Retirement Plans

Forums (Message Boards)

1. 401(k) Plans
   • 
   • safe harbor plan mid year …
   • By R. Butler
   • 1 hour ago
2. Defined Benefit Plans, Including Cash Balance
   • 
   • Adding Cash Balance to PS/…
   • By Effen
   • 20 hours ago
3. Retirement Plans in General
   • 
   • Can a 1 participant plan (…
   • By Bird
   • Yesterday at 12:16 PM
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   • 
   • ad hoc distributions - pro…
   • By Belgarath
   • 5 hours ago
5. IRAs and Roth IRAs

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

   • 
   • Rolling over a non-qualifi…
   • By Luke Bailey
   • Yesterday at 05:49 PM
6. 403(b) Plans, Accounts or Annuities

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

   • 
   • Automatic Rollover
   • By 30Rock
   • July 25
7. Cross-Tested Plans
   • 
   • Who's in a Rate Group?
   • By Towanda
   • August 8
8. Correction of Plan Defects
   • 
   • Exclusion of Eligible Empl…
   • By Earl
   • July 31
9. SEP, SARSEP and SIMPLE Plans
   • 
   • SIMPLE IRA Match Question
   • By Belgarath
   • Yesterday at 02:35 PM
10. Qualified Domestic Relations Orders (QDROs)
    • 
    • Child Support QDRO - volun…
    • By QDROphile
    • Yesterday at 05:59 AM
11. Employee Stock Ownership Plans (ESOPs)
    • 
    • ESOP RMD Question
    • By justanotheradmin
    • July 23
12. Plan Terminations
    • 
    • vesting for terminated par…
    • By Tom
    • Monday at 06:36 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.

    • 
    • USERRA - Contributory DB P…
    • By Slider
    • July 6
14. Plan Document Amendments
    • 
    • Pension Plan Freeze
    • By david rigby
    • June 14
15. 457 Plans

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

    • 
    • Governmental 457(b) Plan C…
    • By kmhaab
    • 20 hours ago
16. Investment Issues (Including Self-Directed)
    • 
    • Prohibited Transaction
    • By Bob the Swimmer
    • Wednesday at 11:06 PM
17. Operating a TPA or Consulting Firm
    • 
    • Relius Contractor
    • By Doghouse
    • July 17
18. Estate Planning Aspects of IRAs and Retirement Plans
    • 
    • Post death pension
    • By My 2 cents
    • May 4, 2017
19. Continuing Professional Education
    • 
    • ERISA Law School Paper
    • By AdrianG001
    • July 2
20. ERPA (Enrolled Retirement Plan Agent)

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

    • 
    • ERPA Cycle
    • By Bri
    • May 14