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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

    By kmhaab,
    • 0 replies
    • 359 views

  2. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 677 views

  3. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 491 views

  4. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 934 views

  5. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 664 views

  6. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 560 views

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

    By Jakyasar,
    • 10 replies
    • 1.7k views

  8. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 805 views

  9. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 1.5k views

  10. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 994 views

  11. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 472 views

  12. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 716 views

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

    By SKC,
    • 0 replies
    • 348 views

  14. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 654 views

  15. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 774 views

  16. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 1.8k views

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

    By Bri,
    • 1 reply
    • 587 views

  18. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 1.8k views

  19. excess assets

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

  20. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 1.7k views

  21. 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
    • 922 views

  22. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 3.7k views

  23. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.2k views

  24. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 425 views

  25. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 519 views

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

    By Jakyasar,
    • 5 replies
    • 878 views

  27. exclusion language

    By jane murray,
    • 3 replies
    • 959 views

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

    By Bri,
    • 2 replies
    • 669 views

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

    By Dave Baker,
    • 0 replies
    • 341 views

  30. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 493 views

  31. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 1.9k views

  32. Actuarial increases to unreduced early retirement benefits?

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

  33. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.2k views

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

    By ac,
    • 1 reply
    • 858 views

  35. Suspension of Benefits for Continued Employment Started When?

    By DW,
    • 8 replies
    • 2.4k views

  36. Low Cost Defined Benefit Plans for Solo Practitioners?

    By alexsalkever,   
    • 2 replies
    • 1.2k views

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

    By SSRRS,
    • 2 replies
    • 394 views

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

    By ehayden27,
    • 3 replies
    • 499 views

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

    By John Bliss,
    • 3 replies
    • 2.2k views

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

    By boomo99,
    • 9 replies
    • 841 views

  41. Overfunded Solo-DB

    By Catch22PGM,   
    • 13 replies
    • 3.2k views

  42. DB deduction, stream of conscience....

    By Bri,
    • 4 replies
    • 1.1k views

  43. Deductions for Self-Employed

    By Catch22PGM,   
    • 2 replies
    • 813 views

  44. Rev. Rul. 74-307

    By dpav,
    • 4 replies
    • 1.3k views

  45. suspension of benefits

    By Jakyasar,
    • 2 replies
    • 634 views

  46. Adding lump sum options and/or window - discrimination issues?

    By Moose,
    • 3 replies
    • 1.2k views

  47. DB plan terminating and valuation date change

    By Jakyasar,
    • 2 replies
    • 915 views

  48. 415 at 71

    By SSRRS,
    • 2 replies
    • 1.4k views

  49. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar,
    • 3 replies
    • 771 views

  50. Owner-only traditional DB Plan - Re-run valuation for less than 1,000 hours worked?

    By Moose,
    • 4 replies
    • 949 views
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