Jump to content

Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. DB RMD related

    By Jakyasar,
    • 12 replies
    • 2.7k views

  2. Interest Rates for Cash Balance Plan

    By metsfan026,
    • 11 replies
    • 1.8k views

  3. Failure to deduct mandatory employee contributions

    By MikeD,
    • 0 replies
    • 675 views

  4. 2022 or 2021 ?

    By SSRRS,
    • 26 replies
    • 3.3k views

  5. NRA in the document is 55

    By Jakyasar,
    • 18 replies
    • 3k views

  6. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 1.4k views

  7. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 748 views

  8. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 1.5k views

  9. If $0 Income, Is A Contribution Owed To Cash Balance Plan?

    By metsfan026,
    • 1 reply
    • 1.2k views

  10. Controlled Group Testing when Participant / Owner is not eligible?

    By Dougsbpc,
    • 4 replies
    • 1.2k views

  11. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 1.2k views

  12. CB document related question

    By Jakyasar,
    • 3 replies
    • 837 views

  13. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 3.1k views

  14. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 1.1k views

  15. Solo 401(k) and cash balance overfunding correction

    By ejohnke,
    • 7 replies
    • 2.1k views

  16. Can Service and Compensation from prior Entity be used?

    By Dougsbpc,
    • 3 replies
    • 909 views

  17. Cushion calculation due to increase in benefits to HCE's

    By Dinosaur,
    • 3 replies
    • 2.1k views

  18. funding valuation and 401(a(26)

    By Draper55,
    • 1 reply
    • 696 views
    • Bri
    • Bri

  19. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3.4k views

  20. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.7k views

  21. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.9k views

  22. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 1.4k views

  23. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 2.2k views

  24. Cash Balance Plan is terminating - need to purchase 5 deferred annuities

    By truphao,
    • 5 replies
    • 1.2k views

  25. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 1.8k views

  26. DB Document updates

    By Belgarath,
    • 2 replies
    • 662 views

  27. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 1.2k views

  28. Distribution to a terminated participant before filing for PBGC termination

    By Jakyasar,
    • 3 replies
    • 1.1k views

  29. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 1.1k views

  30. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 5k views

  31. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 1k views

  32. Social Security Level Option

    By david rigby,
    • 0 replies
    • 628 views

  33. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 1k views

  34. Can one file 5500-EZ before SB is signed?

    By Jakyasar,
    • 4 replies
    • 1.5k views

  35. 401(a)(17) Limit and Decreasing Compensation

    By John314,   
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  36. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.8k views

  37. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 2.1k views

  38. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.3k views

  39. PBGC Premium Alternative Method

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

  40. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 1.2k views

  41. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 1.1k views

  42. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 3.2k views

  43. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 1k views

  44. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 1.4k views

  45. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2.6k views

  46. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 1.1k views

  47. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 2.2k views

  48. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.7k views

  49. 1,000 Hour Requirement For Short Plan Year

    By metsfan026,
    • 3 replies
    • 1.2k views
    • Bri
    • Bri

  50. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 910 views
×
×
  • Create New...