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Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

  1. 25% Deduction Limit for DC Plan as part of combo

    By emmetttrudy,
    • 2 replies
    • 1.8k views

  2. Should I get DB plan?

    By LZ,
    • 11 replies
    • 1.7k views
    • LZ
    • LZ

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

    By RayJJohnsonJr,
    • 14 replies
    • 2.4k views

  4. Correcting a pension deposit error

    By Sixpack,   
    • 0 replies
    • 660 views

  5. Rehire into new DB plan late in year

    By Dalai Pookah,   
    • 2 replies
    • 991 views

  6. 415 & SOBN

    By Sixpack,
    • 1 reply
    • 1.4k views

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

    By rocknrolls2,
    • 7 replies
    • 5.6k views

  8. Approved Vesting Schedule

    By Stash026,
    • 4 replies
    • 1.2k views

  9. Underfunded frozen PBGC Plan

    By SSRRS,
    • 4 replies
    • 1.3k views

  10. 11-g Amendments to Pass 401(a)(26)

    By Dougsbpc,
    • 18 replies
    • 9.3k views

  11. Transfer of Plan Sponsorship within Control Group

    By CuseFan,
    • 0 replies
    • 1.1k views

  12. 415 Lump Sum Issues for Post age 70

    By Sixpack,   
    • 0 replies
    • 712 views

  13. MRDs with in service provision

    By Sixpack,   
    • 4 replies
    • 1.5k views

  14. 412e3 conversion to Cash balance plan - guidance reqd

    By pshah,   
    • 1 reply
    • 1.5k views

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

    By SSRRS,
    • 19 replies
    • 2k views

  16. To terminate or to not terminate?

    By ERISAgeek111,
    • 4 replies
    • 1.1k views

  17. 415 ISSUE for Plan Terminations

    By Sixpack,   
    • 1 reply
    • 787 views

  18. Sponsor as Life Insurance Beneficiary

    By Dalai Pookah,   
    • 11 replies
    • 5.3k views

  19. New company sponsor and adopt old plan

    By SSRRS,
    • 8 replies
    • 1.4k views

  20. Standing Election

    By jane murray,
    • 2 replies
    • 1k views

  21. 401a26 for frozen or terminating plan

    By Ted Munice,   
    • 3 replies
    • 2.3k views

  22. Pbgc small employer cap

    By SSRRS,
    • 4 replies
    • 3.7k views

  23. Sole Prop - Late contribution

    By Hojo,
    • 13 replies
    • 1.8k views

  24. Gateway or anything due EEs?

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

  25. Paying lump sums after window expires- Part II

    By Gary1899,
    • 4 replies
    • 1k views

  26. PBGC filing

    By Earl,
    • 6 replies
    • 1.4k views

  27. 401(a)(26) design failure-how to fix it

    By VeryOldMan,   
    • 7 replies
    • 2.5k views

  28. Term Certain Annuity and RMD

    By AF2019,
    • 6 replies
    • 1.9k views

  29. Floor offset plan

    By SSRRS,
    • 2 replies
    • 944 views

  30. Recoupment of overpaid withholdings

    By tja,   
    • 2 replies
    • 1.4k views
    • tja
    • tja

  31. Beneficiaries do not want death benefit

    By BombyxMori,
    • 6 replies
    • 2.4k views

  32. One man plan

    By Julie,
    • 9 replies
    • 1.2k views

  33. Best Practices for Actuarial Equivalence Study?

    By Centerstage,   
    • 1 reply
    • 897 views

  34. Voluntary Contributions Cause 415 excess

    By thepensionmaven,
    • 1 reply
    • 705 views

  35. Short plan year

    By SSRRS,
    • 5 replies
    • 1.3k views

  36. 133% Accrual Rule

    By VeryOldMan,   
    • 2 replies
    • 1.1k views

  37. DB Pension Late Calculation

    By JL,
    • 2 replies
    • 1k views

  38. Early Withdrawal Penalty

    By Pension RC,
    • 6 replies
    • 2.2k views
    • Bri
    • Bri

  39. older mortality tables

    By jeanh,
    • 2 replies
    • 807 views

  40. normal retirement age forfeitures due to 415

    By Draper55,
    • 5 replies
    • 2.2k views

  41. another combo test

    By thepensionmaven,
    • 2 replies
    • 918 views

  42. DB Restatements

    By Belgarath,
    • 1 reply
    • 860 views

  43. DC/Cash Balance combo funding deadline

    By R. Butler,
    • 1 reply
    • 738 views

  44. PBGC Missing Participants Program

    By ConnieStorer,
    • 1 reply
    • 1k views

  45. Buying Annuity Contracts for Terminating DB Plan

    By dpav,
    • 7 replies
    • 2.1k views

  46. Impact of Poor Investment Results

    By Stash026,
    • 4 replies
    • 1.4k views

  47. Life Insurance in Two Plans

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  48. QDRO Approved?

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

  49. 401(h) designers & administrators?

    By tbzohar,   
    • 0 replies
    • 968 views

  50. Pro-Rate Shortfall on Short Plan Year DB Plan

    By QPEmployee,
    • 1 reply
    • 967 views
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