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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Overfunded DB Plan - Company to purchase?

    By HarleyBabe,
    • 0 replies
    • 460 views

  2. DB Deduction

    By SKC,
    • 4 replies
    • 1.3k views

  3. 1099-R forms for 2021

    By Cynchbeast,
    • 4 replies
    • 1.3k views

  4. American Rescue Plan Act

    By C. B. Zeller,
    • 13 replies
    • 2k views

  5. Late 204(h) Notice

    By 401 Chaos,
    • 3 replies
    • 3.1k views

  6. Expenses paid from Pension Trust

    By TheBoxMan,
    • 1 reply
    • 663 views

  7. 412e Question

    By Purplemandinga,
    • 3 replies
    • 915 views

  8. Retroactive Amendment and CARES SECURE act

    By HC2020,
    • 2 replies
    • 999 views

  9. Defined Benefit Late Restatement - SCP eligible?

    By JustMe,
    • 1 reply
    • 1.1k views

  10. Divorce and marriage confirmation

    By Aratnmot,
    • 9 replies
    • 1.9k views

  11. Relative value disclosure under 5k of lump sum

    By Jakyasar,
    • 2 replies
    • 608 views

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

    By Ms. Gloria White,
    • 3 replies
    • 1k views

  13. Warrant Exercises in a Cash Balance Plan

    By Dawn Marlar,
    • 2 replies
    • 741 views

  14. 401(a)(26) and 436

    By Draper55,
    • 7 replies
    • 1.7k views

  15. Cash Balance / Profit Sharing Plans Rate Group Testing

    By Stash026,
    • 7 replies
    • 1.2k views

  16. Cash balance plan optional forms

    By CLE Pension,
    • 4 replies
    • 1.3k views

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

    By AdKu,   
    • 11 replies
    • 4.5k views

  18. 412-d-2 election

    By Jakyasar,
    • 2 replies
    • 911 views

  19. DB benefit calculation question

    By PDNguyen,
    • 4 replies
    • 811 views

  20. Distribution Error From DB to DC Plan

    By VeryOldMan,
    • 6 replies
    • 1.5k views

  21. CB Retro Payment of 17 years

    By JD54,
    • 9 replies
    • 1.1k views

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

    By DW,
    • 6 replies
    • 1.2k views
    • DW
    • DW

  23. CB credit for ex-employees?

    By Bri,
    • 2 replies
    • 801 views
    • Bri
    • Bri

  24. 415 Limits & Bifurcated Benefits

    By CuseFan,
    • 2 replies
    • 755 views

  25. Amending cash balance contribution credits annually

    By JARichardson,
    • 14 replies
    • 3.3k views

  26. 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
    • 945 views

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

    By B21,
    • 8 replies
    • 1.8k views

  28. Path to Enrolled Actuary

    By BG5150,
    • 29 replies
    • 9.9k views

  29. RMD to charity

    By Bri,
    • 3 replies
    • 1.4k views

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

    By Draper55,
    • 5 replies
    • 1.2k views

  31. 5500-SF Prep/Filing

    By Cloudy,
    • 4 replies
    • 1.5k views

  32. 110% test

    By Jakyasar,
    • 8 replies
    • 2k views

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

    By BenefitsCounsel,   
    • 6 replies
    • 2.7k views

  34. Missed quarterly contributionsParticipant Notices

    By Guest guppy,
    • 17 replies
    • 8.5k views

  35. Contribution Deductibility

    By Stash026,
    • 12 replies
    • 2.2k views

  36. setting up DB plan recommendations for S corp

    By VA,   
    • 3 replies
    • 1.3k views

  37. Rescinding plan termination

    By Draper55,
    • 2 replies
    • 1.5k views

  38. Another short year DB/401K

    By thepensionmaven,
    • 0 replies
    • 565 views

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

    By Catch22PGM,
    • 3 replies
    • 1.4k views

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

    By Billypilgrim,
    • 3 replies
    • 659 views

  41. unpaid minimum excise tax second year

    By Draper55,
    • 1 reply
    • 880 views

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

    By Tedterrific,   
    • 1 reply
    • 916 views

  43. 401(a)26 with Floor Offset Plan

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  44. Maximum lump sum for deferred retiree at 415 limit

    By drakecohen,
    • 7 replies
    • 2.6k views

  45. RASD

    By still learning,   
    • 0 replies
    • 857 views

  46. Missed quarterly contributions - notification of participants

    By truphao,   
    • 2 replies
    • 1.1k views

  47. 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
    • 685 views

  48. Financial planner and PBGC coverage

    By Jakyasar,
    • 7 replies
    • 1.1k views

  49. Acquisition

    By truphao,   
    • 8 replies
    • 1.5k views

  50. PBGC coverage for DB plans covering spouses only

    By Jakyasar,
    • 3 replies
    • 1.8k views
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