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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. 436 restricted lump sum issue

    By AndyH,
    • 3 replies
    • 1.3k views

  2. Fractional Accrual rule for Fresh Start w/ Add-on

    By dmb,
    • 5 replies
    • 1.2k views

  3. AFN For EZ-Filer

    By emmetttrudy,
    • 5 replies
    • 1.2k views

  4. Funding While Waiver Application Pending

    By John314,   
    • 2 replies
    • 1.2k views

  5. Year #10

    By Bri,   
    • 8 replies
    • 1.3k views

  6. PBGC Premiums Software

    By austin3515,
    • 2 replies
    • 624 views

  7. Underpayments

    By fiona1,
    • 3 replies
    • 3.2k views

  8. Converting Defined Benefit Plan into IRA

    By Alexis K,   
    • 3 replies
    • 1.3k views

  9. Safe Harbor Formula?

    By Cloudy,
    • 3 replies
    • 967 views

  10. Stock sale - distributable event?

    By Effen,
    • 5 replies
    • 2.6k views

  11. Required Beginning Date for Cash Balance Plan

    By emmetttrudy,
    • 4 replies
    • 1.5k views

  12. Gateway Cash Balance Average EAR use for non participants in CB Plan

    By CharlesLeggette,   
    • 2 replies
    • 868 views

  13. Offering Subsidized Early Retirement for a Limited-time

    By JRG,
    • 3 replies
    • 858 views

  14. When can a sole member/participant have a DB plan?

    By Lori H,
    • 4 replies
    • 839 views

  15. 415 limit question

    By dmdavala,   
    • 3 replies
    • 1.9k views

  16. CB/DC Combo - Differing PS % in allocation groups

    By 401(k)athryn,   
    • 7 replies
    • 1.1k views

  17. Suspension of Benefits upon Reemployment

    By AAS2,   
    • 2 replies
    • 1.4k views

  18. Failure to Suspend Benefits

    By AAS2,   
    • 12 replies
    • 3.1k views

  19. Failure to pay QPSA, spouse has died

    By fiona1,
    • 3 replies
    • 1k views

  20. Sole Proprietor Deduction

    By Dougsbpc,
    • 2 replies
    • 830 views

  21. Amended Form 500?

    By Pension RC,
    • 2 replies
    • 745 views

  22. Cash Balance %pay needs stable income ?

    By John J,   
    • 4 replies
    • 757 views

  23. 11g and vesting

    By Ted Munice,   
    • 11 replies
    • 2k views

  24. Early Retirement

    By jim241,   
    • 1 reply
    • 784 views

  25. PBGC Coverage

    By thepensionmaven,   
    • 3 replies
    • 715 views

  26. Cash Balance plan vesting & IRC section 411(a)(4)(A)

    By AdKu,   
    • 16 replies
    • 2.2k views

  27. 411(d)(6)

    By AdKu,
    • 4 replies
    • 1.3k views

  28. "Final" AFTAP

    By Draper55,
    • 3 replies
    • 1.2k views

  29. Floor Offset Plan Participant Count

    By Cloudy,
    • 10 replies
    • 3.6k views

  30. Defined Benefit Plan RMDs

    By Vlad401k,
    • 15 replies
    • 2.3k views

  31. DB Plan Termination - NonPBGC - Assets Insufficient

    By Guest LDorsa,   
    • 17 replies
    • 4.4k views

  32. Reversion timing issue

    By Earl,
    • 5 replies
    • 941 views

  33. IRC section 415 limit

    By AdKu,
    • 7 replies
    • 1.5k views

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

    By Effen,
    • 16 replies
    • 7k views

  35. Retroactive Annuity Start Date

    By BTG,
    • 3 replies
    • 3.9k views

  36. Effect on Lump Sum Amount - New Mortality Table

    By tuni88,
    • 2 replies
    • 1.5k views

  37. Limits on Total Compensation to Former Employees

    By rg1344,
    • 7 replies
    • 1.1k views

  38. Floor Offset Deductibility Problem

    By dan.jock,
    • 1 reply
    • 568 views

  39. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice,
    • 5 replies
    • 3.3k views

  40. Limit on Payments to Pension Plan Participants

    By erisa_novice,
    • 4 replies
    • 777 views

  41. Discount Rate Sensitivity

    By Brad Jacobs,   
    • 8 replies
    • 1.6k views

  42. Late retirement - variable rates

    By lees,   
    • 1 reply
    • 6.7k views

  43. DB Plans and 415 limits

    By Belgarath,
    • 20 replies
    • 3.1k views

  44. Combined Plan Deduction Limits

    By dan.jock,
    • 11 replies
    • 3.2k views

  45. Underpayment question

    By fiona1,
    • 5 replies
    • 2k views

  46. Freezing benefit service

    By fiona1,
    • 5 replies
    • 1.9k views

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

    By CharlesLeggette,
    • 1 reply
    • 626 views

  48. EOY val after plan termination

    By Draper55,
    • 7 replies
    • 1.9k views

  49. Different Vesting Rules Within Plan

    By Fielding Mellish,
    • 1 reply
    • 731 views

  50. In-Service RMD: Benefit distribution offsets

    By lees,   
    • 0 replies
    • 1k views
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