Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   87,629

   posts

   • 
   • Compliance - 401(k)
   • By BG5150
   • 6 hours ago
2. Defined Benefit Plans, Including Cash Balance

   36,509

   posts

   • 
   • Change in Actuary
   • By Effen
   • Saturday at 01:34 PM
3. Retirement Plans in General

   22,891

   posts

   • 
   • Eligibility question: 100…
   • By Bill Presson
   • Thursday at 08:47 PM
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   17,191

   posts

   • 
   • Can A CRD Be Directly Roll…
   • By Luke Bailey
   • 1 hour ago
5. IRAs and Roth IRAs

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

   12,413

   posts

   • 
   • CRD Repayment of RMD paid …
   • By Luke Bailey
   • June 5
6. 403(b) Plans, Accounts or Annuities

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

   7,867

   posts

   • 
   • Public School plan - union…
   • By Kansas401k
   • 11 minutes ago
7. Cross-Tested Plans

   7,224

   posts

   • 
   • Is gateway required
   • By Jakyasar
   • Wednesday at 08:38 PM
8. Correction of Plan Defects

   6,063

   posts

   • 
   • Overpayment from Terminate…
   • By Lou S.
   • 2 hours ago
9. SEP, SARSEP and SIMPLE Plans

   5,357

   posts

   • 
   • 25% penalty - corrected co…
   • By Luke Bailey
   • June 19
10. Qualified Domestic Relations Orders (QDROs)

    5,201

    posts

    • 
    • snicker
    • By BG5150
    • 6 hours ago
11. Employee Stock Ownership Plans (ESOPs)

    4,475

    posts

    • 
    • Y/E Valution of Stock held…
    • By Tax Cowboy
    • June 24
12. Plan Terminations

    3,651

    posts

    • 
    • Form 5310 and loans
    • By RatherBeGolfing
    • June 18
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.

    3,054

    posts

    • 
    • DROP(Deferred Retirement O…
    • By TommyGunn13
    • June 4
14. Plan Document Amendments

    2,828

    posts

    • 
    • Abandoned Profit Sharing P…
    • By Lucky32
    • May 30
15. 457 Plans

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

    2,823

    posts

    • 
    • Distribution expenses char…
    • By Belgarath
    • May 29
16. Investment Issues (Including Self-Directed)

    2,414

    posts

    • 
    • Prohibited Transaction
    • By JustMe
    • June 26
17. Operating a TPA or Consulting Firm

    1,693

    posts

    • 
    • Org Structure
    • By BG5150
    • 34 minutes ago
18. Estate Planning Aspects of IRAs and Retirement Plans

    620

    posts

    • 
    • Stretch IRA alternatives?
    • By shERPA
    • February 14
19. Continuing Professional Education

    631

    posts

    • 
    • Free Online CE - 2020
    • By Dave Baker
    • June 5
20. ERPA (Enrolled Retirement Plan Agent)

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

    332

    posts

    • 
    • Do you put a circular 230 …
    • By JustnERPA
    • June 14, 2019