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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. Distribution Error From DB to DC Plan

    By VeryOldMan,
    • 6 replies
    • 2k views

  2. CB Retro Payment of 17 years

    By JD54,
    • 9 replies
    • 1.7k views

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

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

  4. CB credit for ex-employees?

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

  5. 415 Limits & Bifurcated Benefits

    By CuseFan,
    • 2 replies
    • 950 views

  6. Amending cash balance contribution credits annually

    By JARichardson,
    • 14 replies
    • 4.3k views

  7. 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
    • 1.3k views

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

    By B21,
    • 8 replies
    • 2.5k views

  9. Path to Enrolled Actuary

    By BG5150,
    • 29 replies
    • 11k views

  10. RMD to charity

    By Bri,
    • 3 replies
    • 1.8k views

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

    By Draper55,
    • 5 replies
    • 1.6k views

  12. 5500-SF Prep/Filing

    By Cloudy,
    • 4 replies
    • 1.8k views

  13. 110% test

    By Jakyasar,
    • 8 replies
    • 2.6k views

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

    By BenefitsCounsel,   
    • 6 replies
    • 3.5k views

  15. Missed quarterly contributionsParticipant Notices

    By Guest guppy,
    • 17 replies
    • 9k views

  16. Contribution Deductibility

    By Stash026,
    • 12 replies
    • 2.8k views

  17. setting up DB plan recommendations for S corp

    By VA,   
    • 3 replies
    • 1.8k views

  18. Rescinding plan termination

    By Draper55,
    • 2 replies
    • 1.9k views

  19. Another short year DB/401K

    By thepensionmaven,
    • 0 replies
    • 912 views

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

    By Catch22PGM,
    • 3 replies
    • 1.7k views

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

    By Billypilgrim,
    • 3 replies
    • 1k views

  22. unpaid minimum excise tax second year

    By Draper55,
    • 1 reply
    • 1.1k views

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

    By Tedterrific,   
    • 1 reply
    • 1.2k views

  24. 401(a)26 with Floor Offset Plan

    By Dougsbpc,
    • 2 replies
    • 1.6k views

  25. Maximum lump sum for deferred retiree at 415 limit

    By drakecohen,
    • 7 replies
    • 3.1k views

  26. RASD

    By still learning,   
    • 0 replies
    • 1.2k views

  27. Missed quarterly contributions - notification of participants

    By truphao,   
    • 2 replies
    • 1.5k views

  28. 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
    • 995 views

  29. Financial planner and PBGC coverage

    By Jakyasar,
    • 7 replies
    • 1.6k views

  30. Acquisition

    By truphao,   
    • 8 replies
    • 2.1k views

  31. PBGC coverage for DB plans covering spouses only

    By Jakyasar,
    • 3 replies
    • 2.1k views

  32. Alternate Payee

    By MermaidMama,   
    • 9 replies
    • 3k views
    • JM
    • JM

  33. DB Term - 1 Man Timing

    By Lou S.,
    • 1 reply
    • 1.2k views

  34. Union 401a question

    By DeltaRat,
    • 2 replies
    • 903 views

  35. DB termination - overfunded

    By Jakyasar,
    • 12 replies
    • 3.6k views

  36. PBGC missed contribution reporting

    By pixiebear,
    • 5 replies
    • 1.7k views

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

    By TPApril,
    • 1 reply
    • 1.1k views

  38. Lump sum for late retiree owner

    By still learning,   
    • 8 replies
    • 1.6k views

  39. 2021 Enrolled Actuaries Meeting

    By mwyatt,
    • 3 replies
    • 2k views

  40. Funding cushion and expected increases in comp with 415

    By C. B. Zeller,
    • 0 replies
    • 1.1k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 2k views

  42. Voluntary Service Crediting for Period of Lay-Off

    By BTG,
    • 7 replies
    • 1.8k views
    • BTG
    • BTG

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

    By Peter Gulia,   
    • 2 replies
    • 937 views

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

    By SSRRS,
    • 12 replies
    • 5.4k views

  45. Freeze 412(e)(3) Plan

    By jkdoll2,
    • 4 replies
    • 2.2k views

  46. COLAs in private sector defined benefit plans?

    By Susan L,
    • 10 replies
    • 3.5k views

  47. adding a Cash Balance before a Stock Sale

    By Chipwood 24,   
    • 3 replies
    • 1.3k views

  48. PBGC Missing Participant - Cash Balance

    By Hojo,
    • 7 replies
    • 2.4k views

  49. SB deadline when under $250,000

    By Bri,
    • 2 replies
    • 964 views

  50. DB Contribution for Sole Proprietor

    By Cynchbeast,
    • 1 reply
    • 990 views
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