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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 927 views

  2. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 732 views

  3. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.8k views

  4. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 2.1k views

  5. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 1.1k views

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

    By Jakyasar,
    • 5 replies
    • 1.2k views

  7. Calculating Normal Cost - Segment Rate to Be Used

    By metsfan026,
    • 3 replies
    • 1.2k views

  8. $150,000 Penalty

    By SSRRS,
    • 7 replies
    • 2.3k views

  9. New DB plan now for 2020

    By cathyw,
    • 4 replies
    • 820 views

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

    By Jakyasar,
    • 1 reply
    • 825 views

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

    By Jakyasar,
    • 9 replies
    • 2.1k views

  12. Restricted Distributions

    By Belgarath,
    • 3 replies
    • 1.4k views

  13. PPA Credit Balance Elections through Email?

    By LarryDavid,
    • 0 replies
    • 668 views

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

    By Tom,
    • 3 replies
    • 1.2k views

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

    By Bri,
    • 0 replies
    • 550 views
    • Bri
    • Bri

  16. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.6k views

  17. One Man 401k/Cash Balance

    By metsfan026,
    • 6 replies
    • 2.4k views
    • Bri
    • Bri

  18. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 1k views

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

    By VeryOldMan,
    • 5 replies
    • 1.7k views

  20. Three year average

    By SSRRS,
    • 6 replies
    • 1.5k views

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

    By metsfan026,
    • 4 replies
    • 1.3k views

  22. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 2.9k views

  23. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.8k views

  24. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.7k views

  25. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 864 views

  26. 1099 from PC

    By SSRRS,
    • 8 replies
    • 3.5k views

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

    By VeryOldMan,
    • 6 replies
    • 2.3k views

  28. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 769 views

  29. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 1.4k views

  30. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 1.3k views

  31. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 1.2k views

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

    By kmhaab,
    • 0 replies
    • 736 views

  33. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 1.7k views

  34. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 884 views

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

    By Jakyasar,
    • 10 replies
    • 2.4k views

  36. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 2.5k views

  37. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 948 views

  38. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 1.2k views

  39. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1.5k views

  40. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 1.3k views

  41. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 945 views

  42. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 1.1k views

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

    By SKC,
    • 0 replies
    • 705 views

  44. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 1.3k views

  45. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 3.4k views

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

    By Bri,
    • 1 reply
    • 1k views

  47. excess assets

    By Guy on a Limb,
    • 8 replies
    • 2.4k views

  48. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 2.9k views

  49. 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
    • 1.4k views

  50. Allocation of Excess Assets

    By Effen,
    • 3 replies
    • 1.9k views
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