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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

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

    By boomo99,
    • 9 replies
    • 1k views

  2. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 817 views
    • Bri
    • Bri

  3. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.8k views

  4. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 581 views

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

    By Bri,
    • 6 replies
    • 1.3k views
    • Bri
    • Bri

  6. Cash Balance Question

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

  7. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.6k views

  8. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 681 views

  9. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.3k views

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

    By SSRRS,
    • 8 replies
    • 1.5k views

  11. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 976 views

  12. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 718 views

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

    By Jakyasar,
    • 4 replies
    • 1.5k views

  14. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 650 views

  15. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 454 views

  16. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 661 views

  17. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 678 views

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

    By Dinosaur,
    • 2 replies
    • 863 views

  19. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2.3k views

  20. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 1k views

  21. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 1.1k views

  22. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.2k views

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

    By Draper55,
    • 3 replies
    • 877 views

  24. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 1.9k views

  25. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 715 views

  26. accruals reduced going forward

    By SSRRS,
    • 11 replies
    • 1.4k views
    • JM
    • JM

  27. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.3k views

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

    By Luke Bailey,
    • 2 replies
    • 579 views

  29. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 999 views

  30. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 676 views

  31. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 471 views

  32. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.3k views

  33. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.7k views

  34. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 673 views

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

    By Jakyasar,
    • 5 replies
    • 849 views

  36. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 829 views

  37. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 1.9k views

  38. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 619 views

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

    By Jakyasar,
    • 1 reply
    • 634 views

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

    By Jakyasar,
    • 9 replies
    • 1.7k views

  41. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 1.1k views

  42. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 422 views

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

    By Tom,
    • 3 replies
    • 791 views

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

    By Bri,
    • 0 replies
    • 427 views
    • Bri
    • Bri

  45. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.3k views

  46. One Man 401k/Cash Balance

    By metsfan026,
    • 6 replies
    • 2k views
    • Bri
    • Bri

  47. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 751 views

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

    By VeryOldMan,
    • 5 replies
    • 1.3k views

  49. Three year average

    By SSRRS,
    • 6 replies
    • 1.1k views

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

    By metsfan026,
    • 4 replies
    • 924 views
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