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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Spousal Attribution Timing

    By Young Curmudgeon,
    • 0 replies
    • 336 views

  2. Shortfall Base Q

    By VeryOldMan,
    • 4 replies
    • 716 views

  3. Benefit Accrual-TNC issues

    By VeryOldMan,   
    • 9 replies
    • 1.2k views

  4. Salary History

    By SSRRS,
    • 4 replies
    • 753 views

  5. IRS 736(a) income, can a db plan be set up?

    By Jakyasar,
    • 4 replies
    • 1k views

  6. RFP for Single Premium Group Annuity Contract

    By rocknrolls2,
    • 2 replies
    • 535 views

  7. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 744 views

  8. cash balance termination - client wants to restart plan

    By Scuba 401,
    • 8 replies
    • 1.6k views

  9. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary,   
    • 4 replies
    • 670 views

  10. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 522 views

  11. Contribution After Plan Termination

    By Dougsbpc,
    • 0 replies
    • 367 views

  12. Paid out in mid year

    By SSRRS,
    • 2 replies
    • 524 views

  13. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 4.9k views

  14. Bad History

    By wally,
    • 3 replies
    • 736 views

  15. Plan at 415 limit but slightly overfunded

    By Hojo,
    • 1 reply
    • 437 views

  16. early retirement - rehired - waiver of future accruals permissible

    By dixieandruby,
    • 3 replies
    • 747 views

  17. How much information must be given

    By SSRRS,
    • 4 replies
    • 810 views

  18. Carry forward contribution

    By Amir,
    • 1 reply
    • 423 views

  19. deductions/SEP+DBP

    By Jakyasar,
    • 4 replies
    • 844 views

  20. Is a terminating amendment needed for this individually designed DB plan?

    By MeTooToo,
    • 1 reply
    • 866 views

  21. Interest Rate for EBAR Calculation

    By Stash026,
    • 2 replies
    • 822 views

  22. Floor-offset DB plan - life insurance for owner only

    By Jakyasar,
    • 8 replies
    • 1.2k views

  23. DB plan distribution form signed, participant dies the next day

    By katieinny,   
    • 4 replies
    • 1k views

  24. 25% Deduction Limit for DC Plan as part of combo

    By emmetttrudy,
    • 2 replies
    • 1.4k views

  25. Correcting a pension deposit error

    By Sixpack,   
    • 0 replies
    • 393 views

  26. Should I get DB plan?

    By LZ,
    • 11 replies
    • 1.1k views
    • LZ
    • LZ

  27. Rehire into new DB plan late in year

    By Dalai Pookah,   
    • 2 replies
    • 735 views

  28. 415 & SOBN

    By Sixpack,
    • 1 reply
    • 842 views

  29. Exception to Spousal Consent Due to Inability to Locate Spouse

    By rocknrolls2,
    • 7 replies
    • 4.6k views

  30. Transfer of Plan Sponsorship within Control Group

    By CuseFan,
    • 0 replies
    • 767 views

  31. Approved Vesting Schedule

    By Stash026,
    • 4 replies
    • 936 views

  32. 415 Lump Sum Issues for Post age 70

    By Sixpack,   
    • 0 replies
    • 403 views

  33. MRDs with in service provision

    By Sixpack,   
    • 4 replies
    • 1.2k views

  34. Underfunded frozen PBGC Plan

    By SSRRS,
    • 4 replies
    • 917 views

  35. Pension Trust Form 5471/Foreign Corporation Filing

    By MAK,
    • 1 reply
    • 673 views
    • Dan
    • Dan

  36. 412e3 conversion to Cash balance plan - guidance reqd

    By pshah,   
    • 1 reply
    • 1.1k views

  37. To terminate or to not terminate?

    By ERISAgeek111,
    • 4 replies
    • 724 views

  38. 415 ISSUE for Plan Terminations

    By Sixpack,   
    • 1 reply
    • 524 views

  39. offer 5.001% stock option-- NHCE becomes HC

    By SSRRS,
    • 19 replies
    • 1.4k views

  40. Sponsor as Life Insurance Beneficiary

    By Dalai Pookah,   
    • 11 replies
    • 4.1k views

  41. New company sponsor and adopt old plan

    By SSRRS,
    • 8 replies
    • 994 views

  42. Standing Election

    By jane murray,
    • 2 replies
    • 701 views

  43. Pbgc small employer cap

    By SSRRS,
    • 4 replies
    • 3.1k views

  44. Gateway or anything due EEs?

    By Earl,
    • 2 replies
    • 529 views
    • Bri
    • Bri

  45. Sole Prop - Late contribution

    By Hojo,
    • 13 replies
    • 1.2k views

  46. PBGC filing

    By Earl,
    • 6 replies
    • 1.1k views

  47. Paying lump sums after window expires- Part II

    By Gary1899,
    • 4 replies
    • 710 views

  48. Floor offset plan

    By SSRRS,
    • 2 replies
    • 674 views

  49. 401(a)(26) design failure-how to fix it

    By VeryOldMan,   
    • 7 replies
    • 2.1k views

  50. Term Certain Annuity and RMD

    By AF2019,
    • 6 replies
    • 1.5k views
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