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Defined Benefit Plans, Including Cash Balance

7,160 topics in this forum

  1. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.1k views

  2. One Man 401k/Cash Balance

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

  3. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 615 views

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

    By VeryOldMan,
    • 5 replies
    • 1k views

  5. Three year average

    By SSRRS,
    • 6 replies
    • 795 views

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

    By metsfan026,
    • 4 replies
    • 729 views

  7. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 1.9k views

  8. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.1k views

  9. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.3k views

  10. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 571 views

  11. 1099 from PC

    By SSRRS,
    • 8 replies
    • 2k views

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

    By VeryOldMan,
    • 6 replies
    • 1.2k views

  13. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 378 views

  14. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 893 views

  15. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 669 views

  16. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 684 views

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

    By kmhaab,
    • 0 replies
    • 367 views

  18. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 947 views

  19. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 498 views

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

    By Jakyasar,
    • 10 replies
    • 1.7k views

  21. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 1.7k views

  22. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 569 views

  23. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 821 views

  24. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1k views

  25. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 731 views

  26. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 480 views

  27. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 670 views

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

    By SKC,
    • 0 replies
    • 359 views

  29. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 784 views

  30. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 1.9k views

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

    By Bri,
    • 1 reply
    • 594 views

  32. excess assets

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

  33. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 1.9k views

  34. 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
    • 930 views

  35. Allocation of Excess Assets

    By Effen,
    • 3 replies
    • 1.5k views

  36. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 3.7k views

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

    By Jakyasar,
    • 5 replies
    • 889 views

  38. Suspension of Benefits for Continued Employment Started When?

    By DW,
    • 8 replies
    • 2.5k views

  39. exclusion language

    By jane murray,
    • 3 replies
    • 970 views

  40. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.2k views

  41. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 431 views

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

    By Bri,
    • 2 replies
    • 681 views

  43. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 526 views

  44. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 499 views

  45. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 1.4k views

  46. PBGC Mediation Program -- Anybody Have Experience They Could Share?

    By Dave Baker,
    • 0 replies
    • 344 views

  47. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.2k views

  48. What to do with large investment returns in a Cash Balance Plan

    By ac,
    • 1 reply
    • 866 views

  49. Low Cost Defined Benefit Plans for Solo Practitioners?

    By alexsalkever,   
    • 2 replies
    • 1.2k views

  50. Deduction shown on 7/31/20 filing to be used for 2020 calendar year?

    By SSRRS,
    • 2 replies
    • 397 views
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