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Defined Benefit Plans, Including Cash Balance

7,179 topics in this forum

  1. Loan from contribution

    By SSRRS,
    • 11 replies
    • 2.4k views

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

    By Basically,
    • 5 replies
    • 1k views

  3. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 1.8k views

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

    By Bob,
    • 4 replies
    • 1.6k views

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

    By pwitt,
    • 11 replies
    • 1.9k views

  6. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 841 views

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

    By Ilene Ferenczy,
    • 5 replies
    • 614 views

  8. Combo plans - testing+top heavy

    By Jakyasar,
    • 7 replies
    • 3.6k views

  9. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 2.9k views

  10. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 730 views

  11. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 990 views

  12. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 1.2k views

  13. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 778 views

  14. SEP and DB Plan

    By truphao,
    • 1 reply
    • 814 views

  15. Retro start-up plan

    By truphao,
    • 3 replies
    • 623 views

  16. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 1k views

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

    By Effen,
    • 1 reply
    • 696 views

  18. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 1.8k views

  19. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 876 views

  20. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 1.5k views

  21. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 1.1k views

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

    By Dianna912,
    • 18 replies
    • 2.1k views

  23. That's not cash, is it!

    By Bri,
    • 13 replies
    • 1.5k views

  24. Secure 2.0 Marital - No longer CG rule

    By Lou S.,
    • 4 replies
    • 1.3k views

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

    By Jakyasar,
    • 2 replies
    • 877 views

  26. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 622 views

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

    By kmhaab,
    • 3 replies
    • 2.2k views

  28. so confused about segment rates

    By truphao,
    • 4 replies
    • 906 views

  29. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 635 views

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

    By metsfan026,
    • 3 replies
    • 1.3k views

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

    By truphao,
    • 8 replies
    • 879 views

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

    By mcronin13,
    • 1 reply
    • 525 views

  33. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 633 views

  34. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 2.7k views

  35. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 596 views

  36. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 1.3k views

  37. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 503 views

  38. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 1.8k views

  39. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 1k views

  40. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 630 views

  41. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 428 views

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

    By Effen,
    • 8 replies
    • 7.6k views

  43. 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
    • 927 views

  44. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 755 views

  45. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.2k views

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

    By waid10,
    • 3 replies
    • 1.2k views

  47. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 3.5k views

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

    By mwyatt,
    • 1 reply
    • 568 views

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

    By TPApril,
    • 8 replies
    • 1.6k views

  50. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 1.8k views
    • DW
    • DW
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