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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. From 8955-SSA

    By Janie,   
    • 1 reply
    • 593 views

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

    By RayJJohnsonJr,
    • 15 replies
    • 2k views

  3. IRS Model SEP

    By Cloudy,
    • 11 replies
    • 1.5k views

  4. Missed QPSA payments

    By hollywood,   
    • 12 replies
    • 3.6k views

  5. DB Plan and SEP IRA

    By emmetttrudy,
    • 18 replies
    • 17.9k views

  6. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 675 views

  7. PBGC re Speech Therapist

    By Cynchbeast,
    • 2 replies
    • 962 views

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

    By Stash026,
    • 4 replies
    • 1.8k views

  9. Amend Plan to Purchase Annuities?

    By dmdavala,
    • 10 replies
    • 2.4k views

  10. hurricane relief interest adjustments

    By Draper55,
    • 0 replies
    • 512 views

  11. Unpaid MRC - 2016

    By ActBrit,
    • 2 replies
    • 686 views

  12. Mandatory Withholding Error

    By EBECDC,   
    • 2 replies
    • 1.1k views

  13. Death after benefit election but before ASD

    By CuseFan,
    • 5 replies
    • 3.2k views
    • jpod
    • jpod

  14. Death Benefit In Excess of QPSA Protected?

    By CuseFan,
    • 3 replies
    • 1.3k views

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

    By Scuba 401,
    • 13 replies
    • 2.6k views

  16. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 674 views

  17. FTAP vs. AFTAP

    By jane murray,
    • 5 replies
    • 5.9k views

  18. 2018 COLA projections

    By SoCalActuary,   
    • 0 replies
    • 816 views

  19. Encouraging DVs past NRD to commence their pension

    By formeractuary,
    • 3 replies
    • 1.7k views

  20. New mortality tables for 2018 funding and lump sums

    By dmb,
    • 7 replies
    • 1.5k views

  21. Non-spouse beneficiary required begin date

    By BCGEA,   
    • 1 reply
    • 628 views

  22. Election to Apply Balances

    By Pension RC,
    • 5 replies
    • 1.7k views

  23. PBGC claim against MTIA assets

    By drakecohen,   
    • 2 replies
    • 1.2k views

  24. Funding Relief for hurricane related areas

    By Effen,
    • 1 reply
    • 612 views

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

    By dmb,
    • 3 replies
    • 1.2k views
    • dmb
    • dmb

  26. Can mortality table be protected?

    By dmb,
    • 5 replies
    • 1.3k views

  27. Testing Age

    By figure 8,
    • 7 replies
    • 2.2k views

  28. Recent DOL audit on required disclosures defined benefit plan

    By Adam,
    • 3 replies
    • 1.1k views

  29. Marti

    By Marti,
    • 7 replies
    • 1.6k views

  30. Bankruptcy and payment of expenses

    By david rigby,   
    • 11 replies
    • 2.3k views

  31. 10-year CC annuity

    By jpod,
    • 20 replies
    • 4.1k views

  32. 410(b) / 401(a)(4) question

    By Effen,
    • 8 replies
    • 2.3k views

  33. ATFAP & Normal Cost

    By Draper55,
    • 2 replies
    • 1.4k views

  34. Majority Owner Waiver

    By dan.jock,
    • 14 replies
    • 5.5k views

  35. Congratulations Mike Preston

    By AndyH,
    • 9 replies
    • 1.9k views

  36. Where are my benefits?

    By Marti,   
    • 3 replies
    • 811 views

  37. "Guaranteed payments" for spouse?

    By Cloudy,
    • 2 replies
    • 865 views

  38. Frozen Pension Plan 1 2

    By Jim Nichols,
    • 62 replies
    • 12k views

  39. selling practice-cash balance plan

    By Dinosaur,
    • 1 reply
    • 640 views

  40. RMD question

    By Belgarath,
    • 3 replies
    • 840 views

  41. Breach of Fiduciary Duty

    By Janie,
    • 5 replies
    • 1.7k views

  42. Small payment force out

    By fiona1,
    • 8 replies
    • 4.3k views

  43. Delay in putting retirees into pay status

    By CuseFan,
    • 1 reply
    • 833 views

  44. Remedy for delay to put retirees in pay status

    By Trisports,   
    • 1 reply
    • 792 views

  45. Remedy for late/missing AFN

    By John314,   
    • 3 replies
    • 3.7k views

  46. DB Formula by person - HCE Only Plan

    By slburnett,   
    • 2 replies
    • 972 views

  47. Unreduced Early Retirement causing forefeiture?

    By John314,   
    • 5 replies
    • 2k views

  48. Unpaid minimum contributions to DB plan

    By tectulsa,
    • 2 replies
    • 690 views

  49. Poll

    By jpod,
    • 6 replies
    • 895 views

  50. Qualifying Employer Real Property Questions

    By ERISA-Bubs,
    • 4 replies
    • 2.6k views
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