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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Replacement Plan

    By SSRRS,
    • 10 replies
    • 924 views

  2. Terminating PBGC Covered Cash Balance Plan

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

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

    By metsfan026,
    • 7 replies
    • 2k views

  4. IRA Rollover

    By Dobber,
    • 1 reply
    • 643 views

  5. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 665 views
    • Bri
    • Bri

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

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

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

    By Draper55,
    • 1 reply
    • 470 views

  8. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1k views

  9. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 543 views

  10. Cash Balance Question

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

  11. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 797 views

  12. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 626 views

  13. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 531 views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  15. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 379 views

  16. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 539 views

  17. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 570 views

  18. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2k views

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

    By Dinosaur,
    • 2 replies
    • 755 views

  20. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 970 views

  21. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.1k views

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

    By SSRRS,
    • 8 replies
    • 1.4k views

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

    By Draper55,
    • 3 replies
    • 766 views

  24. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 868 views

  25. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 593 views

  26. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.5k views

  27. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 1.6k views

  28. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.1k views

  29. accruals reduced going forward

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

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

    By Luke Bailey,
    • 2 replies
    • 485 views

  31. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 815 views

  32. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 583 views

  33. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 374 views

  34. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.4k views

  35. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 575 views

  36. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.1k views

  37. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 660 views

  38. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 521 views

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

    By Jakyasar,
    • 5 replies
    • 688 views

  40. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 1.7k views

  41. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 340 views

  42. Can I set up a DB plan for 2020 for sole-prop - off calendar plan

    By Jakyasar,
    • 9 replies
    • 1.5k views

  43. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 919 views

  44. non-cooperative participants in a terminating DB plan with >$5,000

    By Tom,
    • 3 replies
    • 691 views

  45. Eligibility provision

    By SSRRS,
    • 20 replies
    • 2k views

  46. RMD for 1948-DOB owner's new retroactively adopted (or as yet unfunded) DB plan

    By Bri,
    • 0 replies
    • 359 views
    • Bri
    • Bri

  47. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 532 views

  49. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 627 views

  50. Removal of DB contribution after SB filed for terminated plan

    By VeryOldMan,
    • 5 replies
    • 1k views
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