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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. Guild Plan

    By jane murray,
    • 6 replies
    • 1.6k views

  2. Amendment to increase hours required

    By figure 8,
    • 1 reply
    • 689 views

  3. Spousal Attribution Timing

    By Young Curmudgeon,
    • 0 replies
    • 378 views

  4. Salary History

    By SSRRS,
    • 4 replies
    • 830 views

  5. Benefit Accrual-TNC issues

    By VeryOldMan,   
    • 9 replies
    • 1.3k views

  6. Shortfall Base Q

    By VeryOldMan,
    • 4 replies
    • 805 views

  7. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary,   
    • 4 replies
    • 741 views

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

    By Jakyasar,
    • 4 replies
    • 1.1k views

  9. RFP for Single Premium Group Annuity Contract

    By rocknrolls2,
    • 2 replies
    • 607 views

  10. cash balance termination - client wants to restart plan

    By Scuba 401,
    • 8 replies
    • 1.7k views

  11. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 818 views

  12. Bad History

    By wally,
    • 3 replies
    • 809 views

  13. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 576 views

  14. Contribution After Plan Termination

    By Dougsbpc,
    • 0 replies
    • 411 views

  15. Paid out in mid year

    By SSRRS,
    • 2 replies
    • 575 views

  16. How much information must be given

    By SSRRS,
    • 4 replies
    • 889 views

  17. Plan at 415 limit but slightly overfunded

    By Hojo,
    • 1 reply
    • 491 views

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

    By dixieandruby,
    • 3 replies
    • 835 views

  19. Pension Trust Form 5471/Foreign Corporation Filing

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

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

    By Jakyasar,
    • 8 replies
    • 1.3k views

  21. Carry forward contribution

    By Amir,
    • 1 reply
    • 519 views

  22. deductions/SEP+DBP

    By Jakyasar,
    • 4 replies
    • 955 views

  23. Interest Rate for EBAR Calculation

    By Stash026,
    • 2 replies
    • 900 views

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

    By MeTooToo,
    • 1 reply
    • 931 views

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

    By katieinny,   
    • 4 replies
    • 1.1k views

  26. 25% Deduction Limit for DC Plan as part of combo

    By emmetttrudy,
    • 2 replies
    • 1.5k views

  27. Should I get DB plan?

    By LZ,
    • 11 replies
    • 1.3k views
    • LZ
    • LZ

  28. LOOKING FOR 412(i) PLAN TPA FOR 1 PERSON PLAN

    By RayJJohnsonJr,
    • 14 replies
    • 1.8k views

  29. Correcting a pension deposit error

    By Sixpack,   
    • 0 replies
    • 461 views

  30. Rehire into new DB plan late in year

    By Dalai Pookah,   
    • 2 replies
    • 805 views

  31. 415 & SOBN

    By Sixpack,
    • 1 reply
    • 970 views

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

    By rocknrolls2,
    • 7 replies
    • 5k views

  33. Approved Vesting Schedule

    By Stash026,
    • 4 replies
    • 1k views

  34. Underfunded frozen PBGC Plan

    By SSRRS,
    • 4 replies
    • 982 views

  35. 11-g Amendments to Pass 401(a)(26)

    By Dougsbpc,
    • 18 replies
    • 8.5k views

  36. Transfer of Plan Sponsorship within Control Group

    By CuseFan,
    • 0 replies
    • 833 views

  37. 415 Lump Sum Issues for Post age 70

    By Sixpack,   
    • 0 replies
    • 474 views

  38. MRDs with in service provision

    By Sixpack,   
    • 4 replies
    • 1.3k views

  39. 412e3 conversion to Cash balance plan - guidance reqd

    By pshah,   
    • 1 reply
    • 1.2k views

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

    By SSRRS,
    • 19 replies
    • 1.5k views

  41. To terminate or to not terminate?

    By ERISAgeek111,
    • 4 replies
    • 793 views

  42. 415 ISSUE for Plan Terminations

    By Sixpack,   
    • 1 reply
    • 587 views

  43. Sponsor as Life Insurance Beneficiary

    By Dalai Pookah,   
    • 11 replies
    • 4.5k views

  44. New company sponsor and adopt old plan

    By SSRRS,
    • 8 replies
    • 1.1k views

  45. Standing Election

    By jane murray,
    • 2 replies
    • 785 views

  46. 401a26 for frozen or terminating plan

    By Ted Munice,   
    • 3 replies
    • 1.9k views

  47. Pbgc small employer cap

    By SSRRS,
    • 4 replies
    • 3.3k views

  48. Sole Prop - Late contribution

    By Hojo,
    • 13 replies
    • 1.4k views

  49. Gateway or anything due EEs?

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

  50. Paying lump sums after window expires- Part II

    By Gary1899,
    • 4 replies
    • 785 views
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