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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. DB and 412(e)(3) Design Software

    By Dante,
    • 3 replies
    • 782 views

  2. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 1.1k views

  3. replacement plan qualification

    By Audrey,
    • 2 replies
    • 997 views

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

    By BentoBox,
    • 3 replies
    • 1.4k views

  5. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 1.1k views

  6. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1.3k views

  7. DFVCP

    By SSRRS,
    • 1 reply
    • 540 views

  8. Stability Period

    By Audrey,
    • 8 replies
    • 1.4k views

  9. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 2.3k views

  10. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 853 views

  11. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.5k views

  12. 401(a)(26) -- meaningful benefits

    By akollman06,   
    • 10 replies
    • 3.8k views

  13. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 839 views

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

    By Jakyasar,
    • 1 reply
    • 806 views

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 Can payment of a "Benefit" be rescinded/revoked/voided if a Beneficiary makes a material misrepresentation to Plan Admin

    By pwitt,
    • 5 replies
    • 1.8k views

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

    By pwitt,
    • 8 replies
    • 2.2k views

  17. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 806 views

  18. NRA 60

    By SSRRS,
    • 5 replies
    • 1.1k views

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

    By awarara,
    • 4 replies
    • 4.1k views

  20. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.8k views

  21. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 2k views

  22. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 1k views

  23. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 2.2k views

  24. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 1.3k views

  25. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 1.1k views

  26. 415 limit - frozen plans

    By M_2015,
    • 6 replies
    • 1.7k views

  27. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.4k views

  28. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 927 views

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

    By Tom,
    • 1 reply
    • 726 views

  30. Mike Preston

    By tymesup,
    • 17 replies
    • 3.7k views

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

    By SSRRS,
    • 4 replies
    • 2.1k views

  32. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 1.2k views

  33. Loan from contribution

    By SSRRS,
    • 11 replies
    • 3.1k views

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

    By Basically,
    • 5 replies
    • 1.3k views

  35. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 2.4k views

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

    By Bob,
    • 4 replies
    • 1.9k views

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

    By pwitt,
    • 11 replies
    • 2.5k views

  38. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 1.1k views

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

    By Ilene Ferenczy,
    • 5 replies
    • 728 views

  40. Combo plans - testing+top heavy

    By Jakyasar,
    • 7 replies
    • 4k views

  41. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 3.6k views

  42. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 898 views

  43. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 1.3k views

  44. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 1.4k views

  45. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 972 views

  46. SEP and DB Plan

    By truphao,
    • 1 reply
    • 1.1k views

  47. Retro start-up plan

    By truphao,
    • 3 replies
    • 763 views

  48. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 1.4k views

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

    By Effen,
    • 1 reply
    • 825 views

  50. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 2.3k views
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