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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 963 views

  2. RP 2017-56 - val date change for terminating DB Plan

    By Jakyasar,
    • 3 replies
    • 727 views

  3. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 527 views

  4. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 1k views

  5. lump sum as of when

    By SSRRS,
    • 8 replies
    • 1.7k views

  6. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 919 views

  7. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 872 views

  8. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.3k views

  9. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 998 views

  10. IRC 404(a)(7)

    By §#$%!,
    • 4 replies
    • 1k views

  11. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2.3k views

  12. Rescinding J&S election a year after payments commence

    By EPCRSGuru,
    • 11 replies
    • 1.3k views

  13. Cash Balance/Profit Sharing Testing Question

    By metsfan026,
    • 10 replies
    • 1.7k views
    • Bri
    • Bri

  14. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 801 views

  15. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 846 views

  16. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.2k views

  17. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.2k views

  18. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 603 views

  19. Plan amended for in-svc distribution NRA - frozen - but lump sum available

    By DW,
    • 2 replies
    • 597 views
    • DW
    • DW

  20. Future Interest Credit for Minimum Participation and Non-Discrimination

    By Hojo,
    • 6 replies
    • 659 views

  21. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 1.9k views

  22. Cash Balance - Is pay credit required to be deposited for a terminated participant

    By Jakyasar,
    • 21 replies
    • 2.2k views

  23. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 849 views

  24. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.4k views

  25. Lump Sum Window

    By BTG,
    • 16 replies
    • 3.4k views

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

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

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

    By ElaineW,
    • 1 reply
    • 741 views

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

    By Sarah73,
    • 7 replies
    • 1.5k views

  29. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 710 views

  30. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 871 views

  31. Replacement Plan

    By SSRRS,
    • 10 replies
    • 994 views

  32. Terminating PBGC Covered Cash Balance Plan

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

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

    By metsfan026,
    • 7 replies
    • 2.3k views

  34. IRA Rollover

    By Dobber,
    • 1 reply
    • 701 views

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

    By boomo99,
    • 9 replies
    • 933 views

  36. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 721 views
    • Bri
    • Bri

  37. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.7k views

  38. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 512 views

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

    By Bri,
    • 6 replies
    • 1.2k views
    • Bri
    • Bri

  40. Cash Balance Question

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

  41. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.5k views

  42. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 593 views

  43. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.2k views

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

    By SSRRS,
    • 8 replies
    • 1.4k views

  45. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 874 views

  46. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 664 views

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

    By Jakyasar,
    • 4 replies
    • 1.3k views

  48. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 587 views

  49. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 414 views

  50. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 595 views
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