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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

    By BentoBox,
    • 3 replies
    • 983 views

  2. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 535 views

  3. DFVCP

    By SSRRS,
    • 1 reply
    • 373 views

  4. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1k views

  5. Stability Period

    By Audrey,
    • 8 replies
    • 960 views

  6. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 1.5k views

  7. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 662 views

  8. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.1k views

  9. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 549 views

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

    By Jakyasar,
    • 1 reply
    • 663 views

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 Can payment of a "Benefit" be rescinded/revoked/voided if a Beneficiary makes a material misrepresentation to Plan Admin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

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

    By pwitt,
    • 8 replies
    • 1.5k views

  13. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 628 views

  14. NRA 60

    By SSRRS,
    • 5 replies
    • 777 views

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

    By awarara,
    • 4 replies
    • 2.9k views

  16. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.5k views

  17. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.3k views

  18. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 1.7k views

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

    By Tom,
    • 1 reply
    • 539 views

  20. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 718 views

  21. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.3k views

  22. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 829 views

  23. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 836 views

  24. Mike Preston

    By tymesup,
    • 17 replies
    • 2.9k views

  25. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 1k views

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

    By SSRRS,
    • 4 replies
    • 1.6k views

  27. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 1.7k views

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

    By Basically,
    • 5 replies
    • 931 views

  29. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 1.6k views

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

    By Bob,
    • 4 replies
    • 1.5k views

  31. Loan from contribution

    By SSRRS,
    • 11 replies
    • 2.2k views

  32. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 805 views

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

    By pwitt,
    • 11 replies
    • 1.6k views

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

    By Ilene Ferenczy,
    • 5 replies
    • 592 views

  35. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 2.7k views

  36. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 696 views

  37. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 979 views

  38. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 1k views

  39. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 928 views

  40. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 740 views

  41. SEP and DB Plan

    By truphao,
    • 1 reply
    • 764 views

  42. Retro start-up plan

    By truphao,
    • 3 replies
    • 581 views

  43. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 977 views

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

    By Effen,
    • 1 reply
    • 674 views

  45. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 844 views

  46. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 1.4k views

  47. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 1k views

  48. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 1.6k views

  49. Secure 2.0 Marital - No longer CG rule

    By Lou S.,
    • 4 replies
    • 1.2k views

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

    By Jakyasar,
    • 2 replies
    • 837 views
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