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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

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

    By TPApril,
    • 5 replies
    • 1.4k views

  2. Interest on lump sum

    By SSRRS,
    • 5 replies
    • 7.2k views

  3. amending actuarial equivalence for terminated plan

    By jane murray,
    • 5 replies
    • 2.1k views

  4. PBGC Audit

    By Jakyasar,
    • 3 replies
    • 644 views

  5. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall,
    • 12 replies
    • 34.2k views

  6. Overfunding a CB plan and the 6% rule

    By xtide,
    • 3 replies
    • 1.1k views

  7. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 1.2k views

  8. Received email from the pbgc

    By SSRRS,
    • 6 replies
    • 1.6k views

  9. PBGC Coverage

    By Renee H,
    • 5 replies
    • 1.2k views

  10. Benefit Payable when no QDRO was written

    By ConnieStorer,
    • 5 replies
    • 3.1k views

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

    By Jakyasar,
    • 3 replies
    • 1.7k views

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

    By Audrey,
    • 8 replies
    • 3k views

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

    By metsfan026,
    • 4 replies
    • 1.4k views

  14. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 635 views

  15. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026,
    • 6 replies
    • 1.8k views

  16. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 713 views

  17. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard,   
    • 4 replies
    • 2.3k views

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

    By DR245,
    • 10 replies
    • 3.9k views

  19. AFTAP range certification

    By Jakyasar,
    • 2 replies
    • 1.3k views

  20. Funding Required for years with no AFTAP?

    By Dougsbpc,
    • 0 replies
    • 1.1k views

  21. Too Soon to Do Another Fresh Start?

    By NewBieHere,
    • 9 replies
    • 4.3k views

  22. Switching from BOY to EOY val for DB plan

    By Jakyasar,
    • 2 replies
    • 2.4k views

  23. Penalties If Can't Fund Their Contributions

    By metsfan026,
    • 4 replies
    • 2.5k views

  24. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.6k views

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

    By metsfan026,
    • 5 replies
    • 2.3k views

  26. 110% rule revisited

    By Jakyasar,
    • 8 replies
    • 4.9k views

  27. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt,
    • 5 replies
    • 3k views

  28. Public Employee with outside earned income

    By Dougsbpc,
    • 1 reply
    • 1.6k views

  29. Nondeductible Contributions

    By pensionam,
    • 3 replies
    • 2.2k views

  30. PBGC coverage failure remediation

    By LanternKey,
    • 2 replies
    • 2.6k views

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

    By M_2015,
    • 3 replies
    • 1.5k views

  32. Non-sex discriminatory mortality tables

    By rocknrolls2,
    • 4 replies
    • 4.9k views

  33. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc,
    • 7 replies
    • 2.5k views
    • Bri
    • Bri

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

    By SSRRS,
    • 0 replies
    • 954 views

  35. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek,
    • 1 reply
    • 791 views

  36. Restoration of Benefit Accruals

    By Dougsbpc,
    • 2 replies
    • 1k views

  37. 3 year average

    By SSRRS,
    • 7 replies
    • 5.2k views

  38. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc,
    • 1 reply
    • 1.6k views

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

    By Mikeyl41,
    • 10 replies
    • 2k views

  40. Purchasing an Annuity

    By Michael Burkow,
    • 5 replies
    • 1.5k views

  41. Big Thank You to Lois!

    By Effen,
    • 1 reply
    • 1.3k views

  42. Short plan year accrual

    By SSRRS,
    • 1 reply
    • 1.2k views

  43. Eligibility provision

    By SSRRS,
    • 20 replies
    • 2.7k views

  44. Paying Random IRS Audit fees from DB Plan assets

    By Barbara,
    • 5 replies
    • 3.1k views

  45. Amending valuation during audit

    By SSRRS,
    • 20 replies
    • 2.2k views

  46. Client withdrew all the Plan's Funds

    By Appalachian_Trail,
    • 7 replies
    • 2.5k views

  47. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 2k views

  48. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru,
    • 9 replies
    • 4.3k views

  49. Required year end deliveries

    By Audrey,
    • 4 replies
    • 1.5k views

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

    By Jakyasar,
    • 9 replies
    • 3.3k views
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