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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. 1099-R code 3 or 1?

    By ESOP Guy,
    • 5 replies
    • 1.5k views

  2. terminating plan

    By jane murray,
    • 2 replies
    • 1.5k views

  3. Overfunded DB - Intentional Disqualification

    By dan.jock,
    • 12 replies
    • 2.3k views

  4. Actuarial Increase for post-NRD in a frozen plan

    By TheBoxMan,
    • 1 reply
    • 1.2k views

  5. Floor Offset 415 Limit

    By Dougsbpc,
    • 4 replies
    • 1.5k views

  6. Effect of IRS Notice 2015-49

    By Belgarath,
    • 4 replies
    • 1.1k views

  7. Terminated DB

    By Dougsbpc,   
    • 3 replies
    • 969 views

  8. Death benefit if death AFTER RMD's have begun

    By Belgarath,
    • 7 replies
    • 2.4k views

  9. In-service Distribution

    By Cloudy,
    • 2 replies
    • 711 views

  10. RMD for one participant plan

    By Dougsbpc,
    • 4 replies
    • 843 views

  11. DB Required Minimum Distribution Timing When Terminating Plan

    By Manatee,   
    • 7 replies
    • 2.1k views

  12. Takeover plan only has a few past SSA's

    By Jim Chad,
    • 11 replies
    • 1.8k views

  13. new plan and 133-1/3 accrual rule

    By jane murray,
    • 9 replies
    • 3.7k views

  14. Single member plan excludes employees in the controlled group

    By katieinny,
    • 10 replies
    • 2.1k views

  15. retirement from an employer versus controlled group

    By Draper55,
    • 1 reply
    • 828 views

  16. Form 5500 Intranet Posting

    By AndyH,
    • 5 replies
    • 4.5k views

  17. RMD in year of plan termination

    By Pension RC,
    • 12 replies
    • 2.6k views

  18. Final Payouts from DB Plan

    By Earl,
    • 5 replies
    • 966 views

  19. PBGC coverage if non-owner terminates but is not paid out

    By Ted Munice,   
    • 4 replies
    • 1.2k views

  20. Plan Term - Small Annuity Purchase

    By ndj2377,
    • 5 replies
    • 1.9k views
    • MSC
    • MSC

  21. Adding a 401k Plan

    By coleboy,
    • 2 replies
    • 629 views

  22. Safe Harbor Floor Offsets

    By samuel winikor,
    • 0 replies
    • 556 views

  23. Missing Participation Agreements and EPCRS

    By jim241,   
    • 2 replies
    • 1.3k views

  24. Reduction in Accrued Benefit

    By jpod,
    • 21 replies
    • 6.8k views

  25. Impact of PPA

    By ERISAAPPLE,
    • 12 replies
    • 1.9k views

  26. RMD - missing marital status

    By justanotheradmin,   
    • 11 replies
    • 2.9k views

  27. 2 year eligibility question

    By Earl,
    • 7 replies
    • 2.6k views

  28. Defined benefit accrual for sole proprietor

    By Connie,   
    • 3 replies
    • 1.1k views

  29. Predecessor Employer

    By dan.jock,
    • 2 replies
    • 1.4k views

  30. PBGC NOIT required for offset participant?

    By jane murray,
    • 2 replies
    • 845 views

  31. Initial CB Document - "Amend" Formula?

    By figure 8,
    • 3 replies
    • 1.5k views

  32. Lump Sum From Cash Balance Plan

    By Dougsbpc,
    • 1 reply
    • 910 views

  33. Puerto Rico - pension plan termination

    By DL1215,
    • 1 reply
    • 1k views

  34. Pension payroll tracking system

    By david rigby,
    • 5 replies
    • 1.3k views

  35. 1099, no W-2 considered common law employee

    By pensionreview,
    • 3 replies
    • 2.5k views

  36. From 8955-SSA

    By Janie,   
    • 1 reply
    • 562 views

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

    By RayJJohnsonJr,
    • 15 replies
    • 1.9k views

  38. IRS Model SEP

    By Cloudy,
    • 11 replies
    • 1.4k views

  39. Missed QPSA payments

    By hollywood,   
    • 12 replies
    • 3.4k views

  40. DB Plan and SEP IRA

    By emmetttrudy,
    • 18 replies
    • 17.3k views

  41. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 637 views

  42. PBGC re Speech Therapist

    By Cynchbeast,
    • 2 replies
    • 907 views

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

    By Stash026,
    • 4 replies
    • 1.7k views

  44. Amend Plan to Purchase Annuities?

    By dmdavala,
    • 10 replies
    • 2.2k views

  45. hurricane relief interest adjustments

    By Draper55,
    • 0 replies
    • 474 views

  46. Unpaid MRC - 2016

    By ActBrit,
    • 2 replies
    • 646 views

  47. Mandatory Withholding Error

    By EBECDC,   
    • 2 replies
    • 1k views

  48. Death after benefit election but before ASD

    By CuseFan,
    • 5 replies
    • 3.1k views
    • jpod
    • jpod

  49. Death Benefit In Excess of QPSA Protected?

    By CuseFan,
    • 3 replies
    • 1.3k views

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

    By Scuba 401,
    • 13 replies
    • 2.4k views
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