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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

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

    By SSRRS,
    • 2 replies
    • 264 views

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

    By Brob69,
    • 2 replies
    • 222 views

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

    By rocknrolls2,
    • 7 replies
    • 551 views

  4. SB FT vs FT for maximum contribution etc.

    By SSRRS,
    • 5 replies
    • 269 views

  5. 50% Owner now working less than 40 hours a month

    By SSRRS,
    • 4 replies
    • 239 views

  6. Escheat by Annuity Issuer for Terminated Plan

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

  7. Implicit Bifurcation of SSLIO for Joint Lives

    By ETL,
    • 2 replies
    • 291 views

  8. EA Exams

    By Effen,
    • 1 reply
    • 205 views

  9. RMD Question

    By Dougsbpc,
    • 2 replies
    • 459 views

  10. S corp db contribution from personal

    By SSRRS,
    • 7 replies
    • 513 views

  11. Actuarial increases past average compensation

    By SSRRS,
    • 10 replies
    • 832 views

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

    By metsfan026,
    • 7 replies
    • 539 views

  13. unit benefit formula

    By jtpa,
    • 3 replies
    • 469 views

  14. Impermissible Withdrawal

    By pensionam,
    • 9 replies
    • 712 views

  15. 2 separate DB Plans

    By SSRRS,
    • 1 reply
    • 491 views

  16. Salary in a frozen DB PLAN

    By SSRRS,
    • 4 replies
    • 587 views

  17. Testing 401a26

    By Jakyasar,
    • 1 reply
    • 393 views

  18. PS maximum when DB at low 404 limit

    By drakecohen,
    • 3 replies
    • 798 views

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

    By Jakyasar,
    • 8 replies
    • 941 views

  20. DB RMD related - a refresher/double check

    By Jakyasar,
    • 7 replies
    • 491 views

  21. Amendment to increase benefit after plan terminated

    By Jakyasar,
    • 7 replies
    • 733 views

  22. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 2 replies
    • 633 views

  23. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 559 views

  24. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 538 views

  25. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 1.4k views

  26. A real problem

    By rblum50,
    • 1 reply
    • 330 views

  27. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 1.7k views

  28. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 573 views

  29. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 791 views

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

    By Cat_Lady_Pension,   
    • 5 replies
    • 3.6k views
    • Bri
    • Bri

  31. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 1.1k views

  32. record keeping and online access

    By Tom,
    • 1 reply
    • 467 views

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

    By TPApril,
    • 5 replies
    • 1k views

  34. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 6.9k views

  35. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 1.9k views

  36. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 525 views

  37. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 33.2k views

  38. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 837 views

  39. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 1k views

  40. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 1.3k views

  41. PBGC Coverage

    By Renee H,
    • 5 replies
    • 1.1k views

  42. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 2.4k views

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

    By Jakyasar,
    • 3 replies
    • 1.5k views

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

    By Audrey,
    • 8 replies
    • 2.5k views

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

    By metsfan026,
    • 4 replies
    • 1.2k views

  46. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 555 views

  47. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 1.6k views

  48. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 608 views

  49. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2.1k views

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

    By DR245,
    • 10 replies
    • 3.5k views
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