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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

    By pwitt,
    • 8 replies
    • 1.4k views

  2. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 579 views

  3. NRA 60

    By SSRRS,
    • 5 replies
    • 739 views

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

    By awarara,
    • 4 replies
    • 2.4k views

  5. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.4k views

  6. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.2k views

  7. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 1.5k views

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

    By Tom,
    • 1 reply
    • 498 views

  9. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 685 views

  10. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.1k views

  11. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 795 views

  12. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 806 views

  13. Mike Preston

    By tymesup,
    • 17 replies
    • 2.7k views

  14. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 973 views

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

    By SSRRS,
    • 4 replies
    • 1.5k views

  16. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 1.6k views

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

    By Basically,
    • 5 replies
    • 871 views

  18. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 1.5k views

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

    By Bob,
    • 4 replies
    • 1.4k views

  20. Loan from contribution

    By SSRRS,
    • 11 replies
    • 2k views

  21. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 767 views

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

    By pwitt,
    • 11 replies
    • 1.5k views

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

    By Ilene Ferenczy,
    • 5 replies
    • 575 views

  24. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 2.5k views

  25. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 647 views

  26. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 936 views

  27. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 944 views

  28. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 893 views

  29. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 710 views

  30. SEP and DB Plan

    By truphao,
    • 1 reply
    • 668 views

  31. Retro start-up plan

    By truphao,
    • 3 replies
    • 550 views

  32. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 929 views

  33. JBEA to eliminate physical presence requirement for continuing education retro to  beginning of this cycle.

    By Effen,
    • 1 reply
    • 626 views

  34. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 808 views

  35. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 1.3k views

  36. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 986 views

  37. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 1.5k views

  38. Secure 2.0 Marital - No longer CG rule

    By Lou S.,
    • 4 replies
    • 1.1k views

  39. Additional distribution to RMD and no in-service allowed under DB plan

    By Jakyasar,
    • 2 replies
    • 778 views

  40. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 548 views

  41. Options for funds transferred to a QRP following overfunded DB plan termination?

    By kmhaab,
    • 3 replies
    • 1.9k views

  42. so confused about segment rates

    By truphao,
    • 4 replies
    • 810 views

  43. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 575 views

  44. Back Door Roth to go with Cash Balance/PS Plans

    By metsfan026,
    • 3 replies
    • 1k views

  45. H&W - separate businesses - one plan?

    By truphao,
    • 8 replies
    • 802 views

  46. Third Party Defined Benefit Administration & Actuarial Platform Leasing Options

    By mcronin13,
    • 1 reply
    • 467 views

  47. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 524 views

  48. Terminated Pension now with F&G showing incorrect "Early Retirement Date."

    By Dianna912,
    • 18 replies
    • 1.7k views

  49. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 536 views

  50. That's not cash, is it!

    By Bri,
    • 13 replies
    • 1.2k views
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