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Defined Benefit Plans, Including Cash Balance

7,161 topics in this forum

  1. IRC section 415 limit

    By AdKu,
    • 7 replies
    • 1.3k views

  2. NO 412(d)(2) elections for amends after PYE

    By Effen,
    • 16 replies
    • 6.7k views

  3. Retroactive Annuity Start Date

    By BTG,
    • 3 replies
    • 3.7k views

  4. Effect on Lump Sum Amount - New Mortality Table

    By tuni88,
    • 2 replies
    • 1.4k views

  5. Limits on Total Compensation to Former Employees

    By rg1344,
    • 7 replies
    • 973 views

  6. Floor Offset Deductibility Problem

    By dan.jock,
    • 1 reply
    • 507 views

  7. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice,
    • 5 replies
    • 2.8k views

  8. Limit on Payments to Pension Plan Participants

    By erisa_novice,
    • 4 replies
    • 701 views

  9. Discount Rate Sensitivity

    By Brad Jacobs,   
    • 8 replies
    • 1.5k views

  10. Late retirement - variable rates

    By lees,   
    • 1 reply
    • 885 views

  11. DB Plans and 415 limits

    By Belgarath,
    • 20 replies
    • 2.7k views

  12. Combined Plan Deduction Limits

    By dan.jock,
    • 11 replies
    • 2.9k views

  13. Underpayment question

    By fiona1,
    • 5 replies
    • 1.8k views

  14. Freezing benefit service

    By fiona1,
    • 5 replies
    • 1.6k views

  15. HCE Owner received RMDS while working, then retired and received a Lump Sum

    By CharlesLeggette,
    • 1 reply
    • 581 views

  16. EOY val after plan termination

    By Draper55,
    • 7 replies
    • 1.8k views

  17. Different Vesting Rules Within Plan

    By Fielding Mellish,
    • 1 reply
    • 665 views

  18. In-Service RMD: Benefit distribution offsets

    By lees,   
    • 0 replies
    • 968 views

  19. DIsqualified Plan - Minimum Funding?

    By Lou S.,
    • 6 replies
    • 947 views

  20. 1099R Year

    By Pension RC,
    • 1 reply
    • 526 views

  21. Permanency Issue

    By Pension RC,
    • 2 replies
    • 950 views

  22. RMD for someone over 70.5

    By emmetttrudy,
    • 5 replies
    • 1.6k views

  23. PBGC Form 500 - timing of filing

    By BrooklynKid88,   
    • 1 reply
    • 1.2k views

  24. Waiver of Benefits

    By Gary,
    • 20 replies
    • 6.7k views

  25. Plan audit

    By Draper55,   
    • 2 replies
    • 1.1k views

  26. Multiple lump sum windows

    By fiona1,
    • 2 replies
    • 1.4k views

  27. Annual Funding Notice - Initial Plan Year

    By AdKu,   
    • 0 replies
    • 633 views

  28. "Permanency" of DB Plan

    By Thornton,
    • 5 replies
    • 2.1k views

  29. 133 1/3% accrual rule

    By ishi,
    • 4 replies
    • 2.9k views

  30. RMD in DB plan

    By cohendrake,
    • 14 replies
    • 5.5k views

  31. Tax Max Cushion Amount

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

  32. RMD from terminating DB plan

    By Flyboyjohn,
    • 6 replies
    • 1.9k views

  33. top-heavy minimum after participant becomes excluded

    By John Feldt ERPA CPC QPA,   
    • 5 replies
    • 2.1k views

  34. Encouraging Distribution

    By BFlash,
    • 2 replies
    • 840 views

  35. CB and 401(a)4 Testing

    By Dougsbpc,   
    • 0 replies
    • 695 views

  36. 401(a)(26) question

    By Earl,
    • 10 replies
    • 1.1k views

  37. Successor Plan

    By dan.jock,
    • 1 reply
    • 906 views

  38. Age Methodology

    By Pension RC,
    • 2 replies
    • 803 views

  39. Benefit Accrual Question

    By Earl,
    • 6 replies
    • 908 views

  40. Using 401k deferrals in compensation

    By dan.jock,
    • 2 replies
    • 642 views

  41. IRS Guidance on 417(e)

    By My 2 cents,
    • 0 replies
    • 939 views

  42. Unreduced early at termination to avoid over-funding

    By dan.jock,
    • 10 replies
    • 1.3k views

  43. Protected benefit question

    By fiona1,
    • 2 replies
    • 1k views

  44. 401(a)(26) Test ?

    By Cloudy,
    • 9 replies
    • 3.7k views

  45. 2017 mortality - effect on annuities

    By SoCalActuary,
    • 6 replies
    • 1k views

  46. Possible 436 Contribution

    By dmb,
    • 1 reply
    • 828 views

  47. presumptive burn

    By jane murray,
    • 1 reply
    • 792 views

  48. 417(e)&401(a)(4)

    By Draper55,
    • 1 reply
    • 618 views

  49. DB/DC combo plans - proposed 401a4 regulations

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 956 views

  50. Pre-84 Employee Contributions Distributions

    By RobFortin619,   
    • 0 replies
    • 1.1k views
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