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Defined Benefit Plans, Including Cash Balance

7,173 topics in this forum

  1. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 393 views

  2. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.1k views

  3. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.4k views

  4. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 589 views

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

    By Jakyasar,
    • 5 replies
    • 705 views

  6. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 689 views

  7. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 1.7k views

  8. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 536 views

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

    By Jakyasar,
    • 1 reply
    • 542 views

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

    By Jakyasar,
    • 9 replies
    • 1.5k views

  11. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 945 views

  12. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 355 views

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

    By Tom,
    • 3 replies
    • 704 views

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

    By Bri,
    • 0 replies
    • 371 views
    • Bri
    • Bri

  15. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.1k views

  16. One Man 401k/Cash Balance

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

  17. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 647 views

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

    By VeryOldMan,
    • 5 replies
    • 1.1k views

  19. Three year average

    By SSRRS,
    • 6 replies
    • 893 views

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

    By metsfan026,
    • 4 replies
    • 770 views

  21. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 2k views

  22. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.2k views

  23. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.4k views

  24. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 609 views

  25. 1099 from PC

    By SSRRS,
    • 8 replies
    • 2.7k views

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

    By VeryOldMan,
    • 6 replies
    • 1.4k views

  27. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 401 views

  28. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 920 views

  29. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 702 views

  30. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 715 views

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

    By kmhaab,
    • 0 replies
    • 401 views

  32. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 989 views

  33. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 528 views

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

    By Jakyasar,
    • 10 replies
    • 1.8k views

  35. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 1.8k views

  36. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 594 views

  37. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 850 views

  38. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1k views

  39. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 772 views

  40. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 516 views

  41. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 737 views

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

    By SKC,
    • 0 replies
    • 384 views

  43. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 829 views

  44. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 2k views

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

    By Bri,
    • 1 reply
    • 624 views

  46. excess assets

    By Guy on a Limb,
    • 8 replies
    • 1.7k views

  47. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 2k views

  48. 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
    • 976 views

  49. Allocation of Excess Assets

    By Effen,
    • 3 replies
    • 1.5k views

  50. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 3.8k views
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