Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   91,591

   posts

   • 
   • Employer returned 401k for…
   • By Jayman
   • 3 hours ago
2. Defined Benefit Plans, Including Cash Balance

   37,411

   posts

   • 
   • Eligibility provision
   • By SSRRS
   • 12 hours ago
3. Retirement Plans in General

   24,242

   posts

   • 
   • IDA relief for audit?
   • By SSRRS
   • 11 hours ago
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   17,937

   posts

   • 
   • Options for Defaulted Loan
   • By JOH
   • 17 hours ago
5. IRAs and Roth IRAs

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

   12,530

   posts

   • 
   • Age 75 IRA owner named est…
   • By Luke Bailey
   • Thursday at 05:52 PM
6. 403(b) Plans, Accounts or Annuities

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

   8,145

   posts

   • 
   • leased employees - don't c…
   • By AlbanyConsultant
   • August 20
7. Cross-Tested Plans

   7,359

   posts

   • 
   • 401(a)(4) testing using at…
   • By CuseFan
   • July 9
8. Correction of Plan Defects

   6,299

   posts

   • 
   • how to correct late deposi…
   • By mariemonroe
   • September 8
9. SEP, SARSEP and SIMPLE Plans

   5,474

   posts

   • 
   • SIMPLE-IRA Plan Terminatin…
   • By AJC
   • September 3
10. Qualified Domestic Relations Orders (QDROs)

    5,422

    posts

    • 
    • Participant divorces spous…
    • By MEP
    • 7 hours ago
11. Employee Stock Ownership Plans (ESOPs)

    4,628

    posts

    • 
    • Reporting NUA to NRA
    • By Keps
    • August 26
12. Plan Terminations

    3,825

    posts

    • 
    • After-Tax
    • By Bird
    • September 7
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.

    3,082

    posts

    • 
    • Does anyone know whether G…
    • By acm_acm
    • August 30
14. Plan Document Amendments

    2,947

    posts

    • 
    • Can I add an adopting empl…
    • By Douglas Dahl
    • September 1
15. 457 Plans

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

    2,879

    posts

    • 
    • 457 Beneficiary Fraud
    • By MoJo
    • August 10
16. Investment Issues (Including Self-Directed)

    2,457

    posts

    • 
    • Can an ERISA plan invest i…
    • By Miner88
    • May 13
17. Operating a TPA or Consulting Firm

    1,872

    posts

    • 
    • Cybersecurity Audit
    • By Gilmore
    • August 28
18. Estate Planning Aspects of IRAs and Retirement Plans

    631

    posts

    • 
    • Qualified plan distributio…
    • By JenniferOhio
    • September 3
19. Continuing Professional Education

    651

    posts

    • 
    • Excessive Designations in …
    • By BG5150
    • August 17
20. ERPA (Enrolled Retirement Plan Agent)

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

    345

    posts

    • 
    • Benefits of ERPA
    • By PeterN
    • July 9