Retirement Plans

Forums (Message Boards)

1. 401(k) Plans
   • 
   • Safe Harbor Plan Amendment
   • By JackS
   • Friday at 09:56 PM
2. Defined Benefit Plans, Including Cash Balance
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   • sole prop cash balance pla…
   • By FPGuy
   • Friday at 05:49 PM
3. Retirement Plans in General
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   • Pooled Profit Sharing
   • By Bird
   • Friday at 01:14 PM
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

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   • Distribution paid too earl…
   • By Fiduciary Guidance Counsel
   • Friday at 08:16 PM
5. IRAs and Roth IRAs

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

   • 
   • 60 day rollover rules
   • By digger
   • Wednesday at 05:28 PM
6. 403(b) Plans, Accounts or Annuities

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

   • 
   • Public School / Non-ERISA …
   • By austin3515
   • Friday at 03:43 PM
7. Cross-Tested Plans
   • 
   • SH401k w PS: Employer Depo…
   • By cheersmate
   • May 20
8. Correction of Plan Defects
   • 
   • Eligible for SCP?
   • By jpod
   • April 29
9. SEP, SARSEP and SIMPLE Plans
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   • Replacing SIMPLE with 401(…
   • By ERISA11
   • May 2
10. Qualified Domestic Relations Orders (QDROs)
    • 
    • Surprise! A QDRO Can Apply…
    • By Fiduciary Guidance Counsel
    • Saturday at 08:09 PM
11. Employee Stock Ownership Plans (ESOPs)
    • 
    • ESOP shares valid after te…
    • By black68ss
    • Saturday at 10:54 AM
12. Plan Terminations
    • 
    • Fully Insured Defined Bene…
    • By Bumppo23
    • April 21
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.

    • 
    • Control group - Government…
    • By Carol V. Calhoun
    • December 10, 2018
14. Plan Document Amendments
    • 
    • Final Cycle A - Execution …
    • By Luke Bailey
    • March 7
15. 457 Plans

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

    • 
    • Non-Amender 457(b) Non-Gov…
    • By oldman63
    • Friday at 01:53 PM
16. Investment Issues (Including Self-Directed)
    • 
    • discriminatory to remove a…
    • By Patricia Neal Jensen
    • Wednesday at 11:39 PM
17. Operating a TPA or Consulting Firm
    • 
    • Average salary, plan count…
    • By davisbmsc1
    • March 5
18. Estate Planning Aspects of IRAs and Retirement Plans
    • 
    • Post death pension
    • By My 2 cents
    • May 4, 2017
19. Continuing Professional Education
    • 
    • ASPPA DC-2 Exam
    • By Tina H.
    • February 22
20. ERPA (Enrolled Retirement Plan Agent)

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

    • 
    • Renewal Period - ERPA
    • By Gilmore
    • February 20