Jump to content

Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 612 views

  2. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 488 views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  4. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 360 views

  5. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 523 views

  6. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 557 views

  7. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 1.9k views

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

    By Dinosaur,
    • 2 replies
    • 728 views

  9. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 954 views

  10. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.1k views

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

    By SSRRS,
    • 8 replies
    • 1.3k views

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

    By Draper55,
    • 3 replies
    • 744 views

  13. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 843 views

  14. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 571 views

  15. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.4k views

  16. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 1.6k views

  17. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1k views

  18. accruals reduced going forward

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

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

    By Luke Bailey,
    • 2 replies
    • 453 views

  20. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 781 views

  21. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 538 views

  22. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 349 views

  23. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.3k views

  24. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 550 views

  25. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1k views

  26. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 624 views

  27. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 495 views

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

    By Jakyasar,
    • 5 replies
    • 654 views

  29. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 1.7k views

  30. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 319 views

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

    By Jakyasar,
    • 9 replies
    • 1.4k views

  32. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 871 views

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

    By Tom,
    • 3 replies
    • 660 views

  34. Eligibility provision

    By SSRRS,
    • 20 replies
    • 1.8k views

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

    By Bri,
    • 0 replies
    • 344 views
    • Bri
    • Bri

  36. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 493 views

  38. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 606 views

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

    By VeryOldMan,
    • 5 replies
    • 1k views

  40. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.4k views

  41. Solo 401(k) + Cash Balance for Schedule C

    By metsfan026,
    • 4 replies
    • 708 views

  42. Three year average

    By SSRRS,
    • 6 replies
    • 764 views

  43. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 565 views

  44. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.3k views

  45. One Man 401k/Cash Balance

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

  46. 1099 from PC

    By SSRRS,
    • 8 replies
    • 1.9k views

  47. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.1k views

  48. Lump sum annuity factor for fractional age ( years and months)

    By VeryOldMan,
    • 6 replies
    • 1.2k views

  49. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 369 views

  50. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 874 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept