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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Suspension of Benefits question

    By Griswold,
    • 6 replies
    • 1.9k views

  2. Involuntary Cash Out

    By jim241,   
    • 1 reply
    • 707 views

  3. Top Heavy Minimum

    By Dougsbpc,
    • 1 reply
    • 1.4k views

  4. pbgc coverage

    By Gary,
    • 5 replies
    • 2.7k views

  5. Cross Testing a Cash Balance Plan

    By mdmoose4,
    • 7 replies
    • 2.2k views

  6. Terminated DB Plan

    By Dougsbpc,   
    • 8 replies
    • 1.4k views

  7. Suspension/resumption of benefits

    By psmnlaw,
    • 1 reply
    • 846 views

  8. Top Heavy Minimum in DB/SHDC

    By drakecohen,
    • 1 reply
    • 879 views

  9. 415 dollar limit post 65

    By Draper55,
    • 2 replies
    • 1.8k views

  10. DB Nonelecting Church Plan

    By Barbara,   
    • 8 replies
    • 1.3k views

  11. Can DB contribution be deducted in one year and satisfy MRC in a different year?

    By KevinO,   
    • 3 replies
    • 832 views

  12. In Kind Contribution in DB Plan

    By BFlash,
    • 3 replies
    • 1.5k views

  13. Unfreeze before plan termination

    By Pension RC,
    • 1 reply
    • 763 views

  14. Hard to value assets in one-man plan

    By Bird,
    • 11 replies
    • 1.8k views

  15. 401(h)

    By JimK,   
    • 9 replies
    • 4.4k views

  16. If current year comp is $54,000 but 3 year High Average at 401(a)(17), comp for testing & plan benefit purposes for DB/DC combo plan

    By AdKu,
    • 3 replies
    • 1.8k views

  17. 412(e)(3) plan conversion

    By dan.jock,
    • 3 replies
    • 1.7k views

  18. 1099-R code 3 or 1?

    By ESOP Guy,
    • 5 replies
    • 1.6k views

  19. terminating plan

    By jane murray,
    • 2 replies
    • 1.6k views

  20. Overfunded DB - Intentional Disqualification

    By dan.jock,
    • 12 replies
    • 2.5k views

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

    By TheBoxMan,
    • 1 reply
    • 1.3k views

  22. Floor Offset 415 Limit

    By Dougsbpc,
    • 4 replies
    • 1.6k views

  23. Effect of IRS Notice 2015-49

    By Belgarath,
    • 4 replies
    • 1.2k views

  24. Terminated DB

    By Dougsbpc,   
    • 3 replies
    • 1.1k views

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

    By Belgarath,
    • 7 replies
    • 2.6k views

  26. In-service Distribution

    By Cloudy,
    • 2 replies
    • 802 views

  27. RMD for one participant plan

    By Dougsbpc,
    • 4 replies
    • 929 views

  28. DB Required Minimum Distribution Timing When Terminating Plan

    By Manatee,   
    • 7 replies
    • 2.4k views

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

    By Jim Chad,
    • 11 replies
    • 2k views

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

    By jane murray,
    • 9 replies
    • 3.9k views

  31. Single member plan excludes employees in the controlled group

    By katieinny,
    • 10 replies
    • 2.2k views

  32. retirement from an employer versus controlled group

    By Draper55,
    • 1 reply
    • 916 views

  33. Form 5500 Intranet Posting

    By AndyH,
    • 5 replies
    • 4.6k views

  34. RMD in year of plan termination

    By Pension RC,
    • 12 replies
    • 3k views

  35. Final Payouts from DB Plan

    By Earl,
    • 5 replies
    • 1.1k views

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

    By Ted Munice,   
    • 4 replies
    • 1.3k views

  37. Plan Term - Small Annuity Purchase

    By ndj2377,
    • 5 replies
    • 2k views
    • MSC
    • MSC

  38. Adding a 401k Plan

    By coleboy,
    • 2 replies
    • 721 views

  39. Safe Harbor Floor Offsets

    By samuel winikor,
    • 0 replies
    • 611 views

  40. Missing Participation Agreements and EPCRS

    By jim241,   
    • 2 replies
    • 1.4k views

  41. Reduction in Accrued Benefit

    By jpod,
    • 21 replies
    • 7.2k views

  42. Impact of PPA

    By ERISAAPPLE,
    • 12 replies
    • 2.1k views

  43. RMD - missing marital status

    By justanotheradmin,   
    • 11 replies
    • 3.1k views

  44. 2 year eligibility question

    By Earl,
    • 7 replies
    • 2.8k views

  45. Defined benefit accrual for sole proprietor

    By Connie,   
    • 3 replies
    • 1.3k views

  46. Predecessor Employer

    By dan.jock,
    • 2 replies
    • 1.5k views

  47. PBGC NOIT required for offset participant?

    By jane murray,
    • 2 replies
    • 920 views

  48. Initial CB Document - "Amend" Formula?

    By figure 8,
    • 3 replies
    • 1.6k views

  49. Lump Sum From Cash Balance Plan

    By Dougsbpc,
    • 1 reply
    • 983 views

  50. Puerto Rico - pension plan termination

    By DL1215,
    • 1 reply
    • 1.1k views
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