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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 1.7k views

  2. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.5k views

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

    By Robert B,
    • 2 replies
    • 614 views

  4. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 815 views

  5. Deduction mechanics for an unincorporated partnership

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

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

    By erisageek1978,
    • 6 replies
    • 1k views

  7. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.3k views

  8. Owneship % semantics

    By truphao,
    • 6 replies
    • 1k views

  9. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.2k views

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

    By Dante,
    • 3 replies
    • 584 views

  11. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 717 views

  12. replacement plan qualification

    By Audrey,
    • 2 replies
    • 787 views

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

    By BentoBox,
    • 3 replies
    • 983 views

  14. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 535 views

  15. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1k views

  16. DFVCP

    By SSRRS,
    • 1 reply
    • 373 views

  17. Stability Period

    By Audrey,
    • 8 replies
    • 960 views

  18. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 1.5k views

  19. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 662 views

  20. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.1k views

  21. 401(a)(26) -- meaningful benefits

    By akollman06,   
    • 10 replies
    • 3.2k views

  22. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 549 views

  23. New CB Plan - short year for the new entity

    By Jakyasar,
    • 1 reply
    • 663 views

  24. Can payment of a "Benefit" be rescinded/revoked/voided if a Beneficiary makes a material misrepresentation to Plan Admin

    By pwitt,
    • 5 replies
    • 1.3k views

  25. "Successor" beneficiary in a Defined Benefit plan where Designated/Primary Beneficiary determined to be invalid

    By pwitt,
    • 8 replies
    • 1.5k views

  26. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 628 views

  27. NRA 60

    By SSRRS,
    • 5 replies
    • 777 views

  28. Starting cash balance this year, but maxed out solo 401k already this year?

    By awarara,
    • 4 replies
    • 2.9k views

  29. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.3k views

  30. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.5k views

  31. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 837 views

  32. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 1.7k views

  33. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 979 views

  34. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 829 views

  35. 415 limit - frozen plans

    By M_2015,
    • 6 replies
    • 1.3k views

  36. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 1.7k views

  37. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 720 views

  38. Excluding service prior to adoption of the plan for vetsing

    By Tom,
    • 1 reply
    • 539 views

  39. Mike Preston

    By tymesup,
    • 17 replies
    • 2.9k views

  40. Frozen Plan and 401(a)(26)

    By SSRRS,
    • 4 replies
    • 1.6k views

  41. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 1k views

  42. Loan from contribution

    By SSRRS,
    • 11 replies
    • 2.2k views

  43. When is it too late to setup a DB plan?

    By Basically,
    • 5 replies
    • 932 views

  44. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 1.6k views

  45. will 417e table affect lump sum payment from DB plan

    By Bob,
    • 4 replies
    • 1.5k views

  46. Has Seventh District Court of Appeals ruled on ERISA preemption of post-distribution lawsuits?

    By pwitt,
    • 11 replies
    • 1.6k views

  47. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 805 views

  48. Help needed (quickly) re 2/3rd rule for life insurance in DB plans

    By Ilene Ferenczy,
    • 5 replies
    • 592 views

  49. Combo plans - testing+top heavy

    By Jakyasar,
    • 7 replies
    • 3.4k views

  50. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 2.7k views
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