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Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

  1. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  2. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 940 views

  3. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 1.9k views

  4. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.5k views

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

    By Robert B,
    • 2 replies
    • 627 views

  6. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 839 views

  7. Deduction mechanics for an unincorporated partnership

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

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

    By erisageek1978,
    • 6 replies
    • 1.1k views

  9. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.4k views

  10. Owneship % semantics

    By truphao,
    • 6 replies
    • 1.1k views

  11. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.2k views

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

    By Dante,
    • 3 replies
    • 600 views

  13. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 754 views

  14. replacement plan qualification

    By Audrey,
    • 2 replies
    • 813 views

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

    By BentoBox,
    • 3 replies
    • 1k views

  16. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 550 views

  17. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1k views

  18. DFVCP

    By SSRRS,
    • 1 reply
    • 385 views

  19. Stability Period

    By Audrey,
    • 8 replies
    • 1k views

  20. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 1.6k views

  21. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 681 views

  22. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.2k views

  23. 401(a)(26) -- meaningful benefits

    By akollman06,   
    • 10 replies
    • 3.3k views

  24. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 573 views

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

    By Jakyasar,
    • 1 reply
    • 682 views

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

    By pwitt,
    • 5 replies
    • 1.3k views

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

    By pwitt,
    • 8 replies
    • 1.6k views

  28. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 649 views

  29. NRA 60

    By SSRRS,
    • 5 replies
    • 796 views

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

    By awarara,
    • 4 replies
    • 3.1k views

  31. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.4k views

  32. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.6k views

  33. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 857 views

  34. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 1.7k views

  35. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 1k views

  36. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 846 views

  37. 415 limit - frozen plans

    By M_2015,
    • 6 replies
    • 1.4k views

  38. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 1.8k views

  39. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 742 views

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

    By Tom,
    • 1 reply
    • 558 views

  41. Mike Preston

    By tymesup,
    • 17 replies
    • 2.9k views

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

    By SSRRS,
    • 4 replies
    • 1.6k views

  43. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 1k views

  44. Loan from contribution

    By SSRRS,
    • 11 replies
    • 2.3k views

  45. When is it too late to setup a DB plan?

    By Basically,
    • 5 replies
    • 970 views

  46. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 1.7k views

  47. will 417e table affect lump sum payment from DB plan

    By Bob,
    • 4 replies
    • 1.5k views

  48. Has Seventh District Court of Appeals ruled on ERISA preemption of post-distribution lawsuits?

    By pwitt,
    • 11 replies
    • 1.8k views

  49. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 823 views

  50. Help needed (quickly) re 2/3rd rule for life insurance in DB plans

    By Ilene Ferenczy,
    • 5 replies
    • 604 views
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