Retirement Plans

Forums (Message Boards)

1. 401(k) Plans
   • 
   • Controlled Group
   • By Luke Bailey
   • 2 hours ago
2. Defined Benefit Plans, Including Cash Balance
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   • Pro-Rate Shortfall on Shor…
   • By QPEmployee
   • 56 minutes ago
3. Retirement Plans in General
   • 
   • IRS Quality Assurance Bull…
   • By BG5150
   • July 16
4. Distributions and Loans, Other than QDROs

   See also: the QDROs message board.

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   • Distribution
   • By Pam Shoup
   • July 16
5. IRAs and Roth IRAs

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

   • 
   • 60 day rollover rules
   • By digger
   • May 22
6. 403(b) Plans, Accounts or Annuities

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

   • 
   • $5,000 Cash-Out
   • By oldman63
   • July 15
7. Cross-Tested Plans
   • 
   • 401(a)4 Failure
   • By AndyH
   • May 31
8. Correction of Plan Defects
   • 
   • User Fee Avoidance
   • By Below Ground
   • 3 hours ago
9. SEP, SARSEP and SIMPLE Plans
   • 
   • SIMPLE IRA + 401(k) Plan
   • By JustMe
   • July 16
10. Qualified Domestic Relations Orders (QDROs)
    • 
    • QDRO Processing Expenses f…
    • By QDROphile
    • Thursday at 11:26 PM
11. Employee Stock Ownership Plans (ESOPs)
    • 
    • Plan buy-back of ESOP shar…
    • By QDROphile
    • July 8
12. Plan Terminations
    • 
    • vesting on plan terminatio…
    • By draper1
    • 9 hours ago
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.

    • 
    • Control group - Government…
    • By Carol V. Calhoun
    • December 10, 2018
14. Plan Document Amendments
    • 
    • Final Cycle A - Execution …
    • By Luke Bailey
    • March 7
15. 457 Plans

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

    • 
    • Reporting for Grandfathere…
    • By jpod
    • Wednesday at 07:06 PM
16. Investment Issues (Including Self-Directed)
    • 
    • Participant-selected RIAs …
    • By QP_Guy
    • May 29
17. Operating a TPA or Consulting Firm
    • 
    • Client Payroll Issue
    • By RatherBeGolfing
    • June 30
18. Estate Planning Aspects of IRAs and Retirement Plans
    • 
    • Post death pension
    • By My 2 cents
    • May 4, 2017
19. Continuing Professional Education
    • 
    • ASPPA DC-2 Exam
    • By Tina H.
    • February 22
20. ERPA (Enrolled Retirement Plan Agent)

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

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