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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.4k views

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

    By metsfan026,
    • 4 replies
    • 747 views

  3. Three year average

    By SSRRS,
    • 6 replies
    • 851 views

  4. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 590 views

  5. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.3k views

  6. One Man 401k/Cash Balance

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

  7. 1099 from PC

    By SSRRS,
    • 8 replies
    • 2.3k views

  8. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.2k views

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

    By VeryOldMan,
    • 6 replies
    • 1.3k views

  10. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 390 views

  11. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 907 views

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

    By kmhaab,
    • 0 replies
    • 385 views

  13. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 696 views

  14. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 512 views

  15. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 958 views

  16. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 682 views

  17. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 580 views

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

    By Jakyasar,
    • 10 replies
    • 1.7k views

  19. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 836 views

  20. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 1.6k views

  21. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1k views

  22. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 493 views

  23. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 751 views

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

    By SKC,
    • 0 replies
    • 367 views

  25. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 714 views

  26. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 809 views

  27. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 1.9k views

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

    By Bri,
    • 1 reply
    • 608 views

  29. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 1.9k views

  30. excess assets

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

  31. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 1.7k views

  32. 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
    • 956 views

  33. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 3.8k views

  34. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.2k views

  35. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 440 views

  36. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 540 views

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

    By Jakyasar,
    • 5 replies
    • 911 views

  38. exclusion language

    By jane murray,
    • 3 replies
    • 978 views

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

    By Bri,
    • 2 replies
    • 705 views

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

    By Dave Baker,
    • 0 replies
    • 350 views

  41. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 506 views

  42. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 2k views

  43. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 1.5k views

  44. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.3k views

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

    By ac,
    • 1 reply
    • 886 views

  46. Suspension of Benefits for Continued Employment Started When?

    By DW,
    • 8 replies
    • 2.5k views

  47. Low Cost Defined Benefit Plans for Solo Practitioners?

    By alexsalkever,   
    • 2 replies
    • 1.2k views

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

    By SSRRS,
    • 2 replies
    • 405 views

  49. Owner-Only Cash Balance Plan - Investment in Collectibles

    By ehayden27,
    • 3 replies
    • 511 views

  50. Question about S-Corp loss and contribution to Defined Benefit plan

    By John Bliss,
    • 3 replies
    • 2.4k views
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