Retirement Plans

Forums (Message Boards)

1. 401(k) Plans
   • 
   • Hiring consultant to lead …
   • By 401k Investment Adviser
   • 1 minute ago
2. Defined Benefit Plans, Including Cash Balance
   • 
   • Terminating Qualified Repl…
   • By Earl
   • Tuesday at 04:49 PM
3. Retirement Plans in General
   • 
   • post-death spousal consent
   • By MoJo
   • Tuesday at 03:57 PM
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   • 
   • Retired Participant & her …
   • By MoJo
   • 16 hours ago
5. IRAs and Roth IRAs

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

   • 
   • Terminaitng ROBS / Rollove…
   • By austin3515
   • Friday at 09:22 PM
6. 403(b) Plans, Accounts or Annuities

   Issues particular to 403(b) arrangements of both tax-exempt and governmental employers.

   • 
   • ER Contribution outside Pl…
   • By ETA Consulting LLC
   • Monday at 11:36 PM
7. Cross-Tested Plans
   • 
   • General Test for One Plan …
   • By Mike Preston
   • June 16
8. Correction of Plan Defects
   • 
   • VCP QNEC deposit
   • By ETA Consulting LLC
   • Yesterday at 03:24 AM
9. SEP, SARSEP and SIMPLE Plans
   • 
   • SEP and DC/DB plan from Hu…
   • By Mike Preston
   • June 7
10. Qualified Domestic Relations Orders (QDROs)
    • 
    • Child Support and 10% Tax …
    • By Mike Preston
    • 12 hours ago
11. Employee Stock Ownership Plans (ESOPs)
    • 
    • Terminated ESOP, Starting …
    • By ESOP Guy
    • Monday at 09:13 PM
12. Plan Terminations
    • 
    • Partial Termination - 100%…
    • By SavingsRUS
    • June 20
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.

    • 
    • PBGC beneficiary
    • By Mike Preston
    • 12 hours ago
14. Plan Document Amendments
    • 
    • Vesting Change from Immedi…
    • By Kevin C
    • June 9
15. 457 Plans

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

    • 
    • 457 plans & RMDs
    • By Flyboyjohn
    • 17 hours ago
16. Investment Issues (Including Self-Directed)
    • 
    • What information do you us…
    • By Fiduciary Guidance Counsel
    • June 19
17. Operating a TPA or Consulting Firm
    • 
    • TPA Firms For Sale
    • By Richard Carpenter
    • June 16
18. Estate Planning Aspects of IRAs and Retirement Plans
    • 
    • Post death pension
    • By My 2 cents
    • May 4
19. Continuing Professional Education
    • 
    • ASPPA RPF and DC Couse Exa…
    • By Priya
    • June 11
20. ERPA (Enrolled Retirement Plan Agent)

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

    • 
    • IRS Reopens PTIN System
    • By RatherBeGolfing
    • June 21