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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc,
    • 1 reply
    • 1.9k views

  2. Delayed initial annuity or lump sum because of annual audit?

    By Mikeyl41,
    • 10 replies
    • 2.5k views

  3. Purchasing an Annuity

    By Michael Burkow,
    • 5 replies
    • 1.7k views

  4. Big Thank You to Lois!

    By Effen,
    • 1 reply
    • 1.4k views

  5. Short plan year accrual

    By SSRRS,
    • 1 reply
    • 1.3k views

  6. Eligibility provision

    By SSRRS,
    • 20 replies
    • 3.2k views

  7. Paying Random IRS Audit fees from DB Plan assets

    By Barbara,
    • 5 replies
    • 3.3k views

  8. Amending valuation during audit

    By SSRRS,
    • 20 replies
    • 2.9k views

  9. Client withdrew all the Plan's Funds

    By Appalachian_Trail,
    • 7 replies
    • 3k views

  10. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 2.4k views

  11. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru,
    • 9 replies
    • 4.6k views

  12. Required year end deliveries

    By Audrey,
    • 4 replies
    • 1.8k views

  13. Terminating floor offset DB plan with excess assets - PBGC termination

    By Jakyasar,
    • 9 replies
    • 3.8k views

  14. Beneficiary designation with multiple beneficiaries

    By Belgarath,
    • 5 replies
    • 2.5k views

  15. Insurance Question

    By Dougsbpc,
    • 3 replies
    • 1.8k views

  16. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 7.2k views

  17. Overfunded DB Plan

    By sobrienTPS,   
    • 14 replies
    • 6.3k views

  18. Cash Balance 415 lump sum distribution limit help

    By Julian,
    • 13 replies
    • 3.5k views

  19. Cash Balance plan change in mortality table

    By AndrewM,
    • 1 reply
    • 1.7k views

  20. Replacement Plan

    By john garigliano,
    • 2 replies
    • 2.2k views

  21. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.9k views

  22. Top heavy minimum benefit - avg comp definition

    By Audrey,
    • 4 replies
    • 2.2k views

  23. latest date to contribute to retroactive solo 401k

    By Old Reliable,
    • 3 replies
    • 6.1k views

  24. Segment rate calculator

    By SSRRS,
    • 2 replies
    • 2.1k views

  25. PBGC audit

    By Jakyasar,
    • 0 replies
    • 1.6k views

  26. Timing of lump sum distributions

    By AndrewM,
    • 5 replies
    • 3.4k views

  27. 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)

  28. Missed restatements - how to handle?

    By AshI,
    • 3 replies
    • 2k views

  29. 401(a)26

    By SKC,
    • 1 reply
    • 1.4k views

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

    By mwyatt,
    • 5 replies
    • 2.6k views

  31. Converting a DB Plan into a Cash Balance Plan

    By metsfan026,
    • 13 replies
    • 4k views

  32. Frozen prior to September 2005 no aftap restrictions

    By SSRRS,
    • 2 replies
    • 1.9k views

  33. Under withheld pretax deductions for prior years

    By BN12,
    • 2 replies
    • 1.6k views

  34. 401(a)(26) question

    By truphao,
    • 2 replies
    • 1.3k views

  35. Segment Rates

    By ConnieStorer,
    • 5 replies
    • 3.1k views

  36. Prior DB plan offset

    By Jakyasar,
    • 7 replies
    • 2.3k views

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

    By Audrey,
    • 1 reply
    • 1.2k views

  38. 401a26 and 11-g question

    By Jakyasar,
    • 2 replies
    • 1.4k views

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

    By metsfan026,
    • 5 replies
    • 2.1k views

  40. Distribution to Spouse

    By thepensionmaven,
    • 8 replies
    • 1.7k views

  41. PBGC covered or not?

    By truphao,
    • 7 replies
    • 2.6k views

  42. RMD from cash balance plan

    By thepensionmaven,
    • 3 replies
    • 1.7k views

  43. MP Plan - Annuity Request

    By TPApril,
    • 2 replies
    • 1.3k views

  44. QPSA and QOSA

    By PensionPro,
    • 4 replies
    • 1.8k views

  45. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk,
    • 3 replies
    • 10.1k views

  46. 204(h) timing

    By Bri,
    • 1 reply
    • 1.2k views

  47. Entry Age Normal

    By Rball4,
    • 2 replies
    • 1.4k views

  48. Should Accrued Interest be included in actuarial asset?

    By Audrey,
    • 4 replies
    • 1.6k views

  49. After tax contributions prior to 1986

    By gc@chimentowebb.com,
    • 3 replies
    • 1.7k views

  50. Reduction to 404 deduction limit for HCE amendments

    By AndrewM,
    • 1 reply
    • 1.5k views
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