Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   102.9k

   posts

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   • Technical Amendment Due To Mistake At Plan Setup
   • By justanotheradmin, 6 hours ago
2. Defined Benefit Plans, Including Cash Balance

   40.3k

   posts

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   • Overfunding a CB plan and the 6% rule
   • By Lou S., November 20
3. Retirement Plans in General

   28.8k

   posts

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   • If a search for a missing participant finds a new address, what do you do with it?
   • By Belgarath, 15 hours ago
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   20k

   posts

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   • Loan for primary residence
   • By Lou81, November 14
5. IRAs and Roth IRAs

   See also: the SEP, SARSEP and SIMPLE Plans message board.

   12.8k

   posts

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   • 1099R to individual beneficiary rather than trust
   • By BonoConsilio, October 27
6. 403(b) Plans, Accounts or Annuities

   Issues particular to 403(b) arrangements of nonprofit or governmental employers.

   8.6k

   posts

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   • Mandatory Auto Enrollment under S2.0 and ERISA Exemption
   • By Peter Gulia, November 7
7. Cross-Tested Plans

   7.7k

   posts

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   • Nondiscriminatory Classification Test
   • By Belgarath, May 28
8. Correction of Plan Defects

   6.9k

   posts

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   • Missed Mandatory Automatic Enrollment - not in document at all
   • By Peter Gulia, November 20
9. SEP, SARSEP and SIMPLE Plans

   5.7k

   posts

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   • Misclassification correction
   • By justanotheradmin, 4 hours ago
10. Qualified Domestic Relations Orders (QDROs)

    6.4k

    posts

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    • QDRO Distribution to an Estate
    • By fmsinc, September 16
11. Employee Stock Ownership Plans (ESOPs)

    4.9k

    posts

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    • Learning about ESOPs
    • By ESOP Guy, August 19
12. Plan Terminations

    4.7k

    posts

    • 
    • new owners - plan termination
    • By Peter Gulia, Friday at 07:56 PM
13. Governmental Plans

    Issues relating to retirement plans sponsored by federal, state or local governments, international organizations, and Native American tribes. See also: 403(b) Plans message board and 457 Plans message board.

    3.2k

    posts

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    • Governmental Plans and Excludable Classes
    • By david rigby, August 8
14. Plan Document Amendments

    3.2k

    posts

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    • Where is a recordkeeper “located”?
    • By Peter Gulia, September 4
15. 457 Plans

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

    3.1k

    posts

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    • Postponement of 457(f) benefits: the competing rules of 457(f) and 409A
    • By gc@chimentowebb.com, October 1
16. Investment Issues (Including Self-Directed)

    2.7k

    posts

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    • Which target-year fund is a participant’s default?
    • By Peter Gulia, September 15
17. Operating a TPA or Consulting Firm

    2.2k

    posts

    • 
    • Seeking new IT Provider
    • By chuTzPA, 9 hours ago
18. Estate Planning Aspects of IRAs and Retirement Plans

    675

    posts

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    • Is a new spousal waiver necessary for second marriage?
    • By Gabriel, April 8
19. Continuing Professional Education

    684

    posts

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    • Thoughts on ASPPA vs NIPA?
    • By CuseFan, August 11
20. ERPA (Enrolled Retirement Plan Agent)

    Unofficial discussion. For official information, see ERPAexam.org.

    375

    posts

    • 
    • PTIN user fees for 2026
    • By Peter Gulia, September 30