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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Variable Annuities Not Meeting 415 Requirements

    By Ananda,
    • 7 replies
    • 1.3k views

  2. JSA with Child as Beneficiary

    By Ananda,
    • 10 replies
    • 2.2k views

  3. Cash Balance Contribution Deduction

    By Catch22PGM,   
    • 8 replies
    • 3.8k views

  4. Schedule SB, line 6 b - plan related expenses

    By Jakyasar,
    • 5 replies
    • 1.1k views

  5. Combo Profit Sharing & Cash Balance Plan Testing - Definition of Compensation

    By pixiebear,
    • 8 replies
    • 2.3k views

  6. Life Insurance in a Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 600 views

  7. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 1k views

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

    By Jakyasar,
    • 3 replies
    • 765 views

  9. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 566 views

  10. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 1.1k views

  11. lump sum as of when

    By SSRRS,
    • 8 replies
    • 1.9k views

  12. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 978 views

  13. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 937 views

  14. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.4k views

  15. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 1.1k views

  16. IRC 404(a)(7)

    By §#$%!,
    • 4 replies
    • 1.2k views

  17. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2.5k views

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

    By EPCRSGuru,
    • 11 replies
    • 1.4k views

  19. Cash Balance/Profit Sharing Testing Question

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

  20. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 853 views

  21. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 915 views

  22. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.2k views

  23. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.2k views

  24. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 647 views

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

    By DW,
    • 2 replies
    • 646 views
    • DW
    • DW

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

    By Hojo,
    • 6 replies
    • 706 views

  27. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 2.1k views

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

    By Jakyasar,
    • 21 replies
    • 2.4k views

  29. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 899 views

  30. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.5k views

  31. Lump Sum Window

    By BTG,
    • 16 replies
    • 3.6k views

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

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

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

    By ElaineW,
    • 1 reply
    • 780 views

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

    By Sarah73,
    • 7 replies
    • 1.6k views

  35. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 744 views

  36. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 947 views

  37. Replacement Plan

    By SSRRS,
    • 10 replies
    • 1.1k views

  38. Terminating PBGC Covered Cash Balance Plan

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

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

    By metsfan026,
    • 7 replies
    • 2.4k views

  40. IRA Rollover

    By Dobber,
    • 1 reply
    • 763 views

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

    By boomo99,
    • 9 replies
    • 1k views

  42. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 780 views
    • Bri
    • Bri

  43. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.8k views

  44. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 556 views

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

    By Bri,
    • 6 replies
    • 1.3k views
    • Bri
    • Bri

  46. Cash Balance Question

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

  47. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.5k views

  48. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 649 views

  49. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.2k views

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

    By SSRRS,
    • 8 replies
    • 1.5k views
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