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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. Affiliated Service Group Questionnaire

    By AndyH,
    • 13 replies
    • 2.3k views

  2. Actuarial Tables for Same-Sex Spouses

    By HCE,
    • 10 replies
    • 1.4k views

  3. CB interest crediting change

    By Bri,
    • 2 replies
    • 3.5k views

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

    By Draper55,
    • 1 reply
    • 688 views

  5. 1099 from PC

    By SSRRS,
    • 8 replies
    • 3k views

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

    By VeryOldMan,
    • 6 replies
    • 1.8k views

  7. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 479 views

  8. Contributions withdrawn after being deposited?

    By Jakyasar,
    • 9 replies
    • 1.1k views

  9. Sole proprietor DB plan + 401kPSP

    By VeryOldMan,
    • 6 replies
    • 840 views

  10. SOLO DB - Missing Valuations & Sched. SB

    By Joe L,
    • 4 replies
    • 827 views

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

    By kmhaab,
    • 0 replies
    • 482 views

  12. When is the RMD due?

    By Jakyasar,
    • 14 replies
    • 1.2k views

  13. PBGC Coverage Determination

    By ConnieStorer,
    • 1 reply
    • 614 views

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

    By Jakyasar,
    • 10 replies
    • 2k views

  15. New Defined Benefit Plan for 2020

    By jane murray,
    • 14 replies
    • 2k views

  16. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 719 views

  17. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 980 views

  18. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1.1k views

  19. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 919 views

  20. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 595 views

  21. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 875 views

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

    By SKC,
    • 0 replies
    • 450 views

  23. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 963 views

  24. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 2.5k views

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

    By Bri,
    • 1 reply
    • 740 views

  26. excess assets

    By Guy on a Limb,
    • 8 replies
    • 1.9k views

  27. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 2.2k views

  28. 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
    • 1.1k views

  29. Allocation of Excess Assets

    By Effen,
    • 3 replies
    • 1.6k views

  30. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 4k views

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

    By Jakyasar,
    • 5 replies
    • 1k views

  32. Suspension of Benefits for Continued Employment Started When?

    By DW,
    • 8 replies
    • 3.3k views

  33. exclusion language

    By jane murray,
    • 3 replies
    • 1.1k views

  34. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.4k views

  35. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 527 views

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

    By Bri,
    • 2 replies
    • 895 views

  37. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 661 views

  38. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 630 views

  39. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 2.3k views

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

    By Dave Baker,
    • 0 replies
    • 417 views

  41. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.5k views

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

    By ac,
    • 1 reply
    • 1.1k views

  43. Low Cost Defined Benefit Plans for Solo Practitioners?

    By alexsalkever,   
    • 2 replies
    • 1.3k views

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

    By SSRRS,
    • 2 replies
    • 513 views

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

    By ehayden27,
    • 3 replies
    • 667 views

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

    By John Bliss,
    • 3 replies
    • 2.9k views

  47. Overfunded Solo-DB

    By Catch22PGM,   
    • 13 replies
    • 4.7k views

  48. DB deduction, stream of conscience....

    By Bri,
    • 4 replies
    • 1.3k views

  49. Beneficiary opt for lump sum?

    By SSRRS,
    • 11 replies
    • 1.8k views

  50. Deductions for Self-Employed

    By Catch22PGM,   
    • 2 replies
    • 1k views
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