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Forums (Message Boards)

Retirement Plans
1. 401(k) Plans
  
  93.4k
  
  posts
  - Good faith amendment for Fidelity preapproved adopter that is terminating its plan
  - By Luke Bailey, Yesterday at 01:10 AM
2. Defined Benefit Plans, Including Cash Balance
  
  38k
  
  posts
  - Increases after 70.5 for employee in payment?
  - By Effen, Tuesday at 07:21 PM
3. Retirement Plans in General
  
  25.3k
  
  posts
  - Hardship for the Purchase of a Primary Residence
  - By jsample, Thursday at 08:30 PM
4. Distributions and Loans, Other than QDROs
  
  See also: the QDROs message board.
  
  18.4k
  
  posts
  - Asset Sale, New Employer plan, Loan offset
  - By Bird, Thursday at 01:14 PM
5. IRAs and Roth IRAs
  
  See also: the SEP, SARSEP and SIMPLE Plans message board.
  
  12.6k
  
  posts
  - 72(t)
  - By bito'money, April 20
6. 403(b) Plans, Accounts or Annuities
  
  Issues particular to 403(b) arrangements of nonprofit or governmental employers.
  
  8.2k
  
  posts
  - Another 403(b) Question
  - By Nate S, Friday at 04:41 AM
7. Cross-Tested Plans
  
  7.5k
  
  posts
  - Terminated employees with no vesting
  - By Belgarath, May 19
8. Correction of Plan Defects
  
  6.5k
  
  posts
  - over-contributed QNEC
  - By Nate S, Friday at 04:44 AM
9. SEP, SARSEP and SIMPLE Plans
  
  5.5k
  
  posts
  - Unable to fund SEP-IRA for undocumented employee
  - By Luke Bailey, March 11
10. Qualified Domestic Relations Orders (QDROs)
  
  5.6k
  
  posts
  - QDRO to pay Guardian Ad Litem Fees
  - By fmsinc, Thursday at 09:24 PM
11. Employee Stock Ownership Plans (ESOPs)
  
  4.7k
  
  posts
  - Warrants given to charitable trust controlled by family- are they still synthetic equity
  - By Degrand, Monday at 05:06 PM
12. Plan Terminations
  
  4.1k
  
  posts
  - Asset Sale -Plan Termination
  - By Luke Bailey, May 22
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.
  
  3.1k
  
  posts
  - Federal TSP
  - By Luke Bailey, March 15
14. Plan Document Amendments
  
  3k
  
  posts
  - Amendment to Change Vesting. Which schedule does a new participant follow?
  - By acm_acm, May 12
15. 457 Plans
  
  Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers
  
  2.9k
  
  posts
  - Special 457 3-Year Catch-Up - 457(b) Governmental Plans
  - By MS, Yesterday at 05:12 AM
16. Investment Issues (Including Self-Directed)
  
  2.5k
  
  posts
  - Does any broker-dealer allow crypto in its self-directed brokerage account?
  - By Peter Gulia, May 2
17. Operating a TPA or Consulting Firm
  
  1.9k
  
  posts
  - DOL cybersecurity topics
  - By Peter Gulia, April 21
18. Estate Planning Aspects of IRAs and Retirement Plans
  
  635
  
  posts
  - Form 5495
  - By shERPA, May 19
19. Continuing Professional Education
  
  651
  
  posts
  - Answers to practice testes--online QKA?
  - By BG5150, December 15, 2021
20. ERPA (Enrolled Retirement Plan Agent)
  
  Unofficial discussion. For official information, see ERPAexam.org.
  
  347
  
  posts
  - The enrollment folks have outdone themselves
  - By CuseFan, December 10, 2021
Issues Spanning Multiple Types of Plans
1. Form 5500
  
  13.5k
  
  posts
2. Communication and Disclosure to Participants
  
  1.2k
  
  posts
3. Litigation and Claims
  
  1.4k
  
  posts
4. Church Plans
  
  894
  
  posts
5. Securities Law Aspects of Employee Benefit Plans
  
  352
  
  posts
6. Mergers and Acquisitions
  
  1.2k
  
  posts
7. Multiemployer Plans
  
  1.8k
  
  posts
8. International, Expat Benefits
  
  211
  
  posts
  - Carrier Suggestions?
  - By PeterN, July 9, 2021
9. Miscellaneous Kinds of Benefits
  
  2.5k
  
  posts
Health & Welfare Plans
1. Cafeteria Plans
  
  12.9k
  
  posts
2. Health Plans (Including ACA, COBRA, HIPAA)
  
  11.4k
  
  posts
3. Health Savings Accounts (HSAs)
  
  1.5k
  
  posts
4. VEBAs
  
  1.1k
  
  posts
  - VEBA Termination
  - By Luke Bailey, May 12
5. Other Kinds of Welfare Benefit Plans
  
  3.8k
  
  posts
Executive Comp; Section 409A
1. 409A Issues
  
  2.5k
  
  posts
2. Nonqualified Deferred Compensation
  
  3.2k
  
  posts
Miscellany: Other Than Employee Benefits
1. Using the Message Boards (a.k.a. Forums)
  
  967
  
  posts
2. Humor, Inspiration, Miscellaneous
  
  4k
  
  posts
3. Computers and Other Technology
  
  272
  
  posts
  - IRS Website redesign
  - By PeterN, July 9, 2021
User Groups (Unofficial)
1. ftwilliam.com
  
  For the exchange of information among users of ftwilliam.com software and services. Not affiliated with ftwilliam.com.
  
  22
  
  posts
2. Relius Administration
  
  For the exchange of information among users of FIS Relius software and services. Not affiliated with FIS Relius.
  
  2.1k
  
  posts
  - Lifetime income numbers
  - By austin3515, May 16

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