Retirement Plans

Forums (Message Boards)

1. 401(k) Plans

   95.5k

   posts

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   • SECURE 2.0 New Distributable Events
   • By Ian, 17 hours ago
2. Defined Benefit Plans, Including Cash Balance

   38.4k

   posts

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   • Possible Takeover
   • By C. B. Zeller, Friday at 09:49 PM
3. Retirement Plans in General

   26.2k

   posts

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   • LTPT rules under Secure 2.0
   • By C. B. Zeller, Friday at 09:31 PM
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

   18.8k

   posts

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   • tricky death benefit question
   • By Cassopy, Tuesday at 03:36 PM
5. IRAs and Roth IRAs

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

   12.7k

   posts

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   • Successor Beneficiary RMDs
   • By Lou S., January 20
6. 403(b) Plans, Accounts or Annuities

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

   8.3k

   posts

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   • Permissive aggregation for coverage/ACP testing
   • By Belgarath, Friday at 01:26 PM
7. Cross-Tested Plans

   7.5k

   posts

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   • Average Benefit Test and Rate Group Test
   • By Bird, Friday at 02:23 PM
8. Correction of Plan Defects

   6.5k

   posts

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   • Operational failure for late deposit of deferrals?
   • By Peter Gulia, Tuesday at 09:57 PM
9. SEP, SARSEP and SIMPLE Plans

   5.6k

   posts

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   • Simple IRA for W-2 employees and 1099s
   • By Bri, January 16
10. Qualified Domestic Relations Orders (QDROs)

    5.8k

    posts

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    • Secure Act 2.0 - Will it impact allocation of retirement benefits?
    • By Peter Gulia, January 19
11. Employee Stock Ownership Plans (ESOPs)

    4.7k

    posts

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    • Retiring shares
    • By Belgarath, December 13, 2022
12. Plan Terminations

    4.2k

    posts

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    • Recent IRS response time on Form 5310s?
    • By RayRay, Tuesday at 10:29 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.

    3.1k

    posts

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    • FICA Alt Plan and Excess Contribution
    • By JOH, November 11, 2022
14. Plan Document Amendments

    3.1k

    posts

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    • Retroactive amendment to change eligibility
    • By Peter Gulia, December 17, 2022
15. 457 Plans

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

    3k

    posts

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    • Post-Year-End Employer Contribution to 457(b) Plan
    • By Plan Doc, January 12
16. Investment Issues (Including Self-Directed)

    2.5k

    posts

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    • Investing in a UK based company
    • By Guy on a Limb, November 29, 2022
17. Operating a TPA or Consulting Firm

    2k

    posts

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    • Moving from Accrual to Cash Basis for 5500 and other year-end reporting
    • By M.B.S., QKC, QKA, Friday at 09:01 PM
18. Estate Planning Aspects of IRAs and Retirement Plans

    641

    posts

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    • Beneficiary designation received after death
    • By Peter Gulia, January 8
19. Continuing Professional Education

    652

    posts

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    • Benefit to QPA,QPC,QPK to FSA
    • By James, June 30, 2022
20. ERPA (Enrolled Retirement Plan Agent)

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

    347

    posts

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    • The enrollment folks have outdone themselves
    • By CuseFan, December 10, 2021