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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. No shortfall amortization schedule

    By SSRRS,
    • 3 replies
    • 1.2k views

  2. Plan Trust Tax ID vs Employer Tax ID, can they be the same?

    By RayJJohnsonJr,
    • 8 replies
    • 5.9k views

  3. 2024 Annual Funding Notices Due in 2025

    By Rick,
    • 0 replies
    • 1.3k views

  4. Cash Balance Plan - Interest Rate Amendment

    By metsfan026,
    • 1 reply
    • 1.5k views
    • Bri
    • Bri

  5. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2,
    • 5 replies
    • 1.3k views

  6. cash balance... Roth?

    By AlbanyConsultant,
    • 4 replies
    • 2.1k views
    • Bri
    • Bri

  7. Cash Balance Plan Eligibility + 401(a)(26) Question

    By NewBieHere,
    • 6 replies
    • 2.3k views

  8. 415(b) Calculation

    By metsfan026,
    • 3 replies
    • 3.4k views

  9. Cash Balance Benefit Question

    By metsfan026,
    • 6 replies
    • 3.1k views
    • Bri
    • Bri

  10. Maximum Deductible Contribution for CB Plan

    By metsfan026,
    • 7 replies
    • 3.4k views
    • Bri
    • Bri

  11. Defined Benefit Plan and Solo 401k Limit

    By Retirein15,
    • 5 replies
    • 4k views

  12. PBGC Premiums for Missing Participants and 1.411(a)-4(b)(6)

    By Joe CW,
    • 1 reply
    • 1.1k views

  13. 4980 transfer and reversion-more than one tax year

    By Draper55,
    • 1 reply
    • 1.6k views

  14. Allocation of excess assets in QRP

    By Bri,
    • 4 replies
    • 1.7k views

  15. Correcting "Restricted Employee" Distribution Error

    By In House Counsel,
    • 3 replies
    • 1.1k views

  16. Secure 2.0 section 316 and IRC 412(d)

    By Draper55,
    • 4 replies
    • 2.8k views

  17. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69,
    • 21 replies
    • 2.8k views

  18. Definition of Compensation for CB Plan

    By metsfan026,
    • 2 replies
    • 1.6k views

  19. CB Plan - interest crediting upon termination

    By Jakyasar,
    • 7 replies
    • 1.7k views

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

    By metsfan026,
    • 2 replies
    • 1.5k views

  21. Divorce Decrees and Pension Distributions

    By Molgilny89,
    • 12 replies
    • 3.8k views

  22. Funding of Defined Benefit Plans

    By John K,
    • 4 replies
    • 1.8k views

  23. minimum participation-2 person rule

    By Draper55,
    • 7 replies
    • 2.2k views

  24. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com,
    • 6 replies
    • 2k views

  25. Real estate in owner only plan

    By SSRRS,
    • 10 replies
    • 2.1k views

  26. CBDB 415 limit calculation with distributions

    By Audrey,
    • 4 replies
    • 1.3k views

  27. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones,
    • 4 replies
    • 1.7k views

  28. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 976 views

  29. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ,
    • 6 replies
    • 2.1k views

  30. RMD Question

    By Dougsbpc,
    • 1 reply
    • 1.1k views

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

    By pwitt,
    • 15 replies
    • 2.5k views

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

    By Audrey,
    • 4 replies
    • 1.9k views

  33. 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
    • 2.2k views

  34. DBCB RMD calculation APR assumptions

    By Audrey,
    • 2 replies
    • 1.1k views

  35. Filing Form 5500 for Frozen Plan

    By metsfan026,
    • 6 replies
    • 1.9k views
    • Bri
    • Bri

  36. High 25 - Union Plan?

    By SadieJane,
    • 2 replies
    • 924 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 1k views

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

    By DR245,
    • 2 replies
    • 1.7k views

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

    By Kent Allard,   
    • 5 replies
    • 2.1k views

  40. Required minimum distributions

    By Egold,
    • 2 replies
    • 1.1k views

  41. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 1.3k views

  42. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 1.1k views

  43. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 1.6k views

  44. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 1.2k views

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

    By Guest DBtech,
    • 261 replies
    • 119.5k views

  46. EZ or SF?

    By truphao,
    • 2 replies
    • 843 views

  47. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 2.1k views

  48. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 1.3k views

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

    By Dalai Pookah,
    • 7 replies
    • 2.2k views
    • Bri
    • Bri

  50. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 860 views
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