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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. Eligibility provision

    By SSRRS,
    • 20 replies
    • 3.1k views

  2. Paying Random IRS Audit fees from DB Plan assets

    By Barbara,
    • 5 replies
    • 3.2k views

  3. Amending valuation during audit

    By SSRRS,
    • 20 replies
    • 2.5k views

  4. Client withdrew all the Plan's Funds

    By Appalachian_Trail,
    • 7 replies
    • 2.8k views

  5. Qualified Disability Benefit Protected?

    By Snapper,
    • 4 replies
    • 2.2k views

  6. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru,
    • 9 replies
    • 4.5k views

  7. Required year end deliveries

    By Audrey,
    • 4 replies
    • 1.7k views

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

    By Jakyasar,
    • 9 replies
    • 3.5k views

  9. Beneficiary designation with multiple beneficiaries

    By Belgarath,
    • 5 replies
    • 2.3k views

  10. Insurance Question

    By Dougsbpc,
    • 3 replies
    • 1.7k views

  11. Loans Against Defined Benefit Plan?

    By lmsmedley,
    • 10 replies
    • 7k views

  12. Overfunded DB Plan

    By sobrienTPS,   
    • 14 replies
    • 6k views

  13. Cash Balance 415 lump sum distribution limit help

    By Julian,
    • 13 replies
    • 3.3k views

  14. Cash Balance plan change in mortality table

    By AndrewM,
    • 1 reply
    • 1.6k views

  15. Replacement Plan

    By john garigliano,
    • 2 replies
    • 2.1k views

  16. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.8k views

  17. Top heavy minimum benefit - avg comp definition

    By Audrey,
    • 4 replies
    • 2k views

  18. latest date to contribute to retroactive solo 401k

    By Old Reliable,
    • 3 replies
    • 5.9k views

  19. Segment rate calculator

    By SSRRS,
    • 2 replies
    • 1.9k views

  20. PBGC audit

    By Jakyasar,
    • 0 replies
    • 1.5k views

  21. Timing of lump sum distributions

    By AndrewM,
    • 5 replies
    • 3.2k views

  22. 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)

  23. Missed restatements - how to handle?

    By AshI,
    • 3 replies
    • 1.9k views

  24. 401(a)26

    By SKC,
    • 1 reply
    • 1.4k views

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

    By mwyatt,
    • 5 replies
    • 2.5k views

  26. Converting a DB Plan into a Cash Balance Plan

    By metsfan026,
    • 13 replies
    • 3.7k views

  27. Frozen prior to September 2005 no aftap restrictions

    By SSRRS,
    • 2 replies
    • 1.7k views

  28. Under withheld pretax deductions for prior years

    By BN12,
    • 2 replies
    • 1.6k views

  29. 401(a)(26) question

    By truphao,
    • 2 replies
    • 1.3k views

  30. Segment Rates

    By ConnieStorer,
    • 5 replies
    • 2.9k views

  31. Prior DB plan offset

    By Jakyasar,
    • 7 replies
    • 2.1k views

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

    By Audrey,
    • 1 reply
    • 1.2k views

  33. 401a26 and 11-g question

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By metsfan026,
    • 5 replies
    • 2k views

  35. Distribution to Spouse

    By thepensionmaven,
    • 8 replies
    • 1.7k views

  36. PBGC covered or not?

    By truphao,
    • 7 replies
    • 2.5k views

  37. RMD from cash balance plan

    By thepensionmaven,
    • 3 replies
    • 1.7k views

  38. MP Plan - Annuity Request

    By TPApril,
    • 2 replies
    • 1.2k views

  39. QPSA and QOSA

    By PensionPro,
    • 4 replies
    • 1.7k views

  40. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk,
    • 3 replies
    • 10k views

  41. 204(h) timing

    By Bri,
    • 1 reply
    • 1.1k views

  42. Entry Age Normal

    By Rball4,
    • 2 replies
    • 1.3k views

  43. Should Accrued Interest be included in actuarial asset?

    By Audrey,
    • 4 replies
    • 1.5k views

  44. After tax contributions prior to 1986

    By gc@chimentowebb.com,
    • 3 replies
    • 1.6k views

  45. Reduction to 404 deduction limit for HCE amendments

    By AndrewM,
    • 1 reply
    • 1.4k views

  46. No shortfall amortization schedule

    By SSRRS,
    • 3 replies
    • 1.1k views

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

    By RayJJohnsonJr,
    • 8 replies
    • 5.1k views

  48. 2024 Annual Funding Notices Due in 2025

    By Rick,
    • 0 replies
    • 1.2k views

  49. Cash Balance Plan - Interest Rate Amendment

    By metsfan026,
    • 1 reply
    • 1.4k views
    • Bri
    • Bri

  50. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2,
    • 5 replies
    • 1.3k views
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