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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1.2k views

  2. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 1k views

  3. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 4.1k views

  4. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.3k views

  5. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.4k views

  6. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.4k views

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

    By metsfan026,
    • 5 replies
    • 1.9k views

  8. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 4.6k views

  9. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 2.8k views

  10. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.5k views

  11. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 2k views

  12. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.5k views

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

    By M_2015,
    • 3 replies
    • 1.5k views

  14. Non-sex discriminatory mortality tables

    By rocknrolls2,
    • 4 replies
    • 4.6k views

  15. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc,
    • 7 replies
    • 2.2k views
    • Bri
    • Bri

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

    By SSRRS,
    • 0 replies
    • 895 views

  17. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek,
    • 1 reply
    • 708 views

  18. Restoration of Benefit Accruals

    By Dougsbpc,
    • 2 replies
    • 934 views

  19. 3 year average

    By SSRRS,
    • 7 replies
    • 5k views

  20. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc,
    • 1 reply
    • 1.3k views

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

    By Mikeyl41,
    • 10 replies
    • 1.8k views

  22. Purchasing an Annuity

    By Michael Burkow,
    • 5 replies
    • 1.3k views

  23. Big Thank You to Lois!

    By Effen,
    • 1 reply
    • 1.1k views

  24. Short plan year accrual

    By SSRRS,
    • 1 reply
    • 1.1k views

  25. Eligibility provision

    By SSRRS,
    • 20 replies
    • 2.4k views

  26. Paying Random IRS Audit fees from DB Plan assets

    By Barbara,
    • 5 replies
    • 2.9k views

  27. Amending valuation during audit

    By SSRRS,
    • 20 replies
    • 2k views

  28. Client withdrew all the Plan's Funds

    By Appalachian_Trail,
    • 7 replies
    • 2.3k views

  29. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 1.8k views

  30. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru,
    • 9 replies
    • 4k views

  31. Required year end deliveries

    By Audrey,
    • 4 replies
    • 1.4k views

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

    By Jakyasar,
    • 9 replies
    • 3.2k views

  33. Beneficiary designation with multiple beneficiaries

    By Belgarath,
    • 5 replies
    • 2k views

  34. Insurance Question

    By Dougsbpc,
    • 3 replies
    • 1.5k views

  35. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 6.1k views

  36. Overfunded DB Plan

    By sobrienTPS,   
    • 14 replies
    • 4.5k views

  37. Cash Balance 415 lump sum distribution limit help

    By Julian,
    • 13 replies
    • 2.4k views

  38. Cash Balance plan change in mortality table

    By AndrewM,
    • 1 reply
    • 1.5k views

  39. Replacement Plan

    By john garigliano,
    • 2 replies
    • 1.9k views

  40. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.6k views

  41. Top heavy minimum benefit - avg comp definition

    By Audrey,
    • 4 replies
    • 1.7k views

  42. latest date to contribute to retroactive solo 401k

    By Old Reliable,
    • 3 replies
    • 5.4k views

  43. Segment rate calculator

    By SSRRS,
    • 2 replies
    • 1.7k views

  44. PBGC audit

    By Jakyasar,
    • 0 replies
    • 1.4k views

  45. Timing of lump sum distributions

    By AndrewM,
    • 5 replies
    • 2.5k views

  46. 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)

  47. Missed restatements - how to handle?

    By AshI,
    • 3 replies
    • 1.7k views

  48. 401(a)26

    By SKC,
    • 1 reply
    • 1.2k views

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

    By mwyatt,
    • 5 replies
    • 2.2k views

  50. Converting a DB Plan into a Cash Balance Plan

    By metsfan026,
    • 13 replies
    • 3.2k views
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