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Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

  1. EA Exams

    By Effen,
    • 0 replies
    • 16 views

  2. RMD Question

    By Dougsbpc,
    • 2 replies
    • 163 views

  3. S corp db contribution from personal

    By SSRRS,
    • 7 replies
    • 302 views

  4. Actuarial increases past average compensation

    By SSRRS,
    • 10 replies
    • 549 views

  5. Testing Requirements for CB/PS Combo Plan with Different Eligibility Dates

    By metsfan026,
    • 7 replies
    • 284 views

  6. unit benefit formula

    By jtpa,
    • 3 replies
    • 275 views

  7. Impermissible Withdrawal

    By pensionam,
    • 9 replies
    • 536 views

  8. 2 separate DB Plans

    By SSRRS,
    • 1 reply
    • 376 views

  9. Salary in a frozen DB PLAN

    By SSRRS,
    • 4 replies
    • 426 views

  10. Testing 401a26

    By Jakyasar,
    • 1 reply
    • 274 views

  11. PS maximum when DB at low 404 limit

    By drakecohen,
    • 3 replies
    • 676 views

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

    By Jakyasar,
    • 8 replies
    • 772 views

  13. DB RMD related - a refresher/double check

    By Jakyasar,
    • 7 replies
    • 351 views

  14. Amendment to increase benefit after plan terminated

    By Jakyasar,
    • 7 replies
    • 483 views

  15. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 2 replies
    • 505 views

  16. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 400 views

  17. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 435 views

  18. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 1.1k views

  19. A real problem

    By rblum50,
    • 1 reply
    • 234 views

  20. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 1.3k views

  21. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 470 views

  22. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 692 views

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

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

  24. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 1k views

  25. record keeping and online access

    By Tom,
    • 1 reply
    • 363 views

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

    By TPApril,
    • 5 replies
    • 782 views

  27. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 6.7k views

  28. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 1.8k views

  29. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 441 views

  30. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 32.8k views

  31. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 626 views

  32. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 870 views

  33. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 1.1k views

  34. PBGC Coverage

    By Renee H,
    • 5 replies
    • 927 views

  35. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 2k views

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

    By Jakyasar,
    • 3 replies
    • 1.4k views

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

    By Audrey,
    • 8 replies
    • 2k views

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

    By metsfan026,
    • 4 replies
    • 1.1k views

  39. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 496 views

  40. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 1.4k views

  41. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 535 views

  42. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2k views

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

    By DR245,
    • 10 replies
    • 3.2k views

  44. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1.1k views

  45. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 950 views

  46. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 4k views

  47. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.3k views

  48. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.3k views

  49. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.3k views

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

    By metsfan026,
    • 5 replies
    • 1.6k views
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