Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Retirement - reemployment issue

   By Guest Bearlee, November 7, 2008
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   • Guest
   • November 7, 2008

2. Minimum Required Distributions

   By Guest Jonah S, March 7, 2000
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   • Guest
   • March 7, 2000

3. schedule sb line 12

   By Draper55, April 13, 2011
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   • Draper55
   • April 13, 2011

4. Is there any circumstance in which the top-heavy minimum would be base

   By Guest joanna, March 7, 2000
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   • Guest
   • March 7, 2000

5. Frozen DB Plan and 401(a)(26) Testing

   By ac, December 11, 2012
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   • ac
   • December 11, 2012

6. Rev.Proc. 2000-40 & Takeovers

   By LIBOR, October 13, 2001
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   • LIBOR
   • October 13, 2001

7. When Would You Certify AFTAP?

   By Andy the Actuary, August 24, 2010
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   • Andy the Actuary
   • August 24, 2010

8. Cash Balance Plans/EEOC

   By Guest pwh, March 8, 2000
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   • Guest
   • March 8, 2000

9. Current Liability and Cash Balance Plans

   By Guest meggie, January 17, 2003
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   • Guest
   • January 17, 2003

10. Service for Eligibility and Vesting on Foreign National

    By DTH, June 9, 2004
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    • DTH
    • June 9, 2004

11. 4062(e) Question

    By ERISA25, August 7, 2012
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    • ERISA25
    • August 7, 2012

12. Pre-84 Employee Contributions Distributions

    By RobFortin619, November 10, 2016   

    • Pre-84 Contributions
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    • RobFortin619
    • November 10, 2016

13. 404(a)(7) Limitation - DB/DC Plans

    By Guest Mike Muller, March 10, 2000
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    • Guest
    • March 10, 2000

14. Cash Balance conversion issues

    By Guest sgriff, August 15, 2000
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    • Guest
    • August 15, 2000

15. Contribution After Plan Termination

    By Dougsbpc, November 27, 2019
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    • 368 views
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    • Dougsbpc
    • November 27, 2019

16. Can a Plan compute the soc. sec. benefit (used for purposes of the off

    By Gary, November 5, 2001
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    • 1.2k views
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    • Gary
    • November 5, 2001

17. Attribution of ASG status to another member of a controlled Group

    By Lame Duck, November 19, 2007
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    • Lame Duck
    • November 19, 2007

18. Revised IRS model 402(f) special tax distribution notice?

    By Guest brsears, April 12, 2005
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    • Guest
    • April 12, 2005

19. Restricted Distributions beyond NRD

    By Guest BDZ, February 8, 2007
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    • Guest
    • February 8, 2007

20. Taxation of Pension Benefits Paid to Foreign Professional Athletes

    By CaliBen, May 7, 2010
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    • 876 views
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    • CaliBen
    • May 7, 2010

21. cash balance annuity conversion

    By Gary, August 30, 2001
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    • Gary
    • August 30, 2001

22. Sole proprietor with multiple Schedule C's

    By Guest Nineteen, March 15, 2004
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    • Guest
    • March 15, 2004

23. Asset Valuation

    By ubermax, August 29, 2006
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    • 1k views
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    • ubermax
    • August 29, 2006

24. Restricted Distribution

    By Guest BDZ, February 8, 2007
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    • Guest
    • February 8, 2007

25. sole proprietor DB Plan

    By Earl, March 10, 2010
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    • 1.2k views
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    • Earl
    • March 10, 2010

26. EA Meetings

    By Guest, March 16, 2000
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    • Guest
    • March 16, 2000

27. Section 420 Transfers--"Key Employees" after EGTRRA

    By Scott, September 26, 2002
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    • Scott
    • September 26, 2002

28. Nondiscrimination and cash balance

    By FAPInJax, December 12, 2003
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    • 1.1k views
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    • FAPInJax
    • December 12, 2003

29. Terminating DB Plan Missing Participants

    By bvhea, December 6, 2005
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    • 1.1k views
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    • bvhea
    • December 6, 2005

30. cross testing defined benefit plan with ESOP

    By YankeeFan, October 22, 2010
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    • 1.1k views
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    • YankeeFan
    • October 22, 2010

31. IRS Notice 2012-61 Table of Contents

    By Andy the Actuary, September 15, 2012
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    • Andy the Actuary
    • September 15, 2012

32. Combo Plans Non Discrimination

    By Gary, September 28, 2010
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    • 1.1k views
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    • Gary
    • September 28, 2010

33. March 31, 2009 EP News application

    By Guest Xerxes, April 29, 2009
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    • 848 views
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    • Guest
    • April 29, 2009

34. Discrimination Testing for fomer employees/HCEs

    By AndyH, September 9, 2004
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    • 980 views
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    • AndyH
    • September 9, 2004

35. Experience with Bonding/Letter of Credit in regards to HCE restricted

    By AndyH, March 21, 2000
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    • AndyH
    • March 21, 2000

36. Form 4010 information

    By Guest jfsinger, September 24, 2007
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    • 915 views
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    • Guest
    • September 24, 2007

37. Benefits Limitation Participant Notice

    By Andy the Actuary, April 1, 2008
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    • 919 views
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    • Andy the Actuary
    • April 1, 2008

38. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee, December 4, 2008
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    • 1.3k views
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    • Guest
    • December 4, 2008

39. ERISA bonding for plan with less than 10 participants

    By Gary, April 7, 2010
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    • 979 views
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    • Gary
    • April 7, 2010

40. Reversing credit balance elections under IRC 430

    By dmb, September 17, 2014
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    • 863 views
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    • dmb
    • September 17, 2014

41. RMD for 1948-DOB owner's new retroactively adopted (or as yet unfunded) DB plan

    By Bri, September 13, 2021
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    • 345 views
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    • Bri
    • September 13, 2021

42. PBGC premium required when spinoff occurs

    By Guest meggie, September 26, 2002
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    • Guest
    • September 26, 2002

43. Compensation ?

    By Guest penman, November 15, 2004
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    • 948 views
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    • Guest
    • November 15, 2004

44. 401(h) Account

    By Guest mbw, April 29, 2009
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    • Guest
    • April 29, 2009

45. 242(b) Election at Plan Termination

    By Guest DBadmin101, August 21, 2011
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    • Guest
    • August 21, 2011

46. Early Retirement Window - Eligibility Limits

    By HCE, September 19, 2018
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    • 539 views
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    • HCE
    • September 19, 2018

47. Real Estate assets in DB: Prohibited Transaction

    By Guest RW, March 23, 2000
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    • Guest
    • March 23, 2000

48. DB/DC COMBOS

    By Guest draper, May 21, 2003
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    • 955 views
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    • Guest
    • May 21, 2003

49. plan termination

    By Gary, April 15, 2011
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    • 1k views
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    • Gary
    • April 15, 2011

50. 410(b) For 401(l) Plan With Frozen Service But Has Pay Indexation

    By Guest Paula F, February 22, 2002
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    • 1.3k views
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    • Guest
    • February 22, 2002