Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   91,003

   posts

   • 
   • Record Keeper Change FROM …
   • By Catch22PGM
   • 13 hours ago
2. Defined Benefit Plans, Including Cash Balance

   37,181

   posts

   • 
   • exclusion language
   • By jane murray
   • 12 hours ago
3. Retirement Plans in General

   24,149

   posts

   • 
   • 8955-ssa related
   • By CarolC
   • Friday at 10:08 PM
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   17,803

   posts

   • 
   • Qualifying Documentation f…
   • By K Erica Miller
   • Friday at 07:48 PM
5. IRAs and Roth IRAs

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

   12,507

   posts

   • 
   • Timing of First Time Homeb…
   • By shERPA
   • May 6
6. 403(b) Plans, Accounts or Annuities

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

   8,116

   posts

   • 
   • Nonelecting Church plan of…
   • By Patricia Neal Jensen
   • Wednesday at 08:43 PM
7. Cross-Tested Plans

   7,331

   posts

   • 
   • electing not to receive an…
   • By Mike Preston
   • Friday at 08:22 PM
8. Correction of Plan Defects

   6,234

   posts

   • 
   • Waiver of 401(a)(9) Penalt…
   • By rocknrolls2
   • Wednesday at 08:08 PM
9. SEP, SARSEP and SIMPLE Plans

   5,447

   posts

   • 
   • SEP IRA 3-Year Eligibility…
   • By CuseFan
   • May 18
10. Qualified Domestic Relations Orders (QDROs)

    5,373

    posts

    • 
    • Is there such a thing as "…
    • By Mike Preston
    • Friday at 08:03 PM
11. Employee Stock Ownership Plans (ESOPs)

    4,617

    posts

    • 
    • ESOP VALUATION QUESTION
    • By JimboPColtrane
    • Monday at 03:57 PM
12. Plan Terminations

    3,735

    posts

    • 
    • DB Plan Termination Proble…
    • By dpav
    • May 27
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.

    3,076

    posts

    • 
    • Tribal Governmental Plan F…
    • By Patricia Neal Jensen
    • May 25
14. Plan Document Amendments

    2,919

    posts

    • 
    • Is this choice-of-law prov…
    • By Peter Gulia
    • June 4
15. 457 Plans

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

    2,869

    posts

    • 
    • Correcting 457(f) problem
    • By Cassopy
    • Monday at 02:50 PM
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

    1,850

    posts

    • 
    • Hiring Experienced 401(k) …
    • By MoJo
    • Friday at 12:28 PM
18. Estate Planning Aspects of IRAs and Retirement Plans

    627

    posts

    • 
    • Can a sneaky spouse draw a…
    • By david rigby
    • October 22, 2020
19. Continuing Professional Education

    634

    posts

    • 
    • QKA DC 1 and 2 Study Mater…
    • By C. B. Zeller
    • August 3, 2020
20. ERPA (Enrolled Retirement Plan Agent)

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

    343

    posts

    • 
    • Renewal e-mail from IRS
    • By Kevin C
    • June 4