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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. No Schedule C current year

    By thepensionmaven,
    • 2 replies
    • 665 views

  2. Fully accrued benefits - 401a26 related

    By Jakyasar,
    • 3 replies
    • 905 views

  3. Minor as Pension Benefit Annuity Recipient

    By cwallace,
    • 1 reply
    • 1.1k views

  4. NO AFTAPS done few years

    By SSRRS,
    • 6 replies
    • 845 views

  5. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 561 views

  6. Integrated Pension Plan and Divorce

    By fmsinc,
    • 2 replies
    • 799 views

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

    By SKC,
    • 0 replies
    • 414 views

  8. Deduction of post termination funding

    By Young Curmudgeon,
    • 3 replies
    • 883 views

  9. QDRO using % of assets?

    By figure 8,
    • 12 replies
    • 2.3k views

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

    By Bri,
    • 1 reply
    • 681 views

  11. excess assets

    By Guy on a Limb,
    • 8 replies
    • 1.8k views

  12. Vesting Due To Company Sale/Forced Terminations

    By Stash026,
    • 12 replies
    • 2.1k views

  13. 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

  14. Allocation of Excess Assets

    By Effen,
    • 3 replies
    • 1.6k views

  15. IRS 417(e) Mortality Table 2022

    By John Ingle,
    • 4 replies
    • 3.9k views

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

    By Jakyasar,
    • 5 replies
    • 977 views

  17. Suspension of Benefits for Continued Employment Started When?

    By DW,
    • 8 replies
    • 2.9k views

  18. exclusion language

    By jane murray,
    • 3 replies
    • 1k views

  19. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.3k views

  20. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 495 views

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

    By Bri,
    • 2 replies
    • 817 views

  22. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 622 views

  23. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 567 views

  24. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 1.9k views

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

    By Dave Baker,
    • 0 replies
    • 387 views

  26. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.4k views

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

    By ac,
    • 1 reply
    • 990 views

  28. Low Cost Defined Benefit Plans for Solo Practitioners?

    By alexsalkever,   
    • 2 replies
    • 1.3k views

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

    By SSRRS,
    • 2 replies
    • 461 views

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

    By ehayden27,
    • 3 replies
    • 599 views

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

    By John Bliss,
    • 3 replies
    • 2.7k views

  32. Overfunded Solo-DB

    By Catch22PGM,   
    • 13 replies
    • 4.3k views

  33. DB deduction, stream of conscience....

    By Bri,
    • 4 replies
    • 1.2k views

  34. Beneficiary opt for lump sum?

    By SSRRS,
    • 11 replies
    • 1.7k views

  35. Deductions for Self-Employed

    By Catch22PGM,   
    • 2 replies
    • 986 views

  36. suspension of benefits

    By Jakyasar,
    • 2 replies
    • 725 views

  37. Rev. Rul. 74-307

    By dpav,
    • 4 replies
    • 1.6k views

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

    By Moose,
    • 3 replies
    • 1.4k views

  39. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar,
    • 3 replies
    • 872 views

  40. DB plan terminating and valuation date change

    By Jakyasar,
    • 2 replies
    • 1k views

  41. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos,
    • 3 replies
    • 1.6k views

  42. 415 at 71

    By SSRRS,
    • 2 replies
    • 1.5k views

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

    By Moose,
    • 4 replies
    • 1.1k views

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

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 609 views

  45. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026,
    • 14 replies
    • 3.9k views

  46. Overfunded DB Plan - Company to purchase?

    By HarleyBabe,
    • 0 replies
    • 449 views

  47. DB Deduction

    By SKC,
    • 4 replies
    • 1.3k views

  48. 1099-R forms for 2021

    By Cynchbeast,
    • 4 replies
    • 1.3k views

  49. American Rescue Plan Act

    By C. B. Zeller,
    • 13 replies
    • 1.9k views

  50. Late 204(h) Notice

    By 401 Chaos,
    • 3 replies
    • 3k views
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