Jump to content

Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

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

    By ElaineW,
    • 1 reply
    • 899 views

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

    By Sarah73,
    • 7 replies
    • 1.9k views

  3. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 840 views

  4. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 1.1k views

  5. Replacement Plan

    By SSRRS,
    • 10 replies
    • 1.3k views

  6. Terminating PBGC Covered Cash Balance Plan

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

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

    By metsfan026,
    • 7 replies
    • 2.8k views

  8. IRA Rollover

    By Dobber,
    • 1 reply
    • 827 views

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

    By boomo99,
    • 9 replies
    • 1.1k views

  10. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 896 views
    • Bri
    • Bri

  11. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 2k views

  12. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 660 views

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

    By Bri,
    • 6 replies
    • 1.5k views
    • Bri
    • Bri

  14. Cash Balance Question

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

  15. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.7k views

  16. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 830 views

  17. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.5k views

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

    By SSRRS,
    • 8 replies
    • 1.7k views

  19. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 1.1k views

  20. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 754 views

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

    By Jakyasar,
    • 4 replies
    • 1.6k views

  22. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 752 views

  23. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 559 views

  24. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 792 views

  25. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 802 views

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

    By Dinosaur,
    • 2 replies
    • 930 views

  27. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2.5k views

  28. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 1.1k views

  29. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 1.2k views

  30. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.3k views

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

    By Draper55,
    • 3 replies
    • 992 views

  32. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 2k views

  33. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 857 views

  34. accruals reduced going forward

    By SSRRS,
    • 11 replies
    • 1.6k views
    • JM
    • JM

  35. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.5k views

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

    By Luke Bailey,
    • 2 replies
    • 633 views

  37. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 1.1k views

  38. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 708 views

  39. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 578 views

  40. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.5k views

  41. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.8k views

  42. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 776 views

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

    By Jakyasar,
    • 5 replies
    • 929 views

  44. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 967 views

  45. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 2k views

  46. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 668 views

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

    By Jakyasar,
    • 1 reply
    • 710 views

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

    By Jakyasar,
    • 9 replies
    • 1.8k views

  49. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 1.2k views

  50. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 497 views
×
×
  • Create New...