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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. small plan, can we change val date from BOY to EOY?

    By Audrey,
    • 1 reply
    • 966 views

  2. 401a26 and 11-g question

    By Jakyasar,
    • 2 replies
    • 1.1k views

  3. Freezing A Cash Balance Plan For Only 1 Year?

    By metsfan026,
    • 5 replies
    • 1.6k views

  4. Distribution to Spouse

    By thepensionmaven,
    • 8 replies
    • 1.4k views

  5. PBGC covered or not?

    By truphao,
    • 7 replies
    • 1.9k views

  6. RMD from cash balance plan

    By thepensionmaven,
    • 3 replies
    • 1.4k views

  7. MP Plan - Annuity Request

    By TPApril,
    • 2 replies
    • 972 views

  8. QPSA and QOSA

    By PensionPro,
    • 4 replies
    • 1.4k views

  9. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk,
    • 3 replies
    • 5k views

  10. 204(h) timing

    By Bri,
    • 1 reply
    • 870 views

  11. Entry Age Normal

    By Rball4,
    • 2 replies
    • 996 views

  12. Should Accrued Interest be included in actuarial asset?

    By Audrey,
    • 4 replies
    • 1.2k views

  13. After tax contributions prior to 1986

    By gc@chimentowebb.com,
    • 3 replies
    • 1.3k views

  14. Reduction to 404 deduction limit for HCE amendments

    By AndrewM,
    • 1 reply
    • 1.1k views

  15. No shortfall amortization schedule

    By SSRRS,
    • 3 replies
    • 826 views

  16. Plan Trust Tax ID vs Employer Tax ID, can they be the same?

    By RayJJohnsonJr,
    • 8 replies
    • 3.5k views

  17. 2024 Annual Funding Notices Due in 2025

    By Rick,
    • 0 replies
    • 1.1k views

  18. Cash Balance Plan - Interest Rate Amendment

    By metsfan026,
    • 1 reply
    • 1k views
    • Bri
    • Bri

  19. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2,
    • 5 replies
    • 998 views

  20. cash balance... Roth?

    By AlbanyConsultant,
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  21. Cash Balance Plan Eligibility + 401(a)(26) Question

    By NewBieHere,
    • 6 replies
    • 1.6k views

  22. 415(b) Calculation

    By metsfan026,
    • 3 replies
    • 2.4k views

  23. Cash Balance Benefit Question

    By metsfan026,
    • 6 replies
    • 2.1k views
    • Bri
    • Bri

  24. Maximum Deductible Contribution for CB Plan

    By metsfan026,
    • 7 replies
    • 3k views
    • Bri
    • Bri

  25. Defined Benefit Plan and Solo 401k Limit

    By Retirein15,
    • 5 replies
    • 3.1k views

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

    By Joe CW,
    • 1 reply
    • 821 views

  27. 4980 transfer and reversion-more than one tax year

    By Draper55,
    • 1 reply
    • 1.3k views

  28. Allocation of excess assets in QRP

    By Bri,
    • 4 replies
    • 1.2k views

  29. Correcting "Restricted Employee" Distribution Error

    By In House Counsel,
    • 3 replies
    • 771 views

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

    By Draper55,
    • 4 replies
    • 2.2k views

  31. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69,
    • 21 replies
    • 1.7k views

  32. Definition of Compensation for CB Plan

    By metsfan026,
    • 2 replies
    • 1k views

  33. CB Plan - interest crediting upon termination

    By Jakyasar,
    • 7 replies
    • 1.2k views

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

    By metsfan026,
    • 2 replies
    • 1.2k views

  35. Divorce Decrees and Pension Distributions

    By Molgilny89,
    • 12 replies
    • 2.6k views

  36. Funding of Defined Benefit Plans

    By John K,
    • 4 replies
    • 1.3k views

  37. minimum participation-2 person rule

    By Draper55,
    • 7 replies
    • 1.4k views

  38. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com,
    • 6 replies
    • 1.3k views

  39. Real estate in owner only plan

    By SSRRS,
    • 10 replies
    • 1.4k views

  40. CBDB 415 limit calculation with distributions

    By Audrey,
    • 4 replies
    • 862 views

  41. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones,
    • 4 replies
    • 1.3k views

  42. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 744 views

  43. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ,
    • 6 replies
    • 1.5k views

  44. RMD Question

    By Dougsbpc,
    • 1 reply
    • 912 views

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

    By pwitt,
    • 15 replies
    • 1.6k views

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

    By Audrey,
    • 4 replies
    • 1.4k views

  47. 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
    • 1.6k views

  48. DBCB RMD calculation APR assumptions

    By Audrey,
    • 2 replies
    • 800 views

  49. Filing Form 5500 for Frozen Plan

    By metsfan026,
    • 6 replies
    • 1.3k views
    • Bri
    • Bri

  50. High 25 - Union Plan?

    By SadieJane,
    • 2 replies
    • 621 views
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