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Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

  1. New DB Plan - identifying 1st 5500 filing year

    By TPApril,
    • 1 reply
    • 542 views

  2. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 1k views

  3. RMD related

    By Jakyasar,
    • 6 replies
    • 709 views

  4. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 614 views

  5. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1k views

  6. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 1.7k views

  7. Can a QRP be used to replace a QRP?

    By My Three Sons,
    • 4 replies
    • 1.1k views

  8. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 945 views

  9. RMDs after Plan Termination

    By Cassopy,
    • 1 reply
    • 465 views

  10. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 815 views

  11. New Business & First Plan Year

    By flosfur,
    • 18 replies
    • 5.4k views

  12. Looking for Actuary - Defined Benefit Plan School District - Needs GASB

    By mjf06241972,
    • 0 replies
    • 386 views

  13. Increases after 70.5 for employee in payment?

    By James,
    • 7 replies
    • 1.8k views

  14. cash balance/psp

    By mark Scherer,
    • 13 replies
    • 1.2k views

  15. Incarcerated spouse of participant receiving a distribution from a terminating pension plan

    By Cecilia Veto,
    • 5 replies
    • 998 views

  16. DC/DB Combo - Gateway

    By metsfan026,
    • 3 replies
    • 1.1k views

  17. Cash Balance Maxiumum

    By SSRRS,
    • 9 replies
    • 1.1k views

  18. If the company adding in a new pay code, what procedure or regulation the plan sponsor need to base off to determine if it's pensionable earning

    By Sarah73,
    • 2 replies
    • 586 views

  19. DB Plan - Participant paid out based on incorrect salary and got PBGC exemption

    By Jakyasar,
    • 3 replies
    • 591 views

  20. Effective date for New Entity

    By JustMe,
    • 3 replies
    • 614 views

  21. Plan account labeled with company name only

    By SSRRS,
    • 3 replies
    • 697 views

  22. Variable Annuities Not Meeting 415 Requirements

    By Ananda,
    • 7 replies
    • 1.1k views

  23. JSA with Child as Beneficiary

    By Ananda,
    • 10 replies
    • 1.7k views

  24. Cash Balance Contribution Deduction

    By Catch22PGM,   
    • 8 replies
    • 2.9k views

  25. Schedule SB, line 6 b - plan related expenses

    By Jakyasar,
    • 5 replies
    • 959 views

  26. Combo Profit Sharing & Cash Balance Plan Testing - Definition of Compensation

    By pixiebear,
    • 8 replies
    • 1.9k views

  27. Life Insurance in a Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 500 views

  28. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 894 views

  29. RP 2017-56 - val date change for terminating DB Plan

    By Jakyasar,
    • 3 replies
    • 690 views

  30. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 482 views

  31. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 961 views

  32. lump sum as of when

    By SSRRS,
    • 8 replies
    • 1.5k views

  33. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 849 views

  34. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 754 views

  35. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.3k views

  36. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 922 views

  37. IRC 404(a)(7)

    By §#$%!,
    • 4 replies
    • 879 views

  38. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2k views

  39. Rescinding J&S election a year after payments commence

    By EPCRSGuru,
    • 11 replies
    • 1.2k views

  40. Cash Balance/Profit Sharing Testing Question

    By metsfan026,
    • 10 replies
    • 1.6k views
    • Bri
    • Bri

  41. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 764 views

  42. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 756 views

  43. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.1k views

  44. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.1k views

  45. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 548 views

  46. Plan amended for in-svc distribution NRA - frozen - but lump sum available

    By DW,
    • 2 replies
    • 543 views
    • DW
    • DW

  47. Future Interest Credit for Minimum Participation and Non-Discrimination

    By Hojo,
    • 6 replies
    • 623 views

  48. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 1.8k views

  49. Cash Balance - Is pay credit required to be deposited for a terminated participant

    By Jakyasar,
    • 21 replies
    • 1.9k views

  50. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 808 views
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