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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. DC Contribution made to DB account

    By SSRRS,
    • 4 replies
    • 1.3k views

  2. Initial year double deduction

    By PowerCPA,
    • 4 replies
    • 864 views

  3. NOIT

    By K2,
    • 2 replies
    • 677 views
    • K2
    • K2

  4. 4980(d) Qualified Replacement Plan

    By JAY21,
    • 4 replies
    • 2.6k views

  5. QPSA question

    By roy819,
    • 2 replies
    • 2.5k views

  6. Sunrise Sunset

    By tuni88,
    • 4 replies
    • 840 views

  7. HATFA §2003(c) Amendment Deadline

    By TheoDawg,
    • 0 replies
    • 769 views

  8. Minimum Funding Deadline - Florence

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

  9. Control Group Spousal Attribution in Community Property State

    By sgoss,   
    • 19 replies
    • 2.8k views

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

    By shERPA,
    • 9 replies
    • 1.8k views

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

    By Pxhesq,
    • 10 replies
    • 3.7k views

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

    By cheersmate,   
    • 4 replies
    • 1.4k views

  13. DB deductions

    By JARichardson,   
    • 1 reply
    • 720 views

  14. Determine Mortality Table Used

    By mctoe,
    • 4 replies
    • 840 views

  15. Company owner is also union employee

    By digger,
    • 4 replies
    • 3.1k views

  16. Nondiscrimination Testing in an Early Retirement Window

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

  17. Offset arrangement

    By Carol V. Calhoun,
    • 5 replies
    • 2.1k views

  18. elimination of the 5 year remedial cycle

    By LM,
    • 4 replies
    • 921 views

  19. Early Retirement Window - Eligibility Limits

    By HCE,
    • 0 replies
    • 636 views
    • HCE
    • HCE

  20. Excess Contributions

    By visionaryinsight,
    • 4 replies
    • 850 views

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

    By HCE,
    • 5 replies
    • 1.6k views

  22. Amend out floor-offset language?

    By Cloudy,
    • 9 replies
    • 1.3k views

  23. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 516 views

  24. SIMPLE IRA and Cash Balance

    By Sym401k,
    • 4 replies
    • 2.5k views

  25. Cash Balance Plan Design - 401h and Insurance

    By PensionPro,
    • 5 replies
    • 3.9k views

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

    By ERISAAPPLE,
    • 9 replies
    • 2.2k views

  27. 25 Highest paid lives restrictions

    By Barbara,
    • 1 reply
    • 819 views

  28. 4980F Excise Tax Waiver

    By HollyB,
    • 5 replies
    • 947 views

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

    By Bri,
    • 4 replies
    • 1.6k views

  30. RMD in year of distribution

    By Dougsbpc,
    • 5 replies
    • 1.3k views

  31. Plan Termination with EE contributions

    By Hojo,
    • 3 replies
    • 901 views

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

    By RAPD,   
    • 2 replies
    • 745 views

  33. Eligibility

    By WM,
    • 1 reply
    • 663 views

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

    By Abhishek,
    • 3 replies
    • 789 views

  35. Alternate Payee Benefit Fee

    By jim241,   
    • 18 replies
    • 2.4k views

  36. Non-PBGC Plan Term with Surplus Assets

    By jpm56,   
    • 0 replies
    • 1k views

  37. Late quarterly contributions shown on Schedule SB

    By TJM,
    • 1 reply
    • 1.1k views

  38. Is late retirement a protected benefit?

    By EBECDC,   
    • 6 replies
    • 2.1k views

  39. 5500 line 6c - PBGC coverage

    By dan.jock,
    • 2 replies
    • 825 views

  40. Amendments

    By pgold,
    • 2 replies
    • 650 views

  41. Terminating 412i plan - question

    By Guest jc1457,
    • 28 replies
    • 9.3k views

  42. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE,
    • 2 replies
    • 485 views

  43. Form 8955-SSA vs. Form 5500

    By tuni88,
    • 12 replies
    • 3.9k views

  44. Crediting Extra Service in DB Plan

    By CuseFan,
    • 2 replies
    • 817 views

  45. Rev. Proc. 90-49

    By jpod,
    • 7 replies
    • 1.9k views

  46. 436 restriction no longer applies

    By dmb,
    • 2 replies
    • 709 views

  47. Basic 417(e) lump sum question

    By AndyH,
    • 1 reply
    • 898 views

  48. PBGC Annual Premium Payment Letters - peeve

    By mwyatt,
    • 3 replies
    • 936 views

  49. Correct DB 415 Failure in DC Plan

    By ERISAAPPLE,
    • 3 replies
    • 682 views

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

    By Manatee,   
    • 5 replies
    • 1.6k views
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