Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. Segment rate calculator

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

2. Timing of lump sum distributions

   By AndrewM, April 30
   • 5 replies
   • 1.9k views
   • 
   • Artie M
   • May 1
3. 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)

4. Missed restatements - how to handle?

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

5. 401(a)26

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

6. 401(a)(26) question

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

7. Under withheld pretax deductions for prior years

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

8. Frozen prior to September 2005 no aftap restrictions

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

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

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

10. Prior DB plan offset

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

11. Segment Rates

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

12. 401a26 and 11-g question

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

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

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

14. Distribution to Spouse

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

15. QPSA and QOSA

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

16. RMD from cash balance plan

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

17. Qualified replacement plan to reduce Profit Sharing contribution

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

18. MP Plan - Annuity Request

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

19. 204(h) timing

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

20. PBGC covered or not?

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

21. Entry Age Normal

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

22. Should Accrued Interest be included in actuarial asset?

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

23. After tax contributions prior to 1986

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

24. Reduction to 404 deduction limit for HCE amendments

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

25. No shortfall amortization schedule

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

26. 2024 Annual Funding Notices Due in 2025

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

27. 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

28. Cash Balance Plan - Interest Rate Amendment

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

29. Insurers Issuing Annuity Contracts for Distributions to Participants

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

30. cash balance... Roth?

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

31. 415(b) Calculation

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

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

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

33. Cash Balance Benefit Question

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

34. 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

35. Maximum Deductible Contribution for CB Plan

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

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

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

37. 4980 transfer and reversion-more than one tax year

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

38. Allocation of excess assets in QRP

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

39. Correcting "Restricted Employee" Distribution Error

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

40. Definition of Compensation for CB Plan

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

41. 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

42. CB Plan - interest crediting upon termination

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

43. Husband & Wife Controlled Group Question In Setting Up Plan(s)

    By metsfan026, November 18, 2024
    • 2 replies
    • 966 views
    • 
    • CuseFan
    • November 18, 2024

44. Funding of Defined Benefit Plans

    By John K, November 14, 2024
    • 4 replies
    • 1.1k views
    • 
    • John K
    • November 15, 2024

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

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

46. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com, November 8, 2024
    • 6 replies
    • 928 views
    • 
    • gc@chimentowebb.com
    • November 9, 2024

47. Divorce Decrees and Pension Distributions

    By Molgilny89, November 6, 2024
    • 12 replies
    • 1.8k views
    • 
    • Gina Alsdorf
    • November 18, 2024

48. Real estate in owner only plan

    By SSRRS, November 5, 2024
    • 10 replies
    • 1.2k views
    • 
    • Bill Presson
    • November 6, 2024

49. CBDB 415 limit calculation with distributions

    By Audrey, November 4, 2024
    • 4 replies
    • 743 views
    • 
    • Audrey
    • November 5, 2024

50. Supplemental Refund & RMD

    By Guest, October 30, 2024   

    • required minimum distribution
    • 1 reply
    • 663 views
    • 
    • justanotheradmin
    • October 30, 2024