Forums (Message Boards)

  1. Retirement Plans

    1. 401(k) Plans

    2. Defined Benefit Plans, Including Cash Balance

    3. Retirement Plans in General

    4. Distributions and Loans, Other than QDROs

      See also: the QDROs message board.

    5. IRAs and Roth IRAs

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

    6. 403(b) Plans, Accounts or Annuities

      Issues particular to 403(b) arrangements of both tax-exempt and governmental employers.

    7. Cross-Tested Plans

    8. Correction of Plan Defects

    9. SEP, SARSEP and SIMPLE Plans

    10. Qualified Domestic Relations Orders (QDROs)

    11. Employee Stock Ownership Plans (ESOPs)

    12. Plan Terminations

    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.

    14. Plan Document Amendments

    15. 457 Plans

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

    16. Investment Issues (Including Self-Directed)

    17. Operating a TPA or Consulting Firm

    18. Estate Planning Aspects of IRAs and Retirement Plans

    19. Continuing Professional Education

    20. ERPA (Enrolled Retirement Plan Agent)

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

  2. Issues Spanning Multiple Types of Plans

    1. Form 5500

    2. Communication and Disclosure to Participants

    3. Litigation and Claims

    4. Church Plans

    5. Securities Law Aspects of Employee Benefit Plans

    6. Mergers and Acquisitions

    7. Multiemployer Plans

    8. International, Expat Benefits

    9. Miscellaneous Kinds of Benefits

  3. Health & Welfare Plans

    1. Cafeteria Plans

    2. Health Plans (Including ACA, COBRA, HIPAA)

    3. Health Savings Accounts (HSAs)

    4. VEBAs

    5. Other Kinds of Welfare Benefit Plans

  4. Executive Comp; Section 409A

    1. 409A Issues

    2. Nonqualified Deferred Compensation

  5. Miscellany: Other Than Employee Benefits

    1. How to Use the Message Boards (the "Forums")

    2. Humor, Inspiration, Miscellaneous

    3. Computers and Other Technology

  6. User Groups (Unofficial)

    1. ftwilliam.com

      For the exchange of information among users of ftwilliam.com software and services. Not affiliated with ftwilliam.com.

    2. Relius Administration

      For the exchange of information among users of FIS Relius software and services. Not affiliated with FIS Relius.

    3. Schwab RT

      For the exchange of information among users of Schwab RT (Schwab Retirement Technologies®). Not affiliated with Schwab RT.

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