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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. unpaid minimum excise tax second year

    By Draper55,
    • 1 reply
    • 911 views

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

    By Tedterrific,   
    • 1 reply
    • 946 views

  3. 401(a)26 with Floor Offset Plan

    By Dougsbpc,
    • 2 replies
    • 1.3k views

  4. Maximum lump sum for deferred retiree at 415 limit

    By drakecohen,
    • 7 replies
    • 2.7k views

  5. RASD

    By still learning,   
    • 0 replies
    • 884 views

  6. Missed quarterly contributions - notification of participants

    By truphao,   
    • 2 replies
    • 1.2k views

  7. 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
    • 717 views

  8. Financial planner and PBGC coverage

    By Jakyasar,
    • 7 replies
    • 1.2k views

  9. Acquisition

    By truphao,   
    • 8 replies
    • 1.6k views

  10. PBGC coverage for DB plans covering spouses only

    By Jakyasar,
    • 3 replies
    • 1.8k views

  11. Alternate Payee

    By MermaidMama,   
    • 9 replies
    • 2.5k views
    • JM
    • JM

  12. DB Term - 1 Man Timing

    By Lou S.,
    • 1 reply
    • 953 views

  13. Union 401a question

    By DeltaRat,
    • 2 replies
    • 671 views

  14. DB termination - overfunded

    By Jakyasar,
    • 12 replies
    • 2.9k views

  15. PBGC missed contribution reporting

    By pixiebear,
    • 5 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 856 views

  17. Lump sum for late retiree owner

    By still learning,   
    • 8 replies
    • 1.2k views

  18. 2021 Enrolled Actuaries Meeting

    By mwyatt,
    • 3 replies
    • 1.6k views

  19. Funding cushion and expected increases in comp with 415

    By C. B. Zeller,
    • 0 replies
    • 980 views

  20. Does a 412(e)(3) Plan get an extension to 12/31/20

    By RayJJohnsonJr,
    • 6 replies
    • 1.5k views

  21. Voluntary Service Crediting for Period of Lay-Off

    By BTG,
    • 7 replies
    • 1.5k views
    • BTG
    • BTG

  22. How many cash-balance pension plans tap PBGC coverage?

    By Peter Gulia,   
    • 2 replies
    • 678 views

  23. Frozen Plan and 401(a)(26)

    By SSRRS,
    • 12 replies
    • 4.7k views

  24. Freeze 412(e)(3) Plan

    By jkdoll2,
    • 4 replies
    • 1.8k views

  25. COLAs in private sector defined benefit plans?

    By Susan L,
    • 10 replies
    • 3k views

  26. adding a Cash Balance before a Stock Sale

    By Chipwood 24,   
    • 3 replies
    • 936 views

  27. PBGC Missing Participant - Cash Balance

    By Hojo,
    • 7 replies
    • 2k views

  28. SB deadline when under $250,000

    By Bri,
    • 2 replies
    • 689 views

  29. DB Contribution for Sole Proprietor

    By Cynchbeast,
    • 1 reply
    • 662 views

  30. Pension Attorney Referral--

    By VeryOldMan,
    • 10 replies
    • 1.8k views

  31. Deduction versus minimum funding deadline and Sch SB

    By Jakyasar,
    • 4 replies
    • 733 views

  32. Front-loaded Funding – Defined Benefit Plan

    By Pete,
    • 5 replies
    • 4k views

  33. Sole Prop Net Comp - Unpaid Required Contributions

    By Hojo,
    • 2 replies
    • 1.1k views

  34. Actuarial Outpost

    By BG5150,
    • 6 replies
    • 1.1k views

  35. DB Participant terminates with 800 hours of service

    By SSRRS,
    • 4 replies
    • 867 views

  36. Adding Years of Service

    By Toy Cannon,
    • 8 replies
    • 1.9k views

  37. Contribution Count for future year

    By SKC,
    • 2 replies
    • 878 views

  38. Over funded Defined Benefit Plan

    By ConnieStorer,
    • 4 replies
    • 1.4k views

  39. Filing deadline for 5500 with short plan year

    By Kimberly Valentine-Pierrot,   
    • 8 replies
    • 4.5k views

  40. K-1 vs W-2 for contribution

    By thepensionmaven,
    • 4 replies
    • 2k views

  41. DB Deduction

    By Christopher Wilson,
    • 2 replies
    • 1.3k views

  42. Does a DB Plan with 10/31/19 YE get the extension?

    By RayJJohnsonJr,
    • 2 replies
    • 581 views

  43. CARES Act IRS Notice 2020-61 for DBs: PSA

    By knappy,   
    • 3 replies
    • 1.5k views

  44. CRD allowed in addition to RMD?

    By David Peckham,
    • 2 replies
    • 739 views

  45. Over Funded, Single Member DB Plan

    By guestdelta,
    • 8 replies
    • 1.9k views

  46. Excess Asset from Suspense Account Allocation in QRP

    By AdKu,
    • 6 replies
    • 2k views

  47. Contribution and deduction with midyear merger

    By Sue B,   
    • 2 replies
    • 665 views

  48. cash balance with life insurance

    By B21,
    • 23 replies
    • 4.6k views

  49. Statute of Limitations

    By jpod,
    • 28 replies
    • 4.5k views

  50. What is the current status of the extended Define Benefit contribution for Plan Year 2019?

    By RayJJohnsonJr,
    • 2 replies
    • 667 views
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