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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Frozen prior to September 2005 no aftap restrictions

    By SSRRS,
    • 2 replies
    • 1.5k views

  2. Under withheld pretax deductions for prior years

    By BN12,
    • 2 replies
    • 1.4k views

  3. 401(a)(26) question

    By truphao,
    • 2 replies
    • 1.1k views

  4. Segment Rates

    By ConnieStorer,
    • 5 replies
    • 2.3k views

  5. Prior DB plan offset

    By Jakyasar,
    • 7 replies
    • 1.9k views

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

    By Audrey,
    • 1 reply
    • 985 views

  7. 401a26 and 11-g question

    By Jakyasar,
    • 2 replies
    • 1.1k views

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

    By metsfan026,
    • 5 replies
    • 1.7k views

  9. Distribution to Spouse

    By thepensionmaven,
    • 8 replies
    • 1.4k views

  10. PBGC covered or not?

    By truphao,
    • 7 replies
    • 2k views

  11. RMD from cash balance plan

    By thepensionmaven,
    • 3 replies
    • 1.5k views

  12. MP Plan - Annuity Request

    By TPApril,
    • 2 replies
    • 994 views

  13. QPSA and QOSA

    By PensionPro,
    • 4 replies
    • 1.4k views

  14. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk,
    • 3 replies
    • 9.7k views

  15. 204(h) timing

    By Bri,
    • 1 reply
    • 886 views

  16. Entry Age Normal

    By Rball4,
    • 2 replies
    • 1k views

  17. Should Accrued Interest be included in actuarial asset?

    By Audrey,
    • 4 replies
    • 1.2k views

  18. After tax contributions prior to 1986

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

  19. Reduction to 404 deduction limit for HCE amendments

    By AndrewM,
    • 1 reply
    • 1.2k views

  20. No shortfall amortization schedule

    By SSRRS,
    • 3 replies
    • 848 views

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

    By RayJJohnsonJr,
    • 8 replies
    • 3.7k views

  22. 2024 Annual Funding Notices Due in 2025

    By Rick,
    • 0 replies
    • 1.1k views

  23. Cash Balance Plan - Interest Rate Amendment

    By metsfan026,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  24. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2,
    • 5 replies
    • 1k views

  25. cash balance... Roth?

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

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

    By NewBieHere,
    • 6 replies
    • 1.7k views

  27. 415(b) Calculation

    By metsfan026,
    • 3 replies
    • 2.5k views

  28. Cash Balance Benefit Question

    By metsfan026,
    • 6 replies
    • 2.3k views
    • Bri
    • Bri

  29. Maximum Deductible Contribution for CB Plan

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

  30. Defined Benefit Plan and Solo 401k Limit

    By Retirein15,
    • 5 replies
    • 3.2k views

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

    By Joe CW,
    • 1 reply
    • 844 views

  32. 4980 transfer and reversion-more than one tax year

    By Draper55,
    • 1 reply
    • 1.3k views

  33. Allocation of excess assets in QRP

    By Bri,
    • 4 replies
    • 1.2k views

  34. Correcting "Restricted Employee" Distribution Error

    By In House Counsel,
    • 3 replies
    • 792 views

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

    By Draper55,
    • 4 replies
    • 2.3k views

  36. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69,
    • 21 replies
    • 1.8k views

  37. Definition of Compensation for CB Plan

    By metsfan026,
    • 2 replies
    • 1.1k views

  38. CB Plan - interest crediting upon termination

    By Jakyasar,
    • 7 replies
    • 1.2k views

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

    By metsfan026,
    • 2 replies
    • 1.2k views

  40. Divorce Decrees and Pension Distributions

    By Molgilny89,
    • 12 replies
    • 2.8k views

  41. Funding of Defined Benefit Plans

    By John K,
    • 4 replies
    • 1.3k views

  42. minimum participation-2 person rule

    By Draper55,
    • 7 replies
    • 1.6k views

  43. 417(e) assumptions for SECURE Act disclosure

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

  44. Real estate in owner only plan

    By SSRRS,
    • 10 replies
    • 1.5k views

  45. CBDB 415 limit calculation with distributions

    By Audrey,
    • 4 replies
    • 894 views

  46. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones,
    • 4 replies
    • 1.3k views

  47. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 760 views

  48. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ,
    • 6 replies
    • 1.6k views

  49. RMD Question

    By Dougsbpc,
    • 1 reply
    • 928 views

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

    By pwitt,
    • 15 replies
    • 1.7k views
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