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| Welcome back; your last visit was: Feb 3 2012, 09:16 PM |
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409A Issues
Compliance and design issues particular to section 409A of the Internal Revenue Code, its regulations and revenue rulings or procedures elaborating upon 409A's requirements. Forum Led by: Lori Friedman |
428 | 1,325 |  Feb 3 2012, 12:34 PMIn: Base Salary - Employment Agree... By: shaul |
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Church Plans
Forum Led by: Danny Miller |
226 | 399 | Jan 28 2012, 08:10 AM In: Employee of a Qualified trust By: JohnCheek |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
255 | 545 | Jan 5 2012, 05:09 PM In: 8955-SSA Individual Notice Req... By: ERISA-Bubs |
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Form 5500
Forum Led by: Fredman |
2,076 | 6,432 | Feb 3 2012, 03:59 PM In: Prior Year SSA never filed By: jmartinmgo |
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Global Benefits
Forum Led by: akwallace |
38 | 130 | Dec 26 2011, 05:41 AM In: Foreign Corporation as Plan Sp... By: darknight |
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Litigation and Claims
Forum Led by: Brian Ortelere |
250 | 869 | Feb 2 2012, 01:53 PM In: New Evidence After Appeal By: mal |
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Merger and Acquisition Aspects
Forum Led by: Dave Baker |
253 | 467 | Jan 30 2012, 11:35 AM In: Successor Corp Question By: Ted Triska |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
731 | 1,596 | Jan 30 2012, 06:14 PM In: 162 Executive Bonus Plan By: Randy Watson |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: Dave Baker |
412 | 1,022 | Jan 24 2012, 08:58 AM In: Multiemployer Plans and the 5.... By: elmo27 |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado, Chaz |
92 | 219 | Dec 13 2011, 11:34 AM In: Employer stock By: ENT |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
136 | 397 | Dec 13 2011, 04:00 PM In: Contract work for a TPA By: HarleyBabe |
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401(k) Plans
Forum Led by: Mike Preston |
11,614 | 44,094 | Feb 3 2012, 05:23 PM In: Payroll glitch causes incorrec... By: bevfair |
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403(b) Plans, Accounts or Annuities
Issues particular to 403(b) arrangements of both tax-exempt and governmental employers. Forum Led by: Carol V. Calhoun |
1,471 | 4,365 | Feb 3 2012, 04:41 PM In: Exclusion of Students for Cove... By: mbozek |
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457 Plans
Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers Forum Led by: Carol V. Calhoun, Tom Geer |
556 | 1,525 | Dec 19 2011, 01:34 PM In: Tax-Exempt 457(b) Distribution... By: mbozek |
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Correction of Plan Defects
Forum Led by: njwhite |
1,062 | 2,591 | Feb 3 2012, 11:32 AM In: RMD took too much By: jpod |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
916 | 4,691 | Feb 2 2012, 01:38 PM In: 401(a)(4) and irrevocable waiv... By: cdavis25 |
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Daily Valuation and Recordkeeping
Issues particular to the popular "daily valuation" method of recordkeeping, for 401(k) and other retirement plans (typically including a participant-directed investment feature). Forum Led by: Dave Baker |
99 | 288 | Aug 10 2011, 03:59 PM In: Misuse of Confidential Financi... By: Smokin |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
5,094 | 22,875 | Feb 3 2012, 06:54 PM In: To ensure a stream of income t... By: angelf |
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Distributions and Loans, Other than QDROs
Forum Led by: Dave Baker |
2,669 | 8,219 | Feb 3 2012, 04:44 PM In: Designated Roth accounts By: Felicia |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
875 | 2,382 | Dec 20 2011, 05:54 PM In: User Fee for IRS Determination... By: J4FKBC |
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ERPA (Enrolled Retirement Plan Agent )
The Office of Professional Responsibility (OPR) of the Internal Revenue Service (IRS) with the Tax Exempt and Government Entities Division (TE/GE) implemented the recommendation of the Advisory Committee for Tax Exempt and Government Entities (ACT) that a new category of limited scope practitioner be created. This practitioner is known as an "Enrolled Retirement Plan Agent" or "ERPA." The ERPA program is established under Circular 230 of the US Department of the Treasury and will be administered by the Office of Professional Responsibility. The IRS awarded the American Institute of Retirement Education, LLC (AIRE) the contract to conduct the examinations for the ERPA program. This message board serves as an unofficial watering hole for persons interested in discussing anything pertaining to the ERPA designation, including the procedural aspects of the needed examinations. The message board is sponsored by BenefitsLink.com, which is not affiliated with AIRE (but we're a big fan!). AIRE is not responsible for any content on this message board. For official information about ERPA or AIRE, please see the official web site at ERPAexam.org Welcome to the message board! Forum Led by: Stephen P. Taft QPA CPS |
15 | 71 | Jan 31 2012, 08:36 AM In: ERPA exam for 2012 By: Kathy Moran |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
141 | 383 | Dec 3 2011, 01:15 PM In: stretch IRA By: joel |
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Governmental Plans
Issues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes. Forum Led by: Carol V. Calhoun |
794 | 1,712 | Feb 1 2012, 12:53 PM In: Automatic Contribution Arrange... By: hb95 |
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Investment Issues (including self-directed)
Forum Led by: Dave Baker |
311 | 1,112 | Jan 13 2012, 12:58 PM In: Separate Account for Owner Onl... By: K2retire |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,896 | 8,687 | Feb 3 2012, 11:51 AM In: After tax IRA conversion to Ro... By: mbozek |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
603 | 2,046 | Feb 3 2012, 06:08 PM In: Approval needed to sell NQSOs ... By: mbozek |
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Operating a Consulting or TPA Firm
Forum Led by: Dave Baker |
179 | 761 | Jan 11 2012, 03:23 PM In: Looking to purchase a TPA Prac... By: ChristopherOneal |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
458 | 2,750 | Jan 26 2012, 11:24 AM In: QDRO and Bankruptcy By: mbozek |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
563 | 1,592 | Jan 31 2012, 10:40 PM In: Amending Plan Allocation on Di... By: ERISAtoolkit.com |
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Plan Terminations
Forum Led by: david rigby |
644 | 1,899 | Feb 3 2012, 06:31 PM In: Assets moved into Terminated P... By: QDROphile |
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Retirement Plans in General
Forum Led by: ERead |
3,143 | 10,403 | Feb 3 2012, 02:19 PM In: Need help with controlled grou... By: Lou S. |
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Retirement Plans Policy
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37 | 242 | Apr 29 2010, 02:07 PM In: Fiduciary Liability as a TPA By: vebaguru |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
1,179 | 3,030 | Feb 2 2012, 06:50 PM In: Rules For Sponsoring Both a SE... By: ERISAtoolkit.com |
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Computers
Forum Led by: Dave Baker |
44 | 85 | Dec 21 2011, 10:55 AM In: Expense statement software tha... By: masteff |
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How to Use the Message Boards (the "Forums")
Forum Led by: Dave Baker |
126 | 427 | Sep 16 2011, 04:46 PM In: Reminder: no posting of articl... By: Dave Baker |
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Humor
Forum Led by: Dave Baker |
200 | 750 | Dec 12 2011, 10:33 AM In: Department of Labor By: Belgarath |
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Inspiration
Forum Led by: Dave Baker |
47 | 158 | Jun 28 2011, 12:03 PM In: Things I Wish I Had Known When... By: QuerkyNerdyPensionGirl |
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Miscellany
Forum Led by: Dave Baker |
207 | 1,616 | Dec 30 2011, 11:07 AM In: Happy New Year By: ESOP Guy |
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BLAZE SSI
Free information and help from other BLAZE SSI software users. This unofficial message board is not affiliated with BLAZE SSI. Forum Led by: Cathy from Chicago |
19 | 27 | Apr 12 2011, 02:07 PM In: Company Transaction By: Tom: |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: Dave Baker |
7 | 8 | Jun 23 2009, 04:27 AM In: How do I create a message boar... By: Allezlesgars |
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Relius Administration (Quantech) Users
Free information and help from other users of Relius Administration (Quantech). This unofficial message board is not affiliated with Sungard Corbel, makers of Relius Administration (Quantech). Forum Led by: JohnB10 |
531 | 1,298 | Jan 12 2012, 10:50 AM In: census report By: Tom Poje |
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Schwab RT Recordkeeping Users
Free information and help from other users of Schwab RT Recordkeeping defined contribution software. This unofficial message board is not affiliated with Schwab Retirement Technologies. Forum Led by: JimJ |
19 | 17 | Sep 25 2009, 11:41 AM In: Need help with Schwab RT ACA m... By: nynaeve |
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General Continuing Professional Education
Forum Led by: Dave Baker |
76 | 142 | Jan 20 2012, 12:33 PM In: ERPA - 2012 By: Betsy Oakey |
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ASPPA C1 - Admin & Qualif Issues
Unofficial message board for use by people enrolled in the C-1 course offered by the American Society of Pension Professionals & Actuaries Forum Led by: amy cavanaugh |
15 | 44 | Mar 14 2007, 10:07 AM In: Used 2006 DC-1 Book By: Lori Ray |
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ASPPA C2 (DB) - Admin Issues of DB Plans
Unofficial message board for use by people enrolled in the C-2 (DB) course offered by the American Society of Pension Professionals & Actuaries Forum Led by: Dave Baker |
19 | 70 | Aug 18 2010, 06:29 AM In: DB Exam By: Tom Poje |
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ASPPA C2 (DC) - Admin Issues of DC Plans
Unofficial message board for use by people enrolled in the C-2 (DC) course offered by the American Society of Pension Professionals & Actuaries (not affiliated with BenefitsLink) Forum Led by: Dave Baker |
30 | 55 | Jun 4 2007, 11:17 AM In: DC-2 Sample Exam? By: Tom Poje |
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ASPPA C3 - Finan & Fiduc Aspects of Qual Plans
Unofficial message board for use by people enrolled in the C-3 course offered by the American Society of Pension Professionals & Actuaries Forum Led by: Dave Baker |
6 | 17 | Feb 25 2011, 11:05 AM In: CPC Exam By: QuerkyNerdyPensionGirl |
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ASPPA C4 - Advan Ret Plan Consulting
Unofficial message board for use by people enrolled in the C-4 course offered by the American Society of Pension Professionals & Actuaries Forum Led by: Dave Baker |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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