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Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

  1. Initial CB Document - "Amend" Formula?

    By figure 8,
    • 3 replies
    • 1.5k views

  2. Lump Sum From Cash Balance Plan

    By Dougsbpc,
    • 1 reply
    • 870 views

  3. Puerto Rico - pension plan termination

    By DL1215,
    • 1 reply
    • 957 views

  4. Pension payroll tracking system

    By david rigby,
    • 5 replies
    • 1.2k views

  5. 1099, no W-2 considered common law employee

    By pensionreview,
    • 3 replies
    • 2.3k views

  6. From 8955-SSA

    By Janie,   
    • 1 reply
    • 528 views

  7. Deductibility of one-time large contribution to fully fund and terminate DB.

    By RayJJohnsonJr,
    • 15 replies
    • 1.8k views

  8. IRS Model SEP

    By Cloudy,
    • 11 replies
    • 1.3k views

  9. Missed QPSA payments

    By hollywood,   
    • 12 replies
    • 3.2k views

  10. DB Plan and SEP IRA

    By emmetttrudy,
    • 18 replies
    • 16.7k views

  11. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 604 views

  12. PBGC re Speech Therapist

    By Cynchbeast,
    • 2 replies
    • 857 views

  13. One Plan > $250,000 But Other Plan Is Not. Form 5500 Required for Other Plan?

    By Stash026,
    • 4 replies
    • 1.7k views

  14. Amend Plan to Purchase Annuities?

    By dmdavala,
    • 10 replies
    • 2.1k views

  15. hurricane relief interest adjustments

    By Draper55,
    • 0 replies
    • 440 views

  16. Unpaid MRC - 2016

    By ActBrit,
    • 2 replies
    • 601 views

  17. Mandatory Withholding Error

    By EBECDC,   
    • 2 replies
    • 949 views

  18. Death after benefit election but before ASD

    By CuseFan,
    • 5 replies
    • 3k views
    • jpod
    • jpod

  19. Death Benefit In Excess of QPSA Protected?

    By CuseFan,
    • 3 replies
    • 1.2k views

  20. Lost participants - terminating DB plan (Non PBGC)

    By Scuba 401,
    • 13 replies
    • 2.3k views

  21. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 601 views

  22. FTAP vs. AFTAP

    By jane murray,
    • 5 replies
    • 5.3k views

  23. 2018 COLA projections

    By SoCalActuary,   
    • 0 replies
    • 756 views

  24. Encouraging DVs past NRD to commence their pension

    By formeractuary,
    • 3 replies
    • 1.5k views

  25. New mortality tables for 2018 funding and lump sums

    By dmb,
    • 7 replies
    • 1.4k views

  26. Non-spouse beneficiary required begin date

    By BCGEA,   
    • 1 reply
    • 529 views

  27. Election to Apply Balances

    By Pension RC,
    • 5 replies
    • 1.5k views

  28. PBGC claim against MTIA assets

    By drakecohen,   
    • 2 replies
    • 1.1k views

  29. Funding Relief for hurricane related areas

    By Effen,
    • 1 reply
    • 541 views

  30. Do 401(a)(4)-5 restrictions apply?

    By dmb,
    • 3 replies
    • 1.1k views
    • dmb
    • dmb

  31. Can mortality table be protected?

    By dmb,
    • 5 replies
    • 1.1k views

  32. Testing Age

    By figure 8,
    • 7 replies
    • 1.9k views

  33. Recent DOL audit on required disclosures defined benefit plan

    By Adam,
    • 3 replies
    • 1k views

  34. Marti

    By Marti,
    • 7 replies
    • 1.5k views

  35. Bankruptcy and payment of expenses

    By david rigby,   
    • 11 replies
    • 1.9k views

  36. 10-year CC annuity

    By jpod,
    • 20 replies
    • 3.5k views

  37. 410(b) / 401(a)(4) question

    By Effen,
    • 8 replies
    • 1.9k views

  38. ATFAP & Normal Cost

    By Draper55,
    • 2 replies
    • 1.3k views

  39. Majority Owner Waiver

    By dan.jock,
    • 14 replies
    • 5k views

  40. Congratulations Mike Preston

    By AndyH,
    • 9 replies
    • 1.7k views

  41. Where are my benefits?

    By Marti,   
    • 3 replies
    • 706 views

  42. "Guaranteed payments" for spouse?

    By Cloudy,
    • 2 replies
    • 767 views

  43. Frozen Pension Plan 1 2

    By Jim Nichols,
    • 62 replies
    • 9.8k views

  44. selling practice-cash balance plan

    By Dinosaur,
    • 1 reply
    • 569 views

  45. RMD question

    By Belgarath,
    • 3 replies
    • 756 views

  46. Breach of Fiduciary Duty

    By Janie,
    • 5 replies
    • 1.5k views

  47. Small payment force out

    By fiona1,
    • 8 replies
    • 4k views

  48. Delay in putting retirees into pay status

    By CuseFan,
    • 1 reply
    • 763 views

  49. Remedy for delay to put retirees in pay status

    By Trisports,   
    • 1 reply
    • 710 views

  50. Remedy for late/missing AFN

    By John314,   
    • 3 replies
    • 3.5k views
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