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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. 412(e)(3) plan conversion

    By dan.jock,
    • 3 replies
    • 1.6k views

  2. 1099-R code 3 or 1?

    By ESOP Guy,
    • 5 replies
    • 1.5k views

  3. terminating plan

    By jane murray,
    • 2 replies
    • 1.5k views

  4. Overfunded DB - Intentional Disqualification

    By dan.jock,
    • 12 replies
    • 2.4k views

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

    By TheBoxMan,
    • 1 reply
    • 1.3k views

  6. Floor Offset 415 Limit

    By Dougsbpc,
    • 4 replies
    • 1.5k views

  7. Effect of IRS Notice 2015-49

    By Belgarath,
    • 4 replies
    • 1.1k views

  8. Terminated DB

    By Dougsbpc,   
    • 3 replies
    • 994 views

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

    By Belgarath,
    • 7 replies
    • 2.5k views

  10. In-service Distribution

    By Cloudy,
    • 2 replies
    • 732 views

  11. RMD for one participant plan

    By Dougsbpc,
    • 4 replies
    • 864 views

  12. DB Required Minimum Distribution Timing When Terminating Plan

    By Manatee,   
    • 7 replies
    • 2.2k views

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

    By Jim Chad,
    • 11 replies
    • 1.8k views

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

    By jane murray,
    • 9 replies
    • 3.7k views

  15. Single member plan excludes employees in the controlled group

    By katieinny,
    • 10 replies
    • 2.1k views

  16. retirement from an employer versus controlled group

    By Draper55,
    • 1 reply
    • 846 views

  17. Form 5500 Intranet Posting

    By AndyH,
    • 5 replies
    • 4.5k views

  18. RMD in year of plan termination

    By Pension RC,
    • 12 replies
    • 2.7k views

  19. Final Payouts from DB Plan

    By Earl,
    • 5 replies
    • 985 views

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

    By Ted Munice,   
    • 4 replies
    • 1.2k views

  21. Plan Term - Small Annuity Purchase

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

  22. Adding a 401k Plan

    By coleboy,
    • 2 replies
    • 653 views

  23. Safe Harbor Floor Offsets

    By samuel winikor,
    • 0 replies
    • 569 views

  24. Missing Participation Agreements and EPCRS

    By jim241,   
    • 2 replies
    • 1.4k views

  25. Reduction in Accrued Benefit

    By jpod,
    • 21 replies
    • 6.9k views

  26. Impact of PPA

    By ERISAAPPLE,
    • 12 replies
    • 1.9k views

  27. RMD - missing marital status

    By justanotheradmin,   
    • 11 replies
    • 2.9k views

  28. 2 year eligibility question

    By Earl,
    • 7 replies
    • 2.7k views

  29. Defined benefit accrual for sole proprietor

    By Connie,   
    • 3 replies
    • 1.2k views

  30. Predecessor Employer

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

  31. PBGC NOIT required for offset participant?

    By jane murray,
    • 2 replies
    • 856 views

  32. Initial CB Document - "Amend" Formula?

    By figure 8,
    • 3 replies
    • 1.6k views

  33. Lump Sum From Cash Balance Plan

    By Dougsbpc,
    • 1 reply
    • 922 views

  34. Puerto Rico - pension plan termination

    By DL1215,
    • 1 reply
    • 1.1k views

  35. Pension payroll tracking system

    By david rigby,
    • 5 replies
    • 1.3k views

  36. 1099, no W-2 considered common law employee

    By pensionreview,
    • 3 replies
    • 2.5k views

  37. From 8955-SSA

    By Janie,   
    • 1 reply
    • 572 views

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

    By RayJJohnsonJr,
    • 15 replies
    • 1.9k views

  39. IRS Model SEP

    By Cloudy,
    • 11 replies
    • 1.4k views

  40. Missed QPSA payments

    By hollywood,   
    • 12 replies
    • 3.5k views

  41. DB Plan and SEP IRA

    By emmetttrudy,
    • 18 replies
    • 17.6k views

  42. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 649 views

  43. PBGC re Speech Therapist

    By Cynchbeast,
    • 2 replies
    • 917 views

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

    By Stash026,
    • 4 replies
    • 1.8k views

  45. Amend Plan to Purchase Annuities?

    By dmdavala,
    • 10 replies
    • 2.2k views

  46. hurricane relief interest adjustments

    By Draper55,
    • 0 replies
    • 483 views

  47. Unpaid MRC - 2016

    By ActBrit,
    • 2 replies
    • 657 views

  48. Mandatory Withholding Error

    By EBECDC,   
    • 2 replies
    • 1k views

  49. Death after benefit election but before ASD

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

  50. Death Benefit In Excess of QPSA Protected?

    By CuseFan,
    • 3 replies
    • 1.3k views
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