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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

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

    By Tom,
    • 3 replies
    • 936 views

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

    By Bri,
    • 0 replies
    • 475 views
    • Bri
    • Bri

  3. Hours for Accrual Service vs. Vesting Service

    By metsfan026,
    • 5 replies
    • 1.3k views

  4. One Man 401k/Cash Balance

    By metsfan026,
    • 6 replies
    • 2.1k views
    • Bri
    • Bri

  5. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 866 views

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

    By VeryOldMan,
    • 5 replies
    • 1.3k views

  7. Three year average

    By SSRRS,
    • 6 replies
    • 1.2k views

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

    By metsfan026,
    • 4 replies
    • 1.1k views

  9. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 2.5k views

  10. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.5k views

  11. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.5k views

  12. 401(a)(26) with no ees

    By Draper55,
    • 1 reply
    • 767 views

  13. 1099 from PC

    By SSRRS,
    • 8 replies
    • 3.1k views

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

    By VeryOldMan,
    • 6 replies
    • 1.9k views

  15. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 596 views

  16. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 1.1k views

  17. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 972 views

  18. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 912 views

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

    By kmhaab,
    • 0 replies
    • 591 views

  20. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 1.3k views

  21. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 720 views

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

    By Jakyasar,
    • 10 replies
    • 2.1k views

  23. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 2.1k views

  24. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 822 views

  25. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 1k views

  26. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1.3k views

  27. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 1k views

  28. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 761 views

  29. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 962 views

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

    By SKC,
    • 0 replies
    • 562 views

  31. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 1.1k views

  32. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 2.9k views

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

    By Bri,
    • 1 reply
    • 872 views

  34. excess assets

    By Guy on a Limb,
    • 8 replies
    • 2k views

  35. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 2.4k views

  36. 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
    • 1.2k views

  37. Allocation of Excess Assets

    By Effen,
    • 3 replies
    • 1.7k views

  38. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 4.1k views

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

    By Jakyasar,
    • 5 replies
    • 1.2k views

  40. Suspension of Benefits for Continued Employment Started When?

    By DW,
    • 8 replies
    • 3.4k views

  41. exclusion language

    By jane murray,
    • 3 replies
    • 1.2k views

  42. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.5k views

  43. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 563 views

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

    By Bri,
    • 2 replies
    • 976 views

  45. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 735 views

  46. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 742 views

  47. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 2.6k views

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

    By Dave Baker,
    • 0 replies
    • 527 views

  49. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.5k views

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

    By ac,
    • 1 reply
    • 1.2k views
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