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Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

  1. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 1 reply
    • 105 views

  2. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 199 views

  3. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 303 views

  4. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 682 views

  5. A real problem

    By rblum50,
    • 1 reply
    • 118 views

  6. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 888 views

  7. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 342 views

  8. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 552 views

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

    By Cat_Lady_Pension,   
    • 5 replies
    • 356 views
    • Bri
    • Bri

  10. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 947 views

  11. record keeping and online access

    By Tom,
    • 1 reply
    • 246 views

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

    By TPApril,
    • 5 replies
    • 527 views

  13. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 6.6k views

  14. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 1.7k views

  15. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 344 views

  16. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 32.5k views

  17. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 416 views

  18. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 712 views

  19. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 920 views

  20. PBGC Coverage

    By Renee H,
    • 5 replies
    • 796 views

  21. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 3 replies
    • 1.2k views

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

    By Audrey,
    • 8 replies
    • 1.3k views

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

    By metsfan026,
    • 4 replies
    • 1k views

  25. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 453 views

  26. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 1k views

  27. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 476 views

  28. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2k views

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

    By DR245,
    • 10 replies
    • 2.9k views

  30. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1k views

  31. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 898 views

  32. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 3.9k views

  33. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.2k views

  34. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.1k views

  35. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.1k views

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

    By metsfan026,
    • 5 replies
    • 1.1k views

  37. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 4.3k views

  38. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 2.6k views

  39. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.4k views

  40. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 1.8k views

  41. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.4k views

  42. Change in Funding Method - Settlor or Fiduciary Function?

    By M_2015,
    • 3 replies
    • 1.4k views

  43. Non-sex discriminatory mortality tables

    By rocknrolls2,
    • 4 replies
    • 4.3k views

  44. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc,
    • 7 replies
    • 1.9k views
    • Bri
    • Bri

  45. Frozen plan and increase in AB for increase in cola

    By SSRRS,
    • 0 replies
    • 824 views

  46. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek,
    • 1 reply
    • 619 views

  47. Restoration of Benefit Accruals

    By Dougsbpc,
    • 2 replies
    • 837 views

  48. 3 year average

    By SSRRS,
    • 7 replies
    • 4.7k views

  49. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc,
    • 1 reply
    • 1.1k views

  50. Delayed initial annuity or lump sum because of annual audit?

    By Mikeyl41,
    • 10 replies
    • 1.5k views
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