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Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

  1. Lump Sum Window

    By BTG,
    • 16 replies
    • 5.4k views

  2. Can QRP (qualified replacement plan) transfer be rolled back into a new defined benefit plan?

    By Jakyasar,
    • 4 replies
    • 1k views
    • Bri
    • Bri

  3. Rollover for missing participant in non-PBGC covered plans

    By ElaineW,
    • 1 reply
    • 959 views

  4. Is there a website for you to search for other individual designed plan?

    By Sarah73,
    • 7 replies
    • 2k views

  5. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 906 views

  6. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 1.1k views

  7. Replacement Plan

    By SSRRS,
    • 10 replies
    • 1.4k views

  8. Terminating PBGC Covered Cash Balance Plan

    By ac,
    • 5 replies
    • 1.1k views
    • Bri
    • Bri

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

    By metsfan026,
    • 7 replies
    • 2.9k views

  10. IRA Rollover

    By Dobber,
    • 1 reply
    • 861 views

  11. worked in NH for 26 years, live in kansas now

    By boomo99,
    • 9 replies
    • 1.2k views

  12. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 949 views
    • Bri
    • Bri

  13. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 2.1k views

  14. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 715 views

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

    By Bri,
    • 6 replies
    • 1.6k views
    • Bri
    • Bri

  16. Cash Balance Question

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

  17. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.8k views

  18. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 910 views

  19. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.6k views

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

    By SSRRS,
    • 8 replies
    • 1.8k views

  21. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 1.2k views

  22. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 810 views

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

    By Jakyasar,
    • 4 replies
    • 1.7k views

  24. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 800 views

  25. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 629 views

  26. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 925 views

  27. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 884 views

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

    By Dinosaur,
    • 2 replies
    • 999 views

  29. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2.7k views

  30. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 1.3k views

  31. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 1.3k views

  32. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.4k views

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

    By Draper55,
    • 3 replies
    • 1.1k views

  34. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 2k views

  35. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 951 views

  36. accruals reduced going forward

    By SSRRS,
    • 11 replies
    • 1.7k views
    • JM
    • JM

  37. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.6k views

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

    By Luke Bailey,
    • 2 replies
    • 665 views

  39. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 1.2k views

  40. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 775 views

  41. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 649 views

  42. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.6k views

  43. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.9k views

  44. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 872 views

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

    By Jakyasar,
    • 5 replies
    • 1k views

  46. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 1.1k views

  47. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 2.1k views

  48. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 732 views

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

    By Jakyasar,
    • 1 reply
    • 757 views

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

    By Jakyasar,
    • 9 replies
    • 1.9k views
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