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Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

  1. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.2k views

  2. Lump Sum Window

    By BTG,
    • 16 replies
    • 3k views

  3. Can QRP (qualified replacement plan) transfer be rolled back into a new defined benefit plan?

    By Jakyasar,
    • 4 replies
    • 779 views
    • Bri
    • Bri

  4. Rollover for missing participant in non-PBGC covered plans

    By ElaineW,
    • 1 reply
    • 701 views

  5. Is there a website for you to search for other individual designed plan?

    By Sarah73,
    • 7 replies
    • 1.2k views

  6. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 673 views

  7. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 777 views

  8. Replacement Plan

    By SSRRS,
    • 10 replies
    • 908 views

  9. Terminating PBGC Covered Cash Balance Plan

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

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

    By metsfan026,
    • 7 replies
    • 2k views

  11. IRA Rollover

    By Dobber,
    • 1 reply
    • 629 views

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

    By boomo99,
    • 9 replies
    • 878 views

  13. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 655 views
    • Bri
    • Bri

  14. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.4k views

  15. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 466 views

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

    By Bri,
    • 6 replies
    • 1.1k views
    • Bri
    • Bri

  17. Cash Balance Question

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

  18. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.4k views

  19. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 533 views

  20. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1k views

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

    By SSRRS,
    • 8 replies
    • 1.3k views

  22. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 788 views

  23. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 624 views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  25. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 520 views

  26. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 376 views

  27. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 537 views

  28. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 569 views

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

    By Dinosaur,
    • 2 replies
    • 744 views

  30. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2k views

  31. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 863 views

  32. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 965 views

  33. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.1k views

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

    By Draper55,
    • 3 replies
    • 758 views

  35. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 1.6k views

  36. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 585 views

  37. accruals reduced going forward

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

  38. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.1k views

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

    By Luke Bailey,
    • 2 replies
    • 480 views

  40. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 811 views

  41. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 569 views

  42. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 363 views

  43. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.1k views

  44. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.4k views

  45. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 570 views

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

    By Jakyasar,
    • 5 replies
    • 678 views

  47. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 654 views

  48. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 1.7k views

  49. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 518 views

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

    By Jakyasar,
    • 1 reply
    • 520 views
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