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Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

  1. Terminating PBGC Covered Cash Balance Plan

    By ac,
    • 5 replies
    • 717 views
    • Bri
    • Bri

  2. Can There Be In-Service Distributions From A Cash Balance Plan?

    By metsfan026,
    • 7 replies
    • 1.9k views

  3. IRA Rollover

    By Dobber,
    • 1 reply
    • 600 views

  4. worked in NH for 26 years, live in kansas now

    By boomo99,
    • 9 replies
    • 837 views

  5. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 626 views
    • Bri
    • Bri

  6. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.4k views

  7. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 455 views

  8. Lump sum when normal form isn't life and there's a table of....

    By Bri,
    • 6 replies
    • 1k views
    • Bri
    • Bri

  9. Cash Balance Question

    By maryflemingphr@yahoo.com,
    • 2 replies
    • 674 views

  10. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.4k views

  11. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 503 views

  12. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1k views

  13. PBGC sending out non filing notices for plans that have the IDA extension

    By SSRRS,
    • 8 replies
    • 1.3k views

  14. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 763 views

  15. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 609 views

  16. Frozen DB - testing for 401a26 using accrued-to-date method

    By Jakyasar,
    • 4 replies
    • 1.2k views

  17. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 486 views

  18. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 359 views

  19. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 521 views

  20. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 554 views

  21. Calculation of 415 max. lump sum benefit in year after plan termination date

    By Dinosaur,
    • 2 replies
    • 725 views

  22. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 1.9k views

  23. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 838 views

  24. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 950 views

  25. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1k views

  26. business scale down ..401(a)(4)&401(a)(26)

    By Draper55,
    • 3 replies
    • 742 views

  27. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 1.6k views

  28. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 568 views

  29. accruals reduced going forward

    By SSRRS,
    • 11 replies
    • 1.2k views
    • JM
    • JM

  30. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1k views

  31. PBGC interpretation of "greater than 20% active participant reduction" reportable event rule; voluntary late reporting policy

    By Luke Bailey,
    • 2 replies
    • 450 views

  32. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 776 views

  33. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 536 views

  34. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 345 views

  35. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1k views

  36. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.3k views

  37. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 549 views

  38. Is this a funding assumption change for SB purposes?

    By Jakyasar,
    • 5 replies
    • 649 views

  39. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 623 views

  40. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 1.7k views

  41. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 490 views

  42. Required contribution exceeds sch c income - deduction issues for db plans

    By Jakyasar,
    • 1 reply
    • 490 views

  43. Can I set up a DB plan for 2020 for sole-prop - off calendar plan

    By Jakyasar,
    • 9 replies
    • 1.4k views

  44. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 869 views

  45. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 315 views

  46. non-cooperative participants in a terminating DB plan with >$5,000

    By Tom,
    • 3 replies
    • 655 views

  47. RMD for 1948-DOB owner's new retroactively adopted (or as yet unfunded) DB plan

    By Bri,
    • 0 replies
    • 340 views
    • Bri
    • Bri

  48. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.1k views

  49. One Man 401k/Cash Balance

    By metsfan026,
    • 6 replies
    • 1.8k views
    • Bri
    • Bri

  50. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 602 views
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