Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   104.2k

   posts

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   • Retroactive Amendment
   • By Inquiring Mind, 4 hours ago
2. MEP and PEP Issues

   19

   posts

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   • Existing plan moves to PEP & auto enrollment
   • By G8Rs, September 10
3. Retirement Plans in General

   29.3k

   posts

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   • Want to be heard by the IRS? Tired of problematic IRS/RMD pubs and forms?
   • By Cynthia Van Bogaert, 21 hours ago
4. Defined Benefit Plans, Including Cash Balance

   40.6k

   posts

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   • Terminating Plan - One participant cannot obtain spousal consent
   • By fmsinc, Friday at 02:52 PM
5. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   20.2k

   posts

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   • Child Support Judgment Against a Participant’s 401(k) Account
   • By Peter Gulia, September 10
6. IRAs and Roth IRAs

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

   12.8k

   posts

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   • Minimizing bookkeeping on a traditional IRA with a non-deductible component
   • By Bruce1, June 29
7. 403(b) Plans, Accounts or Annuities

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

   8.7k

   posts

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   • Adding Roth a non ERISA 403b plan
   • By Peter Gulia, August 27
8. Cross-Tested Plans

   7.7k

   posts

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   • Software Recommendations for DB/DC Combined Testing
   • By Bri, September 8
9. Correction of Plan Defects

   6.9k

   posts

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   • Procedure and Practices document
   • By rocknrolls2, August 3
10. SEP, SARSEP and SIMPLE Plans

    5.7k

    posts

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    • SIMPLE IRA Account Setup
    • By PensionPro, Wednesday at 05:32 PM
11. Qualified Domestic Relations Orders (QDROs)

    6.5k

    posts

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    • QLACs and QDROs
    • By fmsinc, 6 hours ago
12. Employee Stock Ownership Plans (ESOPs)

    4.9k

    posts

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    • Must buyer credit seller employees' prior 401(k) service for ESOP eligibility and vesting?
    • By CuseFan, July 21
13. Plan Terminations

    4.7k

    posts

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    • Participant's SSN is Invalid
    • By Peter Gulia, June 26
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

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

    3.2k

    posts

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    • Document Amendments - Need this dumbed down
    • By ERISA_Guy, September 3
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

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    • Small Quasi Govt 457b
    • By austin3515, July 9
17. Investment Issues (Including Self-Directed)

    2.7k

    posts

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    • How much expense, restriction, or other pain does a participant suffer on leaving TIAA-CREF?
    • By Peter Gulia, June 4
18. Operating a TPA or Consulting Firm

    2.2k

    posts

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    • ERISApedia vs ERISA Outline Book
    • By austin3515, September 4
19. Estate Planning Aspects of IRAs and Retirement Plans

    681

    posts

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

    690

    posts

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    • CE courses for multi state brokerage firm
    • By 5500Nerd, August 3
21. ERPA (Enrolled Retirement Plan Agent)

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

    394

    posts

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    • CE Credits
    • By Gadgetfreak, May 11