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Defined Benefit Plans, Including Cash Balance

7,198 topics in this forum

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

    By Jakyasar,
    • 1 reply
    • 748 views

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 Can payment of a "Benefit" be rescinded/revoked/voided if a Beneficiary makes a material misrepresentation to Plan Admin

    By pwitt,
    • 5 replies
    • 1.6k views

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

    By pwitt,
    • 8 replies
    • 1.9k views

  4. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 737 views

  5. NRA 60

    By SSRRS,
    • 5 replies
    • 916 views

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

    By awarara,
    • 4 replies
    • 3.7k views

  7. 204(h) Notice Required?

    By truphao,
    • 8 replies
    • 1.7k views

  8. Freezing A Cash Balance Plan

    By metsfan026,
    • 1 reply
    • 1.9k views

  9. 411 accrual limits to 415(b) max benefits

    By DanEA,
    • 3 replies
    • 957 views

  10. Terminating DB Plan & Opening A New One

    By metsfan026,
    • 2 replies
    • 2.1k views

  11. Sole Prop Contributions to DB plan

    By TPApril,
    • 3 replies
    • 1.2k views

  12. Single Life DB Plan and Estate Planning

    By DanyelN,
    • 4 replies
    • 971 views

  13. 415 limit - frozen plans

    By M_2015,
    • 6 replies
    • 1.5k views

  14. Excess Assets in Terminating Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.3k views

  15. 412e3 - RMD

    By Jakyasar,
    • 2 replies
    • 835 views

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

    By Tom,
    • 1 reply
    • 662 views

  17. Mike Preston

    By tymesup,
    • 17 replies
    • 3.3k views

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

    By SSRRS,
    • 4 replies
    • 1.9k views

  19. DB change of Sponsor to his New LLC

    By thepensionmaven,
    • 2 replies
    • 1.1k views

  20. Loan from contribution

    By SSRRS,
    • 11 replies
    • 2.8k views

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

    By Basically,
    • 5 replies
    • 1.2k views

  22. Schedule C income

    By thepensionmaven,
    • 4 replies
    • 2.2k views

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

    By Bob,
    • 4 replies
    • 1.8k views

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

    By pwitt,
    • 11 replies
    • 2.3k views

  25. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 1k views

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

    By Ilene Ferenczy,
    • 5 replies
    • 669 views

  27. Combo plans - testing+top heavy

    By Jakyasar,
    • 7 replies
    • 3.8k views

  28. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 3.4k views

  29. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 817 views

  30. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 1.1k views

  31. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 1.3k views

  32. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 897 views

  33. SEP and DB Plan

    By truphao,
    • 1 reply
    • 1k views

  34. Retro start-up plan

    By truphao,
    • 3 replies
    • 698 views

  35. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 1.2k views

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

    By Effen,
    • 1 reply
    • 768 views

  37. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 2.1k views

  38. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 985 views

  39. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 1.6k views

  40. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 1.3k views

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

    By Dianna912,
    • 18 replies
    • 2.7k views

  42. That's not cash, is it!

    By Bri,
    • 13 replies
    • 1.9k views

  43. Secure 2.0 Marital - No longer CG rule

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

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

    By Jakyasar,
    • 2 replies
    • 958 views

  45. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 718 views

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

    By kmhaab,
    • 3 replies
    • 2.6k views

  47. so confused about segment rates

    By truphao,
    • 4 replies
    • 1k views

  48. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 724 views

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

    By metsfan026,
    • 3 replies
    • 1.5k views

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

    By truphao,
    • 8 replies
    • 1k views
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