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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. 31% DB/DC limit when MRC exceeds 25%

    By MLML,   
    • 6 replies
    • 1.6k views

  2. Lump sum instead of monthly annuity

    By SSRRS,
    • 2 replies
    • 747 views

  3. Duplicate 1099-R

    By BH1528,
    • 2 replies
    • 1.1k views

  4. Defined Benefit/Defined Contribution Combo?

    By Pammie57,
    • 8 replies
    • 920 views

  5. Incorrect Trustee in Plan Document

    By kmhaab,
    • 3 replies
    • 792 views

  6. Retiree Wants to Stop Receiving Pension

    By TimR,   
    • 8 replies
    • 3.4k views

  7. Non-taxable contributions in the 1099R/EPCRS correction

    By With Appreciation....,
    • 9 replies
    • 1.8k views

  8. Applying Benefit Service Limit Across Multiple Formulas

    By CuseFan,
    • 4 replies
    • 503 views

  9. Contributory multiemployer DB Plan

    By RWPHoenix,
    • 5 replies
    • 1.1k views

  10. Cash Balance Plan Question

    By Dougsbpc,
    • 2 replies
    • 1k views

  11. change in valuation date

    By jane murray,
    • 1 reply
    • 1.1k views

  12. Mandatory cashout at RBD interest question

    By MichMM,
    • 1 reply
    • 619 views

  13. Missing Participant Turns Up After Paying PBGC

    By BH1528,
    • 1 reply
    • 780 views

  14. 411(d)(6) and actuarial equivalence

    By Draper55,
    • 1 reply
    • 702 views

  15. QPSA: def of "earliest retirement age"

    By roy819,
    • 2 replies
    • 1.1k views

  16. Minimum Funding Cash Balance Plan

    By ErnieG,
    • 9 replies
    • 2.1k views

  17. Nonresponsive Participants in Terminating DB Plan

    By BH1528,
    • 3 replies
    • 1.4k views

  18. RMD for not quite terminated employee

    By BH1528,
    • 2 replies
    • 985 views

  19. funding to the 415 limit at plan termination

    By K2,
    • 9 replies
    • 1.2k views

  20. Cash balance plan termination and adoption of new one

    By cathyw,
    • 14 replies
    • 3.7k views

  21. Mortality Assumption for Actuarial Equivalence

    By C. B. Zeller,
    • 4 replies
    • 1.4k views

  22. 401h and overfunded plan

    By K2,
    • 3 replies
    • 1.2k views

  23. DB plan waiting for people to hit NRA

    By Bri,
    • 3 replies
    • 627 views
    • Bri
    • Bri

  24. October 417(e) Interest Rates

    By Sellarsian,
    • 5 replies
    • 1.8k views

  25. Premature termination of Defined Benefit Plan

    By ZakOregon,
    • 8 replies
    • 1.5k views

  26. Allocating Contributions

    By SSRRS,
    • 4 replies
    • 635 views

  27. Uncashed Pension Checks

    By poisnivey,   
    • 2 replies
    • 1.1k views

  28. APR at age 65 if Actuarial Assumption are 1994 GAM without setback, pre/post 7% and 5%

    By AdKu,
    • 5 replies
    • 1.1k views

  29. Academy Bylaw changes

    By Effen,
    • 7 replies
    • 1.1k views

  30. RMD - Vesting/Start Date Question

    By pensionam,
    • 10 replies
    • 2.7k views

  31. In-Service Distributions - Related Rollover from a DB Plan

    By Towanda,
    • 4 replies
    • 1.2k views

  32. back up calculations

    By SSRRS,
    • 2 replies
    • 675 views

  33. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc,
    • 0 replies
    • 725 views

  34. Paying lump sums after window expires

    By James,
    • 4 replies
    • 974 views

  35. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 1.2k views

  36. Insurance in DB/DC combo plan

    By Earl,
    • 2 replies
    • 614 views

  37. DC Contribution made to DB account

    By SSRRS,
    • 4 replies
    • 1.2k views

  38. Initial year double deduction

    By PowerCPA,
    • 4 replies
    • 797 views

  39. NOIT

    By K2,
    • 2 replies
    • 648 views
    • K2
    • K2

  40. 4980(d) Qualified Replacement Plan

    By JAY21,
    • 4 replies
    • 2.6k views

  41. QPSA question

    By roy819,
    • 2 replies
    • 2.4k views

  42. Sunrise Sunset

    By tuni88,
    • 4 replies
    • 777 views

  43. HATFA §2003(c) Amendment Deadline

    By TheoDawg,
    • 0 replies
    • 732 views

  44. Minimum Funding Deadline - Florence

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 875 views

  45. Control Group Spousal Attribution in Community Property State

    By sgoss,   
    • 19 replies
    • 2.6k views

  46. C-Corp 10/15 1120 deadline vs 430 9/15 funding deadline

    By shERPA,
    • 9 replies
    • 1.8k views

  47. Missed minimum funding deadline of September 15, but said date falls on a weekend.

    By Pxhesq,
    • 10 replies
    • 3.6k views

  48. Is Form 5310-a necessary for DB surplus transfer to QRP?

    By cheersmate,   
    • 4 replies
    • 1.3k views

  49. DB deductions

    By JARichardson,   
    • 1 reply
    • 673 views

  50. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 782 views
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