Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   93.6k

   posts

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   • Missed Opportunity to Defer with Safe Harbor Match
   • By Mr Bagwell, 36 minutes ago
2. Defined Benefit Plans, Including Cash Balance

   38k

   posts

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   • New Business & First Plan Year
   • By Effen, 19 minutes ago
3. Retirement Plans in General

   25.4k

   posts

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   • What is the most efficent way to withhold Federal taxes and remit the withholding to the gov't?
   • By RayJJohnsonJr, 2 minutes ago
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   18.5k

   posts

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   • Death Benefit, how is it taxed?
   • By Basically, 1 hour ago
5. IRAs and Roth IRAs

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

   12.6k

   posts

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   • 72(t)
   • By bito'money, April 20
6. 403(b) Plans, Accounts or Annuities

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

   8.2k

   posts

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   • Doctor w/ hospital 403b, starting 401k for practice (again)
   • By Luke Bailey, June 16
7. Cross-Tested Plans

   7.5k

   posts

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   • Restructuring into component plans
   • By BG5150, Yesterday at 03:11 PM
8. Correction of Plan Defects

   6.5k

   posts

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   • Retroactive amendment that is not corrective
   • By C. B. Zeller, Friday at 01:41 AM
9. SEP, SARSEP and SIMPLE Plans

   5.5k

   posts

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   • Unable to fund SEP-IRA for undocumented employee
   • By Luke Bailey, March 11
10. Qualified Domestic Relations Orders (QDROs)

    5.6k

    posts

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    • Can we process a 2 year old QDRO?
    • By ERISA-Bubs, June 17
11. Employee Stock Ownership Plans (ESOPs)

    4.7k

    posts

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    • Esop disqualified - Ttee obligation to participants
    • By ESOP Guy, Yesterday at 01:07 PM
12. Plan Terminations

    4.1k

    posts

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    • Board Resolution to terminate plan?
    • By EBECatty, 49 minutes 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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    • Preapproved 401(a) Plan - Deadline for Adopting Amendment for Final Hardship Reg/ BBA '18?
    • By Carol V. Calhoun, June 8
14. Plan Document Amendments

    3k

    posts

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    • Effective Date of Cycle 3 Restatement 1 Day After Deadline?
    • By ERISA1, 20 hours ago
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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    • cash outs of accumulated vacation pay
    • By Luke Bailey, Thursday at 11:23 PM
16. Investment Issues (Including Self-Directed)

    2.5k

    posts

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    • Self-directed conversion (plan to IRA)
    • By Bill Presson, Friday at 01:53 PM
17. Operating a TPA or Consulting Firm

    1.9k

    posts

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    • Report Generator Software - paperless reporting
    • By Riley Britton, Thursday at 06:12 PM
18. Estate Planning Aspects of IRAs and Retirement Plans

    635

    posts

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    • Form 5495
    • By shERPA, May 19
19. Continuing Professional Education

    651

    posts

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    • Answers to practice testes--online QKA?
    • By BG5150, December 15, 2021
20. ERPA (Enrolled Retirement Plan Agent)

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

    347

    posts

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    • The enrollment folks have outdone themselves
    • By CuseFan, December 10, 2021