Defined Benefit Plans, Including Cash Balance

6,993 topics in this forum

1. so confused about segment rates

   By truphao, February 14
   • 4 replies
   • 403 views
   • 
   • Jeff Hartmann
   • February 15

2. Funding obligation with property

   By thepensionmaven, February 10
   • 2 replies
   • 219 views
   • 
   • david rigby
   • February 11

3. Back Door Roth to go with Cash Balance/PS Plans

   By metsfan026, February 9
   • 3 replies
   • 241 views
   • 
   • CuseFan
   • February 9

4. H&W - separate businesses - one plan?

   By truphao, February 8
   • 8 replies
   • 475 views
   • 
   • truphao
   • February 8

5. Third Party Defined Benefit Administration & Actuarial Platform Leasing Options

   By mcronin13, February 7
   • 1 reply
   • 191 views
   • 
   • mbvs
   • February 8

6. Excludable or Benefiting

   By CuseFan, January 25
   • 2 replies
   • 161 views
   • 
   • truphao
   • January 26

7. Lump Sum and 417(e)

   By EBECatty, January 19
   • 4 replies
   • 330 views
   • 
   • EBECatty
   • January 23

8. Reminder notice of tax withholding

   By david rigby, January 22
   • 1 reply
   • 353 views
   • 
   • C. B. Zeller
   • January 22

9. 415 Limit Service

   By Dougsbpc, January 18
   • 5 replies
   • 307 views
   • 
   • CuseFan
   • January 19

10. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar, January 19
    • 1 reply
    • 155 views
    • 
    • truphao
    • January 19

11. ARPA 2024 Rates - Second Segment

    By mwyatt, January 16
    • 5 replies
    • 700 views
    • 
    • drakecohen
    • January 18

12. Benefit accruals after lump sum?

    By Bucklaw20, January 16
    • 4 replies
    • 430 views
    • 
    • Effen
    • January 17

13. Amendment after year end to increase deduction

    By Jakyasar, January 10
    • 1 reply
    • 206 views
    • 
    • Jakyasar
    • January 10

14. DB Cycle 3 FIS Document Seminars

    By MonicaS, January 8
    • 0 replies
    • 154 views
    • 
    • MonicaS
    • January 8

15. Is a payment for signing a non-compete agreement earned income?

    By Effen, January 4
    • 8 replies
    • 1.2k views
    • 
    • Belgarath
    • January 5

16. § 415(b) Freezing Plans; How/If Does a Plan Freeze Affect the Reckoning of Years of Participation and/or Years of Service, and the High Three Year Streak for § 415(b) Deliberations

    By Kent Allard, December 19, 2023   

    • defined benefit plan
    • years of participation
    • (and 2 more)

      Tagged with:

      • defined benefit plan
      • years of participation
      • years of service
      • high three year
    • 4 replies
    • 394 views
    • 
    • david rigby
    • December 27, 2023

17. 415 limit - frozen plans

    By M_2015, December 23, 2023
    • 5 replies
    • 523 views
    • 
    • CuseFan
    • December 26, 2023

18. Changing val date upon termination

    By Jakyasar, December 21, 2023
    • 2 replies
    • 371 views
    • 
    • AndyH
    • December 26, 2023

19. Converting a DB Plan into a Cash Balance Plan

    By metsfan026, December 20, 2023
    • 6 replies
    • 587 views
    • 
    • Larry Starr
    • December 21, 2023

20. Required Beginning Date

    By Michael Burkow, December 14, 2023
    • 5 replies
    • 604 views
    • 
    • Michael Burkow
    • December 18, 2023

21. Multiple In-Service Distributions by Participant in Same Calendar Year (Cash Balance Plan)

    By waid10, December 13, 2023
    • 3 replies
    • 565 views
    • 
    • CuseFan
    • December 13, 2023

22. Life Insurance in Cash Balance Plan

    By Old Reliable, November 29, 2023
    • 12 replies
    • 819 views
    • 
    • Jakyasar
    • December 11, 2023

23. IRN 2023-73 417 Mortality Table, why only 5 decimal places?

    By mwyatt, December 8, 2023
    • 1 reply
    • 229 views
    • 
    • drakecohen
    • December 8, 2023

24. small Cash Balance Plan - just wasn't right

    By TPApril, November 30, 2023
    • 8 replies
    • 792 views
    • 
    • CuseFan
    • December 6, 2023

25. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW, November 23, 2023
    • 6 replies
    • 701 views
    • 
    • DW
    • December 5, 2023