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Defined Benefit Plans, Including Cash Balance

7,198 topics in this forum

  1. AFTAP - Takeover Plan

    By actuary_pension,
    • 2 replies
    • 360 views

  2. Control group two plans

    By SSRRS,
    • 1 reply
    • 172 views

  3. Terminating Cash Balance Plan and Crediting Interest

    By CuseFan,
    • 11 replies
    • 549 views

  4. DB Plan - 415 Issue

    By JP,
    • 0 replies
    • 220 views

  5. SB FT vs FT for maximum contribution etc.

    By SSRRS,
    • 7 replies
    • 388 views

  6. DB RMD related - a refresher/double check

    By Jakyasar,
    • 8 replies
    • 570 views

  7. 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
    • 500 views

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

    By SSRRS,
    • 3 replies
    • 402 views

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

    By Brob69,
    • 2 replies
    • 272 views

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

    By rocknrolls2,
    • 7 replies
    • 640 views

  11. 50% Owner now working less than 40 hours a month

    By SSRRS,
    • 4 replies
    • 333 views

  12. Escheat by Annuity Issuer for Terminated Plan

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

  13. Implicit Bifurcation of SSLIO for Joint Lives

    By ETL,
    • 2 replies
    • 320 views

  14. EA Exams

    By Effen,
    • 1 reply
    • 248 views

  15. RMD Question

    By Dougsbpc,
    • 2 replies
    • 516 views

  16. S corp db contribution from personal

    By SSRRS,
    • 7 replies
    • 568 views

  17. Actuarial increases past average compensation

    By SSRRS,
    • 10 replies
    • 972 views

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

    By metsfan026,
    • 7 replies
    • 614 views

  19. unit benefit formula

    By jtpa,
    • 3 replies
    • 512 views

  20. Impermissible Withdrawal

    By pensionam,
    • 9 replies
    • 816 views

  21. 2 separate DB Plans

    By SSRRS,
    • 1 reply
    • 537 views

  22. Salary in a frozen DB PLAN

    By SSRRS,
    • 4 replies
    • 649 views

  23. Testing 401a26

    By Jakyasar,
    • 1 reply
    • 440 views

  24. PS maximum when DB at low 404 limit

    By drakecohen,
    • 3 replies
    • 844 views

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

    By Jakyasar,
    • 8 replies
    • 1.1k views

  26. Amendment to increase benefit after plan terminated

    By Jakyasar,
    • 7 replies
    • 813 views

  27. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 2 replies
    • 665 views

  28. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 593 views

  29. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 561 views

  30. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 1.5k views

  31. A real problem

    By rblum50,
    • 1 reply
    • 354 views

  32. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 1.9k views

  33. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 599 views

  34. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 827 views

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

    By Cat_Lady_Pension,   
    • 5 replies
    • 3.7k views
    • Bri
    • Bri

  36. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 1.2k views

  37. record keeping and online access

    By Tom,
    • 1 reply
    • 493 views

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

    By TPApril,
    • 5 replies
    • 1.1k views

  39. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 7k views

  40. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 2k views

  41. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 546 views

  42. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 33.3k views

  43. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 892 views

  44. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 1k views

  45. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 1.3k views

  46. PBGC Coverage

    By Renee H,
    • 5 replies
    • 1.1k views

  47. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 2.5k views

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

    By Jakyasar,
    • 3 replies
    • 1.6k views

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

    By Audrey,
    • 8 replies
    • 2.6k views

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

    By metsfan026,
    • 4 replies
    • 1.2k views
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