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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Tax Credit (SECURE Act)

    By Dobber,
    • 3 replies
    • 1.8k views

  2. Mid yr reduction in pension benefit formula

    By VeryOldMan,   
    • 9 replies
    • 1.2k views

  3. Who is a participant for F5500 C/R

    By VeryOldMan,
    • 4 replies
    • 892 views

  4. COLA with J&S

    By SSRRS,
    • 3 replies
    • 798 views

  5. New Employer

    By Gilmore,
    • 2 replies
    • 516 views

  6. How to Correct Significantly Overfunded DB Plan With One Employee

    By egrodan,
    • 5 replies
    • 3.3k views

  7. Maintaining Pension Plan with Proceeds of Sale

    By Dougsbpc,
    • 1 reply
    • 537 views

  8. Correcting Funding Deficiency

    By VeryOldMan,
    • 8 replies
    • 1.8k views

  9. Amendment to increase hours required

    By figure 8,
    • 1 reply
    • 651 views

  10. Guild Plan

    By jane murray,
    • 6 replies
    • 1.5k views

  11. Can A Statutory Employee Set Up A Plan?

    By Stash026,
    • 4 replies
    • 974 views

  12. Spousal Attribution Timing

    By Young Curmudgeon,
    • 0 replies
    • 357 views

  13. Shortfall Base Q

    By VeryOldMan,
    • 4 replies
    • 744 views

  14. Benefit Accrual-TNC issues

    By VeryOldMan,   
    • 9 replies
    • 1.3k views

  15. Salary History

    By SSRRS,
    • 4 replies
    • 777 views

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

    By Jakyasar,
    • 4 replies
    • 1.1k views

  17. RFP for Single Premium Group Annuity Contract

    By rocknrolls2,
    • 2 replies
    • 564 views

  18. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 767 views

  19. cash balance termination - client wants to restart plan

    By Scuba 401,
    • 8 replies
    • 1.7k views

  20. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary,   
    • 4 replies
    • 696 views

  21. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 537 views

  22. Contribution After Plan Termination

    By Dougsbpc,
    • 0 replies
    • 386 views

  23. Paid out in mid year

    By SSRRS,
    • 2 replies
    • 548 views

  24. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 5.3k views

  25. Bad History

    By wally,
    • 3 replies
    • 760 views

  26. Plan at 415 limit but slightly overfunded

    By Hojo,
    • 1 reply
    • 454 views

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

    By dixieandruby,
    • 3 replies
    • 775 views

  28. How much information must be given

    By SSRRS,
    • 4 replies
    • 840 views

  29. Carry forward contribution

    By Amir,
    • 1 reply
    • 462 views

  30. deductions/SEP+DBP

    By Jakyasar,
    • 4 replies
    • 889 views

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

    By MeTooToo,
    • 1 reply
    • 893 views

  32. Interest Rate for EBAR Calculation

    By Stash026,
    • 2 replies
    • 857 views

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

    By Jakyasar,
    • 8 replies
    • 1.2k views

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

    By katieinny,   
    • 4 replies
    • 1k views

  35. 25% Deduction Limit for DC Plan as part of combo

    By emmetttrudy,
    • 2 replies
    • 1.5k views

  36. Correcting a pension deposit error

    By Sixpack,   
    • 0 replies
    • 428 views

  37. Should I get DB plan?

    By LZ,
    • 11 replies
    • 1.2k views
    • LZ
    • LZ

  38. Rehire into new DB plan late in year

    By Dalai Pookah,   
    • 2 replies
    • 766 views

  39. 415 & SOBN

    By Sixpack,
    • 1 reply
    • 890 views

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

    By rocknrolls2,
    • 7 replies
    • 4.8k views

  41. Transfer of Plan Sponsorship within Control Group

    By CuseFan,
    • 0 replies
    • 800 views

  42. Approved Vesting Schedule

    By Stash026,
    • 4 replies
    • 957 views

  43. 415 Lump Sum Issues for Post age 70

    By Sixpack,   
    • 0 replies
    • 435 views

  44. MRDs with in service provision

    By Sixpack,   
    • 4 replies
    • 1.2k views

  45. Underfunded frozen PBGC Plan

    By SSRRS,
    • 4 replies
    • 947 views

  46. Pension Trust Form 5471/Foreign Corporation Filing

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

  47. 412e3 conversion to Cash balance plan - guidance reqd

    By pshah,   
    • 1 reply
    • 1.1k views

  48. To terminate or to not terminate?

    By ERISAgeek111,
    • 4 replies
    • 750 views

  49. 415 ISSUE for Plan Terminations

    By Sixpack,   
    • 1 reply
    • 549 views

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

    By SSRRS,
    • 19 replies
    • 1.4k views
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