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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. Academy Bylaw changes

    By Effen,
    • 7 replies
    • 1.3k views

  2. RMD - Vesting/Start Date Question

    By pensionam,
    • 10 replies
    • 3k views

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

    By Towanda,
    • 4 replies
    • 1.3k views

  4. back up calculations

    By SSRRS,
    • 2 replies
    • 825 views

  5. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc,
    • 0 replies
    • 779 views

  6. Paying lump sums after window expires

    By James,
    • 4 replies
    • 1.1k views

  7. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 1.4k views

  8. Insurance in DB/DC combo plan

    By Earl,
    • 2 replies
    • 787 views

  9. DC Contribution made to DB account

    By SSRRS,
    • 4 replies
    • 1.3k views

  10. Initial year double deduction

    By PowerCPA,
    • 4 replies
    • 1k views

  11. NOIT

    By K2,
    • 2 replies
    • 764 views
    • K2
    • K2

  12. 4980(d) Qualified Replacement Plan

    By JAY21,
    • 4 replies
    • 2.7k views

  13. QPSA question

    By roy819,
    • 2 replies
    • 2.5k views

  14. Sunrise Sunset

    By tuni88,
    • 4 replies
    • 928 views

  15. HATFA §2003(c) Amendment Deadline

    By TheoDawg,
    • 0 replies
    • 821 views

  16. Minimum Funding Deadline - Florence

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 1k views

  17. Control Group Spousal Attribution in Community Property State

    By sgoss,   
    • 19 replies
    • 2.9k views

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

    By shERPA,
    • 9 replies
    • 1.9k views

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

    By Pxhesq,
    • 10 replies
    • 3.9k views

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

    By cheersmate,   
    • 4 replies
    • 1.6k views

  21. DB deductions

    By JARichardson,   
    • 1 reply
    • 771 views

  22. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 928 views

  23. Company owner is also union employee

    By digger,
    • 4 replies
    • 3.3k views

  24. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs,
    • 3 replies
    • 1.4k views

  25. Offset arrangement

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

  26. elimination of the 5 year remedial cycle

    By LM,
    • 4 replies
    • 1.1k views

  27. Early Retirement Window - Eligibility Limits

    By HCE,
    • 0 replies
    • 686 views
    • HCE
    • HCE

  28. Excess Contributions

    By visionaryinsight,
    • 4 replies
    • 915 views

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

    By HCE,
    • 5 replies
    • 1.7k views

  30. Amend out floor-offset language?

    By Cloudy,
    • 9 replies
    • 1.4k views

  31. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 617 views

  32. SIMPLE IRA and Cash Balance

    By Sym401k,
    • 4 replies
    • 2.6k views

  33. Cash Balance Plan Design - 401h and Insurance

    By PensionPro,
    • 5 replies
    • 3.9k views

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

    By ERISAAPPLE,
    • 9 replies
    • 2.3k views

  35. 25 Highest paid lives restrictions

    By Barbara,
    • 1 reply
    • 889 views

  36. 4980F Excise Tax Waiver

    By HollyB,
    • 5 replies
    • 1k views

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

    By Bri,
    • 4 replies
    • 1.8k views

  38. RMD in year of distribution

    By Dougsbpc,
    • 5 replies
    • 1.3k views

  39. Plan Termination with EE contributions

    By Hojo,
    • 3 replies
    • 973 views

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

    By RAPD,   
    • 2 replies
    • 911 views

  41. Eligibility

    By WM,
    • 1 reply
    • 712 views

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

    By Abhishek,
    • 3 replies
    • 910 views

  43. Alternate Payee Benefit Fee

    By jim241,   
    • 18 replies
    • 2.7k views

  44. Non-PBGC Plan Term with Surplus Assets

    By jpm56,   
    • 0 replies
    • 1.1k views

  45. Late quarterly contributions shown on Schedule SB

    By TJM,
    • 1 reply
    • 1.1k views

  46. Is late retirement a protected benefit?

    By EBECDC,   
    • 6 replies
    • 2.3k views

  47. 5500 line 6c - PBGC coverage

    By dan.jock,
    • 2 replies
    • 903 views

  48. Amendments

    By pgold,
    • 2 replies
    • 782 views

  49. Terminating 412i plan - question

    By Guest jc1457,
    • 28 replies
    • 9.5k views

  50. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE,
    • 2 replies
    • 599 views
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