Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

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

   By Dave Baker, June 9, 2021
   • 0 replies
   • 347 views
   • 
   • Dave Baker
   • June 9, 2021

2. valuation date - short CB plan year for termination

   By Bri, June 2, 2021
   • 4 replies
   • 1.3k views
   • 
   • Calavera
   • June 3, 2021

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

   By ac, June 1, 2021
   • 1 reply
   • 879 views
   • 
   • CuseFan
   • June 1, 2021

4. defined benefit plans Low Cost Defined Benefit Plans for Solo Practitioners?

   By alexsalkever, May 21, 2021   

   • retirement
   • sole prop
   • (and 1 more)

     Tagged with:

     • retirement
     • sole prop
     • solo401k
   • 2 replies
   • 1.2k views
   • 
   • Bob the Swimmer
   • May 22, 2021

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

   By SSRRS, May 19, 2021
   • 2 replies
   • 402 views
   • 
   • SSRRS
   • May 20, 2021

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

   By ehayden27, May 12, 2021
   • 3 replies
   • 510 views
   • 
   • Luke Bailey
   • May 14, 2021

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

   By John Bliss, May 10, 2021
   • 3 replies
   • 2.3k views
   • 
   • CuseFan
   • May 11, 2021

8. Overfunded Solo-DB

   By Catch22PGM, May 3, 2021   

   • defined beneift
   • solo 401(k)
   • (and 1 more)

     Tagged with:

     • defined beneift
     • solo 401(k)
     • overfunded
   • 13 replies
   • 3.5k views
   • 
   • thepensionmaven
   • May 9, 2021

9. DB deduction, stream of conscience....

   By Bri, May 3, 2021
   • 4 replies
   • 1.2k views
   • 
   • Bri
   • May 6, 2021

10. Beneficiary opt for lump sum?

    By SSRRS, March 16, 2021
    • 11 replies
    • 1.5k views
    • 
    • Effen
    • May 1, 2021

11. Deductions for Self-Employed

    By Catch22PGM, April 28, 2021   

    • cash balance
    • self employed
    • (and 1 more)

      Tagged with:

      • cash balance
      • self employed
      • deduction
    • 2 replies
    • 851 views
    • 
    • Catch22PGM
    • April 28, 2021

12. suspension of benefits

    By Jakyasar, April 23, 2021
    • 2 replies
    • 658 views
    • 
    • Dave Baker
    • April 27, 2021

13. Rev. Rul. 74-307

    By dpav, April 26, 2021
    • 4 replies
    • 1.3k views
    • 
    • dpav
    • April 26, 2021

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

    By Moose, April 22, 2021
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • April 22, 2021

15. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar, April 13, 2021
    • 3 replies
    • 791 views
    • 
    • Effen
    • April 20, 2021

16. DB plan terminating and valuation date change

    By Jakyasar, April 20, 2021
    • 2 replies
    • 936 views
    • 
    • Jakyasar
    • April 20, 2021

17. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos, April 8, 2021
    • 3 replies
    • 1.4k views
    • 
    • 401 Chaos
    • April 19, 2021

18. 415 at 71

    By SSRRS, April 16, 2021
    • 2 replies
    • 1.4k views
    • 
    • SSRRS
    • April 16, 2021

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

    By Moose, April 12, 2021
    • 4 replies
    • 960 views
    • 
    • Moose
    • April 15, 2021

20. Very high paid HCE, terminates, under 3 years and 401(a)(17) limit

    By John Feldt ERPA CPC QPA, April 9, 2021
    • 3 replies
    • 535 views
    • 
    • John Feldt ERPA CPC QPA
    • April 13, 2021

21. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026, April 8, 2021
    • 14 replies
    • 3.4k views
    • 
    • Jakyasar
    • April 11, 2021

22. Overfunded DB Plan - Company to purchase?

    By HarleyBabe, April 9, 2021
    • 0 replies
    • 401 views
    • 
    • HarleyBabe
    • April 9, 2021

23. DB Deduction

    By SKC, March 23, 2021
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 26, 2021

24. 1099-R forms for 2021

    By Cynchbeast, March 24, 2021
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • March 24, 2021

25. American Rescue Plan Act

    By C. B. Zeller, March 11, 2021
    • 13 replies
    • 1.8k views
    • 
    • Hojo
    • March 22, 2021

26. Late 204(h) Notice

    By 401 Chaos, March 19, 2021
    • 3 replies
    • 2.8k views
    • 
    • 401 Chaos
    • March 22, 2021

27. Expenses paid from Pension Trust

    By TheBoxMan, March 18, 2021
    • 1 reply
    • 563 views
    • 
    • Alonzo Church
    • March 18, 2021

28. 412e Question

    By Purplemandinga, March 12, 2021
    • 3 replies
    • 806 views
    • 
    • ErnieG
    • March 15, 2021

29. Retroactive Amendment and CARES SECURE act

    By HC2020, March 10, 2021
    • 2 replies
    • 871 views
    • 
    • CuseFan
    • March 10, 2021

30. Defined Benefit Late Restatement - SCP eligible?

    By JustMe, August 11, 2020
    • 1 reply
    • 956 views
    • 
    • Benefits Vet
    • March 8, 2021

31. Divorce and marriage confirmation

    By Aratnmot, March 7, 2021
    • 9 replies
    • 1.6k views
    • 
    • Aratnmot
    • March 8, 2021

32. Relative value disclosure under 5k of lump sum

    By Jakyasar, March 1, 2021
    • 2 replies
    • 508 views
    • 
    • Jakyasar
    • March 1, 2021

33. Can a Plan or Plan Administrator under ERISA be sued for mismanaging a QDRO?

    By Ms. Gloria White, February 26, 2021
    • 3 replies
    • 875 views
    • 
    • Lou S.
    • February 26, 2021

34. Warrant Exercises in a Cash Balance Plan

    By Dawn Marlar, February 25, 2021
    • 2 replies
    • 649 views
    • 
    • CuseFan
    • February 25, 2021

35. 401(a)(26) and 436

    By Draper55, February 23, 2021
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 25, 2021

36. Cash Balance / Profit Sharing Plans Rate Group Testing

    By Stash026, February 22, 2021
    • 7 replies
    • 1k views
    • 
    • chc93
    • February 23, 2021

37. Cash balance plan optional forms

    By CLE Pension, February 19, 2021
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • February 20, 2021

38. Naming a non-spouse as beneficiary as part of J&S

    By AdKu, May 29, 2018   

    • naming a non-spouse as beneficiary as part of j&s
    • 11 replies
    • 3.9k views
    • 
    • CLE Pension
    • February 19, 2021

39. 412-d-2 election

    By Jakyasar, February 15, 2021
    • 2 replies
    • 812 views
    • 
    • Jakyasar
    • February 16, 2021

40. DB benefit calculation question

    By PDNguyen, February 12, 2021
    • 4 replies
    • 721 views
    • 
    • PDNguyen
    • February 12, 2021

41. Distribution Error From DB to DC Plan

    By VeryOldMan, January 19, 2021
    • 6 replies
    • 1.4k views
    • 
    • VeryOldMan
    • February 6, 2021

42. CB Retro Payment of 17 years

    By JD54, February 5, 2021
    • 9 replies
    • 850 views
    • 
    • Effen
    • February 6, 2021

43. Inconsistent/Incomplete Late Retirement Language - What's the Default?

    By DW, January 30, 2021
    • 6 replies
    • 1k views
    • 
    • DW
    • February 5, 2021

44. CB credit for ex-employees?

    By Bri, February 3, 2021
    • 2 replies
    • 673 views
    • 
    • Bri
    • February 4, 2021

45. 415 Limits & Bifurcated Benefits

    By CuseFan, January 26, 2021
    • 2 replies
    • 689 views
    • 
    • CuseFan
    • January 26, 2021

46. Amending cash balance contribution credits annually

    By JARichardson, January 19, 2021
    • 14 replies
    • 2.7k views
    • 
    • Big Tuna
    • January 21, 2021

47. Is 401(a)(9) late retirement actuarial increase required to start at 4/1 after 70 1/2 for vested participant who hasn't attained NRA by then?

    By bito'money, January 14, 2021
    • 3 replies
    • 842 views
    • 
    • bito'money
    • January 15, 2021

48. DB/DC combined deduction limit (controlled group)

    By B21, January 7, 2021
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 13, 2021

49. Path to Enrolled Actuary

    By BG5150, June 12, 2014
    • 29 replies
    • 9.1k views
    • 
    • AndyH
    • January 8, 2021

50. RMD to charity

    By Bri, December 30, 2020
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • December 31, 2020