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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. elimination of the 5 year remedial cycle

    By LM,
    • 4 replies
    • 770 views

  2. Excess Contributions

    By visionaryinsight,
    • 4 replies
    • 709 views

  3. Early Retirement Window Doesn't Benefit Participants Over 65

    By HCE,
    • 5 replies
    • 1.3k views

  4. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 419 views

  5. Amend out floor-offset language?

    By Cloudy,
    • 9 replies
    • 1k views

  6. SIMPLE IRA and Cash Balance

    By Sym401k,
    • 4 replies
    • 2.2k views

  7. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 675 views

  8. 25 Highest paid lives restrictions

    By Barbara,
    • 1 reply
    • 707 views

  9. Fun with Fringe....Or, a DB CB

    By Bri,
    • 4 replies
    • 1.3k views

  10. Plan Termination with EE contributions

    By Hojo,
    • 3 replies
    • 755 views

  11. In-service Withdrawals at Age 62 and Early Retirement Subsidies

    By ERISAAPPLE,
    • 9 replies
    • 2k views

  12. RMD in year of distribution

    By Dougsbpc,
    • 5 replies
    • 1.1k views

  13. 4980F Excise Tax Waiver

    By HollyB,
    • 5 replies
    • 780 views

  14. Adding Cash Balance to PS/401(k)

    By RAPD,   
    • 2 replies
    • 560 views

  15. Eligibility

    By WM,
    • 1 reply
    • 552 views

  16. Clarification on DB Vs Money Purchase Vs SEP IRA etc

    By Abhishek,
    • 3 replies
    • 578 views

  17. Surviving Spouse?

    By Newbie,
    • 34 replies
    • 5.2k views

  18. Non-PBGC Plan Term with Surplus Assets

    By jpm56,   
    • 0 replies
    • 878 views

  19. Late quarterly contributions shown on Schedule SB

    By TJM,
    • 1 reply
    • 933 views

  20. Alternate Payee Benefit Fee

    By jim241,   
    • 18 replies
    • 2k views

  21. 5500 line 6c - PBGC coverage

    By dan.jock,
    • 2 replies
    • 707 views

  22. Amendments

    By pgold,
    • 2 replies
    • 527 views

  23. Is late retirement a protected benefit?

    By EBECDC,   
    • 6 replies
    • 1.9k views

  24. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE,
    • 2 replies
    • 375 views

  25. 401a26 for frozen or terminating plan

    By Ted Munice,   
    • 3 replies
    • 1.8k views

  26. Basic 417(e) lump sum question

    By AndyH,
    • 1 reply
    • 776 views

  27. Rev. Proc. 90-49

    By jpod,
    • 7 replies
    • 1.6k views

  28. Correct DB 415 Failure in DC Plan

    By ERISAAPPLE,
    • 3 replies
    • 556 views

  29. Frozen Cash Balance Plan

    By K2,
    • 4 replies
    • 1.8k views

  30. PBGC Annual Premium Payment Letters - peeve

    By mwyatt,
    • 3 replies
    • 793 views

  31. Active participant withdrawal from DC rollover in DB plan allowed?

    By Manatee,   
    • 5 replies
    • 1.4k views

  32. Resolving data error for audit

    By TPApril,
    • 3 replies
    • 524 views

  33. Issues with insured takeover DB/DC combo

    By AndyH,
    • 4 replies
    • 668 views

  34. 436 restriction no longer applies

    By dmb,
    • 2 replies
    • 588 views

  35. Service Requirement for Accrual

    By ERISAAPPLE,
    • 5 replies
    • 804 views

  36. Frozen DB

    By thepensionmaven,
    • 1 reply
    • 697 views

  37. Naming a non-spouse as beneficiary as part of J&S

    By AdKu,   
    • 11 replies
    • 3.8k views

  38. effective dates for ppa restatements

    By jeanh,
    • 6 replies
    • 2.3k views

  39. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE,
    • 5 replies
    • 1.3k views

  40. April 2018 rates

    By SoCalActuary,   
    • 2 replies
    • 606 views

  41. S Corp Saving Plan (Q or NQ)

    By HJ,
    • 30 replies
    • 3.6k views

  42. 412e3 (or 412i)

    By cdavis25,
    • 1 reply
    • 1.1k views

  43. Exemption from ERISA Bond?

    By justanotheradmin,   
    • 8 replies
    • 3.4k views

  44. Missing marital status

    By Trisports,   
    • 2 replies
    • 816 views

  45. Plan Termination - Determination Letter

    By ndj2377,
    • 11 replies
    • 3.3k views

  46. Currently with a solo-401k; does it make sense to add cash balance plan? Take two

    By Mike Preston,   
    • 7 replies
    • 908 views

  47. NRA less than 62

    By justanotheradmin,   
    • 3 replies
    • 1.6k views

  48. Distribution Deadline

    By jpod,
    • 3 replies
    • 724 views

  49. assumptions used to calculate withdrawal liability

    By Fletch,
    • 3 replies
    • 1.3k views

  50. Frozen DB

    By thepensionmaven,
    • 3 replies
    • 740 views
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