Defined Benefit Plans, Including Cash Balance

6,560 topics in this forum

1. Pension Attorney Referral--

   By VeryOldMan, May 21
   • 10 replies
   • 326 views
   • 
   • RatherBeGolfing
   • Yesterday at 02:21 PM

2. setting up DB plan recommendations for S corp

   By VA, Wednesday at 04:40 AM   

   • db plan
   • third party administrator
   • 2 replies
   • 97 views
   • 
   • Bob the Swimmer
   • Thursday at 11:28 PM

3. adding a Cash Balance before a Stock Sale

   By Chipwood 24, Tuesday at 03:23 PM   

   • adding a cash balance before a stock sale
   • 2 replies
   • 126 views
   • 
   • outdooractuary
   • Thursday at 03:13 PM

4. Deduction versus minimum funding deadline and Sch SB

   By Jakyasar, September 18
   • 4 replies
   • 136 views
   • 
   • Jakyasar
   • Tuesday at 01:48 PM

5. Front-loaded Funding – Defined Benefit Plan

   By Pete, September 20
   • 5 replies
   • 152 views
   • 
   • Mike Preston
   • Monday at 09:52 PM

6. Sole Prop Net Comp - Unpaid Required Contributions

   By Hojo, September 2
   • 2 replies
   • 154 views
   • 
   • AndyH
   • September 18

7. Actuarial Outpost

   By BG5150, September 15
   • 6 replies
   • 186 views
   • 
   • BG5150
   • September 17

8. DB Participant terminates with 800 hours of service

   By SSRRS, September 11
   • 4 replies
   • 158 views
   • 
   • Bill Presson
   • September 16

9. Adding Years of Service

   By Toy Cannon, September 14
   • 8 replies
   • 146 views
   • 
   • Luke Bailey
   • September 16

10. Contribution Count for future year

    By SKC, September 15
    • 2 replies
    • 102 views
    • 
    • david rigby
    • September 15

11. Over funded Defined Benefit Plan

    By ConnieStorer, September 9
    • 4 replies
    • 240 views
    • 
    • arthurkagan
    • September 11

12. Filing deadline for 5500 with short plan year

    By Kimberly Valentine-Pierrot, September 4   

    • final/short plan year
    • 8 replies
    • 234 views
    • 
    • Kimberly Valentine-Pierrot
    • September 8

13. Frozen Plan and 401(a)(26)

    By SSRRS, November 6, 2018
    • 11 replies
    • 1,242 views
    • 
    • Effen
    • September 8

14. K-1 vs W-2 for contribution

    By thepensionmaven, September 1
    • 4 replies
    • 189 views
    • 
    • BG5150
    • September 2

15. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 9

    By Guest DBtech, January 3, 2005
    • 205 replies
    • 71,484 views
    • 
    • david rigby
    • September 2

16. DB Deduction

    By Christopher Wilson, August 18
    • 2 replies
    • 245 views
    • 
    • C. B. Zeller
    • August 19

17. Defined Benefit Late Restatement - SCP eligible?

    By JustMe, August 11
    • 0 replies
    • 179 views
    • 
    • JustMe
    • August 11

18. Does a DB Plan with 10/31/19 YE get the extension?

    By RayJJohnsonJr, August 11
    • 2 replies
    • 145 views
    • 
    • Bill Presson
    • August 11

19. CARES Act IRS Notice 2020-61 for DBs: PSA

    By knappy, August 6   

    • db
    • irs
    • (and 1 more)

      Tagged with:

      • db
      • irs
      • cares act
    • 3 replies
    • 460 views
    • 
    • knappy
    • August 11

20. CRD allowed in addition to RMD?

    By David Peckham, August 10
    • 2 replies
    • 242 views
    • 
    • Mike Preston
    • August 10

21. Over Funded, Single Member DB Plan

    By DeltaAir, May 29, 2019
    • 8 replies
    • 464 views
    • 
    • AndyH
    • August 4

22. Excess Asset from Suspense Account Allocation in QRP

    By AdKu, May 15
    • 6 replies
    • 318 views
    • 
    • VeryOldMan
    • July 25

23. Contribution and deduction with midyear merger

    By Sue B, July 25   

    • contribution
    • deduction
    • (and 1 more)

      Tagged with:

      • contribution
      • deduction
      • merger
    • 2 replies
    • 131 views
    • 
    • Sue B
    • July 25

24. cash balance with life insurance

    By B21, January 16
    • 23 replies
    • 618 views
    • 
    • C. B. Zeller
    • July 24

25. Statute of Limitations 1 2

    By jpod, July 11, 2017
    • 28 replies
    • 1,271 views
    • 
    • Lou S.
    • July 23