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Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

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

    By Kent Allard,   
    • 5 replies
    • 1.4k views

  2. Required minimum distributions

    By Egold,
    • 2 replies
    • 766 views

  3. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 893 views

  4. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 729 views

  5. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 1.1k views

  6. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 880 views

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

    By Guest DBtech,
    • 261 replies
    • 108.8k views

  8. EZ or SF?

    By truphao,
    • 2 replies
    • 536 views

  9. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 1.3k views

  10. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 950 views

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

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

  12. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 522 views

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

    By pwitt,
    • 3 replies
    • 754 views

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

    By pwitt,
    • 4 replies
    • 1k views

  15. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  16. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 1k views

  17. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 2.2k views

  18. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.6k views

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

    By Robert B,
    • 2 replies
    • 654 views

  20. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 876 views

  21. Deduction mechanics for an unincorporated partnership

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

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

    By erisageek1978,
    • 6 replies
    • 1.1k views

  23. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.5k views

  24. Owneship % semantics

    By truphao,
    • 6 replies
    • 1.1k views

  25. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.3k views

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

    By Dante,
    • 3 replies
    • 630 views

  27. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 829 views

  28. replacement plan qualification

    By Audrey,
    • 2 replies
    • 849 views

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

    By BentoBox,
    • 3 replies
    • 1.1k views

  30. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 614 views

  31. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1.1k views

  32. DFVCP

    By SSRRS,
    • 1 reply
    • 405 views

  33. Stability Period

    By Audrey,
    • 8 replies
    • 1.1k views

  34. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 1.8k views

  35. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 715 views

  36. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.2k views

  37. 401(a)(26) -- meaningful benefits

    By akollman06,   
    • 10 replies
    • 3.4k views

  38. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 635 views

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

    By Jakyasar,
    • 1 reply
    • 707 views

  40. 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

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

    By pwitt,
    • 8 replies
    • 1.7k views

  42. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 685 views

  43. NRA 60

    By SSRRS,
    • 5 replies
    • 840 views

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

    By awarara,
    • 4 replies
    • 3.4k views

  45. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.5k views

  46. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.7k views

  47. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 886 views

  48. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 1.9k views

  49. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 1.1k views

  50. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 882 views
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