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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. Escheat by Annuity Issuer for Terminated Plan

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

  2. Implicit Bifurcation of SSLIO for Joint Lives

    By ETL,
    • 2 replies
    • 225 views

  3. EA Exams

    By Effen,
    • 1 reply
    • 158 views

  4. RMD Question

    By Dougsbpc,
    • 2 replies
    • 329 views

  5. S corp db contribution from personal

    By SSRRS,
    • 7 replies
    • 428 views

  6. Actuarial increases past average compensation

    By SSRRS,
    • 10 replies
    • 736 views

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

    By metsfan026,
    • 7 replies
    • 478 views

  8. unit benefit formula

    By jtpa,
    • 3 replies
    • 413 views

  9. Impermissible Withdrawal

    By pensionam,
    • 9 replies
    • 651 views

  10. 2 separate DB Plans

    By SSRRS,
    • 1 reply
    • 446 views

  11. Salary in a frozen DB PLAN

    By SSRRS,
    • 4 replies
    • 523 views

  12. Testing 401a26

    By Jakyasar,
    • 1 reply
    • 348 views

  13. PS maximum when DB at low 404 limit

    By drakecohen,
    • 3 replies
    • 755 views

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

    By Jakyasar,
    • 8 replies
    • 885 views

  15. DB RMD related - a refresher/double check

    By Jakyasar,
    • 7 replies
    • 436 views

  16. Amendment to increase benefit after plan terminated

    By Jakyasar,
    • 7 replies
    • 645 views

  17. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 2 replies
    • 575 views

  18. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 506 views

  19. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 500 views

  20. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 1.3k views

  21. A real problem

    By rblum50,
    • 1 reply
    • 294 views

  22. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 1.5k views

  23. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 536 views

  24. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 753 views

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

    By Cat_Lady_Pension,   
    • 5 replies
    • 3.5k views
    • Bri
    • Bri

  26. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 1.1k views

  27. record keeping and online access

    By Tom,
    • 1 reply
    • 423 views

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

    By TPApril,
    • 5 replies
    • 947 views

  29. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 6.8k views

  30. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 1.9k views

  31. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 496 views

  32. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 33k views

  33. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 746 views

  34. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 952 views

  35. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 1.2k views

  36. PBGC Coverage

    By Renee H,
    • 5 replies
    • 1k views

  37. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 2.2k views

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

    By Jakyasar,
    • 3 replies
    • 1.5k views

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

    By Audrey,
    • 8 replies
    • 2.3k views

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

    By metsfan026,
    • 4 replies
    • 1.2k views

  41. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 525 views

  42. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 1.5k views

  43. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 569 views

  44. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2.1k views

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

    By DR245,
    • 10 replies
    • 3.4k views

  46. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1.2k views

  47. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 986 views

  48. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 4.1k views

  49. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.3k views

  50. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.3k views
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