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Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

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

    By Jakyasar,
    • 9 replies
    • 1.5k views

  2. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 911 views

  3. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 338 views

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

    By Tom,
    • 3 replies
    • 685 views

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

    By Bri,
    • 0 replies
    • 356 views
    • Bri
    • Bri

  6. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.1k views

  7. One Man 401k/Cash Balance

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

  8. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 621 views

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

    By VeryOldMan,
    • 5 replies
    • 1k views

  10. Three year average

    By SSRRS,
    • 6 replies
    • 820 views

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

    By metsfan026,
    • 4 replies
    • 738 views

  12. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 1.9k views

  13. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.2k views

  14. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.3k views

  15. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 581 views

  16. 1099 from PC

    By SSRRS,
    • 8 replies
    • 2k views

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

    By VeryOldMan,
    • 6 replies
    • 1.3k views

  18. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 383 views

  19. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 904 views

  20. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 675 views

  21. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 693 views

  22. Can Spin Off Termination Include Active Participants (with Frozen Benefits)?

    By kmhaab,
    • 0 replies
    • 377 views

  23. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 954 views

  24. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 507 views

  25. DB Plan covering HCE's only - 110% test

    By Jakyasar,
    • 10 replies
    • 1.7k views

  26. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 1.7k views

  27. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 575 views

  28. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 829 views

  29. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1k views

  30. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 742 views

  31. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 487 views

  32. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 690 views

  33. New CB and 401(k) with short plan year

    By SKC,
    • 0 replies
    • 364 views

  34. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 796 views

  35. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 1.9k views

  36. post-NRA accruals in 401(a)(4) testing

    By Bri,
    • 1 reply
    • 603 views

  37. excess assets

    By Guy on a Limb,
    • 8 replies
    • 1.6k views

  38. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 1.9k views

  39. How do I coordinate the 415 limitation when computing the lump sum payout for ee in 2 pension plans? total accrued benefits < 415 limits

    By VeryOldMan,
    • 4 replies
    • 940 views

  40. Allocation of Excess Assets

    By Effen,
    • 3 replies
    • 1.5k views

  41. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 3.8k views

  42. ARPA-21 15 year amortization - new plan for 2020

    By Jakyasar,
    • 5 replies
    • 899 views

  43. Suspension of Benefits for Continued Employment Started When?

    By DW,
    • 8 replies
    • 2.5k views

  44. exclusion language

    By jane murray,
    • 3 replies
    • 975 views

  45. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.2k views

  46. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 436 views

  47. PBGC premium when one alternate payee is the only head left to count

    By Bri,
    • 2 replies
    • 690 views

  48. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 534 views

  49. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 501 views

  50. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 1.5k views
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