Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   96.5k

   posts

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   • entry date - 3 consecutive months of continueous service
   • By Connor, 16 hours ago
2. Defined Benefit Plans, Including Cash Balance

   38.7k

   posts

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   • DB plan was not funded timely
   • By Jakyasar, 15 hours ago
3. Retirement Plans in General

   26.5k

   posts

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   • Combo plan deduction issues
   • By Lou S., 21 hours ago
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   19k

   posts

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   • Loan terms and documentation
   • By Towanda, 4 hours ago
5. IRAs and Roth IRAs

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

   12.7k

   posts

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   • SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?
   • By 401king, April 27
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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   • "Normally works more than 20 hours per week"
   • By Belgarath, May 17
7. Cross-Tested Plans

   7.6k

   posts

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   • Affiliated Service Group - 401(a)(4) / Gateway Testing for owner earning income in two entities
   • By Towanda, May 17
8. Correction of Plan Defects

   6.6k

   posts

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   • EPCRS and SCP
   • By Towanda, 4 hours ago
9. SEP, SARSEP and SIMPLE Plans

   5.6k

   posts

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   • SIMPLE - is the contribution based on correct compensation
   • By AnnCK, April 14
10. Qualified Domestic Relations Orders (QDROs)

    5.8k

    posts

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    • QDRO Payout to Another Plan?
    • By JM, March 20
11. Employee Stock Ownership Plans (ESOPs)

    4.7k

    posts

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    • Freeze Share Value for Term'd Employees?
    • By Roycal, March 31
12. Plan Terminations

    4.3k

    posts

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    • Puerto Rico Plan Termination
    • By PS, May 24
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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    • Order to withhold income for support
    • By Nom Deplume, Esq., April 3
14. Plan Document Amendments

    3.1k

    posts

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    • Secure Act Roth Catch Up requirement
    • By Below Ground, April 5
15. 457 Plans

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

    3k

    posts

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    • Correcting 457(f) Plan Error
    • By Lois Baker, May 9
16. Investment Issues (Including Self-Directed)

    2.5k

    posts

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    • Ineligible Assets - Audit Info
    • By RestAssured, 21 hours ago
17. Operating a TPA or Consulting Firm

    2k

    posts

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    • What's a better name than "TPA"?
    • By Below Ground, Wednesday at 09:13 PM
18. Estate Planning Aspects of IRAs and Retirement Plans

    647

    posts

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    • Owners Only DC plan deceased with no designated beneficiary
    • By Belgarath, May 25
19. Continuing Professional Education

    652

    posts

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    • 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.

    359

    posts

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    • ERPA Cycle
    • By Bill Presson, May 17