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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Floor offset DB plan subject to PBGC coverage?

    By Micks,
    • 5 replies
    • 264 views

  2. Can a Board Resolution Replace a Formal Plan Termination Amendment for a DB plan?

    By Micks,
    • 8 replies
    • 582 views

  3. Control group two plans

    By SSRRS,
    • 8 replies
    • 426 views

  4. Using prefunding balance for minimum funding contribution (MRC)

    By Jakyasar,
    • 2 replies
    • 242 views

  5. AFN related

    By Jakyasar,
    • 3 replies
    • 198 views

  6. Failure to include Schedule SB

    By JustMe,
    • 7 replies
    • 1.3k views

  7. Missed MRC 3 years and did not file the 5500 as well

    By SSRRS,
    • 5 replies
    • 574 views

  8. 50% of FT question

    By truphao,
    • 1 reply
    • 290 views

  9. Interest on lump sum

    By SSRRS,
    • 3 replies
    • 535 views

  10. AFTAP - Takeover Plan

    By actuary_pension,
    • 2 replies
    • 493 views

  11. Terminating Cash Balance Plan and Crediting Interest

    By CuseFan,
    • 11 replies
    • 925 views

  12. DB Plan - 415 Issue

    By JP,
    • 0 replies
    • 322 views

  13. SB FT vs FT for maximum contribution etc.

    By SSRRS,
    • 7 replies
    • 539 views

  14. DB RMD related - a refresher/double check

    By Jakyasar,
    • 8 replies
    • 706 views

  15. DB Plan Reduced Participant's Benefit due to Pending QDRO at Annuity Starting Date. QDRO Entered by Court Nearly 11 Years Later, Retroactive to Annuity Starting Date. Is Alternate Payee Entitled to Interest between Annuity Starting Date and Date Payment u

    By rocknrolls2,
    • 8 replies
    • 639 views

  16. Help finding a SEP IRA Document to stand beside a Cash Balance Plan

    By Brob69,
    • 2 replies
    • 378 views

  17. Can Post-Annuity Starting Date QDRO Be Given Retroactive Effect to Annuity Starting Date?

    By rocknrolls2,
    • 7 replies
    • 788 views

  18. 50% Owner now working less than 40 hours a month

    By SSRRS,
    • 4 replies
    • 456 views

  19. Escheat by Annuity Issuer for Terminated Plan

    By Carol V. Calhoun,
    • 10 replies
    • 998 views

  20. Implicit Bifurcation of SSLIO for Joint Lives

    By ETL,
    • 2 replies
    • 420 views

  21. EA Exams

    By Effen,
    • 1 reply
    • 313 views

  22. RMD Question

    By Dougsbpc,
    • 2 replies
    • 650 views

  23. S corp db contribution from personal

    By SSRRS,
    • 7 replies
    • 692 views

  24. Actuarial increases past average compensation

    By SSRRS,
    • 10 replies
    • 1.1k views

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

    By metsfan026,
    • 7 replies
    • 738 views

  26. unit benefit formula

    By jtpa,
    • 3 replies
    • 606 views

  27. Impermissible Withdrawal

    By pensionam,
    • 9 replies
    • 976 views

  28. 2 separate DB Plans

    By SSRRS,
    • 1 reply
    • 649 views

  29. Salary in a frozen DB PLAN

    By SSRRS,
    • 4 replies
    • 760 views

  30. Testing 401a26

    By Jakyasar,
    • 1 reply
    • 526 views

  31. PS maximum when DB at low 404 limit

    By drakecohen,
    • 3 replies
    • 920 views

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

    By Jakyasar,
    • 8 replies
    • 1.2k views

  33. Amendment to increase benefit after plan terminated

    By Jakyasar,
    • 7 replies
    • 1.1k views

  34. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 2 replies
    • 773 views

  35. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 703 views

  36. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 632 views

  37. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 1.7k views

  38. A real problem

    By rblum50,
    • 1 reply
    • 429 views

  39. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 2.2k views

  40. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 686 views

  41. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 902 views

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

    By Cat_Lady_Pension,   
    • 5 replies
    • 3.8k views
    • Bri
    • Bri

  43. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 1.3k views

  44. record keeping and online access

    By Tom,
    • 1 reply
    • 572 views

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

    By TPApril,
    • 5 replies
    • 1.4k views

  46. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 7.1k views

  47. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 2k views

  48. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 603 views

  49. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 33.8k views

  50. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 1k views
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