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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. CB Plan - interest crediting upon termination

    By Jakyasar,
    • 7 replies
    • 940 views

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

    By metsfan026,
    • 2 replies
    • 974 views

  3. Divorce Decrees and Pension Distributions

    By Molgilny89,
    • 12 replies
    • 1.8k views

  4. Funding of Defined Benefit Plans

    By John K,
    • 4 replies
    • 1.1k views

  5. minimum participation-2 person rule

    By Draper55,
    • 7 replies
    • 1k views

  6. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com,
    • 6 replies
    • 936 views

  7. Real estate in owner only plan

    By SSRRS,
    • 10 replies
    • 1.2k views

  8. CBDB 415 limit calculation with distributions

    By Audrey,
    • 4 replies
    • 746 views

  9. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones,
    • 4 replies
    • 971 views

  10. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 665 views

  11. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ,
    • 6 replies
    • 1.2k views

  12. RMD Question

    By Dougsbpc,
    • 1 reply
    • 778 views

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

    By pwitt,
    • 15 replies
    • 1.3k views

  14. combo cross test with different eligibility requirements in DC & DB plans

    By Audrey,
    • 4 replies
    • 1.1k views

  15. Sponsor of overfunded DB plan looking for a company with an underfunded DB plan to merge with or sell to

    By Ilene Ferenczy,
    • 7 replies
    • 1.3k views

  16. DBCB RMD calculation APR assumptions

    By Audrey,
    • 2 replies
    • 688 views

  17. Filing Form 5500 for Frozen Plan

    By metsfan026,
    • 6 replies
    • 1k views
    • Bri
    • Bri

  18. High 25 - Union Plan?

    By SadieJane,
    • 2 replies
    • 530 views

  19. How is the maximum Defined Benefit calculated for older NRA's like ages NRA 70 or NRA 85?

    By RayJJohnsonJr,
    • 2 replies
    • 611 views

  20. ERISA SECTION 204(h) NOTICE - Seriousness and options available?

    By DR245,
    • 2 replies
    • 944 views

  21. Suspending Disbursements Upon Resumption of Employment; Perhaps With Endorsing Entity

    By Kent Allard,   
    • 5 replies
    • 1k views

  22. Required minimum distributions

    By Egold,
    • 2 replies
    • 698 views

  23. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 776 views

  24. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 629 views

  25. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 898 views

  26. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 800 views

  27. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 6

    By Guest DBtech,
    • 261 replies
    • 106.6k views

  28. EZ or SF?

    By truphao,
    • 2 replies
    • 468 views

  29. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 983 views

  30. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 800 views

  31. Allocation of Excess Assets in Floor-Offset CB plan termination

    By Dalai Pookah,
    • 7 replies
    • 1.3k views
    • Bri
    • Bri

  32. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 462 views

  33. How much can a Plan Adminstrator w/ Discretionary Authority Xercise b4 it's abuse of authority

    By pwitt,
    • 3 replies
    • 650 views

  34. Must Plan Administrators have returning employee/Plan Participants "Reaffirm" Designated Beneficiary

    By pwitt,
    • 4 replies
    • 924 views

  35. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 970 views

  36. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 851 views

  37. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 1.5k views

  38. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.4k views

  39. Vested Participant does not think they are eligible - Multiemployer pension plan

    By Robert B,
    • 2 replies
    • 594 views

  40. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 780 views

  41. Deduction mechanics for an unincorporated partnership

    By Belgarath,
    • 3 replies
    • 529 views
    • Bri
    • Bri

  42. "Rehired" if e/e comes back for 1 day as a temp?

    By erisageek1978,
    • 6 replies
    • 998 views

  43. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.1k views

  44. Owneship % semantics

    By truphao,
    • 6 replies
    • 1k views

  45. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.1k views

  46. DB and 412(e)(3) Design Software

    By Dante,
    • 3 replies
    • 564 views

  47. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 657 views

  48. replacement plan qualification

    By Audrey,
    • 2 replies
    • 745 views

  49. Qualified Replacement Plan - "Active Participants" under 4980

    By BentoBox,
    • 3 replies
    • 890 views

  50. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 495 views
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