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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Problems obtaining information from prior actuary

    By Hojo,
    • 7 replies
    • 1.2k views

  2. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 441 views

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

    By Bri,
    • 2 replies
    • 705 views

  4. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 541 views

  5. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 506 views

  6. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 1.5k views

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

    By Dave Baker,
    • 0 replies
    • 350 views

  8. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.3k views

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

    By ac,
    • 1 reply
    • 886 views

  10. Low Cost Defined Benefit Plans for Solo Practitioners?

    By alexsalkever,   
    • 2 replies
    • 1.2k views

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

    By SSRRS,
    • 2 replies
    • 406 views

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

    By ehayden27,
    • 3 replies
    • 511 views

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

    By John Bliss,
    • 3 replies
    • 2.4k views

  14. Overfunded Solo-DB

    By Catch22PGM,   
    • 13 replies
    • 3.6k views

  15. DB deduction, stream of conscience....

    By Bri,
    • 4 replies
    • 1.2k views

  16. Beneficiary opt for lump sum?

    By SSRRS,
    • 11 replies
    • 1.5k views

  17. Deductions for Self-Employed

    By Catch22PGM,   
    • 2 replies
    • 872 views

  18. suspension of benefits

    By Jakyasar,
    • 2 replies
    • 667 views

  19. Rev. Rul. 74-307

    By dpav,
    • 4 replies
    • 1.3k views

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

    By Moose,
    • 3 replies
    • 1.2k views

  21. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar,
    • 3 replies
    • 796 views

  22. DB plan terminating and valuation date change

    By Jakyasar,
    • 2 replies
    • 946 views

  23. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos,
    • 3 replies
    • 1.4k views

  24. 415 at 71

    By SSRRS,
    • 2 replies
    • 1.4k views

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

    By Moose,
    • 4 replies
    • 962 views

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

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

  27. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026,
    • 14 replies
    • 3.5k views

  28. Overfunded DB Plan - Company to purchase?

    By HarleyBabe,
    • 0 replies
    • 403 views

  29. DB Deduction

    By SKC,
    • 4 replies
    • 1.2k views

  30. 1099-R forms for 2021

    By Cynchbeast,
    • 4 replies
    • 1.2k views

  31. American Rescue Plan Act

    By C. B. Zeller,
    • 13 replies
    • 1.8k views

  32. Late 204(h) Notice

    By 401 Chaos,
    • 3 replies
    • 2.8k views

  33. Expenses paid from Pension Trust

    By TheBoxMan,
    • 1 reply
    • 569 views

  34. 412e Question

    By Purplemandinga,
    • 3 replies
    • 812 views

  35. Retroactive Amendment and CARES SECURE act

    By HC2020,
    • 2 replies
    • 886 views

  36. Defined Benefit Late Restatement - SCP eligible?

    By JustMe,
    • 1 reply
    • 960 views

  37. Divorce and marriage confirmation

    By Aratnmot,
    • 9 replies
    • 1.6k views

  38. Relative value disclosure under 5k of lump sum

    By Jakyasar,
    • 2 replies
    • 514 views

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

    By Ms. Gloria White,
    • 3 replies
    • 887 views

  40. Warrant Exercises in a Cash Balance Plan

    By Dawn Marlar,
    • 2 replies
    • 655 views

  41. 401(a)(26) and 436

    By Draper55,
    • 7 replies
    • 1.5k views

  42. Cash Balance / Profit Sharing Plans Rate Group Testing

    By Stash026,
    • 7 replies
    • 1k views

  43. Cash balance plan optional forms

    By CLE Pension,
    • 4 replies
    • 1.1k views

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

    By AdKu,   
    • 11 replies
    • 3.9k views

  45. 412-d-2 election

    By Jakyasar,
    • 2 replies
    • 825 views

  46. DB benefit calculation question

    By PDNguyen,
    • 4 replies
    • 724 views

  47. Distribution Error From DB to DC Plan

    By VeryOldMan,
    • 6 replies
    • 1.4k views

  48. CB Retro Payment of 17 years

    By JD54,
    • 9 replies
    • 865 views

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

    By DW,
    • 6 replies
    • 1.1k views
    • DW
    • DW

  50. CB credit for ex-employees?

    By Bri,
    • 2 replies
    • 691 views
    • Bri
    • Bri
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