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Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

  1. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 4.5k views

  2. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 2.7k views

  3. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.4k views

  4. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 2k views

  5. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.5k views

  6. Change in Funding Method - Settlor or Fiduciary Function?

    By M_2015,
    • 3 replies
    • 1.4k views

  7. Non-sex discriminatory mortality tables

    By rocknrolls2,
    • 4 replies
    • 4.5k views

  8. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc,
    • 7 replies
    • 2.1k views
    • Bri
    • Bri

  9. Frozen plan and increase in AB for increase in cola

    By SSRRS,
    • 0 replies
    • 865 views

  10. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek,
    • 1 reply
    • 671 views

  11. Restoration of Benefit Accruals

    By Dougsbpc,
    • 2 replies
    • 893 views

  12. 3 year average

    By SSRRS,
    • 7 replies
    • 4.9k views

  13. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc,
    • 1 reply
    • 1.2k views

  14. Delayed initial annuity or lump sum because of annual audit?

    By Mikeyl41,
    • 10 replies
    • 1.7k views

  15. Purchasing an Annuity

    By Michael Burkow,
    • 5 replies
    • 1.2k views

  16. Big Thank You to Lois!

    By Effen,
    • 1 reply
    • 1.1k views

  17. Short plan year accrual

    By SSRRS,
    • 1 reply
    • 1k views

  18. Eligibility provision

    By SSRRS,
    • 20 replies
    • 2.2k views

  19. Paying Random IRS Audit fees from DB Plan assets

    By Barbara,
    • 5 replies
    • 2.8k views

  20. Amending valuation during audit

    By SSRRS,
    • 20 replies
    • 1.8k views

  21. Client withdrew all the Plan's Funds

    By Appalachian_Trail,
    • 7 replies
    • 2.2k views

  22. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 1.7k views

  23. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru,
    • 9 replies
    • 3.9k views

  24. Required year end deliveries

    By Audrey,
    • 4 replies
    • 1.2k views

  25. Terminating floor offset DB plan with excess assets - PBGC termination

    By Jakyasar,
    • 9 replies
    • 3.1k views

  26. Beneficiary designation with multiple beneficiaries

    By Belgarath,
    • 5 replies
    • 1.8k views

  27. Insurance Question

    By Dougsbpc,
    • 3 replies
    • 1.4k views

  28. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 5.8k views

  29. Overfunded DB Plan

    By sobrienTPS,   
    • 14 replies
    • 4k views

  30. Cash Balance 415 lump sum distribution limit help

    By Julian,
    • 13 replies
    • 2.1k views

  31. Cash Balance plan change in mortality table

    By AndrewM,
    • 1 reply
    • 1.4k views

  32. Replacement Plan

    By john garigliano,
    • 2 replies
    • 1.8k views

  33. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.5k views

  34. Top heavy minimum benefit - avg comp definition

    By Audrey,
    • 4 replies
    • 1.6k views

  35. latest date to contribute to retroactive solo 401k

    By Old Reliable,
    • 3 replies
    • 4.9k views

  36. Segment rate calculator

    By SSRRS,
    • 2 replies
    • 1.7k views

  37. PBGC audit

    By Jakyasar,
    • 0 replies
    • 1.4k views

  38. Timing of lump sum distributions

    By AndrewM,
    • 5 replies
    • 2.3k views

  39. Married coworkers working at same company prohibited from receiving opt out insurance money for not utilizing one Spouse's Healthcare plan because we are married

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

  40. Missed restatements - how to handle?

    By ashleys,
    • 3 replies
    • 1.7k views

  41. 401(a)26

    By SKC,
    • 1 reply
    • 1.2k views

  42. Alternative to Mike Preston's PPA Present Value Calculator Software

    By mwyatt,
    • 5 replies
    • 2.1k views

  43. Converting a DB Plan into a Cash Balance Plan

    By metsfan026,
    • 13 replies
    • 3k views

  44. Frozen prior to September 2005 no aftap restrictions

    By SSRRS,
    • 2 replies
    • 1.5k views

  45. Under withheld pretax deductions for prior years

    By BN12,
    • 2 replies
    • 1.3k views

  46. 401(a)(26) question

    By truphao,
    • 2 replies
    • 1k views

  47. Segment Rates

    By ConnieStorer,
    • 5 replies
    • 2.1k views

  48. Prior DB plan offset

    By Jakyasar,
    • 7 replies
    • 1.8k views

  49. small plan, can we change val date from BOY to EOY?

    By Audrey,
    • 1 reply
    • 949 views

  50. 401a26 and 11-g question

    By Jakyasar,
    • 2 replies
    • 1.1k views
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