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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. retirement from an employer versus controlled group

    By Draper55,
    • 1 reply
    • 1.2k views

  2. Form 5500 Intranet Posting

    By AndyH,
    • 5 replies
    • 4.9k views

  3. RMD in year of plan termination

    By Pension RC,
    • 12 replies
    • 3.4k views

  4. Final Payouts from DB Plan

    By Earl,
    • 5 replies
    • 1.4k views

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

    By Ted Munice,   
    • 4 replies
    • 1.6k views

  6. Plan Term - Small Annuity Purchase

    By ndj2377,
    • 5 replies
    • 2.3k views
    • MSC
    • MSC

  7. Adding a 401k Plan

    By coleboy,
    • 2 replies
    • 988 views

  8. Safe Harbor Floor Offsets

    By samuel winikor,
    • 0 replies
    • 774 views

  9. Missing Participation Agreements and EPCRS

    By jim241,   
    • 2 replies
    • 1.7k views

  10. Reduction in Accrued Benefit

    By jpod,
    • 21 replies
    • 7.8k views

  11. Impact of PPA

    By ERISAAPPLE,
    • 12 replies
    • 2.6k views

  12. RMD - missing marital status

    By justanotheradmin,   
    • 11 replies
    • 3.8k views

  13. 2 year eligibility question

    By Earl,
    • 7 replies
    • 3.1k views

  14. Defined benefit accrual for sole proprietor

    By Connie,   
    • 3 replies
    • 1.6k views

  15. Predecessor Employer

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

  16. PBGC NOIT required for offset participant?

    By jane murray,
    • 2 replies
    • 1.1k views

  17. Initial CB Document - "Amend" Formula?

    By figure 8,
    • 3 replies
    • 1.9k views

  18. Lump Sum From Cash Balance Plan

    By Dougsbpc,
    • 1 reply
    • 1.1k views

  19. Puerto Rico - pension plan termination

    By DL1215,
    • 1 reply
    • 1.4k views

  20. Pension payroll tracking system

    By david rigby,
    • 5 replies
    • 1.6k views

  21. 1099, no W-2 considered common law employee

    By pensionreview,
    • 3 replies
    • 3k views

  22. From 8955-SSA

    By Janie,   
    • 1 reply
    • 882 views

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

    By RayJJohnsonJr,
    • 15 replies
    • 2.7k views

  24. IRS Model SEP

    By Cloudy,
    • 11 replies
    • 2k views

  25. Missed QPSA payments

    By hollywood,   
    • 12 replies
    • 4.2k views

  26. DB Plan and SEP IRA

    By emmetttrudy,
    • 18 replies
    • 18.8k views

  27. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 906 views

  28. PBGC re Speech Therapist

    By Cynchbeast,
    • 2 replies
    • 1.2k views

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

    By Stash026,
    • 4 replies
    • 2.3k views

  30. Amend Plan to Purchase Annuities?

    By dmdavala,
    • 10 replies
    • 2.9k views

  31. hurricane relief interest adjustments

    By Draper55,
    • 0 replies
    • 643 views

  32. Unpaid MRC - 2016

    By ActBrit,
    • 2 replies
    • 1k views

  33. Mandatory Withholding Error

    By EBECDC,   
    • 2 replies
    • 1.4k views

  34. Death after benefit election but before ASD

    By CuseFan,
    • 5 replies
    • 3.6k views
    • jpod
    • jpod

  35. Death Benefit In Excess of QPSA Protected?

    By CuseFan,
    • 3 replies
    • 1.6k views

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

    By Scuba 401,
    • 13 replies
    • 3.3k views

  37. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 877 views

  38. FTAP vs. AFTAP

    By jane murray,
    • 5 replies
    • 6.4k views

  39. 2018 COLA projections

    By SoCalActuary,   
    • 0 replies
    • 944 views

  40. Encouraging DVs past NRD to commence their pension

    By formeractuary,
    • 3 replies
    • 2.1k views

  41. New mortality tables for 2018 funding and lump sums

    By dmb,
    • 7 replies
    • 1.9k views

  42. Non-spouse beneficiary required begin date

    By BCGEA,   
    • 1 reply
    • 938 views

  43. Election to Apply Balances

    By Pension RC,
    • 5 replies
    • 2.2k views

  44. PBGC claim against MTIA assets

    By drakecohen,   
    • 2 replies
    • 1.4k views

  45. Funding Relief for hurricane related areas

    By Effen,
    • 1 reply
    • 969 views

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

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

  47. Can mortality table be protected?

    By dmb,
    • 5 replies
    • 1.6k views

  48. Testing Age

    By figure 8,
    • 7 replies
    • 2.6k views

  49. Recent DOL audit on required disclosures defined benefit plan

    By Adam,
    • 3 replies
    • 1.3k views

  50. Marti

    By Marti,
    • 7 replies
    • 2k views
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