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Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

  1. Defined Benefit Plan and Solo 401k Limit

    By Retirein15,
    • 5 replies
    • 2.2k views

  2. PBGC Premiums for Missing Participants and 1.411(a)-4(b)(6)

    By Joe CW,
    • 1 reply
    • 745 views

  3. 4980 transfer and reversion-more than one tax year

    By Draper55,
    • 1 reply
    • 1.2k views

  4. Allocation of excess assets in QRP

    By Bri,
    • 4 replies
    • 948 views

  5. Correcting "Restricted Employee" Distribution Error

    By In House Counsel,
    • 3 replies
    • 694 views

  6. Secure 2.0 section 316 and IRC 412(d)

    By Draper55,
    • 4 replies
    • 1.8k views

  7. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69,
    • 21 replies
    • 1.4k views

  8. Definition of Compensation for CB Plan

    By metsfan026,
    • 2 replies
    • 824 views

  9. CB Plan - interest crediting upon termination

    By Jakyasar,
    • 7 replies
    • 987 views

  10. Husband & Wife Controlled Group Question In Setting Up Plan(s)

    By metsfan026,
    • 2 replies
    • 1k views

  11. Divorce Decrees and Pension Distributions

    By Molgilny89,
    • 12 replies
    • 1.9k views

  12. Funding of Defined Benefit Plans

    By John K,
    • 4 replies
    • 1.1k views

  13. minimum participation-2 person rule

    By Draper55,
    • 7 replies
    • 1.1k views

  14. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com,
    • 6 replies
    • 998 views

  15. Real estate in owner only plan

    By SSRRS,
    • 10 replies
    • 1.3k views

  16. CBDB 415 limit calculation with distributions

    By Audrey,
    • 4 replies
    • 767 views

  17. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones,
    • 4 replies
    • 998 views

  18. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 681 views

  19. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ,
    • 6 replies
    • 1.3k views

  20. RMD Question

    By Dougsbpc,
    • 1 reply
    • 802 views

  21. Defined Benefit Plan's S.P.D.(s) and Beneficiary Designation Form contain disqualifiers not in Plan Document

    By pwitt,
    • 15 replies
    • 1.4k views

  22. combo cross test with different eligibility requirements in DC & DB plans

    By Audrey,
    • 4 replies
    • 1.1k views

  23. Sponsor of overfunded DB plan looking for a company with an underfunded DB plan to merge with or sell to

    By Ilene Ferenczy,
    • 7 replies
    • 1.4k views

  24. DBCB RMD calculation APR assumptions

    By Audrey,
    • 2 replies
    • 705 views

  25. Filing Form 5500 for Frozen Plan

    By metsfan026,
    • 6 replies
    • 1.1k views
    • Bri
    • Bri

  26. High 25 - Union Plan?

    By SadieJane,
    • 2 replies
    • 546 views

  27. How is the maximum Defined Benefit calculated for older NRA's like ages NRA 70 or NRA 85?

    By RayJJohnsonJr,
    • 2 replies
    • 627 views

  28. ERISA SECTION 204(h) NOTICE - Seriousness and options available?

    By DR245,
    • 2 replies
    • 1k views

  29. Suspending Disbursements Upon Resumption of Employment; Perhaps With Endorsing Entity

    By Kent Allard,   
    • 5 replies
    • 1.1k views

  30. Required minimum distributions

    By Egold,
    • 2 replies
    • 713 views

  31. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 804 views

  32. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 645 views

  33. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 945 views

  34. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 821 views

  35. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 6

    By Guest DBtech,
    • 261 replies
    • 107k views

  36. EZ or SF?

    By truphao,
    • 2 replies
    • 484 views

  37. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 1k views

  38. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 846 views

  39. Allocation of Excess Assets in Floor-Offset CB plan termination

    By Dalai Pookah,
    • 7 replies
    • 1.4k views
    • Bri
    • Bri

  40. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 477 views

  41. How much can a Plan Adminstrator w/ Discretionary Authority Xercise b4 it's abuse of authority

    By pwitt,
    • 3 replies
    • 672 views

  42. Must Plan Administrators have returning employee/Plan Participants "Reaffirm" Designated Beneficiary

    By pwitt,
    • 4 replies
    • 956 views

  43. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1k views

  44. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 885 views

  45. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 1.6k views

  46. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.5k views

  47. Vested Participant does not think they are eligible - Multiemployer pension plan

    By Robert B,
    • 2 replies
    • 607 views

  48. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 800 views

  49. Deduction mechanics for an unincorporated partnership

    By Belgarath,
    • 3 replies
    • 541 views
    • Bri
    • Bri

  50. "Rehired" if e/e comes back for 1 day as a temp?

    By erisageek1978,
    • 6 replies
    • 1k views
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