got ... By: jevd |
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Miscellany
Forum Led by: David Baker |
152 | 1,223 | Nov 20 2009, 10:36 AM In: Message From Social Security By: masteff |
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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. Forum Led by: Cathy from Chicago |
18 | 23 | Oct 21 2009, 02:24 PM In: Blaze SSI Proposal System By: Tinman |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: David Baker |
7 | 8 | Jun 23 2009, 04:27 AM In: How do I create a message boar... By: Allezlesgars |
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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). Forum Led by: JohnB10 |
476 | 1,138 | Oct 22 2009, 09:25 AM In: Crystal reports By: pmacduff |
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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. Forum Led by: JimJ |
19 | 17 | Sep 25 2009, 11:41 AM In: Need help with Schwab RT ACA m... By: nynaeve |
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General Continuing Professional Education
Forum Led by: David Baker |
69 | 125 | Oct 28 2009, 01:50 PM In: CPE Credit for ERPA By: Kevin C |
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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 Forum Led by: amy cavanaugh |
15 | 44 | Mar 14 2007, 10:07 AM In: Used 2006 DC-1 Book By: Lori Ray |
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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 Forum Led by: David Baker |
18 | 67 | Nov 10 2009, 04:14 PM In: 2009 DB Exam - Top Heavy Accru... By: david rigby |
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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) Forum Led by: David Baker |
30 | 55 | Jun 4 2007, 11:17 AM In: DC-2 Sample Exam? By: Tom Poje |
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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 Forum Led by: David Baker |
5 | 10 | Apr 29 2005, 02:31 PM In: C3 practice questions By: Harwood |
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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 Forum Led by: David Baker |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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