Jump to content

Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

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

    By Effen,
    • 1 reply
    • 888 views

  2. COLA Ends on Plan Termination?

    By John314,   
    • 7 replies
    • 2.5k views

  3. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 1.2k views

  4. just in case sort of freeze amendments?!

    By justanotheradmin,
    • 6 replies
    • 1.8k views

  5. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin,
    • 4 replies
    • 1.5k views

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

    By Dianna912,
    • 18 replies
    • 3.6k views

  7. That's not cash, is it!

    By Bri,
    • 13 replies
    • 2.5k views

  8. Secure 2.0 Marital - No longer CG rule

    By Lou S.,
    • 4 replies
    • 1.6k views

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

    By Jakyasar,
    • 2 replies
    • 1.1k views

  10. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 865 views

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

    By kmhaab,
    • 3 replies
    • 2.9k views

  12. so confused about segment rates

    By truphao,
    • 4 replies
    • 1.2k views

  13. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 842 views

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

    By metsfan026,
    • 3 replies
    • 1.7k views

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

    By truphao,
    • 8 replies
    • 1.2k views

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

    By mcronin13,
    • 1 reply
    • 684 views

  17. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 850 views

  18. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 3.6k views

  19. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 732 views

  20. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 1.8k views

  21. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 671 views

  22. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 2.2k views

  23. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 1.4k views

  24. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 784 views

  25. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 584 views

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

    By Effen,
    • 8 replies
    • 8.8k views

  27. 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
    • 1.2k views

  28. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 963 views

  29. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.5k views

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

    By waid10,
    • 3 replies
    • 1.6k views

  31. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 4.5k views

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

    By mwyatt,
    • 1 reply
    • 804 views

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

    By TPApril,
    • 8 replies
    • 2.1k views

  34. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 2.3k views
    • DW
    • DW

  35. Death of nonhighly compensation employee

    By Egold,
    • 11 replies
    • 1.8k views

  36. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac,
    • 7 replies
    • 4k views

  37. HCE excluded from allocation

    By Jakyasar,
    • 9 replies
    • 1.4k views

  38. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24,
    • 8 replies
    • 3.5k views

  39. Market Based Cash Balance Plan - Interest Crediting Rate Assumption

    By SCooper,   
    • 0 replies
    • 850 views

  40. Is my plan TH?

    By truphao,
    • 3 replies
    • 757 views

  41. What if a lull in between employers medical and Medicare A&B

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

  42. 415 Max Payout question

    By Lou S.,
    • 5 replies
    • 1.1k views

  43. Any relief for missed RMDs for a non-eligible designated beneficiary of a DB plan participant?

    By David Peckham,
    • 1 reply
    • 820 views

  44. Removal of DC contribution in excess of 6%

    By truphao,
    • 6 replies
    • 1.4k views

  45. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 1.3k views

  46. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 1.5k views

  47. Cash Balance - Minimum Participation Failure - How to Correct?

    By waid10,
    • 6 replies
    • 2.1k views

  48. Cash Balance Plan - In-Service Distribution (Rollover to IRA) Permitted?

    By waid10,
    • 8 replies
    • 5.3k views

  49. Did the United States pay a $127 million subsidy counting 3,479 dead people?

    By Peter Gulia,
    • 5 replies
    • 1.4k views

  50. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.7k views
×
×
  • Create New...