Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. Replacement Plan

   By john garigliano, May 30
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • May 30

2. Adjust Projected/Accrued Benefits

   By thepensionmaven, May 17
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • May 18

3. Top heavy minimum benefit - avg comp definition

   By Audrey, May 15
   • 4 replies
   • 1.5k views
   • 
   • Audrey
   • May 16

4. latest date to contribute to retroactive solo 401k

   By Old Reliable, May 8
   • 3 replies
   • 2.4k views
   • 
   • Bill Presson
   • May 8

5. Segment rate calculator

   By SSRRS, May 2
   • 2 replies
   • 1.6k views
   • 
   • SSRRS
   • May 7

6. PBGC audit

   By Jakyasar, May 5
   • 0 replies
   • 1.3k views
   • 
   • Jakyasar
   • May 5

7. Timing of lump sum distributions

   By AndrewM, April 30
   • 5 replies
   • 1.9k views
   • 
   • Artie M
   • May 1
8. 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)

9. Missed restatements - how to handle?

   By ashleys, April 28
   • 3 replies
   • 1.5k views
   • 
   • Artie M
   • April 29

10. 401(a)26

    By SKC, April 27
    • 1 reply
    • 1.1k views
    • 
    • truphao
    • April 27

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

    By mwyatt, November 11, 2024
    • 5 replies
    • 2k views
    • 
    • thepensionmaven
    • April 26

12. Converting a DB Plan into a Cash Balance Plan

    By metsfan026, December 20, 2023
    • 13 replies
    • 2.6k views
    • 
    • NewBieHere
    • April 25

13. Frozen prior to September 2005 no aftap restrictions

    By SSRRS, April 11
    • 2 replies
    • 1.3k views
    • 
    • SSRRS
    • April 24

14. Under withheld pretax deductions for prior years

    By BN12, April 16
    • 2 replies
    • 1.1k views
    • 
    • cathyw
    • April 18

15. 401(a)(26) question

    By truphao, April 17
    • 2 replies
    • 906 views
    • 
    • truphao
    • April 17

16. Segment Rates

    By ConnieStorer, April 8
    • 5 replies
    • 1.6k views
    • 
    • Lois Baker
    • April 15

17. Prior DB plan offset

    By Jakyasar, April 8
    • 7 replies
    • 1.6k views
    • 
    • Jakyasar
    • April 10

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

    By Audrey, April 9
    • 1 reply
    • 866 views
    • 
    • truphao
    • April 9

19. 401a26 and 11-g question

    By Jakyasar, April 2
    • 2 replies
    • 918 views
    • 
    • David D
    • April 3

20. Freezing A Cash Balance Plan For Only 1 Year?

    By metsfan026, March 28
    • 5 replies
    • 1.4k views
    • 
    • CuseFan
    • March 31

21. Distribution to Spouse

    By thepensionmaven, March 13
    • 8 replies
    • 1.1k views
    • 
    • Lou S.
    • March 17

22. PBGC covered or not?

    By truphao, February 24
    • 7 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • March 10

23. RMD from cash balance plan

    By thepensionmaven, March 6
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • March 10

24. MP Plan - Annuity Request

    By TPApril, February 26
    • 2 replies
    • 843 views
    • 
    • david rigby
    • March 8

25. QPSA and QOSA

    By PensionPro, March 7
    • 4 replies
    • 1.1k views
    • 
    • fmsinc
    • March 8

26. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk, February 28
    • 3 replies
    • 4.7k views
    • 
    • Larry Starr
    • March 4

27. 204(h) timing

    By Bri, February 25
    • 1 reply
    • 740 views
    • 
    • Effen
    • February 25

28. Entry Age Normal

    By Rball4, February 20
    • 2 replies
    • 819 views
    • 
    • david rigby
    • February 20

29. Should Accrued Interest be included in actuarial asset?

    By Audrey, February 18
    • 4 replies
    • 926 views
    • 
    • Audrey
    • February 18

30. After tax contributions prior to 1986

    By gc@chimentowebb.com, February 17
    • 3 replies
    • 908 views
    • 
    • Slider
    • February 17

31. Reduction to 404 deduction limit for HCE amendments

    By AndrewM, February 7
    • 1 reply
    • 937 views
    • 
    • C. B. Zeller
    • February 7

32. No shortfall amortization schedule

    By SSRRS, February 4
    • 3 replies
    • 713 views
    • 
    • Lou S.
    • February 6

33. Plan Trust Tax ID vs Employer Tax ID, can they be the same?

    By RayJJohnsonJr, January 30
    • 8 replies
    • 2.2k views
    • 
    • Bill Presson
    • February 3

34. 2024 Annual Funding Notices Due in 2025

    By Rick, January 31
    • 0 replies
    • 981 views
    • 
    • Rick
    • January 31

35. Cash Balance Plan - Interest Rate Amendment

    By metsfan026, January 29
    • 1 reply
    • 834 views
    • 
    • Bri
    • January 29

36. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2, January 18
    • 5 replies
    • 836 views
    • 
    • Effen
    • January 18

37. cash balance... Roth?

    By AlbanyConsultant, January 16
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • January 16

38. Cash Balance Plan Eligibility + 401(a)(26) Question

    By NewBieHere, January 2
    • 6 replies
    • 1.2k views
    • 
    • NewBieHere
    • January 10

39. 415(b) Calculation

    By metsfan026, January 2
    • 3 replies
    • 1.5k views
    • 
    • CuseFan
    • January 2

40. Cash Balance Benefit Question

    By metsfan026, December 31, 2024
    • 6 replies
    • 1.6k views
    • 
    • Bri
    • December 31, 2024

41. Maximum Deductible Contribution for CB Plan

    By metsfan026, December 23, 2024
    • 7 replies
    • 2.8k views
    • 
    • Bri
    • December 31, 2024

42. Defined Benefit Plan and Solo 401k Limit

    By Retirein15, December 29, 2024
    • 5 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 31, 2024

43. PBGC Premiums for Missing Participants and 1.411(a)-4(b)(6)

    By Joe CW, December 18, 2024
    • 1 reply
    • 715 views
    • 
    • david rigby
    • December 19, 2024

44. 4980 transfer and reversion-more than one tax year

    By Draper55, December 17, 2024
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • December 18, 2024

45. Allocation of excess assets in QRP

    By Bri, December 16, 2024
    • 4 replies
    • 881 views
    • 
    • Artie M
    • December 18, 2024

46. Correcting "Restricted Employee" Distribution Error

    By In House Counsel, December 6, 2024
    • 3 replies
    • 672 views
    • 
    • In House Counsel
    • December 12, 2024

47. Secure 2.0 section 316 and IRC 412(d)

    By Draper55, February 22, 2023
    • 4 replies
    • 1.8k views
    • 
    • truphao
    • December 10, 2024

48. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69, November 26, 2024
    • 21 replies
    • 1.4k views
    • 
    • Lou S.
    • December 5, 2024

49. Definition of Compensation for CB Plan

    By metsfan026, December 4, 2024
    • 2 replies
    • 790 views
    • 
    • Calavera
    • December 4, 2024

50. CB Plan - interest crediting upon termination

    By Jakyasar, November 21, 2024
    • 7 replies
    • 933 views
    • 
    • Jakyasar
    • November 22, 2024