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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Correcting "Restricted Employee" Distribution Error

    By In House Counsel,
    • 3 replies
    • 701 views

  2. Definition of Compensation for CB Plan

    By metsfan026,
    • 2 replies
    • 838 views

  3. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69,
    • 21 replies
    • 1.4k views

  4. CB Plan - interest crediting upon termination

    By Jakyasar,
    • 7 replies
    • 996 views

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

    By metsfan026,
    • 2 replies
    • 1k views

  6. Funding of Defined Benefit Plans

    By John K,
    • 4 replies
    • 1.1k views

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

    By mwyatt,
    • 5 replies
    • 2k views

  8. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com,
    • 6 replies
    • 1k views

  9. Divorce Decrees and Pension Distributions

    By Molgilny89,
    • 12 replies
    • 2k views

  10. Real estate in owner only plan

    By SSRRS,
    • 10 replies
    • 1.3k views

  11. CBDB 415 limit calculation with distributions

    By Audrey,
    • 4 replies
    • 776 views

  12. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 687 views

  13. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones,
    • 4 replies
    • 1k views

  14. RMD Question

    By Dougsbpc,
    • 1 reply
    • 810 views

  15. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ,
    • 6 replies
    • 1.3k views

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

    By pwitt,
    • 15 replies
    • 1.4k views

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

    By Audrey,
    • 4 replies
    • 1.2k views

  18. DBCB RMD calculation APR assumptions

    By Audrey,
    • 2 replies
    • 715 views

  19. Filing Form 5500 for Frozen Plan

    By metsfan026,
    • 6 replies
    • 1.1k views
    • Bri
    • Bri

  20. High 25 - Union Plan?

    By SadieJane,
    • 2 replies
    • 549 views

  21. 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
    • 1.4k views

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

    By RayJJohnsonJr,
    • 2 replies
    • 632 views

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

    By DR245,
    • 2 replies
    • 1k views

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

    By Kent Allard,   
    • 5 replies
    • 1.1k views

  25. minimum participation-2 person rule

    By Draper55,
    • 7 replies
    • 1.1k views

  26. Required minimum distributions

    By Egold,
    • 2 replies
    • 719 views

  27. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 818 views

  28. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 654 views

  29. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 965 views

  30. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 831 views

  31. EZ or SF?

    By truphao,
    • 2 replies
    • 496 views

  32. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 1.1k views

  33. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 854 views

  34. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc,
    • 7 replies
    • 1.9k views
    • Bri
    • Bri

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

    By pwitt,
    • 4 replies
    • 966 views

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

    By pwitt,
    • 3 replies
    • 685 views

  37. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 480 views

  38. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1k views

  39. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 916 views

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

    By Robert B,
    • 2 replies
    • 614 views

  41. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 1.7k views

  42. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.5k views

  43. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 814 views

  44. Deduction mechanics for an unincorporated partnership

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

  45. Owneship % semantics

    By truphao,
    • 6 replies
    • 1k views

  46. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.2k views

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

    By Dante,
    • 3 replies
    • 584 views

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

    By erisageek1978,
    • 6 replies
    • 1k views

  49. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 717 views

  50. replacement plan qualification

    By Audrey,
    • 2 replies
    • 786 views
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