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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

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

    By RayJJohnsonJr,
    • 2 replies
    • 701 views

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

    By DR245,
    • 2 replies
    • 1.3k views

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

    By Kent Allard,   
    • 5 replies
    • 1.5k views

  4. Required minimum distributions

    By Egold,
    • 2 replies
    • 788 views

  5. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 918 views

  6. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 761 views

  7. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 1.1k views

  8. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 900 views

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

    By Guest DBtech,
    • 261 replies
    • 110k views

  10. EZ or SF?

    By truphao,
    • 2 replies
    • 552 views

  11. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 1.4k views

  12. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 981 views

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

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

  14. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 542 views

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

    By pwitt,
    • 3 replies
    • 793 views

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

    By pwitt,
    • 4 replies
    • 1.1k views

  17. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1.2k views

  18. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 1.1k views

  19. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 2.3k views

  20. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.7k views

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

    By Robert B,
    • 2 replies
    • 698 views

  22. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 919 views

  23. Deduction mechanics for an unincorporated partnership

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

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

    By erisageek1978,
    • 6 replies
    • 1.1k views

  25. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.6k views

  26. Owneship % semantics

    By truphao,
    • 6 replies
    • 1.2k views

  27. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.4k views

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

    By Dante,
    • 3 replies
    • 656 views

  29. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 866 views

  30. replacement plan qualification

    By Audrey,
    • 2 replies
    • 876 views

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

    By BentoBox,
    • 3 replies
    • 1.2k views

  32. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 686 views

  33. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1.2k views

  34. DFVCP

    By SSRRS,
    • 1 reply
    • 429 views

  35. Stability Period

    By Audrey,
    • 8 replies
    • 1.2k views

  36. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 1.9k views

  37. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 748 views

  38. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.3k views

  39. 401(a)(26) -- meaningful benefits

    By akollman06,   
    • 10 replies
    • 3.5k views

  40. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 687 views

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

    By Jakyasar,
    • 1 reply
    • 725 views

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

    By pwitt,
    • 5 replies
    • 1.5k views

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

    By pwitt,
    • 8 replies
    • 1.8k views

  44. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 713 views

  45. NRA 60

    By SSRRS,
    • 5 replies
    • 870 views

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

    By awarara,
    • 4 replies
    • 3.5k views

  47. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.6k views

  48. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.8k views

  49. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 914 views

  50. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 2k views
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