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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. Plan audit

    By Draper55,   
    • 2 replies
    • 1.1k views

  2. Multiple lump sum windows

    By fiona1,
    • 2 replies
    • 1.5k views

  3. Annual Funding Notice - Initial Plan Year

    By AdKu,   
    • 0 replies
    • 653 views

  4. "Permanency" of DB Plan

    By Thornton,
    • 5 replies
    • 2.2k views

  5. 133 1/3% accrual rule

    By ishi,
    • 4 replies
    • 3k views

  6. RMD in DB plan

    By cohendrake,
    • 14 replies
    • 5.8k views

  7. Tax Max Cushion Amount

    By dan.jock,
    • 5 replies
    • 1.5k views

  8. RMD from terminating DB plan

    By Flyboyjohn,
    • 6 replies
    • 2k views

  9. top-heavy minimum after participant becomes excluded

    By John Feldt ERPA CPC QPA,   
    • 5 replies
    • 2.2k views

  10. Encouraging Distribution

    By BFlash,
    • 2 replies
    • 876 views

  11. CB and 401(a)4 Testing

    By Dougsbpc,   
    • 0 replies
    • 718 views

  12. 401(a)(26) question

    By Earl,
    • 10 replies
    • 1.2k views

  13. Successor Plan

    By dan.jock,
    • 1 reply
    • 932 views

  14. Age Methodology

    By Pension RC,
    • 2 replies
    • 833 views

  15. Benefit Accrual Question

    By Earl,
    • 6 replies
    • 947 views

  16. Using 401k deferrals in compensation

    By dan.jock,
    • 2 replies
    • 677 views

  17. IRS Guidance on 417(e)

    By My 2 cents,
    • 0 replies
    • 959 views

  18. Unreduced early at termination to avoid over-funding

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

  19. Protected benefit question

    By fiona1,
    • 2 replies
    • 1.1k views

  20. 401(a)(26) Test ?

    By Cloudy,
    • 9 replies
    • 3.8k views

  21. 2017 mortality - effect on annuities

    By SoCalActuary,
    • 6 replies
    • 1.1k views

  22. Possible 436 Contribution

    By dmb,
    • 1 reply
    • 859 views

  23. presumptive burn

    By jane murray,
    • 1 reply
    • 815 views

  24. 417(e)&401(a)(4)

    By Draper55,
    • 1 reply
    • 644 views

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

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

  26. Pre-84 Employee Contributions Distributions

    By RobFortin619,   
    • 0 replies
    • 1.1k views

  27. Termination Liability in Cash Balance Plan

    By Pension RC,
    • 6 replies
    • 1.8k views

  28. Amend QJSA

    By Cloudy,
    • 0 replies
    • 525 views

  29. Settlement accounting - multiple plans

    By david rigby,
    • 2 replies
    • 971 views

  30. Wrong plan effective date on Form 5500

    By Pension RC,
    • 8 replies
    • 2k views

  31. IRS Notice 2015-49, plan termination

    By Belgarath,
    • 3 replies
    • 1.3k views

  32. Sample letter - 10 year certain only coming to an end

    By AdKu,   
    • 12 replies
    • 1.5k views

  33. affiliated service group/ controlled group

    By mefrancis1729,
    • 1 reply
    • 817 views

  34. Testing an early retirement window for a frozen plan

    By AndyH,
    • 3 replies
    • 1.1k views

  35. "Soft freeze" and 410(b)

    By AndyH,
    • 7 replies
    • 2.7k views

  36. "Completely Retired" Requirement

    By Fielding Mellish,
    • 12 replies
    • 2.7k views

  37. Converting a Traditional Defined Benefit Plan to a Cash Balance Plan

    By Mcomeau,
    • 3 replies
    • 1.3k views

  38. Amending Schedule SB

    By Andy the Actuary,
    • 5 replies
    • 2.2k views

  39. Single member LLC- taxed as sole prop- W2 or Schedule C?

    By mefrancis1729,   
    • 9 replies
    • 3.7k views

  40. HATFA segment rates

    By david rigby,
    • 0 replies
    • 1.2k views

  41. CB Offset

    By Cloudy,
    • 4 replies
    • 1.2k views

  42. Terminating one person Non-PBGC DB Plan

    By AdKu,   
    • 4 replies
    • 1.3k views

  43. Mandated mortality rates for 2017

    By My 2 cents,
    • 2 replies
    • 1.2k views

  44. 415 Limit

    By emmetttrudy,
    • 30 replies
    • 8.2k views

  45. 401(a)(26) if frozen for HCEs

    By John Feldt ERPA CPC QPA,   
    • 0 replies
    • 1.5k views

  46. Form 501 - Post Distribution Certification required attachments

    By AdKu,   
    • 8 replies
    • 2.3k views

  47. Cash balance fully-insured plan rules

    By SoCalActuary,   
    • 3 replies
    • 1.2k views

  48. RASD vs. ASD questions

    By benefitz,
    • 4 replies
    • 3.6k views

  49. Cash Balance Off-set Plan Participant Count

    By vrradjew,   
    • 1 reply
    • 873 views

  50. Late First Year PBGC Filing

    By vrradjew,   
    • 1 reply
    • 1.1k views
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