Defined Benefit Plans, Including Cash Balance

6,638 topics in this forum

1. Question about S-Corp loss and contribution to Defined Benefit plan

   By John Bliss, 6 hours ago
   • 0 replies
   • 4 views
   • 
   • John Bliss
   • 6 hours ago

2. Overfunded Solo-DB

   By Catch22PGM, May 3   

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

     Tagged with:

     • defined beneift
     • solo 401(k)
     • overfunded
   • 13 replies
   • 157 views
   • 
   • thepensionmaven
   • 11 hours ago

3. worked in NH for 26 years, live in kansas now

   By boomo99, 18 hours ago
   • 0 replies
   • 8 views
   • 
   • boomo99
   • 18 hours ago

4. DB deduction, stream of conscience....

   By Bri, May 3
   • 4 replies
   • 111 views
   • 
   • Bri
   • Thursday at 03:57 PM

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

   By Guest DBtech, January 3, 2005
   • 217 replies
   • 73.7k views
   • 
   • Zach
   • May 1

6. Beneficiary opt for lump sum?

   By SSRRS, March 16
   • 11 replies
   • 240 views
   • 
   • Effen
   • May 1

7. Deductions for Self-Employed

   By Catch22PGM, April 28   

   • cash balance
   • self employed
   • (and 1 more)

     Tagged with:

     • cash balance
     • self employed
     • deduction
   • 2 replies
   • 103 views
   • 
   • Catch22PGM
   • April 28

8. suspension of benefits

   By Jakyasar, April 23
   • 2 replies
   • 126 views
   • 
   • Dave Baker
   • April 27

9. Rev. Rul. 74-307

   By dpav, April 26
   • 4 replies
   • 117 views
   • 
   • dpav
   • April 26

10. Adding lump sum options and/or window - discrimination issues?

    By Moose, April 22
    • 3 replies
    • 123 views
    • 
    • Effen
    • April 22

11. MASD and 100% of Comp Limit

    By RLR, March 12, 2020
    • 7 replies
    • 417 views
    • 
    • RLR
    • April 22

12. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar, April 13
    • 3 replies
    • 174 views
    • 
    • Effen
    • April 20

13. DB plan terminating and valuation date change

    By Jakyasar, April 20
    • 2 replies
    • 88 views
    • 
    • Jakyasar
    • April 20

14. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos, April 8
    • 3 replies
    • 158 views
    • 
    • 401 Chaos
    • April 19

15. 415 at 71

    By SSRRS, April 16
    • 2 replies
    • 211 views
    • 
    • SSRRS
    • April 16

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

    By Moose, April 12
    • 4 replies
    • 171 views
    • 
    • Moose
    • April 15

17. Very high paid HCE, terminates, under 3 years and 401(a)(17) limit

    By John Feldt ERPA CPC QPA, April 9
    • 3 replies
    • 124 views
    • 
    • John Feldt ERPA CPC QPA
    • April 13

18. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026, April 8
    • 14 replies
    • 318 views
    • 
    • Jakyasar
    • April 11

19. Overfunded DB Plan - Company to purchase?

    By HarleyBabe, April 9
    • 0 replies
    • 86 views
    • 
    • HarleyBabe
    • April 9

20. DB Deduction

    By SKC, March 23
    • 4 replies
    • 175 views
    • 
    • Mike Preston
    • March 26

21. 1099-R forms for 2021

    By Cynchbeast, March 24
    • 4 replies
    • 267 views
    • 
    • BG5150
    • March 24

22. American Rescue Plan Act

    By C. B. Zeller, March 11
    • 13 replies
    • 510 views
    • 
    • Hojo
    • March 22

23. Late 204(h) Notice

    By 401 Chaos, March 19
    • 3 replies
    • 240 views
    • 
    • 401 Chaos
    • March 22

24. Expenses paid from Pension Trust

    By TheBoxMan, March 18
    • 1 reply
    • 202 views
    • 
    • Alonzo Church
    • March 18

25. 412e Question

    By Purplemandinga, March 12
    • 3 replies
    • 152 views
    • 
    • ErnieG
    • March 15