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Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

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

    By pwitt,
    • 11 replies
    • 3k views

  2. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026,
    • 2 replies
    • 1.4k views

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

    By Ilene Ferenczy,
    • 5 replies
    • 932 views

  4. Combo plans - testing+top heavy

    By Jakyasar,
    • 7 replies
    • 4.5k views

  5. K-1 Income & Cash Balance Contributions

    By metsfan026,
    • 7 replies
    • 4.1k views

  6. Resumption of Accruals after AFTAP

    By Dougsbpc,
    • 3 replies
    • 1.2k views

  7. 415 offset due to a prior db plan

    By Jakyasar,
    • 11 replies
    • 1.8k views

  8. Accrued To-Date Testing

    By truphao,
    • 11 replies
    • 2k views

  9. Plan Document Restatement + Terminating Plan

    By metsfan026,
    • 2 replies
    • 1.3k views

  10. SEP and DB Plan

    By truphao,
    • 1 reply
    • 1.3k views

  11. Retro start-up plan

    By truphao,
    • 3 replies
    • 997 views

  12. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026,
    • 4 replies
    • 1.8k views

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

    By Effen,
    • 1 reply
    • 1.1k views

  14. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 3k views

  15. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 1.3k views

  16. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 2.1k views

  17. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 1.7k views

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

    By Dianna912,
    • 18 replies
    • 4.3k views

  19. That's not cash, is it!

    By Bri,
    • 13 replies
    • 2.9k views

  20. Secure 2.0 Marital - No longer CG rule

    By Lou S.,
    • 4 replies
    • 1.8k views

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

    By Jakyasar,
    • 2 replies
    • 1.3k views

  22. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 986 views

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

    By kmhaab,
    • 3 replies
    • 3.1k views

  24. so confused about segment rates

    By truphao,
    • 4 replies
    • 1.4k views

  25. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 1.1k views

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

    By metsfan026,
    • 3 replies
    • 2k views

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

    By truphao,
    • 8 replies
    • 1.5k views

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

    By mcronin13,
    • 1 reply
    • 809 views

  29. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 995 views

  30. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 4k views

  31. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 948 views

  32. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 2k views

  33. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 845 views

  34. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 2.5k views

  35. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 1.6k views

  36. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 911 views

  37. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 671 views

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

    By Effen,
    • 8 replies
    • 9.3k views

  39. 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
    • 1.4k views

  40. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 1.2k views

  41. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.8k views

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

    By waid10,
    • 3 replies
    • 1.9k views

  43. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 5k views

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

    By mwyatt,
    • 1 reply
    • 940 views

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

    By TPApril,
    • 8 replies
    • 2.7k views

  46. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 2.6k views
    • DW
    • DW

  47. Death of nonhighly compensation employee

    By Egold,
    • 11 replies
    • 2.3k views

  48. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac,
    • 7 replies
    • 4.4k views

  49. HCE excluded from allocation

    By Jakyasar,
    • 9 replies
    • 1.7k views

  50. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24,
    • 8 replies
    • 3.8k views
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