Forums (Message Boards)

Retirement Plans
1. 401(k) Plans
  
  100.4k
  
  posts
  - Hurricane Relief
  - By Dare Johnson, 1 hour ago
2. Defined Benefit Plans, Including Cash Balance
  
  39.7k
  
  posts
  - Filing Form 5500 for Frozen Plan
  - By Bri, 1 hour ago
3. Retirement Plans in General
  
  27.9k
  
  posts
  - 401(k) funds used to purchase lifetime annuity outside a 401(k) with payments used to satisfy owner's RMD - SECURE 2.0 Act
  - By Bri, 1 hour ago
4. Distributions and Loans, Other than QDROs
  
  See also: the QDROs message board.
  
  19.6k
  
  posts
  - ROTH deferrals and ROTH conversions
  - By Lou S., 2 hours ago
5. IRAs and Roth IRAs
  
  See also: the SEP, SARSEP and SIMPLE Plans message board.
  
  12.7k
  
  posts
  - Fix for intended "IRA"
  - By Dare Johnson, Yesterday at 08:11 PM
6. 403(b) Plans, Accounts or Annuities
  
  Issues particular to 403(b) arrangements of nonprofit or governmental employers.
  
  8.5k
  
  posts
  - Is this 403b plan really terminated?
  - By Peter Gulia, October 4
7. Cross-Tested Plans
  
  7.6k
  
  posts
  - Can a corrective QNEC be used for TH and GW?
  - By Bri, September 11
8. Correction of Plan Defects
  
  6.8k
  
  posts
  - Must an employer’s payroll impose a during-the-year cutoff on elective deferrals?
  - By Paul I, September 10
9. SEP, SARSEP and SIMPLE Plans
  
  5.6k
  
  posts
  - Simple IRA severance pay
  - By CuseFan, August 27
10. Qualified Domestic Relations Orders (QDROs)
  
  6.2k
  
  posts
  - QDRO specifies dollar amount
  - By Peter Gulia, September 24
11. Employee Stock Ownership Plans (ESOPs)
  
  4.8k
  
  posts
  - ESPP -Plan 423- Unused fund Carry over or Refund to employee?
  - By Panda, September 25
12. Plan Terminations
  
  4.6k
  
  posts
  - self-directed brokage account
  - By PS, October 4
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
  - 401(a) Failure Due to 457(b) Plan's Employee Exclusions?
  - By Peter Gulia, October 3
14. Plan Document Amendments
  
  3.2k
  
  posts
  - What type of document do you use and how easy is it to amend?
  - By CuseFan, June 21
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
  - 457(b) Beneficiary Dispute
  - By Gina Alsdorf, August 21
16. Investment Issues (Including Self-Directed)
  
  2.6k
  
  posts
  - Is it difficult to implement an automatic-contribution arrangement for a brokerage-window-only plan?
  - By Gina Alsdorf, September 24
17. Operating a TPA or Consulting Firm
  
  2.1k
  
  posts
  - Acquiring or Starting TPA
  - By BPG916, July 24
18. Estate Planning Aspects of IRAs and Retirement Plans
  
  659
  
  posts
  - Retained Earnings - Qualified Retirement Plan
  - By Luke Bailey, September 27
19. Continuing Professional Education
  
  665
  
  posts
  - Inquiry About QPA Exam Eligibility After QKA Certification
  - By Bill Presson, September 23
20. ERPA (Enrolled Retirement Plan Agent)
  
  Unofficial discussion. For official information, see ERPAexam.org.
  
  360
  
  posts
  - ERPA Cycle
  - By Bill Presson, September 14, 2023
Issues Spanning Multiple Types of Plans
1. Form 5500
  
  14.5k
  
  posts
2. Communication and Disclosure to Participants
  
  1.3k
  
  posts
3. Litigation and Claims
  
  1.5k
  
  posts
4. Church Plans
  
  906
  
  posts
5. Securities Law Aspects of Employee Benefit Plans
  
  353
  
  posts
6. Mergers and Acquisitions
  
  1.3k
  
  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
  
  2.6k
  
  posts
Health & Welfare Plans
1. Cafeteria Plans
  
  13.1k
  
  posts
  - Voluntary Layoffs
  - By Guest44830, September 27
2. Health Plans (Including ACA, COBRA, HIPAA)
  
  11.8k
  
  posts
3. Health Savings Accounts (HSAs)
  
  1.6k
  
  posts
4. VEBAs
  
  1.1k
  
  posts
5. Other Kinds of Welfare Benefit Plans
  
  3.9k
  
  posts
Executive Comp; Section 409A
1. 409A Issues
  
  2.6k
  
  posts
2. Nonqualified Deferred Compensation
  
  3.3k
  
  posts
Miscellany: Other Than Employee Benefits
1. Using the Message Boards (a.k.a. Forums)
  
  987
  
  posts
2. Humor, Inspiration, Miscellaneous
  
  4k
  
  posts
3. Computers and Other Technology
  
  280
  
  posts
User Groups (Unofficial)
1. ftwilliam.com
  
  For the exchange of information among users of ftwilliam.com software and services. Not affiliated with ftwilliam.com.
  
  30
  
  posts
  - Tracking System
  - By Coleboy1, January 20, 2023
2. Relius Administration
  
  For the exchange of information among users of FIS Relius software and services. Not affiliated with FIS Relius.
  
  2.2k
  
  posts

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