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Forums (Message Boards)

Retirement Plans
1. 401(k) Plans
  
  95.5k
  
  posts
  - SECURE 2.0 New Distributable Events
  - By Ian, Saturday at 10:11 PM
2. Defined Benefit Plans, Including Cash Balance
  
  38.4k
  
  posts
  - Possible Takeover
  - By C. B. Zeller, Friday at 09:49 PM
3. Retirement Plans in General
  
  26.2k
  
  posts
  - LTPT rules under Secure 2.0
  - By Gadgetfreak, 3 hours ago
4. Distributions and Loans, Other than QDROs
  
  See also: the QDROs message board.
  
  18.8k
  
  posts
  - tricky death benefit question
  - By Cassopy, January 24
5. IRAs and Roth IRAs
  
  See also: the SEP, SARSEP and SIMPLE Plans message board.
  
  12.7k
  
  posts
  - Successor Beneficiary RMDs
  - By Lou S., January 20
6. 403(b) Plans, Accounts or Annuities
  
  Issues particular to 403(b) arrangements of nonprofit or governmental employers.
  
  8.3k
  
  posts
  - Permissive aggregation for coverage/ACP testing
  - By Belgarath, Friday at 01:26 PM
7. Cross-Tested Plans
  
  7.5k
  
  posts
  - Average Benefit Test and Rate Group Test
  - By Bird, Friday at 02:23 PM
8. Correction of Plan Defects
  
  6.5k
  
  posts
  - Operational failure for late deposit of deferrals?
  - By Peter Gulia, Tuesday at 09:57 PM
9. SEP, SARSEP and SIMPLE Plans
  
  5.6k
  
  posts
  - Simple IRA for W-2 employees and 1099s
  - By Bri, January 16
10. Qualified Domestic Relations Orders (QDROs)
  
  5.8k
  
  posts
  - Secure Act 2.0 - Will it impact allocation of retirement benefits?
  - By Peter Gulia, January 19
11. Employee Stock Ownership Plans (ESOPs)
  
  4.7k
  
  posts
  - Retiring shares
  - By Belgarath, December 13, 2022
12. Plan Terminations
  
  4.2k
  
  posts
  - Recent IRS response time on Form 5310s?
  - By RayRay, Tuesday at 10:29 PM
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
  - FICA Alt Plan and Excess Contribution
  - By JOH, November 11, 2022
14. Plan Document Amendments
  
  3.1k
  
  posts
  - Retroactive amendment to change eligibility
  - By Peter Gulia, December 17, 2022
15. 457 Plans
  
  Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers
  
  3k
  
  posts
  - Post-Year-End Employer Contribution to 457(b) Plan
  - By Plan Doc, January 12
16. Investment Issues (Including Self-Directed)
  
  2.5k
  
  posts
  - Investing in a UK based company
  - By Guy on a Limb, November 29, 2022
17. Operating a TPA or Consulting Firm
  
  2k
  
  posts
  - Moving from Accrual to Cash Basis for 5500 and other year-end reporting
  - By M.B.S., QKC, QKA, Friday at 09:01 PM
18. Estate Planning Aspects of IRAs and Retirement Plans
  
  641
  
  posts
  - Beneficiary designation received after death
  - By Peter Gulia, January 8
19. Continuing Professional Education
  
  652
  
  posts
  - Benefit to QPA,QPC,QPK to FSA
  - By James, June 30, 2022
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
  
  13.9k
  
  posts
2. Communication and Disclosure to Participants
  
  1.2k
  
  posts
3. Litigation and Claims
  
  1.5k
  
  posts
4. Church Plans
  
  894
  
  posts
5. Securities Law Aspects of Employee Benefit Plans
  
  352
  
  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
  
  2.5k
  
  posts
Health & Welfare Plans
1. Cafeteria Plans
  
  13k
  
  posts
2. Health Plans (Including ACA, COBRA, HIPAA)
  
  11.5k
  
  posts
3. Health Savings Accounts (HSAs)
  
  1.5k
  
  posts
4. VEBAs
  
  1.1k
  
  posts
5. Other Kinds of Welfare Benefit Plans
  
  3.8k
  
  posts
Executive Comp; Section 409A
1. 409A Issues
  
  2.6k
  
  posts
2. Nonqualified Deferred Compensation
  
  3.2k
  
  posts
Miscellany: Other Than Employee Benefits
1. Using the Message Boards (a.k.a. Forums)
  
  981
  
  posts
2. Humor, Inspiration, Miscellaneous
  
  4k
  
  posts
3. Computers and Other Technology
  
  279
  
  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.
  
  31
  
  posts
  - Tracking System
  - By Coleboy1, January 20
2. Relius Administration
  
  For the exchange of information among users of FIS Relius software and services. Not affiliated with FIS Relius.
  
  2.1k
  
  posts

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