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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 47 views

  2. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 431 views

  3. A real problem

    By rblum50,
    • 1 reply
    • 45 views

  4. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 275 views

  5. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 741 views

  6. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 503 views

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

    By Cat_Lady_Pension,   
    • 5 replies
    • 300 views
    • Bri
    • Bri

  8. record keeping and online access

    By Tom,
    • 1 reply
    • 206 views

  9. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 6.5k views

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

    By TPApril,
    • 5 replies
    • 417 views

  11. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 302 views

  12. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 365 views

  13. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 613 views

  14. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 852 views

  15. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 1.4k views

  16. PBGC Coverage

    By Renee H,
    • 5 replies
    • 749 views

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

    By Jakyasar,
    • 3 replies
    • 1.1k views

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

    By Audrey,
    • 8 replies
    • 1.1k views

  19. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 430 views

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

    By metsfan026,
    • 4 replies
    • 965 views

  21. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 918 views

  22. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 440 views

  23. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 972 views

  24. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 870 views

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

    By DR245,
    • 10 replies
    • 2.8k views

  26. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 1.9k views

  27. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 3.8k views

  28. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.2k views

  29. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.1k views

  30. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.1k views

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

    By metsfan026,
    • 5 replies
    • 924 views

  32. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 2.5k views

  33. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  34. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 4.3k views

  35. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 1.8k views

  36. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.4k views

  37. Change in Funding Method - Settlor or Fiduciary Function?

    By M_2015,
    • 3 replies
    • 1.3k views

  38. Non-sex discriminatory mortality tables

    By rocknrolls2,
    • 4 replies
    • 4k views

  39. Frozen plan and increase in AB for increase in cola

    By SSRRS,
    • 0 replies
    • 802 views

  40. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek,
    • 1 reply
    • 590 views

  41. Restoration of Benefit Accruals

    By Dougsbpc,
    • 2 replies
    • 813 views

  42. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc,
    • 1 reply
    • 1.1k views

  43. 3 year average

    By SSRRS,
    • 7 replies
    • 4.7k views

  44. Delayed initial annuity or lump sum because of annual audit?

    By Mikeyl41,
    • 10 replies
    • 1.5k views

  45. Purchasing an Annuity

    By Michael Burkow,
    • 5 replies
    • 1k views

  46. Big Thank You to Lois!

    By Effen,
    • 1 reply
    • 983 views

  47. Short plan year accrual

    By SSRRS,
    • 1 reply
    • 970 views

  48. Paying Random IRS Audit fees from DB Plan assets

    By Barbara,
    • 5 replies
    • 2.7k views

  49. Required year end deliveries

    By Audrey,
    • 4 replies
    • 1.2k views

  50. Terminating floor offset DB plan with excess assets - PBGC termination

    By Jakyasar,
    • 9 replies
    • 2.7k views
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