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Defined Benefit Plans, Including Cash Balance

7,198 topics in this forum

  1. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 573 views

  2. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 1.6k views

  3. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 626 views

  4. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2.2k views

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

    By DR245,
    • 10 replies
    • 3.6k views

  6. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1.2k views

  7. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 1k views

  8. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 4.2k views

  9. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.3k views

  10. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.4k views

  11. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.5k views

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

    By metsfan026,
    • 5 replies
    • 2k views

  13. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 4.7k views

  14. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 2.8k views

  15. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.5k views

  16. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 2k views

  17. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.6k views

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

    By M_2015,
    • 3 replies
    • 1.5k views

  19. Non-sex discriminatory mortality tables

    By rocknrolls2,
    • 4 replies
    • 4.7k views

  20. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc,
    • 7 replies
    • 2.3k views
    • Bri
    • Bri

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

    By SSRRS,
    • 0 replies
    • 911 views

  22. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek,
    • 1 reply
    • 720 views

  23. Restoration of Benefit Accruals

    By Dougsbpc,
    • 2 replies
    • 950 views

  24. 3 year average

    By SSRRS,
    • 7 replies
    • 5k views

  25. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc,
    • 1 reply
    • 1.4k views

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

    By Mikeyl41,
    • 10 replies
    • 1.8k views

  27. Purchasing an Annuity

    By Michael Burkow,
    • 5 replies
    • 1.3k views

  28. Big Thank You to Lois!

    By Effen,
    • 1 reply
    • 1.2k views

  29. Short plan year accrual

    By SSRRS,
    • 1 reply
    • 1.1k views

  30. Eligibility provision

    By SSRRS,
    • 20 replies
    • 2.5k views

  31. Paying Random IRS Audit fees from DB Plan assets

    By Barbara,
    • 5 replies
    • 2.9k views

  32. Amending valuation during audit

    By SSRRS,
    • 20 replies
    • 2k views

  33. Client withdrew all the Plan's Funds

    By Appalachian_Trail,
    • 7 replies
    • 2.3k views

  34. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 1.8k views

  35. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru,
    • 9 replies
    • 4.1k views

  36. Required year end deliveries

    By Audrey,
    • 4 replies
    • 1.4k views

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

    By Jakyasar,
    • 9 replies
    • 3.2k views

  38. Beneficiary designation with multiple beneficiaries

    By Belgarath,
    • 5 replies
    • 2k views

  39. Insurance Question

    By Dougsbpc,
    • 3 replies
    • 1.5k views

  40. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 6.3k views

  41. Overfunded DB Plan

    By sobrienTPS,   
    • 14 replies
    • 4.7k views

  42. Cash Balance 415 lump sum distribution limit help

    By Julian,
    • 13 replies
    • 2.5k views

  43. Cash Balance plan change in mortality table

    By AndrewM,
    • 1 reply
    • 1.5k views

  44. Replacement Plan

    By john garigliano,
    • 2 replies
    • 1.9k views

  45. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.6k views

  46. Top heavy minimum benefit - avg comp definition

    By Audrey,
    • 4 replies
    • 1.7k views

  47. latest date to contribute to retroactive solo 401k

    By Old Reliable,
    • 3 replies
    • 5.5k views

  48. Segment rate calculator

    By SSRRS,
    • 2 replies
    • 1.8k views

  49. PBGC audit

    By Jakyasar,
    • 0 replies
    • 1.4k views

  50. Timing of lump sum distributions

    By AndrewM,
    • 5 replies
    • 2.6k views
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