Forums (Message Boards)

Retirement Plans
1. 401(k) Plans
  
  96.6k
  
  posts
  - Solo 401k Investments in Startups with Plan Funds
  - By ErnieG, 1 hour ago
2. Defined Benefit Plans, Including Cash Balance
  
  38.7k
  
  posts
  - PEO
  - By SSRRS, 1 hour ago
3. Retirement Plans in General
  
  26.5k
  
  posts
  - Name of the Investor on K-1
  - By CuseFan, 3 hours ago
4. Distributions and Loans, Other than QDROs
  
  See also: the QDROs message board.
  
  19k
  
  posts
  - California Small Estate Affidavit
  - By DreamJob, 3 hours ago
5. IRAs and Roth IRAs
  
  See also: the SEP, SARSEP and SIMPLE Plans message board.
  
  12.7k
  
  posts
  - SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?
  - By 401king, April 27
6. 403(b) Plans, Accounts or Annuities
  
  Issues particular to 403(b) arrangements of nonprofit or governmental employers.
  
  8.3k
  
  posts
  - "Normally works more than 20 hours per week"
  - By Belgarath, May 17
7. Cross-Tested Plans
  
  7.6k
  
  posts
  - Affiliated Service Group - 401(a)(4) / Gateway Testing for owner earning income in two entities
  - By Towanda, May 17
8. Correction of Plan Defects
  
  6.6k
  
  posts
  - Plan eligibility error - is this eligible for correction through the SCP under Revenue Procedure 2021-30?
  - By letsgoisles89, 2 hours ago
9. SEP, SARSEP and SIMPLE Plans
  
  5.6k
  
  posts
  - SIMPLE - is the contribution based on correct compensation
  - By AnnCK, April 14
10. Qualified Domestic Relations Orders (QDROs)
  
  5.8k
  
  posts
  - QDRO Payout to Another Plan?
  - By JM, March 20
11. Employee Stock Ownership Plans (ESOPs)
  
  4.7k
  
  posts
  - Freeze Share Value for Term'd Employees?
  - By Roycal, March 31
12. Plan Terminations
  
  4.3k
  
  posts
  - Puerto Rico Plan Termination
  - By bito'money, 7 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.
  
  3.1k
  
  posts
  - Order to withhold income for support
  - By Nom Deplume, Esq., April 3
14. Plan Document Amendments
  
  3.1k
  
  posts
  - Retroactive amendment to create additional HCE PS allocation group
  - By CuseFan, 3 hours ago
15. 457 Plans
  
  Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers
  
  3k
  
  posts
  - Correcting 457(f) Plan Error
  - By Lois Baker, May 9
16. Investment Issues (Including Self-Directed)
  
  2.5k
  
  posts
  - Ineligible Assets - Audit Info
  - By bito'money, 7 hours ago
17. Operating a TPA or Consulting Firm
  
  2k
  
  posts
  - What's a better name than "TPA"?
  - By Below Ground, May 31
18. Estate Planning Aspects of IRAs and Retirement Plans
  
  647
  
  posts
  - Owners Only DC plan deceased with no designated beneficiary
  - By Belgarath, May 25
19. Continuing Professional Education
  
  652
  
  posts
  - 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.
  
  359
  
  posts
  - ERPA Cycle
  - By Bill Presson, May 17
Issues Spanning Multiple Types of Plans
1. Form 5500
  
  14k
  
  posts
2. Communication and Disclosure to Participants
  
  1.3k
  
  posts
3. Litigation and Claims
  
  1.5k
  
  posts
4. Church Plans
  
  896
  
  posts
5. Securities Law Aspects of Employee Benefit Plans
  
  352
  
  posts
6. Mergers and Acquisitions
  
  1.3k
  
  posts
7. Multiemployer Plans
  
  1.8k
  
  posts
  - MEP & TPG?
  - By CuseFan, March 7
8. International, Expat Benefits
  
  211
  
  posts
  - Carrier Suggestions?
  - By PeterN, July 9, 2021
9. Miscellaneous Kinds of Benefits
  
  2.5k
  
  posts
Health & Welfare Plans
1. Cafeteria Plans
  
  13k
  
  posts
2. Health Plans (Including ACA, COBRA, HIPAA)
  
  11.6k
  
  posts
3. Health Savings Accounts (HSAs)
  
  1.5k
  
  posts
4. VEBAs
  
  1.1k
  
  posts
5. Other Kinds of Welfare Benefit Plans
  
  3.8k
  
  posts
Executive Comp; Section 409A
1. 409A Issues
  
  2.6k
  
  posts
2. Nonqualified Deferred Compensation
  
  3.2k
  
  posts
Miscellany: Other Than Employee Benefits
1. Using the Message Boards (a.k.a. Forums)
  
  981
  
  posts
2. Humor, Inspiration, Miscellaneous
  
  4k
  
  posts
3. Computers and Other Technology
  
  280
  
  posts
User Groups (Unofficial)
1. ftwilliam.com
  
  For the exchange of information among users of ftwilliam.com software and services. Not affiliated with ftwilliam.com.
  
  30
  
  posts
  - Tracking System
  - By Coleboy1, January 20
2. Relius Administration
  
  For the exchange of information among users of FIS Relius software and services. Not affiliated with FIS Relius.
  
  2.2k
  
  posts

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