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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. No plan was set up but contributions made/deductions taken

    By Jakyasar,
    • 8 replies
    • 1.8k views

  2. Amendment to increase benefit after plan terminated

    By Jakyasar,
    • 7 replies
    • 1.6k views

  3. Frozen Cash Balance Plan + Profit Sharing Requirements

    By metsfan026,
    • 2 replies
    • 1.1k views

  4. 6% Profit Sharing Limit (w/CB Plan) + PBGC

    By metsfan026,
    • 3 replies
    • 1.1k views

  5. Pooled Investment Account Interest - no annual statement

    By justanotheradmin,
    • 2 replies
    • 981 views

  6. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 2.6k views

  7. A real problem

    By rblum50,
    • 1 reply
    • 666 views

  8. Life insurance in a Cash Balance Plan

    By Renee H,
    • 11 replies
    • 3.5k views

  9. Compensation Definition for Schedule C Employee

    By metsfan026,
    • 1 reply
    • 977 views

  10. Changing NRD from 65 to 62

    By Cat_Lady_Pension,   
    • 1 reply
    • 1.2k views

  11. Applicability of “top-25” restricted payment rule in HCE-only Cash Balance plan

    By Cat_Lady_Pension,   
    • 5 replies
    • 4.4k views
    • Bri
    • Bri

  12. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 1.7k views

  13. record keeping and online access

    By Tom,
    • 1 reply
    • 830 views

  14. Advantage to signing new CB plan by 12/31 over retroactively signing by tax deadline?

    By TPApril,
    • 5 replies
    • 1.8k views

  15. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 7.6k views

  16. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 2.5k views

  17. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 932 views

  18. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 35k views

  19. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 1.4k views

  20. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 1.4k views

  21. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 1.9k views

  22. PBGC Coverage

    By Renee H,
    • 5 replies
    • 1.7k views

  23. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 3.5k views

  24. When can I set up a new plan after terminating the old one?

    By Jakyasar,
    • 3 replies
    • 2k views

  25. Application of IRC §404(a)(6) When a DB Contribution Is Made After 9/15 but Before 10/15

    By Audrey,
    • 8 replies
    • 3.6k views

  26. Returned Checks for Terminated Plan (Re: Form 5500)

    By metsfan026,
    • 4 replies
    • 1.7k views

  27. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 803 views

  28. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 2.3k views

  29. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 884 views

  30. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2.6k views

  31. Terminated DB Plan Participant Still Waiting After 12+ Months – No Communication, No Distribution Timeline

    By DR245,
    • 10 replies
    • 4.3k views

  32. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1.7k views

  33. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 1.2k views

  34. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 4.7k views

  35. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.7k views

  36. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.8k views

  37. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 6.2k views

  38. Employer Contributions to 401(k)/Profit Sharing Limited by Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.7k views

  39. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 5.4k views

  40. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 3.4k views

  41. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.8k views

  42. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 2.4k views

  43. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.9k views

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

    By M_2015,
    • 3 replies
    • 1.8k views

  45. Non-sex discriminatory mortality tables

    By rocknrolls2,
    • 4 replies
    • 5.3k views

  46. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc,
    • 7 replies
    • 2.8k views
    • Bri
    • Bri

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

    By SSRRS,
    • 0 replies
    • 1.1k views

  48. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek,
    • 1 reply
    • 1.1k views

  49. Restoration of Benefit Accruals

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  50. 3 year average

    By SSRRS,
    • 7 replies
    • 5.6k views
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