Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   103.2k

   posts

   • 
   • Different definition of compensation for deferral and match contribution
   • By G8Rs, 19 hours ago
2. MEP and PEP Issues

   4

   posts

   • 
   • Open to Closed MEP
   • By Below Ground, January 12
3. Retirement Plans in General

   29k

   posts

   • 
   • coverage testing two plans in a controlled group
   • By CuseFan, Wednesday at 07:11 PM
4. Defined Benefit Plans, Including Cash Balance

   40.3k

   posts

   • 
   • Pooled Investment Account Interest - no annual statement
   • By justanotheradmin, January 17
5. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   20k

   posts

   • 
   • RMD for deceased owner's spouse
   • By Renee H, Tuesday at 09:09 PM
6. IRAs and Roth IRAs

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

   12.8k

   posts

   • 
   • How does an IRA holder know what her IRA’s custodial-account agreement provides?
   • By Peter Gulia, January 26
7. 403(b) Plans, Accounts or Annuities

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

   8.6k

   posts

   • 
   • Mandatory Auto Enrollment under S2.0 and ERISA Exemption
   • By Peter Gulia, November 7, 2025
8. Cross-Tested Plans

   7.7k

   posts

   • 
   • Cross Testing and Terminated Participants
   • By Bri, December 18, 2025
9. Correction of Plan Defects

   6.9k

   posts

   • 
   • Closed MEP Form 5330
   • By Below Ground, January 12
10. SEP, SARSEP and SIMPLE Plans

    5.7k

    posts

    • 
    • Lost Earnings on SIMPLE IRA Employee Deferrals not Deposited Within 7 Business Days?
    • By Artie M, Thursday at 07:13 PM
11. Qualified Domestic Relations Orders (QDROs)

    6.4k

    posts

    • 
    • QDRO Distribution to an Estate
    • By fmsinc, September 16, 2025
12. Employee Stock Ownership Plans (ESOPs)

    4.9k

    posts

    • 
    • Lump Sum Payment Offered by Former Employer
    • By MBESQ, December 30, 2025
13. Plan Terminations

    4.7k

    posts

    • 
    • 457b
    • By John Feldt ERPA CPC QPA, January 14
14. 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

    • 
    • 457b and 401a Plan for Township
    • By Nic Pospiech, December 11, 2025
15. Plan Document Amendments

    3.2k

    posts

    • 
    • Can plan make vesting more liberal only for Active participants?
    • By Artie M, December 16, 2025
16. 457 Plans

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

    3.2k

    posts

    • 
    • 457(f) Plan Termination
    • By Peter Gulia, January 15
17. Investment Issues (Including Self-Directed)

    2.7k

    posts

    • 
    • Which target-year fund is a participant’s default?
    • By Peter Gulia, September 15, 2025
18. Operating a TPA or Consulting Firm

    2.2k

    posts

    • 
    • How much demand is there for new and improved RK software?
    • By ESOP Guy, December 18, 2025
19. Estate Planning Aspects of IRAs and Retirement Plans

    681

    posts

    • 
    • Check Issued But Not Cashed Prior to Ptcpt. Deceasing
    • By fmsinc, January 12
20. Continuing Professional Education

    685

    posts

    • 
    • Suggestions for free/cheap CPE
    • By austin3515, December 31, 2025
21. ERPA (Enrolled Retirement Plan Agent)

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

    390

    posts

    • 
    • ERPA Cycle
    • By thepensionmaven, Wednesday at 06:39 PM