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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. Funding of Defined Benefit Plans

    By John K,
    • 4 replies
    • 1.4k views

  2. minimum participation-2 person rule

    By Draper55,
    • 7 replies
    • 1.7k views

  3. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com,
    • 6 replies
    • 1.4k views

  4. Real estate in owner only plan

    By SSRRS,
    • 10 replies
    • 1.6k views

  5. CBDB 415 limit calculation with distributions

    By Audrey,
    • 4 replies
    • 927 views

  6. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones,
    • 4 replies
    • 1.4k views

  7. Supplemental Refund & RMD

    By Guest,   
    • 1 reply
    • 788 views

  8. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ,
    • 6 replies
    • 1.6k views

  9. RMD Question

    By Dougsbpc,
    • 1 reply
    • 958 views

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

    By pwitt,
    • 15 replies
    • 1.8k views

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

    By Audrey,
    • 4 replies
    • 1.5k views

  12. 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
    • 1.7k views

  13. DBCB RMD calculation APR assumptions

    By Audrey,
    • 2 replies
    • 854 views

  14. Filing Form 5500 for Frozen Plan

    By metsfan026,
    • 6 replies
    • 1.4k views
    • Bri
    • Bri

  15. High 25 - Union Plan?

    By SadieJane,
    • 2 replies
    • 675 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 745 views

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

    By DR245,
    • 2 replies
    • 1.4k views

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

    By Kent Allard,   
    • 5 replies
    • 1.7k views

  19. Required minimum distributions

    By Egold,
    • 2 replies
    • 830 views

  20. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 977 views

  21. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 844 views

  22. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 1.2k views

  23. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 943 views

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

    By Guest DBtech,
    • 261 replies
    • 111.6k views

  25. EZ or SF?

    By truphao,
    • 2 replies
    • 610 views

  26. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 1.6k views

  27. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 1k views

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

    By Dalai Pookah,
    • 7 replies
    • 1.8k views
    • Bri
    • Bri

  29. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 598 views

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

    By pwitt,
    • 3 replies
    • 885 views

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

    By pwitt,
    • 4 replies
    • 1.1k views

  32. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1.3k views

  33. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 1.1k views

  34. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 2.6k views

  35. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.8k views

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

    By Robert B,
    • 2 replies
    • 760 views

  37. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 1k views

  38. Deduction mechanics for an unincorporated partnership

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

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

    By erisageek1978,
    • 6 replies
    • 1.2k views

  40. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.8k views

  41. Owneship % semantics

    By truphao,
    • 6 replies
    • 1.2k views

  42. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.4k views

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

    By Dante,
    • 3 replies
    • 708 views

  44. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 945 views

  45. replacement plan qualification

    By Audrey,
    • 2 replies
    • 924 views

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

    By BentoBox,
    • 3 replies
    • 1.3k views

  47. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 1k views

  48. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1.2k views

  49. DFVCP

    By SSRRS,
    • 1 reply
    • 487 views

  50. Stability Period

    By Audrey,
    • 8 replies
    • 1.3k views
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