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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. Life Insurance in a Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 581 views

  2. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 989 views

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

    By Jakyasar,
    • 3 replies
    • 752 views

  4. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 550 views

  5. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 1.1k views

  6. lump sum as of when

    By SSRRS,
    • 8 replies
    • 1.8k views

  7. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 950 views

  8. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 908 views

  9. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.4k views

  10. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 1k views

  11. IRC 404(a)(7)

    By §#$%!,
    • 4 replies
    • 1.1k views

  12. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2.4k views

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

    By EPCRSGuru,
    • 11 replies
    • 1.4k views

  14. Cash Balance/Profit Sharing Testing Question

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

  15. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 830 views

  16. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 882 views

  17. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.2k views

  18. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.2k views

  19. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 628 views

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

    By DW,
    • 2 replies
    • 629 views
    • DW
    • DW

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

    By Hojo,
    • 6 replies
    • 688 views

  22. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 2k views

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

    By Jakyasar,
    • 21 replies
    • 2.3k views

  24. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 878 views

  25. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.4k views

  26. Lump Sum Window

    By BTG,
    • 16 replies
    • 3.5k views

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

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

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

    By ElaineW,
    • 1 reply
    • 755 views

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

    By Sarah73,
    • 7 replies
    • 1.6k views

  30. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 733 views

  31. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 919 views

  32. Replacement Plan

    By SSRRS,
    • 10 replies
    • 1k views

  33. Terminating PBGC Covered Cash Balance Plan

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

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

    By metsfan026,
    • 7 replies
    • 2.4k views

  35. IRA Rollover

    By Dobber,
    • 1 reply
    • 736 views

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

    By boomo99,
    • 9 replies
    • 969 views

  37. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 754 views
    • Bri
    • Bri

  38. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.7k views

  39. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 529 views

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

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

  41. Cash Balance Question

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

  42. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.5k views

  43. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 618 views

  44. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.2k views

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

    By SSRRS,
    • 8 replies
    • 1.5k views

  46. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 915 views

  47. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 677 views

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

    By Jakyasar,
    • 4 replies
    • 1.4k views

  49. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 608 views

  50. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 429 views
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