Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Over Contribution

   By Dennis Povloski, March 18, 2008
   • 2 replies
   • 1k views
   • 
   • Dennis Povloski
   • March 18, 2008

2. Over Contribution

   By Guest PAUL DUGAN, December 7, 2007
   • 4 replies
   • 1k views
   • 
   • Mike Preston
   • December 7, 2007

3. Over funded DB

   By Guest charcoal89, August 4, 2003
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • August 7, 2003

4. Over funded Defined Benefit Plan

   By ConnieStorer, September 9, 2020
   • 4 replies
   • 1.2k views
   • 
   • arthurkagan
   • September 11, 2020

5. Over Funded, Single Member DB Plan

   By guestdelta, May 29, 2019
   • 8 replies
   • 1.6k views
   • 
   • AndyH
   • August 4, 2020

6. Overfund CB

   By thepensionmaven, July 22, 2023
   • 2 replies
   • 586 views
   • 
   • truphao
   • July 23, 2023

7. Overfunded 1-part DB, Maybe

   By Lou S., June 17, 2008
   • 7 replies
   • 1.2k views
   • 
   • Effen
   • June 18, 2008

8. Overfunded DB

   By k man, April 19, 2002
   • 14 replies
   • 2.5k views
   • 
   • Mike Preston
   • April 23, 2002

9. Overfunded DB - Intentional Disqualification

   By dan.jock, January 8, 2018
   • 12 replies
   • 2.2k views
   • 
   • ERISAAPPLE
   • January 10, 2018

10. Overfunded DB Plan

    By PensionPro, August 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • August 17, 2010

11. Overfunded DB plan

    By Belgarath, November 30, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • December 1, 2011

12. Overfunded DB Plan

    By 12AX7, December 11, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • December 12, 2006

13. Overfunded DB Plan

    By JBones, June 3, 2010
    • 8 replies
    • 3.9k views
    • 
    • JAY21
    • June 29, 2010

14. Overfunded DB Plan

    By sobrienTPS, June 2   

    • qrp
    • db
    • (and 3 more)

      Tagged with:

      • qrp
      • db
      • overfunded
      • overfunded db plan
      • sale of stock
    • 14 replies
    • 2.6k views
    • 
    • Lou S.
    • June 11

15. overfunded DB plan

    By thepensionmaven, January 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • January 8, 2003

16. overfunded DB plan

    By David, August 2, 1999
    • 4 replies
    • 5k views
    • 
    • Guest
    • August 13, 2002

17. Overfunded DB Plan - Company to purchase?

    By HarleyBabe, April 9, 2021
    • 0 replies
    • 391 views
    • 
    • HarleyBabe
    • April 9, 2021

18. Overfunded DB seeks creative solution

    By Flyboyjohn, August 6, 2014
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • August 7, 2014

19. Overfunded DB seeks Underfunded DB for possible LTR

    By Flyboyjohn, July 31, 2014
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • October 6, 2014

20. Overfunded Defined Benefit Plan Termination

    By Doghouse, December 22, 2011
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • December 27, 2011

21. Overfunded Frozen DB Plan

    By Doghouse, September 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • September 2, 2010

22. Overfunded one man DB Plan

    By k man, May 20, 2003
    • 8 replies
    • 3.3k views
    • 
    • Mike Preston
    • May 24, 2003

23. Overfunded one man plan and PPA maximum deduction

    By Guest DCquestioner, December 15, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2008

24. Overfunded Pension in a Divorce

    By Richard Tate, June 19, 2019   

    • overfunded db plan
    • divorce
    • (and 3 more)

      Tagged with:

      • overfunded db plan
      • divorce
      • qdro
      • overfunded
      • overfunding
    • 9 replies
    • 1.8k views
    • 
    • Richard Tate
    • June 24, 2019

25. Overfunded Plan

    By Lori Foresz, August 3, 2004
    • 18 replies
    • 3.3k views
    • 
    • mbozek
    • August 5, 2004

26. Overfunded plan and excise tax

    By retbenser, July 4, 2011
    • 6 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • July 5, 2011

27. Overfunded plan with a credit balance; how to establish new bases each year?

    By Blinky the 3-eyed Fish, October 2, 2003
    • 12 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2003

28. Overfunded plan; sole (very ill) proprietor

    By Guest Penelope, August 20, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2008

29. Overfunded single beneficiary DB plan planning

    By Guest Duberstein, July 10, 2003
    • 6 replies
    • 2.4k views
    • 
    • egrodan
    • January 19, 2020

30. Overfunded Solo-DB

    By Catch22PGM, May 3, 2021   

    • defined beneift
    • solo 401(k)
    • (and 1 more)

      Tagged with:

      • defined beneift
      • solo 401(k)
      • overfunded
    • 13 replies
    • 3.2k views
    • 
    • thepensionmaven
    • May 9, 2021

31. Overfunded Union Plan - how to terminat/merge/convert?

    By Guest Dressageho, April 15, 2009
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • April 21, 2009

32. Overfunded, Termination and a wacky idea . . .

    By Guest jvgatty, August 6, 2013
    • 6 replies
    • 1.4k views
    • 
    • jpod
    • August 7, 2013

33. Overfunding a CB plan and the 6% rule

    By xtide, Monday at 02:03 PM
    • 3 replies
    • 172 views
    • 
    • Lou S.
    • 6 hours ago

34. Overlap and plan year and fiscal year

    By Guest saeissler, October 27, 2005
    • 8 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

35. Overpayment by DB Plan.

    By mal, April 26, 2006
    • 5 replies
    • 2.1k views
    • 
    • mal
    • May 3, 2006

36. Overpayment of Pension Benefits

    By Guest chlomer, December 5, 2001
    • 5 replies
    • 3.7k views
    • 
    • jpod
    • December 10, 2001

37. overzealous auditors

    By chuTzPA, April 5, 2019
    • 20 replies
    • 1.6k views
    • 
    • chuTzPA
    • April 10, 2019

38. owner employee within controlled group

    By Guest meggie, April 1, 2002
    • 7 replies
    • 2k views
    • 
    • AndyH
    • April 4, 2002

39. Owner-Only Cash Balance Plan - Investment in Collectibles

    By ehayden27, May 12, 2021
    • 3 replies
    • 499 views
    • 
    • Luke Bailey
    • May 14, 2021

40. Owner-only DB plan to freeze

    By John Feldt ERPA CPC QPA, September 17, 2010
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • September 20, 2010

41. Owner-only traditional DB Plan - Re-run valuation for less than 1,000 hours worked?

    By Moose, April 12, 2021
    • 4 replies
    • 949 views
    • 
    • Moose
    • April 15, 2021

42. Owner[solo] contributes $100k to DB Plan and immediately withdraws and pays taxes onit

    By CharlesLeggette, September 19, 2015
    • 11 replies
    • 1.3k views
    • 
    • Calavera
    • September 21, 2015

43. Owner/HCE Participant Exclusion - New Cash Balance Plan

    By Guest JimJ, May 5, 2005
    • 7 replies
    • 1.8k views
    • 
    • mbozek
    • May 11, 2005

44. Owneship % semantics

    By truphao, July 23, 2024
    • 6 replies
    • 1k views
    • 
    • Paul I
    • July 23, 2024

45. Owning Real Estate in Cash Balance Plan

    By metsfan026, July 31, 2023
    • 5 replies
    • 2.5k views
    • 
    • Ilene Ferenczy
    • August 1, 2023

46. P.L. 104-188 and a memo

    By Guest shronesz, January 7, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2003

47. Paid out in mid year

    By SSRRS, November 22, 2019
    • 2 replies
    • 524 views
    • 
    • SSRRS
    • November 25, 2019

48. Paid pension for 28 years - then died. Widow denied any benefits (th

    By Guest Kathy Weber, November 5, 2000
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • November 7, 2000

49. Paired Plan - Form 5307

    By retbenser, April 14, 2011
    • 1 reply
    • 982 views
    • 
    • John Feldt ERPA CPC QPA
    • April 14, 2011

50. part time employee excluded from plan

    By Gary, March 17, 2003
    • 5 replies
    • 1.6k views
    • 
    • Gary
    • March 19, 2003