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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 1.1k views

  2. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 907 views

  3. 415 limit - frozen plans

    By M_2015,
    • 6 replies
    • 1.5k views

  4. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.1k views

  5. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 806 views

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

    By Tom,
    • 1 reply
    • 626 views

  7. Mike Preston

    By tymesup,
    • 17 replies
    • 3.2k views

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

    By SSRRS,
    • 4 replies
    • 1.8k views

  9. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 1.1k views

  10. Loan from contribution

    By SSRRS,
    • 11 replies
    • 2.6k views

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

    By Basically,
    • 5 replies
    • 1.2k views

  12. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 2.1k views

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

    By Bob,
    • 4 replies
    • 1.7k views

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

    By pwitt,
    • 11 replies
    • 2.1k views

  15. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 932 views

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

    By Ilene Ferenczy,
    • 5 replies
    • 644 views

  17. Combo plans - testing+top heavy

    By Jakyasar,
    • 7 replies
    • 3.7k views

  18. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 3.2k views

  19. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 781 views

  20. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 1.1k views

  21. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 1.3k views

  22. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 849 views

  23. SEP and DB Plan

    By truphao,
    • 1 reply
    • 911 views

  24. Retro start-up plan

    By truphao,
    • 3 replies
    • 667 views

  25. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 1.1k views

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

    By Effen,
    • 1 reply
    • 738 views

  27. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 1.9k views

  28. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 933 views

  29. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 1.5k views

  30. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 1.2k views

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

    By Dianna912,
    • 18 replies
    • 2.5k views

  32. That's not cash, is it!

    By Bri,
    • 13 replies
    • 1.7k views

  33. Secure 2.0 Marital - No longer CG rule

    By Lou S.,
    • 4 replies
    • 1.4k views

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

    By Jakyasar,
    • 2 replies
    • 922 views

  35. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 682 views

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

    By kmhaab,
    • 3 replies
    • 2.3k views

  37. so confused about segment rates

    By truphao,
    • 4 replies
    • 974 views

  38. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 683 views

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

    By metsfan026,
    • 3 replies
    • 1.4k views

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

    By truphao,
    • 8 replies
    • 948 views

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

    By mcronin13,
    • 1 reply
    • 554 views

  42. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 663 views

  43. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 2.9k views

  44. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 625 views

  45. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 1.5k views

  46. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 531 views

  47. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 1.9k views

  48. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 1.1k views

  49. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 672 views

  50. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 456 views
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