Jump to content

Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 828 views

  2. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1.3k views

  3. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 2.2k views

  4. Can a QRP be used to replace a QRP?

    By My Three Sons,
    • 4 replies
    • 1.4k views

  5. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 1.4k views

  6. RMDs after Plan Termination

    By Cassopy,
    • 1 reply
    • 663 views

  7. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 1k views

  8. New Business & First Plan Year

    By flosfur,
    • 18 replies
    • 6k views

  9. Looking for Actuary - Defined Benefit Plan School District - Needs GASB

    By mjf06241972,
    • 0 replies
    • 507 views

  10. Increases after 70.5 for employee in payment?

    By James,
    • 7 replies
    • 2.4k views

  11. cash balance/psp

    By mark Scherer,
    • 13 replies
    • 1.7k views

  12. Incarcerated spouse of participant receiving a distribution from a terminating pension plan

    By Cecilia Veto,
    • 5 replies
    • 1.4k views

  13. DC/DB Combo - Gateway

    By metsfan026,
    • 3 replies
    • 1.4k views

  14. Cash Balance Maxiumum

    By SSRRS,
    • 9 replies
    • 1.5k views

  15. If the company adding in a new pay code, what procedure or regulation the plan sponsor need to base off to determine if it's pensionable earning

    By Sarah73,
    • 2 replies
    • 791 views

  16. DB Plan - Participant paid out based on incorrect salary and got PBGC exemption

    By Jakyasar,
    • 3 replies
    • 784 views

  17. Effective date for New Entity

    By JustMe,
    • 3 replies
    • 889 views

  18. Plan account labeled with company name only

    By SSRRS,
    • 3 replies
    • 883 views

  19. Variable Annuities Not Meeting 415 Requirements

    By Ananda,
    • 7 replies
    • 1.5k views

  20. JSA with Child as Beneficiary

    By Ananda,
    • 10 replies
    • 2.6k views

  21. Cash Balance Contribution Deduction

    By Catch22PGM,   
    • 8 replies
    • 4.5k views

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

    By Jakyasar,
    • 5 replies
    • 1.3k views

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

    By pixiebear,
    • 8 replies
    • 2.6k views

  24. Life Insurance in a Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 758 views

  25. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 1.2k views

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

    By Jakyasar,
    • 3 replies
    • 900 views

  27. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 726 views

  28. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 1.2k views

  29. lump sum as of when

    By SSRRS,
    • 8 replies
    • 2.3k views

  30. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 1.1k views

  31. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 1.1k views

  32. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.6k views

  33. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 1.2k views

  34. IRC 404(a)(7)

    By §#$%!,
    • 4 replies
    • 1.3k views

  35. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2.7k views

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

    By EPCRSGuru,
    • 11 replies
    • 1.6k views

  37. Cash Balance/Profit Sharing Testing Question

    By metsfan026,
    • 10 replies
    • 2.1k views
    • Bri
    • Bri

  38. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 1k views

  39. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 1k views

  40. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.3k views

  41. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.3k views

  42. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 727 views

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

    By DW,
    • 2 replies
    • 739 views
    • DW
    • DW

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

    By Hojo,
    • 6 replies
    • 803 views

  45. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 2.3k views

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

    By Jakyasar,
    • 21 replies
    • 2.7k views

  47. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 1k views

  48. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.8k views

  49. Lump Sum Window

    By BTG,
    • 16 replies
    • 5.1k views

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

    By Jakyasar,
    • 4 replies
    • 995 views
    • Bri
    • Bri
×
×
  • Create New...