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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 656 views

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

    By Bri,
    • 2 replies
    • 1.1k views

  3. No Schedule C or W2

    By thepensionmaven,
    • 1 reply
    • 814 views

  4. DB Plan Documents for a Municipality

    By Catch22PGM,
    • 3 replies
    • 849 views

  5. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun,
    • 5 replies
    • 2.8k views

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

    By Dave Baker,
    • 0 replies
    • 657 views

  7. valuation date - short CB plan year for termination

    By Bri,
    • 4 replies
    • 1.7k views

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

    By ac,
    • 1 reply
    • 1.3k views

  9. Low Cost Defined Benefit Plans for Solo Practitioners?

    By alexsalkever,   
    • 2 replies
    • 1.5k views

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

    By SSRRS,
    • 2 replies
    • 676 views

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

    By ehayden27,
    • 3 replies
    • 820 views

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

    By John Bliss,
    • 3 replies
    • 3.2k views

  13. Overfunded Solo-DB

    By Catch22PGM,   
    • 13 replies
    • 5.3k views

  14. DB deduction, stream of conscience....

    By Bri,
    • 4 replies
    • 1.7k views

  15. Beneficiary opt for lump sum?

    By SSRRS,
    • 11 replies
    • 2.2k views

  16. Deductions for Self-Employed

    By Catch22PGM,   
    • 2 replies
    • 1.3k views

  17. suspension of benefits

    By Jakyasar,
    • 2 replies
    • 1k views

  18. Rev. Rul. 74-307

    By dpav,
    • 4 replies
    • 1.9k views

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

    By Moose,
    • 3 replies
    • 1.7k views

  20. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar,
    • 3 replies
    • 1.2k views

  21. DB plan terminating and valuation date change

    By Jakyasar,
    • 2 replies
    • 1.3k views

  22. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos,
    • 3 replies
    • 1.9k views

  23. 415 at 71

    By SSRRS,
    • 2 replies
    • 1.8k views

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

    By Moose,
    • 4 replies
    • 1.4k views

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

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

  26. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026,
    • 14 replies
    • 5k views

  27. Overfunded DB Plan - Company to purchase?

    By HarleyBabe,
    • 0 replies
    • 726 views

  28. DB Deduction

    By SKC,
    • 4 replies
    • 1.6k views

  29. 1099-R forms for 2021

    By Cynchbeast,
    • 4 replies
    • 1.6k views

  30. American Rescue Plan Act

    By C. B. Zeller,
    • 13 replies
    • 2.4k views

  31. Late 204(h) Notice

    By 401 Chaos,
    • 3 replies
    • 3.5k views

  32. Expenses paid from Pension Trust

    By TheBoxMan,
    • 1 reply
    • 939 views

  33. 412e Question

    By Purplemandinga,
    • 3 replies
    • 1.2k views

  34. Retroactive Amendment and CARES SECURE act

    By HC2020,
    • 2 replies
    • 1.2k views

  35. Defined Benefit Late Restatement - SCP eligible?

    By JustMe,
    • 1 reply
    • 1.3k views

  36. Divorce and marriage confirmation

    By Aratnmot,
    • 9 replies
    • 2.6k views

  37. Relative value disclosure under 5k of lump sum

    By Jakyasar,
    • 2 replies
    • 794 views

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

    By Ms. Gloria White,
    • 3 replies
    • 1.3k views

  39. Warrant Exercises in a Cash Balance Plan

    By Dawn Marlar,
    • 2 replies
    • 991 views

  40. 401(a)(26) and 436

    By Draper55,
    • 7 replies
    • 2k views

  41. Cash Balance / Profit Sharing Plans Rate Group Testing

    By Stash026,
    • 7 replies
    • 1.6k views

  42. Cash balance plan optional forms

    By CLE Pension,
    • 4 replies
    • 1.6k views

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

    By AdKu,   
    • 11 replies
    • 5.1k views

  44. 412-d-2 election

    By Jakyasar,
    • 2 replies
    • 1.2k views

  45. DB benefit calculation question

    By PDNguyen,
    • 4 replies
    • 1k views

  46. Distribution Error From DB to DC Plan

    By VeryOldMan,
    • 6 replies
    • 1.9k views

  47. CB Retro Payment of 17 years

    By JD54,
    • 9 replies
    • 1.5k views

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

    By DW,
    • 6 replies
    • 1.7k views
    • DW
    • DW

  49. CB credit for ex-employees?

    By Bri,
    • 2 replies
    • 1.1k views
    • Bri
    • Bri

  50. 415 Limits & Bifurcated Benefits

    By CuseFan,
    • 2 replies
    • 914 views
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