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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Replacement Plan

    By john garigliano,
    • 2 replies
    • 1.9k views

  2. Adjust Projected/Accrued Benefits

    By thepensionmaven,
    • 1 reply
    • 1.6k views

  3. Top heavy minimum benefit - avg comp definition

    By Audrey,
    • 4 replies
    • 1.8k views

  4. latest date to contribute to retroactive solo 401k

    By Old Reliable,
    • 3 replies
    • 5.6k views

  5. Segment rate calculator

    By SSRRS,
    • 2 replies
    • 1.8k views

  6. PBGC audit

    By Jakyasar,
    • 0 replies
    • 1.4k views

  7. Timing of lump sum distributions

    By AndrewM,
    • 5 replies
    • 2.8k views

  8. 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)

  9. Missed restatements - how to handle?

    By AshI,
    • 3 replies
    • 1.8k views

  10. 401(a)26

    By SKC,
    • 1 reply
    • 1.3k views

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

    By mwyatt,
    • 5 replies
    • 2.3k views

  12. Converting a DB Plan into a Cash Balance Plan

    By metsfan026,
    • 13 replies
    • 3.3k views

  13. Frozen prior to September 2005 no aftap restrictions

    By SSRRS,
    • 2 replies
    • 1.6k views

  14. Under withheld pretax deductions for prior years

    By BN12,
    • 2 replies
    • 1.4k views

  15. 401(a)(26) question

    By truphao,
    • 2 replies
    • 1.1k views

  16. Segment Rates

    By ConnieStorer,
    • 5 replies
    • 2.6k views

  17. Prior DB plan offset

    By Jakyasar,
    • 7 replies
    • 2k views

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

    By Audrey,
    • 1 reply
    • 1k views

  19. 401a26 and 11-g question

    By Jakyasar,
    • 2 replies
    • 1.2k views

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

    By metsfan026,
    • 5 replies
    • 1.8k views

  21. Distribution to Spouse

    By thepensionmaven,
    • 8 replies
    • 1.5k views

  22. PBGC covered or not?

    By truphao,
    • 7 replies
    • 2.2k views

  23. RMD from cash balance plan

    By thepensionmaven,
    • 3 replies
    • 1.5k views

  24. MP Plan - Annuity Request

    By TPApril,
    • 2 replies
    • 1k views

  25. QPSA and QOSA

    By PensionPro,
    • 4 replies
    • 1.5k views

  26. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk,
    • 3 replies
    • 9.8k views

  27. 204(h) timing

    By Bri,
    • 1 reply
    • 929 views

  28. Entry Age Normal

    By Rball4,
    • 2 replies
    • 1.1k views

  29. Should Accrued Interest be included in actuarial asset?

    By Audrey,
    • 4 replies
    • 1.3k views

  30. After tax contributions prior to 1986

    By gc@chimentowebb.com,
    • 3 replies
    • 1.4k views

  31. Reduction to 404 deduction limit for HCE amendments

    By AndrewM,
    • 1 reply
    • 1.2k views

  32. No shortfall amortization schedule

    By SSRRS,
    • 3 replies
    • 903 views

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

    By RayJJohnsonJr,
    • 8 replies
    • 4.2k views

  34. 2024 Annual Funding Notices Due in 2025

    By Rick,
    • 0 replies
    • 1.1k views

  35. Cash Balance Plan - Interest Rate Amendment

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

  36. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2,
    • 5 replies
    • 1.1k views

  37. cash balance... Roth?

    By AlbanyConsultant,
    • 4 replies
    • 1.6k views
    • Bri
    • Bri

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

    By NewBieHere,
    • 6 replies
    • 1.9k views

  39. 415(b) Calculation

    By metsfan026,
    • 3 replies
    • 2.8k views

  40. Cash Balance Benefit Question

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

  41. Maximum Deductible Contribution for CB Plan

    By metsfan026,
    • 7 replies
    • 3.1k views
    • Bri
    • Bri

  42. Defined Benefit Plan and Solo 401k Limit

    By Retirein15,
    • 5 replies
    • 3.5k views

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

    By Joe CW,
    • 1 reply
    • 914 views

  44. 4980 transfer and reversion-more than one tax year

    By Draper55,
    • 1 reply
    • 1.4k views

  45. Allocation of excess assets in QRP

    By Bri,
    • 4 replies
    • 1.3k views

  46. Correcting "Restricted Employee" Distribution Error

    By In House Counsel,
    • 3 replies
    • 846 views

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

    By Draper55,
    • 4 replies
    • 2.4k views

  48. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69,
    • 21 replies
    • 2.1k views

  49. Definition of Compensation for CB Plan

    By metsfan026,
    • 2 replies
    • 1.2k views

  50. CB Plan - interest crediting upon termination

    By Jakyasar,
    • 7 replies
    • 1.3k views
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