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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. Beneficiary designation with multiple beneficiaries

    By Belgarath,
    • 5 replies
    • 2.1k views

  2. Insurance Question

    By Dougsbpc,
    • 3 replies
    • 1.6k views

  3. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 6.7k views

  4. Overfunded DB Plan

    By sobrienTPS,   
    • 14 replies
    • 5.4k views

  5. Cash Balance 415 lump sum distribution limit help

    By Julian,
    • 13 replies
    • 2.9k views

  6. Cash Balance plan change in mortality table

    By AndrewM,
    • 1 reply
    • 1.5k views

  7. Replacement Plan

    By john garigliano,
    • 2 replies
    • 2k views

  8. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.7k views

  9. Top heavy minimum benefit - avg comp definition

    By Audrey,
    • 4 replies
    • 1.8k views

  10. latest date to contribute to retroactive solo 401k

    By Old Reliable,
    • 3 replies
    • 5.7k views

  11. Segment rate calculator

    By SSRRS,
    • 2 replies
    • 1.9k views

  12. PBGC audit

    By Jakyasar,
    • 0 replies
    • 1.4k views

  13. Timing of lump sum distributions

    By AndrewM,
    • 5 replies
    • 2.9k views

  14. Married coworkers working at same company prohibited from receiving opt out insurance money for not utilizing one Spouse's Healthcare plan because we are married

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

  15. Missed restatements - how to handle?

    By AshI,
    • 3 replies
    • 1.8k views

  16. 401(a)26

    By SKC,
    • 1 reply
    • 1.3k views

  17. Alternative to Mike Preston's PPA Present Value Calculator Software

    By mwyatt,
    • 5 replies
    • 2.3k views

  18. Converting a DB Plan into a Cash Balance Plan

    By metsfan026,
    • 13 replies
    • 3.4k views

  19. Frozen prior to September 2005 no aftap restrictions

    By SSRRS,
    • 2 replies
    • 1.6k views

  20. Under withheld pretax deductions for prior years

    By BN12,
    • 2 replies
    • 1.5k views

  21. 401(a)(26) question

    By truphao,
    • 2 replies
    • 1.1k views

  22. Segment Rates

    By ConnieStorer,
    • 5 replies
    • 2.7k views

  23. Prior DB plan offset

    By Jakyasar,
    • 7 replies
    • 2k views

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

    By Audrey,
    • 1 reply
    • 1.1k views

  25. 401a26 and 11-g question

    By Jakyasar,
    • 2 replies
    • 1.2k views

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

    By metsfan026,
    • 5 replies
    • 1.8k views

  27. Distribution to Spouse

    By thepensionmaven,
    • 8 replies
    • 1.5k views

  28. PBGC covered or not?

    By truphao,
    • 7 replies
    • 2.2k views

  29. RMD from cash balance plan

    By thepensionmaven,
    • 3 replies
    • 1.6k views

  30. MP Plan - Annuity Request

    By TPApril,
    • 2 replies
    • 1.1k views

  31. QPSA and QOSA

    By PensionPro,
    • 4 replies
    • 1.6k views

  32. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk,
    • 3 replies
    • 9.9k views

  33. 204(h) timing

    By Bri,
    • 1 reply
    • 962 views

  34. Entry Age Normal

    By Rball4,
    • 2 replies
    • 1.2k views

  35. Should Accrued Interest be included in actuarial asset?

    By Audrey,
    • 4 replies
    • 1.4k views

  36. After tax contributions prior to 1986

    By gc@chimentowebb.com,
    • 3 replies
    • 1.5k views

  37. Reduction to 404 deduction limit for HCE amendments

    By AndrewM,
    • 1 reply
    • 1.3k views

  38. No shortfall amortization schedule

    By SSRRS,
    • 3 replies
    • 945 views

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

    By RayJJohnsonJr,
    • 8 replies
    • 4.4k views

  40. 2024 Annual Funding Notices Due in 2025

    By Rick,
    • 0 replies
    • 1.1k views

  41. Cash Balance Plan - Interest Rate Amendment

    By metsfan026,
    • 1 reply
    • 1.2k views
    • Bri
    • Bri

  42. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2,
    • 5 replies
    • 1.1k views

  43. cash balance... Roth?

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views
    • Bri
    • Bri

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

    By NewBieHere,
    • 6 replies
    • 2k views

  45. 415(b) Calculation

    By metsfan026,
    • 3 replies
    • 3k views

  46. Cash Balance Benefit Question

    By metsfan026,
    • 6 replies
    • 2.7k views
    • Bri
    • Bri

  47. Maximum Deductible Contribution for CB Plan

    By metsfan026,
    • 7 replies
    • 3.2k views
    • Bri
    • Bri

  48. Defined Benefit Plan and Solo 401k Limit

    By Retirein15,
    • 5 replies
    • 3.6k views

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

    By Joe CW,
    • 1 reply
    • 953 views

  50. 4980 transfer and reversion-more than one tax year

    By Draper55,
    • 1 reply
    • 1.4k views
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