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Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

  1. Breach of Fiduciary Duty

    By Janie,
    • 5 replies
    • 1.9k views

  2. Small payment force out

    By fiona1,
    • 8 replies
    • 4.5k views

  3. Delay in putting retirees into pay status

    By CuseFan,
    • 1 reply
    • 1k views

  4. Remedy for delay to put retirees in pay status

    By Trisports,   
    • 1 reply
    • 1k views

  5. Remedy for late/missing AFN

    By John314,   
    • 3 replies
    • 3.8k views

  6. DB Formula by person - HCE Only Plan

    By slburnett,   
    • 2 replies
    • 1.1k views

  7. Unreduced Early Retirement causing forefeiture?

    By John314,   
    • 5 replies
    • 2.3k views

  8. Unpaid minimum contributions to DB plan

    By tectulsa,
    • 2 replies
    • 786 views

  9. Poll

    By jpod,
    • 6 replies
    • 1.1k views

  10. Qualifying Employer Real Property Questions

    By ERISA-Bubs,
    • 4 replies
    • 2.9k views

  11. Terminating Qualified Replacement Plan

    By Monica Barnard,
    • 4 replies
    • 2.7k views

  12. 415 dollar limit and frozen plan

    By Hojo,
    • 8 replies
    • 4.3k views

  13. RMD Start Date Question

    By Stash026,
    • 2 replies
    • 1.1k views

  14. Proposed Distribution Date when filing for IRS DL

    By AdKu,
    • 10 replies
    • 3.1k views

  15. Another RMD Question

    By Dougsbpc,
    • 5 replies
    • 1.4k views

  16. I'm trying to put together a list of employers who have made in-kind real property contributions to their pension plans.

    By ERISA-Bubs,
    • 7 replies
    • 1.4k views

  17. Should every 69.5 year old 5% owner take an in-service distribution???

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

  18. Statute of Limitations on PBGC enforcement

    By Flyboyjohn,
    • 5 replies
    • 1.8k views

  19. Form 8955-SSA

    By AdKu,
    • 2 replies
    • 1.2k views

  20. 436 restricted lump sum issue

    By AndyH,
    • 3 replies
    • 1.5k views

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

    By dmb,
    • 5 replies
    • 1.4k views

  22. AFN For EZ-Filer

    By emmetttrudy,
    • 5 replies
    • 1.5k views

  23. Funding While Waiver Application Pending

    By John314,   
    • 2 replies
    • 1.3k views

  24. Year #10

    By Bri,   
    • 8 replies
    • 1.5k views

  25. PBGC Premiums Software

    By austin3515,
    • 2 replies
    • 914 views

  26. Underpayments

    By fiona1,
    • 3 replies
    • 3.4k views

  27. Converting Defined Benefit Plan into IRA

    By Alexis K,   
    • 3 replies
    • 1.5k views

  28. Safe Harbor Formula?

    By Cloudy,
    • 3 replies
    • 1.1k views

  29. Stock sale - distributable event?

    By Effen,
    • 5 replies
    • 2.9k views

  30. Required Beginning Date for Cash Balance Plan

    By emmetttrudy,
    • 4 replies
    • 1.8k views

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

    By CharlesLeggette,   
    • 2 replies
    • 1.1k views

  32. Offering Subsidized Early Retirement for a Limited-time

    By JRG,
    • 3 replies
    • 974 views

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

    By Lori H,
    • 4 replies
    • 1k views

  34. 415 limit question

    By dmdavala,   
    • 3 replies
    • 2.1k views

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

    By 401(k)athryn,   
    • 7 replies
    • 1.3k views

  36. Suspension of Benefits upon Reemployment

    By AAS2,   
    • 2 replies
    • 1.6k views

  37. Failure to Suspend Benefits

    By AAS2,   
    • 12 replies
    • 3.4k views

  38. Failure to pay QPSA, spouse has died

    By fiona1,
    • 3 replies
    • 1.3k views

  39. Sole Proprietor Deduction

    By Dougsbpc,
    • 2 replies
    • 924 views

  40. Amended Form 500?

    By Pension RC,
    • 2 replies
    • 849 views

  41. Cash Balance %pay needs stable income ?

    By John J,   
    • 4 replies
    • 923 views

  42. 11g and vesting

    By Ted Munice,   
    • 11 replies
    • 2.3k views

  43. Early Retirement

    By jim241,   
    • 1 reply
    • 940 views

  44. PBGC Coverage

    By thepensionmaven,   
    • 3 replies
    • 851 views

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

    By AdKu,   
    • 16 replies
    • 2.6k views

  46. 411(d)(6)

    By AdKu,
    • 4 replies
    • 1.5k views

  47. "Final" AFTAP

    By Draper55,
    • 3 replies
    • 1.3k views

  48. Floor Offset Plan Participant Count

    By Cloudy,
    • 10 replies
    • 3.9k views

  49. Defined Benefit Plan RMDs

    By Vlad401k,
    • 15 replies
    • 2.7k views

  50. DB Plan Termination - NonPBGC - Assets Insufficient

    By Guest LDorsa,   
    • 17 replies
    • 4.7k views
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