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| Welcome back; your last visit was: Oct 13 2008, 04:23 AM |
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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 |
204 | 895 |  Oct 9 2008, 10:39 AMIn: Separate Payment By: meeh3704 |
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Church Plans
Forum Led by: Danny Miller |
170 | 276 | Oct 8 2008, 03:21 PM In: Church plans and nondiscrimina... By: katieinny |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
192 | 361 | Oct 9 2008, 08:57 AM In: annual participant notices By: DMcGovern |
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Form 5500
Forum Led by: Fredman |
1,394 | 4,047 | Oct 12 2008, 06:07 PM In: Sick & STD Plan By: J Simmons |
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Global Benefits
Forum Led by: akwallace |
29 | 96 | Aug 25 2008, 03:18 PM In: COBRA Vendor By: Scribnem |
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Litigation and Claims
Forum Led by: Brian Ortelere |
212 | 684 | Oct 2 2008, 11:34 AM In: State law requires notice of c... By: Don Levit |
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Merger and Acquisition Aspects
Forum Led by: Dave Baker |
201 | 361 | Oct 9 2008, 03:38 PM In: Affiliated Service Group - Par... By: GBurns |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
683 | 1,497 | Oct 10 2008, 04:29 PM In: Out Side of The Box Employee B... By: ice2waves |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: Dave Baker |
255 | 720 | Oct 1 2008, 07:26 AM In: Endangered Status By: Effen |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
77 | 183 | Jul 1 2008, 07:27 AM In: Son acting in capacity of inve... By: blue |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
111 | 310 | Oct 12 2008, 06:31 PM In: S corporation income issues By: GBurns |
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401(k) Plans
Forum Led by: Mike Preston |
9,144 | 34,498 | Oct 12 2008, 09:25 PM In: Brokerage link By: alexa |
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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 |
1,166 | 3,455 | Oct 10 2008, 10:47 PM In: 403(b) exchange/transfer By: J Simmons |
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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 |
435 | 1,265 | Oct 6 2008, 04:30 PM In: Medicaid providers as 457 part... By: GBurns |
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Bank Trust Officers (working with)
Forum Led by: Dave Baker |
14 | 39 | Feb 20 2008, 10:36 AM In: FAS 157 By: J2D2 |
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Correction of Plan Defects
Forum Led by: njwhite |
736 | 1,793 | Oct 9 2008, 04:29 PM In: Excluded Eligible Employee By: DMcGovern |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
778 | 3,990 | Oct 9 2008, 06:05 AM In: Rate Group Test By: Tom Poje |
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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 |
88 | 245 | Oct 6 2008, 07:49 PM In: There is no market for an asse... By: mwyatt |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
3,522 | 16,441 | Oct 12 2008, 07:30 PM In: Is the PBGC Next? By: Andy the Actuary |
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Distributions and Loans, Other than QDROs
Forum Led by: Dave Baker |
2,085 | 6,209 | Oct 9 2008, 03:52 PM In: Hardship - Building Principal ... By: QDROphile |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
758 | 2,054 | Oct 3 2008, 03:44 PM In: Diversification By: GMK |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
118 | 271 | Jun 25 2008, 01:17 PM In: IRA Investment in Real Estate By: mwyatt |
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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 |
716 | 1,576 | Sep 5 2008, 09:55 AM In: Anti-alienation By: Fiduciary Guidance Counsel |
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Investment Issues (including self-directed)
Forum Led by: Dave Baker |
223 | 758 | Sep 22 2008, 11:04 AM In: Rental real estate in plan By: J Simmons |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,700 | 7,890 | Oct 12 2008, 11:10 PM In: Early distribution from ROTH I... By: earthscaper |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
550 | 1,909 | Oct 12 2008, 08:48 PM In: Rabbi Trust - Holding Co and S... By: pez vela |
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Operating a Consulting or TPA Firm
Forum Led by: Dave Baker |
147 | 616 | Sep 1 2008, 08:21 PM In: Looking for Software By: GBurns |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
351 | 2,100 | Oct 8 2008, 01:34 PM In: Most reasonable QDRO interpret... By: K.C. |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
361 | 986 | Oct 2 2008, 03:54 PM In: 5307 - phone number for IRS in... By: Jim Chad |
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Plan Terminations
Forum Led by: david rigby |
471 | 1,418 | Oct 2 2008, 04:01 PM In: Plan Termination - 3% SHNEC By: katieinny |
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Retirement Plans in General
Forum Led by: ERead |
2,535 | 8,494 | Oct 12 2008, 10:00 PM In: In-Service Transfers By: K2retire |
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Retirement Plans Policy
Forum Led by: Franklin Evans |
32 | 226 | Aug 29 2008, 09:07 AM In: 401(k) Loans By: Kevin C |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
998 | 2,557 | Oct 9 2008, 11:07 AM In: exclusive plan By: ERISAnut |
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Computers
Forum Led by: Dave Baker |
37 | 61 | Jul 11 2008, 12:54 PM In: Suggestions for stand alone an... By: david rigby |
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How to Use the Message Boards (the "Forums")
Forum Led by: Dave Baker |
99 | 261 | Oct 11 2008, 09:58 PM In: CodeERISA section cites By: K2retire |
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Humor
Forum Led by: Dave Baker |
134 | 419 | Jul 10 2008, 11:05 AM In: Stupid people vs. stupid acts By: Don Levit |
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Inspiration
Forum Led by: Dave Baker |
41 | 138 | Oct 10 2008, 03:28 PM In: Close to the Edge By: J Simmons |
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Miscellany
Forum Led by: Dave Baker |
130 | 1,054 | Oct 10 2008, 08:07 AM In: Fixing Social Security By: Bird |
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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 |
17 | 22 | Oct 30 2007, 12:48 PM In: This group.... By: awojtaszek |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: Dave Baker |
7 | 7 | Aug 22 2005, 04:02 PM In: Disparaging Remarks By: E as in ERISA |
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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 |
456 | 1,087 | Oct 10 2008, 04:13 PM In: Relius ADP ACP reports By: pmacduff |
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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 |
18 | 17 | Oct 30 2006, 11:46 AM In: Balance forward statements By: jehmig |
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General Continuing Professional Education
Forum Led by: Dave Baker |
63 | 93 | Apr 28 2008, 11:08 AM In: Continuing Ed Credits for APA By: DazedAndConfused |
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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 |
15 | 59 | Mar 27 2008, 01:43 PM In: Spring DB and C3 Exams By: trying2understand |
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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 |
5 | 10 | Apr 29 2005, 02:31 PM In: C3 practice questions By: Harwood |
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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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