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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Beneficiary opt for lump sum?

    By SSRRS,
    • 11 replies
    • 1.9k views

  2. Deductions for Self-Employed

    By Catch22PGM,   
    • 2 replies
    • 1k views

  3. suspension of benefits

    By Jakyasar,
    • 2 replies
    • 781 views

  4. Rev. Rul. 74-307

    By dpav,
    • 4 replies
    • 1.7k views

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

    By Moose,
    • 3 replies
    • 1.5k views

  6. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar,
    • 3 replies
    • 969 views

  7. DB plan terminating and valuation date change

    By Jakyasar,
    • 2 replies
    • 1.1k views

  8. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos,
    • 3 replies
    • 1.7k views

  9. 415 at 71

    By SSRRS,
    • 2 replies
    • 1.5k views

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

    By Moose,
    • 4 replies
    • 1.1k views

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

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

  12. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026,
    • 14 replies
    • 4.4k views

  13. Overfunded DB Plan - Company to purchase?

    By HarleyBabe,
    • 0 replies
    • 501 views

  14. DB Deduction

    By SKC,
    • 4 replies
    • 1.4k views

  15. 1099-R forms for 2021

    By Cynchbeast,
    • 4 replies
    • 1.4k views

  16. American Rescue Plan Act

    By C. B. Zeller,
    • 13 replies
    • 2.1k views

  17. Late 204(h) Notice

    By 401 Chaos,
    • 3 replies
    • 3.3k views

  18. Expenses paid from Pension Trust

    By TheBoxMan,
    • 1 reply
    • 708 views

  19. 412e Question

    By Purplemandinga,
    • 3 replies
    • 958 views

  20. Retroactive Amendment and CARES SECURE act

    By HC2020,
    • 2 replies
    • 1.1k views

  21. Defined Benefit Late Restatement - SCP eligible?

    By JustMe,
    • 1 reply
    • 1.1k views

  22. Divorce and marriage confirmation

    By Aratnmot,
    • 9 replies
    • 2.3k views

  23. Relative value disclosure under 5k of lump sum

    By Jakyasar,
    • 2 replies
    • 662 views

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

    By Ms. Gloria White,
    • 3 replies
    • 1.1k views

  25. Warrant Exercises in a Cash Balance Plan

    By Dawn Marlar,
    • 2 replies
    • 782 views

  26. 401(a)(26) and 436

    By Draper55,
    • 7 replies
    • 1.8k views

  27. Cash Balance / Profit Sharing Plans Rate Group Testing

    By Stash026,
    • 7 replies
    • 1.3k views

  28. Cash balance plan optional forms

    By CLE Pension,
    • 4 replies
    • 1.4k views

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

    By AdKu,   
    • 11 replies
    • 4.7k views

  30. 412-d-2 election

    By Jakyasar,
    • 2 replies
    • 960 views

  31. DB benefit calculation question

    By PDNguyen,
    • 4 replies
    • 878 views

  32. Distribution Error From DB to DC Plan

    By VeryOldMan,
    • 6 replies
    • 1.6k views

  33. CB Retro Payment of 17 years

    By JD54,
    • 9 replies
    • 1.2k views

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

    By DW,
    • 6 replies
    • 1.3k views
    • DW
    • DW

  35. CB credit for ex-employees?

    By Bri,
    • 2 replies
    • 842 views
    • Bri
    • Bri

  36. 415 Limits & Bifurcated Benefits

    By CuseFan,
    • 2 replies
    • 800 views

  37. Amending cash balance contribution credits annually

    By JARichardson,
    • 14 replies
    • 3.5k views

  38. 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
    • 1k views

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

    By B21,
    • 8 replies
    • 1.9k views

  40. Path to Enrolled Actuary

    By BG5150,
    • 29 replies
    • 10.2k views

  41. RMD to charity

    By Bri,
    • 3 replies
    • 1.4k views

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

    By Draper55,
    • 5 replies
    • 1.3k views

  43. 5500-SF Prep/Filing

    By Cloudy,
    • 4 replies
    • 1.5k views

  44. 110% test

    By Jakyasar,
    • 8 replies
    • 2.2k views

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

    By BenefitsCounsel,   
    • 6 replies
    • 3k views

  46. Missed quarterly contributionsParticipant Notices

    By Guest guppy,
    • 17 replies
    • 8.6k views

  47. Contribution Deductibility

    By Stash026,
    • 12 replies
    • 2.3k views

  48. setting up DB plan recommendations for S corp

    By VA,   
    • 3 replies
    • 1.5k views

  49. Rescinding plan termination

    By Draper55,
    • 2 replies
    • 1.6k views

  50. Another short year DB/401K

    By thepensionmaven,
    • 0 replies
    • 610 views
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