Issues Spanning Multiple Types of Plans

Forums (Message Boards)

1. Form 5500

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   • Form 5500-EZ - paper
   • By Bird, Friday at 01:40 PM
2. Communication and Disclosure to Participants

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   • What is the penalty amount to show in an ERISA-rights notice?
   • By Paul I, March 24
3. Litigation and Claims

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   • Anti-alienation vs MVRA
   • By Peter Gulia, October 13, 2022
4. Church Plans

   896

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   • Use of Qualified 401(a) Non-Electing Church Plan Assets to Indemnify Church Employees/Directors
   • By Peter Gulia, February 10
5. Securities Law Aspects of Employee Benefit Plans

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   • Rule 701 and Equity Grants to Foreign Employees
   • By Griswold, March 18, 2022
6. Mergers and Acquisitions

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   • How to handle testing refunds of seller in a stock purchase.
   • By CuseFan, March 7
7. Multiemployer Plans

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   • MEP & TPG?
   • By CuseFan, March 7
8. International, Expat Benefits

   211

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   • Carrier Suggestions?
   • By PeterN, July 9, 2021
9. Miscellaneous Kinds of Benefits

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   • Looking for resource/treatise with comparison between SAR's, Phantom Stock and other restricted stop options
   • By Tax Cowboy, March 24