Retirement Plans

Forums (Message Boards)

1. 401(k) Plans
   • 
   • Owner gives back his salar…
   • By jpod
   • 2 hours ago
2. Defined Benefit Plans, Including Cash Balance
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   • Increase NRA?
   • By Effen
   • 9 hours ago
3. Retirement Plans in General
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   • Counting service with a pr…
   • By Doc Ument
   • 22 minutes ago
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   • 
   • Help with 945-X "Administr…
   • By Sleuth
   • 8 hours ago
5. IRAs and Roth IRAs

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

   • 
   • IRA and no beneficiary
   • By John G
   • 2 hours ago
6. 403(b) Plans, Accounts or Annuities

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

   • 
   • 403b HCE
   • By Dougsbpc
   • March 19
7. Cross-Tested Plans
   • 
   • 3%SHNEC for NHCES and 9%PS…
   • By Mike Preston
   • March 13
8. Correction of Plan Defects
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   • Nondeductible contribution
   • By perplexedbypensions
   • 2 hours ago
9. SEP, SARSEP and SIMPLE Plans
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   • SEP sponsor changes from S…
   • By FPGuy
   • 1 hour ago
10. Qualified Domestic Relations Orders (QDROs)
    • 
    • QDRO & No survivorship for…
    • By MoJo
    • 1 hour ago
11. Employee Stock Ownership Plans (ESOPs)
    • 
    • TEGE Audit of ESOP - Exten…
    • By ESOP Guy
    • Thursday at 08:15 PM
12. Plan Terminations
    • 
    • plan termination and vesti…
    • By Belgarath
    • Friday at 02:59 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.

    • 
    • 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

    • 
    • Fees for QDRO review for 4…
    • By Fiduciary Guidance Counsel
    • February 13
16. Investment Issues (Including Self-Directed)
    • 
    • legacy variable annuity 40…
    • By FPGuy
    • March 13
17. Operating a TPA or Consulting Firm
    • 
    • Average salary, plan count…
    • By davisbmsc1
    • March 5
18. Estate Planning Aspects of IRAs and Retirement Plans
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    • Post death pension
    • By My 2 cents
    • May 4, 2017
19. Continuing Professional Education
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    • 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