Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   94.4k

   posts

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   • Failed ADP Test Without Correction
   • By C. B. Zeller, 1 hour ago
2. Defined Benefit Plans, Including Cash Balance

   38.1k

   posts

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   • PBGC Premium Alternative Method
   • By Lou S., 55 minutes ago
3. Retirement Plans in General

   25.8k

   posts

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   • When am I a key employee?
   • By Lou S., 1 hour ago
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   18.5k

   posts

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   • Motorhome principal residence
   • By Nate S, Wednesday at 03:44 AM
5. IRAs and Roth IRAs

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

   12.6k

   posts

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   • Roth conversion with Withholding, under 59 1/2
   • By Suellen Howard, Thursday at 06:38 PM
6. 403(b) Plans, Accounts or Annuities

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

   8.3k

   posts

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   • Do 403b plans have trustees?
   • By Patricia Neal Jensen, August 30
7. Cross-Tested Plans

   7.5k

   posts

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   • Using ABPT to pass Coverage
   • By DBnme, August 26
8. Correction of Plan Defects

   6.5k

   posts

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   • Missed Deferral Opportunity - Solo 401(k)
   • By StephenD, September 15
9. SEP, SARSEP and SIMPLE Plans

   5.5k

   posts

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   • SIMPLE contribution limit
   • By Bill Presson, August 25
10. Qualified Domestic Relations Orders (QDROs)

    5.7k

    posts

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    • Designation of Beneficiary of Defined Benefit Plan
    • By Luke Bailey, Wednesday at 05:11 PM
11. Employee Stock Ownership Plans (ESOPs)

    4.7k

    posts

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    • Distribution Method
    • By Mike McWherter, September 7
12. Plan Terminations

    4.2k

    posts

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    • Short plan year payroll year
    • By PS, 2 hours ago
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

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    • 414(h)(2) Death Benefit
    • By mctoe, Thursday at 02:43 PM
14. Plan Document Amendments

    3.1k

    posts

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    • Cycle 3 late adopter
    • By CuseFan, September 8
15. 457 Plans

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

    2.9k

    posts

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    • Non-Governmental 457(b) SECURE Amendment - RMDs
    • By Patricia Neal Jensen, September 6
16. Investment Issues (Including Self-Directed)

    2.5k

    posts

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    • Investing in a UK based company
    • By Peter Gulia, September 13
17. Operating a TPA or Consulting Firm

    2k

    posts

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    • A little help
    • By thepensionmaven, Wednesday at 01:32 AM
18. Estate Planning Aspects of IRAs and Retirement Plans

    640

    posts

    • 
    • Keeping retirement accounts separated
    • By Peter Gulia, August 1
19. Continuing Professional Education

    652

    posts

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    • Benefit to QPA,QPC,QPK to FSA
    • By James, June 30
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