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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. 412e Question

    By Purplemandinga,
    • 3 replies
    • 869 views

  2. Retroactive Amendment and CARES SECURE act

    By HC2020,
    • 2 replies
    • 956 views

  3. Defined Benefit Late Restatement - SCP eligible?

    By JustMe,
    • 1 reply
    • 1k views

  4. Divorce and marriage confirmation

    By Aratnmot,
    • 9 replies
    • 1.8k views

  5. Relative value disclosure under 5k of lump sum

    By Jakyasar,
    • 2 replies
    • 571 views

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

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

  7. Warrant Exercises in a Cash Balance Plan

    By Dawn Marlar,
    • 2 replies
    • 688 views

  8. 401(a)(26) and 436

    By Draper55,
    • 7 replies
    • 1.6k views

  9. Cash Balance / Profit Sharing Plans Rate Group Testing

    By Stash026,
    • 7 replies
    • 1.1k views

  10. Cash balance plan optional forms

    By CLE Pension,
    • 4 replies
    • 1.2k views

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

    By AdKu,   
    • 11 replies
    • 4.3k views

  12. 412-d-2 election

    By Jakyasar,
    • 2 replies
    • 874 views

  13. DB benefit calculation question

    By PDNguyen,
    • 4 replies
    • 773 views

  14. Distribution Error From DB to DC Plan

    By VeryOldMan,
    • 6 replies
    • 1.5k views

  15. CB Retro Payment of 17 years

    By JD54,
    • 9 replies
    • 982 views

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

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

  17. CB credit for ex-employees?

    By Bri,
    • 2 replies
    • 757 views
    • Bri
    • Bri

  18. 415 Limits & Bifurcated Benefits

    By CuseFan,
    • 2 replies
    • 724 views

  19. Amending cash balance contribution credits annually

    By JARichardson,
    • 14 replies
    • 3.1k views

  20. Is 401(a)(9) late retirement actuarial increase required to start at 4/1 after 70 1/2 for vested participant who hasn't attained NRA by then?

    By bito'money,
    • 3 replies
    • 900 views

  21. DB/DC combined deduction limit (controlled group)

    By B21,
    • 8 replies
    • 1.7k views

  22. Path to Enrolled Actuary

    By BG5150,
    • 29 replies
    • 9.6k views

  23. RMD to charity

    By Bri,
    • 3 replies
    • 1.3k views

  24. Tax on reversions per Section 4980 -- Handling unallocated amounts until termination of a replacement plan

    By Draper55,
    • 5 replies
    • 1.1k views

  25. 5500-SF Prep/Filing

    By Cloudy,
    • 4 replies
    • 1.4k views

  26. 110% test

    By Jakyasar,
    • 8 replies
    • 2k views

  27. Interest Due on Non-RASD, Delayed Payments?

    By BenefitsCounsel,   
    • 6 replies
    • 2.6k views

  28. Missed quarterly contributionsParticipant Notices

    By Guest guppy,
    • 17 replies
    • 8.4k views

  29. Contribution Deductibility

    By Stash026,
    • 12 replies
    • 2k views

  30. setting up DB plan recommendations for S corp

    By VA,   
    • 3 replies
    • 1.2k views

  31. Rescinding plan termination

    By Draper55,
    • 2 replies
    • 1.5k views

  32. Another short year DB/401K

    By thepensionmaven,
    • 0 replies
    • 536 views

  33. Short Initial Plan Year Cash Balance/401(k) Combo

    By Catch22PGM,
    • 3 replies
    • 1.3k views

  34. Individual CB/DB plan for partnership members with no employees

    By Billypilgrim,
    • 3 replies
    • 610 views

  35. unpaid minimum excise tax second year

    By Draper55,
    • 1 reply
    • 843 views

  36. Revenue Procedure That specified assuming same hours as prior year

    By Tedterrific,   
    • 1 reply
    • 814 views

  37. 401(a)26 with Floor Offset Plan

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  38. Maximum lump sum for deferred retiree at 415 limit

    By drakecohen,
    • 7 replies
    • 2.6k views

  39. RASD

    By still learning,   
    • 0 replies
    • 821 views

  40. Missed quarterly contributions - notification of participants

    By truphao,   
    • 2 replies
    • 1.1k views

  41. can a 401(k) r PS account be rolled over to a regular DB or a 412(e)(3) and the funds remain segregated?

    By RayJJohnsonJr,
    • 3 replies
    • 654 views

  42. Financial planner and PBGC coverage

    By Jakyasar,
    • 7 replies
    • 1k views

  43. Acquisition

    By truphao,   
    • 8 replies
    • 1.5k views

  44. PBGC coverage for DB plans covering spouses only

    By Jakyasar,
    • 3 replies
    • 1.7k views

  45. Alternate Payee

    By MermaidMama,   
    • 9 replies
    • 2.2k views
    • JM
    • JM

  46. DB Term - 1 Man Timing

    By Lou S.,
    • 1 reply
    • 890 views

  47. Union 401a question

    By DeltaRat,
    • 2 replies
    • 597 views

  48. DB termination - overfunded

    By Jakyasar,
    • 12 replies
    • 2.6k views

  49. PBGC missed contribution reporting

    By pixiebear,
    • 5 replies
    • 991 views

  50. Individual CB Plan for Dr. in Control Group?

    By TPApril,
    • 1 reply
    • 800 views
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