Defined Benefit Plans, Including Cash Balance

6,545 topics in this forum

1. Standing Election

   By jane murray, September 14, 2019
   • 2 replies
   • 181 views
   • 
   • AndyH
   • September 19, 2019

2. 401a26 for frozen or terminating plan

   By Ted Munice, July 18, 2018   

   • 401a26
   • frozen
   • (and 1 more)

     Tagged with:

     • 401a26
     • frozen
     • terminating
   • 3 replies
   • 632 views
   • 
   • SSRRS
   • September 19, 2019

3. Pbgc small employer cap

   By SSRRS, September 12, 2019
   • 4 replies
   • 457 views
   • 
   • SSRRS
   • September 15, 2019

4. Sole Prop - Late contribution

   By Hojo, September 6, 2019
   • 13 replies
   • 422 views
   • 
   • AndyH
   • September 13, 2019

5. Gateway or anything due EEs?

   By Earl, September 6, 2019
   • 2 replies
   • 212 views
   • 
   • Bri
   • September 12, 2019

6. Paying lump sums after window expires- Part II

   By Gary1899, September 5, 2019
   • 4 replies
   • 202 views
   • 
   • Sellarsian
   • September 7, 2019

7. PBGC filing

   By Earl, September 5, 2019
   • 6 replies
   • 275 views
   • 
   • Mike Preston
   • September 7, 2019

8. 401(a)(26) design failure-how to fix it

   By VeryOldMan, August 26, 2019   

   • fixing plan defects
   • 7 replies
   • 426 views
   • 
   • Bill Presson
   • September 4, 2019

9. Term Certain Annuity and RMD

   By AF2019, August 26, 2019
   • 6 replies
   • 386 views
   • 
   • Big Tuna
   • August 30, 2019

10. Floor offset plan

    By SSRRS, August 26, 2019
    • 2 replies
    • 206 views
    • 
    • Calavera
    • August 28, 2019

11. Recoupment of overpaid withholdings

    By tja, August 22, 2019   

    • overpayment
    • recoupment
    • (and 5 more)

      Tagged with:

      • overpayment
      • recoupment
      • withholdings
      • withholding
      • form 941x
      • form 843
      • form 945x
    • 2 replies
    • 311 views
    • 
    • tja
    • August 26, 2019

12. Beneficiaries do not want death benefit

    By BombyxMori, August 22, 2019
    • 6 replies
    • 526 views
    • 
    • ESOPMomma
    • August 23, 2019

13. One man plan

    By Julie, August 21, 2019
    • 9 replies
    • 269 views
    • 
    • shERPA
    • August 22, 2019

14. Best Practices for Actuarial Equivalence Study?

    By Centerstage, August 22, 2019   

    • defined beneift
    • actuarial equivalent
    • (and 1 more)

      Tagged with:

      • defined beneift
      • actuarial equivalent
      • law suit
    • 1 reply
    • 242 views
    • 
    • CuseFan
    • August 22, 2019

15. Voluntary Contributions Cause 415 excess

    By thepensionmaven, August 20, 2019
    • 1 reply
    • 161 views
    • 
    • Lou S.
    • August 20, 2019

16. Short plan year

    By SSRRS, August 19, 2019
    • 5 replies
    • 290 views
    • 
    • Mike Preston
    • August 20, 2019

17. 133% Accrual Rule

    By VeryOldMan, August 17, 2019   

    • retroactive amendment
    • 2 replies
    • 178 views
    • 
    • david rigby
    • August 20, 2019

18. DB Pension Late Calculation

    By JL, August 19, 2019
    • 2 replies
    • 207 views
    • 
    • david rigby
    • August 19, 2019

19. Early Withdrawal Penalty

    By Pension RC, August 15, 2019
    • 6 replies
    • 456 views
    • 
    • Bri
    • August 19, 2019

20. older mortality tables

    By jeanh, August 15, 2019
    • 2 replies
    • 168 views
    • 
    • jeanh
    • August 16, 2019

21. normal retirement age forfeitures due to 415

    By draper1, August 14, 2019
    • 5 replies
    • 409 views
    • 
    • Doc Ument
    • August 15, 2019

22. another combo test

    By thepensionmaven, August 14, 2019
    • 2 replies
    • 188 views
    • 
    • AndyH
    • August 15, 2019

23. Combo plans - testing+top heavy

    By Jakyasar, August 8, 2019
    • 4 replies
    • 522 views
    • 
    • C. B. Zeller
    • August 12, 2019

24. DB Restatements

    By Belgarath, August 7, 2019
    • 1 reply
    • 238 views
    • 
    • CuseFan
    • August 8, 2019

25. DC/Cash Balance combo funding deadline

    By R. Butler, August 8, 2019
    • 1 reply
    • 296 views
    • 
    • ratherbereading
    • August 8, 2019