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Defined Benefit Plans, Including Cash Balance

7,181 topics in this forum

  1. unit benefit formula

    By jtpa,
    • 1 reply
    • 28 views

  2. Impermissible Withdrawal

    By pensionam,
    • 9 replies
    • 408 views

  3. 2 separate DB Plans

    By SSRRS,
    • 1 reply
    • 332 views

  4. Salary in a frozen DB PLAN

    By SSRRS,
    • 4 replies
    • 357 views

  5. Testing 401a26

    By Jakyasar,
    • 1 reply
    • 221 views

  6. PS maximum when DB at low 404 limit

    By drakecohen,
    • 3 replies
    • 629 views

  7. No plan was set up but contributions made/deductions taken

    By Jakyasar,
    • 8 replies
    • 709 views

  8. DB RMD related - a refresher/double check

    By Jakyasar,
    • 7 replies
    • 304 views

  9. Amendment to increase benefit after plan terminated

    By Jakyasar,
    • 7 replies
    • 415 views

  10. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 2 replies
    • 468 views

  11. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 354 views

  12. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 399 views

  13. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 1k views

  14. A real problem

    By rblum50,
    • 1 reply
    • 199 views

  15. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 1.2k views

  16. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 424 views

  17. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 648 views

  18. Applicability of “top-25” restricted payment rule in HCE-only Cash Balance plan

    By Cat_Lady_Pension,   
    • 5 replies
    • 3.4k views
    • Bri
    • Bri

  19. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 1k views

  20. record keeping and online access

    By Tom,
    • 1 reply
    • 314 views

  21. Advantage to signing new CB plan by 12/31 over retroactively signing by tax deadline?

    By TPApril,
    • 5 replies
    • 681 views

  22. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 6.7k views

  23. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 1.8k views

  24. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 407 views

  25. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 32.8k views

  26. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 555 views

  27. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 836 views

  28. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 1.1k views

  29. PBGC Coverage

    By Renee H,
    • 5 replies
    • 895 views

  30. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 1.9k views

  31. When can I set up a new plan after terminating the old one?

    By Jakyasar,
    • 3 replies
    • 1.3k views

  32. Application of IRC §404(a)(6) When a DB Contribution Is Made After 9/15 but Before 10/15

    By Audrey,
    • 8 replies
    • 1.9k views

  33. Returned Checks for Terminated Plan (Re: Form 5500)

    By metsfan026,
    • 4 replies
    • 1.1k views

  34. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 487 views

  35. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 1.3k views

  36. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 525 views

  37. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2k views

  38. Terminated DB Plan Participant Still Waiting After 12+ Months – No Communication, No Distribution Timeline

    By DR245,
    • 10 replies
    • 3.2k views

  39. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1.1k views

  40. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 939 views

  41. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 4k views

  42. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.2k views

  43. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.2k views

  44. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.3k views

  45. Employer Contributions to 401(k)/Profit Sharing Limited by Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 1.5k views

  46. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 4.5k views

  47. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 2.7k views

  48. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.4k views

  49. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 1.9k views

  50. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.5k views
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