Jump to content

Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs,
    • 3 replies
    • 1.2k views

  2. Offset arrangement

    By Carol V. Calhoun,
    • 5 replies
    • 2k views

  3. elimination of the 5 year remedial cycle

    By LM,
    • 4 replies
    • 840 views

  4. Early Retirement Window - Eligibility Limits

    By HCE,
    • 0 replies
    • 588 views
    • HCE
    • HCE

  5. Excess Contributions

    By visionaryinsight,
    • 4 replies
    • 762 views

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

    By HCE,
    • 5 replies
    • 1.4k views

  7. Amend out floor-offset language?

    By Cloudy,
    • 9 replies
    • 1.1k views

  8. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 459 views

  9. SIMPLE IRA and Cash Balance

    By Sym401k,
    • 4 replies
    • 2.4k views

  10. Cash Balance Plan Design - 401h and Insurance

    By PensionPro,
    • 5 replies
    • 3.7k views

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

    By ERISAAPPLE,
    • 9 replies
    • 2.1k views

  12. 25 Highest paid lives restrictions

    By Barbara,
    • 1 reply
    • 763 views

  13. 4980F Excise Tax Waiver

    By HollyB,
    • 5 replies
    • 843 views

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

    By Bri,
    • 4 replies
    • 1.5k views

  15. RMD in year of distribution

    By Dougsbpc,
    • 5 replies
    • 1.2k views

  16. Plan Termination with EE contributions

    By Hojo,
    • 3 replies
    • 807 views

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

    By RAPD,   
    • 2 replies
    • 647 views

  18. Eligibility

    By WM,
    • 1 reply
    • 602 views

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

    By Abhishek,
    • 3 replies
    • 698 views

  20. Alternate Payee Benefit Fee

    By jim241,   
    • 18 replies
    • 2.2k views

  21. Non-PBGC Plan Term with Surplus Assets

    By jpm56,   
    • 0 replies
    • 958 views

  22. Late quarterly contributions shown on Schedule SB

    By TJM,
    • 1 reply
    • 994 views

  23. Is late retirement a protected benefit?

    By EBECDC,   
    • 6 replies
    • 2k views

  24. 5500 line 6c - PBGC coverage

    By dan.jock,
    • 2 replies
    • 761 views

  25. Amendments

    By pgold,
    • 2 replies
    • 576 views

  26. Terminating 412i plan - question

    By Guest jc1457,
    • 28 replies
    • 9k views

  27. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE,
    • 2 replies
    • 426 views

  28. Form 8955-SSA vs. Form 5500

    By tuni88,
    • 12 replies
    • 3.6k views

  29. Crediting Extra Service in DB Plan

    By CuseFan,
    • 2 replies
    • 763 views

  30. Rev. Proc. 90-49

    By jpod,
    • 7 replies
    • 1.7k views

  31. 436 restriction no longer applies

    By dmb,
    • 2 replies
    • 637 views

  32. Basic 417(e) lump sum question

    By AndyH,
    • 1 reply
    • 840 views

  33. PBGC Annual Premium Payment Letters - peeve

    By mwyatt,
    • 3 replies
    • 862 views

  34. Correct DB 415 Failure in DC Plan

    By ERISAAPPLE,
    • 3 replies
    • 618 views

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

    By Manatee,   
    • 5 replies
    • 1.5k views

  36. Frozen Cash Balance Plan

    By K2,
    • 4 replies
    • 1.8k views

  37. Issues with insured takeover DB/DC combo

    By AndyH,
    • 4 replies
    • 736 views

  38. Resolving data error for audit

    By TPApril,
    • 3 replies
    • 576 views

  39. S Corp Saving Plan (Q or NQ)

    By HJ,
    • 30 replies
    • 4.1k views

  40. Exemption from ERISA Bond?

    By justanotheradmin,   
    • 8 replies
    • 3.7k views

  41. Service Requirement for Accrual

    By ERISAAPPLE,
    • 5 replies
    • 861 views

  42. Frozen DB

    By thepensionmaven,
    • 1 reply
    • 742 views

  43. effective dates for ppa restatements

    By jeanh,
    • 6 replies
    • 2.4k views

  44. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE,
    • 5 replies
    • 1.4k views

  45. April 2018 rates

    By SoCalActuary,   
    • 2 replies
    • 660 views

  46. 412e3 (or 412i)

    By cdavis25,
    • 1 reply
    • 1.2k views

  47. Plan Termination - Determination Letter

    By ndj2377,
    • 11 replies
    • 3.7k views

  48. Attribution between husband and wife

    By CRC,
    • 8 replies
    • 1.7k views

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

    By xilex,   
    • 19 replies
    • 6.9k views

  50. Missing marital status

    By Trisports,   
    • 2 replies
    • 877 views
×
×
  • Create New...