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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. Plan Term - Small Annuity Purchase

    By ndj2377,
    • 5 replies
    • 2.2k views
    • MSC
    • MSC

  2. Adding a 401k Plan

    By coleboy,
    • 2 replies
    • 926 views

  3. Safe Harbor Floor Offsets

    By samuel winikor,
    • 0 replies
    • 716 views

  4. Missing Participation Agreements and EPCRS

    By jim241,   
    • 2 replies
    • 1.6k views

  5. Reduction in Accrued Benefit

    By jpod,
    • 21 replies
    • 7.6k views

  6. Impact of PPA

    By ERISAAPPLE,
    • 12 replies
    • 2.4k views

  7. RMD - missing marital status

    By justanotheradmin,   
    • 11 replies
    • 3.6k views

  8. 2 year eligibility question

    By Earl,
    • 7 replies
    • 3k views

  9. Defined benefit accrual for sole proprietor

    By Connie,   
    • 3 replies
    • 1.5k views

  10. Predecessor Employer

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

  11. PBGC NOIT required for offset participant?

    By jane murray,
    • 2 replies
    • 1k views

  12. Initial CB Document - "Amend" Formula?

    By figure 8,
    • 3 replies
    • 1.9k views

  13. Lump Sum From Cash Balance Plan

    By Dougsbpc,
    • 1 reply
    • 1.1k views

  14. Puerto Rico - pension plan termination

    By DL1215,
    • 1 reply
    • 1.3k views

  15. Pension payroll tracking system

    By david rigby,
    • 5 replies
    • 1.6k views

  16. 1099, no W-2 considered common law employee

    By pensionreview,
    • 3 replies
    • 2.9k views

  17. From 8955-SSA

    By Janie,   
    • 1 reply
    • 824 views

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

    By RayJJohnsonJr,
    • 15 replies
    • 2.5k views

  19. IRS Model SEP

    By Cloudy,
    • 11 replies
    • 1.8k views

  20. Missed QPSA payments

    By hollywood,   
    • 12 replies
    • 4k views

  21. DB Plan and SEP IRA

    By emmetttrudy,
    • 18 replies
    • 18.5k views

  22. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 846 views

  23. PBGC re Speech Therapist

    By Cynchbeast,
    • 2 replies
    • 1.2k views

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

    By Stash026,
    • 4 replies
    • 2.1k views

  25. Amend Plan to Purchase Annuities?

    By dmdavala,
    • 10 replies
    • 2.7k views

  26. hurricane relief interest adjustments

    By Draper55,
    • 0 replies
    • 574 views

  27. Unpaid MRC - 2016

    By ActBrit,
    • 2 replies
    • 973 views

  28. Mandatory Withholding Error

    By EBECDC,   
    • 2 replies
    • 1.4k views

  29. Death after benefit election but before ASD

    By CuseFan,
    • 5 replies
    • 3.4k views
    • jpod
    • jpod

  30. Death Benefit In Excess of QPSA Protected?

    By CuseFan,
    • 3 replies
    • 1.5k views

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

    By Scuba 401,
    • 13 replies
    • 3.1k views

  32. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 801 views

  33. FTAP vs. AFTAP

    By jane murray,
    • 5 replies
    • 6.2k views

  34. 2018 COLA projections

    By SoCalActuary,   
    • 0 replies
    • 906 views

  35. Encouraging DVs past NRD to commence their pension

    By formeractuary,
    • 3 replies
    • 1.9k views

  36. New mortality tables for 2018 funding and lump sums

    By dmb,
    • 7 replies
    • 1.8k views

  37. Non-spouse beneficiary required begin date

    By BCGEA,   
    • 1 reply
    • 871 views

  38. Election to Apply Balances

    By Pension RC,
    • 5 replies
    • 2.1k views

  39. PBGC claim against MTIA assets

    By drakecohen,   
    • 2 replies
    • 1.3k views

  40. Funding Relief for hurricane related areas

    By Effen,
    • 1 reply
    • 867 views

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

    By dmb,
    • 3 replies
    • 1.6k views
    • dmb
    • dmb

  42. Can mortality table be protected?

    By dmb,
    • 5 replies
    • 1.5k views

  43. Testing Age

    By figure 8,
    • 7 replies
    • 2.5k views

  44. Recent DOL audit on required disclosures defined benefit plan

    By Adam,
    • 3 replies
    • 1.2k views

  45. Marti

    By Marti,
    • 7 replies
    • 1.9k views

  46. Bankruptcy and payment of expenses

    By david rigby,   
    • 11 replies
    • 2.6k views

  47. 10-year CC annuity

    By jpod,
    • 20 replies
    • 4.6k views

  48. 410(b) / 401(a)(4) question

    By Effen,
    • 8 replies
    • 2.6k views

  49. ATFAP & Normal Cost

    By Draper55,
    • 2 replies
    • 1.5k views

  50. Majority Owner Waiver

    By dan.jock,
    • 14 replies
    • 5.9k views
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