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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 1.3k views

  2. Insurance in DB/DC combo plan

    By Earl,
    • 2 replies
    • 675 views

  3. DC Contribution made to DB account

    By SSRRS,
    • 4 replies
    • 1.3k views

  4. Initial year double deduction

    By PowerCPA,
    • 4 replies
    • 896 views

  5. NOIT

    By K2,
    • 2 replies
    • 697 views
    • K2
    • K2

  6. 4980(d) Qualified Replacement Plan

    By JAY21,
    • 4 replies
    • 2.7k views

  7. QPSA question

    By roy819,
    • 2 replies
    • 2.5k views

  8. Sunrise Sunset

    By tuni88,
    • 4 replies
    • 876 views

  9. HATFA §2003(c) Amendment Deadline

    By TheoDawg,
    • 0 replies
    • 797 views

  10. Minimum Funding Deadline - Florence

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

  11. Control Group Spousal Attribution in Community Property State

    By sgoss,   
    • 19 replies
    • 2.8k views

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

    By shERPA,
    • 9 replies
    • 1.9k views

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

    By Pxhesq,
    • 10 replies
    • 3.8k views

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

    By cheersmate,   
    • 4 replies
    • 1.5k views

  15. DB deductions

    By JARichardson,   
    • 1 reply
    • 753 views

  16. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 881 views

  17. Company owner is also union employee

    By digger,
    • 4 replies
    • 3.2k views

  18. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs,
    • 3 replies
    • 1.3k views

  19. Offset arrangement

    By Carol V. Calhoun,
    • 5 replies
    • 2.2k views

  20. elimination of the 5 year remedial cycle

    By LM,
    • 4 replies
    • 971 views

  21. Early Retirement Window - Eligibility Limits

    By HCE,
    • 0 replies
    • 669 views
    • HCE
    • HCE

  22. Excess Contributions

    By visionaryinsight,
    • 4 replies
    • 883 views

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

    By HCE,
    • 5 replies
    • 1.6k views

  24. Amend out floor-offset language?

    By Cloudy,
    • 9 replies
    • 1.3k views

  25. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 541 views

  26. SIMPLE IRA and Cash Balance

    By Sym401k,
    • 4 replies
    • 2.5k views

  27. Cash Balance Plan Design - 401h and Insurance

    By PensionPro,
    • 5 replies
    • 3.9k views

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

    By ERISAAPPLE,
    • 9 replies
    • 2.2k views

  29. 25 Highest paid lives restrictions

    By Barbara,
    • 1 reply
    • 857 views

  30. 4980F Excise Tax Waiver

    By HollyB,
    • 5 replies
    • 990 views

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

    By Bri,
    • 4 replies
    • 1.7k views

  32. RMD in year of distribution

    By Dougsbpc,
    • 5 replies
    • 1.3k views

  33. Plan Termination with EE contributions

    By Hojo,
    • 3 replies
    • 939 views

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

    By RAPD,   
    • 2 replies
    • 807 views

  35. Eligibility

    By WM,
    • 1 reply
    • 695 views

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

    By Abhishek,
    • 3 replies
    • 822 views

  37. Alternate Payee Benefit Fee

    By jim241,   
    • 18 replies
    • 2.5k views

  38. Non-PBGC Plan Term with Surplus Assets

    By jpm56,   
    • 0 replies
    • 1.1k views

  39. Late quarterly contributions shown on Schedule SB

    By TJM,
    • 1 reply
    • 1.1k views

  40. Is late retirement a protected benefit?

    By EBECDC,   
    • 6 replies
    • 2.2k views

  41. 5500 line 6c - PBGC coverage

    By dan.jock,
    • 2 replies
    • 867 views

  42. Amendments

    By pgold,
    • 2 replies
    • 674 views

  43. Terminating 412i plan - question

    By Guest jc1457,
    • 28 replies
    • 9.4k views

  44. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE,
    • 2 replies
    • 515 views

  45. Form 8955-SSA vs. Form 5500

    By tuni88,
    • 12 replies
    • 3.9k views

  46. Crediting Extra Service in DB Plan

    By CuseFan,
    • 2 replies
    • 845 views

  47. Rev. Proc. 90-49

    By jpod,
    • 7 replies
    • 1.9k views

  48. 436 restriction no longer applies

    By dmb,
    • 2 replies
    • 743 views

  49. Basic 417(e) lump sum question

    By AndyH,
    • 1 reply
    • 937 views

  50. PBGC Annual Premium Payment Letters - peeve

    By mwyatt,
    • 3 replies
    • 973 views
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