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Defined Benefit Plans, Including Cash Balance

7,179 topics in this forum

  1. EZ or SF?

    By truphao,
    • 2 replies
    • 521 views

  2. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 1.2k views

  3. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 921 views

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

    By Dalai Pookah,
    • 7 replies
    • 1.6k views
    • Bri
    • Bri

  5. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 504 views

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

    By pwitt,
    • 3 replies
    • 729 views

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

    By pwitt,
    • 4 replies
    • 1k views

  8. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  9. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 975 views

  10. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 2k views

  11. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.6k views

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

    By Robert B,
    • 2 replies
    • 639 views

  13. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 856 views

  14. Deduction mechanics for an unincorporated partnership

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

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

    By erisageek1978,
    • 6 replies
    • 1.1k views

  16. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.4k views

  17. Owneship % semantics

    By truphao,
    • 6 replies
    • 1.1k views

  18. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.3k views

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

    By Dante,
    • 3 replies
    • 612 views

  20. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 787 views

  21. replacement plan qualification

    By Audrey,
    • 2 replies
    • 830 views

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

    By BentoBox,
    • 3 replies
    • 1.1k views

  23. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 580 views

  24. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1.1k views

  25. DFVCP

    By SSRRS,
    • 1 reply
    • 394 views

  26. Stability Period

    By Audrey,
    • 8 replies
    • 1.1k views

  27. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 1.7k views

  28. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 689 views

  29. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.2k views

  30. 401(a)(26) -- meaningful benefits

    By akollman06,   
    • 10 replies
    • 3.4k views

  31. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 606 views

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

    By Jakyasar,
    • 1 reply
    • 698 views

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

    By pwitt,
    • 5 replies
    • 1.4k views

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

    By pwitt,
    • 8 replies
    • 1.6k views

  35. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 669 views

  36. NRA 60

    By SSRRS,
    • 5 replies
    • 807 views

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

    By awarara,
    • 4 replies
    • 3.3k views

  38. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.4k views

  39. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.6k views

  40. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 872 views

  41. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 1.8k views

  42. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 1k views

  43. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 860 views

  44. 415 limit - frozen plans

    By M_2015,
    • 6 replies
    • 1.4k views

  45. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 1.9k views

  46. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 765 views

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

    By Tom,
    • 1 reply
    • 582 views

  48. Mike Preston

    By tymesup,
    • 17 replies
    • 3k views

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

    By SSRRS,
    • 4 replies
    • 1.7k views

  50. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 1.1k views
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