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Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

  1. Combo plans - testing+top heavy

    By Jakyasar,
    • 7 replies
    • 3.5k views

  2. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 2.8k views

  3. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 716 views

  4. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 963 views

  5. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 1.1k views

  6. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 760 views

  7. SEP and DB Plan

    By truphao,
    • 1 reply
    • 796 views

  8. Retro start-up plan

    By truphao,
    • 3 replies
    • 610 views

  9. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 1k views

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

    By Effen,
    • 1 reply
    • 690 views

  11. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 1.7k views

  12. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 864 views

  13. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 1.4k views

  14. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 1.1k views

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

    By Dianna912,
    • 18 replies
    • 2k views

  16. That's not cash, is it!

    By Bri,
    • 13 replies
    • 1.4k views

  17. Secure 2.0 Marital - No longer CG rule

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

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

    By Jakyasar,
    • 2 replies
    • 859 views

  19. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 601 views

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

    By kmhaab,
    • 3 replies
    • 2.1k views

  21. so confused about segment rates

    By truphao,
    • 4 replies
    • 887 views

  22. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 620 views

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

    By metsfan026,
    • 3 replies
    • 1.3k views

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

    By truphao,
    • 8 replies
    • 862 views

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

    By mcronin13,
    • 1 reply
    • 519 views

  26. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 614 views

  27. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 2.5k views

  28. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 581 views

  29. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 1.3k views

  30. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 491 views

  31. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 1.7k views

  32. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 973 views

  33. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 601 views

  34. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 418 views

  35. Is a payment for signing a non-compete agreement earned income?

    By Effen,
    • 8 replies
    • 7.3k views

  36. Freezing Plans; How/If Does a Plan Freeze Affect the Reckoning of Years of Participation and/or Years of Service, and the High Three Year Streak for § 415(b) Deliberations

    By Kent Allard,   
    • 4 replies
    • 896 views

  37. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 746 views

  38. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.1k views

  39. Multiple In-Service Distributions by Participant in Same Calendar Year (Cash Balance Plan)

    By waid10,
    • 3 replies
    • 1.2k views

  40. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 3.3k views

  41. IRN 2023-73 417 Mortality Table, why only 5 decimal places?

    By mwyatt,
    • 1 reply
    • 554 views

  42. small Cash Balance Plan - just wasn't right

    By TPApril,
    • 8 replies
    • 1.5k views

  43. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 1.7k views
    • DW
    • DW

  44. Death of nonhighly compensation employee

    By Egold,
    • 11 replies
    • 1.3k views

  45. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac,
    • 7 replies
    • 2.9k views

  46. HCE excluded from allocation

    By Jakyasar,
    • 9 replies
    • 1k views

  47. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24,
    • 8 replies
    • 2.5k views

  48. Market Based Cash Balance Plan - Interest Crediting Rate Assumption

    By SCooper,   
    • 0 replies
    • 573 views

  49. Is my plan TH?

    By truphao,
    • 3 replies
    • 532 views

  50. What if a lull in between employers medical and Medicare A&B

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

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