Defined Benefit Plans, Including Cash Balance

7,012 topics in this forum

1. Starting cash balance this year, but maxed out solo 401k already this year?

   By awarara , Friday at 02:23 AM
   • 3 replies
   • 105 views
   • 
   • Bird
   • 19 hours ago

2. NRA 60

   By SSRRS , Friday at 03:48 AM
   • 4 replies
   • 122 views
   • 
   • truphao
   • 20 hours ago

3. PFB & AFTAP

   By Aca , Friday at 08:02 PM
   • 0 replies
   • 16 views
   • 
   • Aca
   • Friday at 08:02 PM

4. 204(h) Notice Required?

   By truphao , May 24
   • 8 replies
   • 226 views
   • 
   • Peter Gulia
   • Tuesday at 07:17 PM

5. Freezing A Cash Balance Plan

   By metsfan026 , Tuesday at 05:59 PM
   • 1 reply
   • 201 views
   • 
   • CuseFan
   • Tuesday at 06:16 PM

6. 411 accrual limits to 415(b) max benefits

   By DanEA , May 14
   • 3 replies
   • 369 views
   • 
   • John Feldt ERPA CPC QPA
   • May 24

7. Terminating DB Plan & Opening A New One

   By metsfan026 , May 23
   • 2 replies
   • 509 views
   • 
   • david rigby
   • May 23

8. Sole Prop Contributions to DB plan

   By TPApril , March 28
   • 3 replies
   • 450 views
   • 
   • Lucky32
   • May 23

9. DB Plan Mandatory Cashouts

   By Hojo , May 16
   • 9 replies
   • 519 views
   • 
   • CuseFan
   • May 20

10. Single Life DB Plan and Estate Planning

    By DanyelN , May 15
    • 4 replies
    • 305 views
    • 
    • DanyelN
    • May 20

11. 415 limit - frozen plans

    By M_2015 , December 23, 2023
    • 6 replies
    • 584 views
    • 
    • Aca
    • May 20

12. Excess Assets in Terminating Cash Balance Plan

    By metsfan026 , April 30
    • 5 replies
    • 470 views
    • 
    • TheBoxMan
    • May 20

13. 412e3 - RMD

    By Jakyasar , May 16
    • 2 replies
    • 188 views
    • 
    • ErnieG
    • May 17

14. Excluding service prior to adoption of the plan for vetsing

    By Tom , May 16
    • 1 reply
    • 205 views
    • 
    • Bri
    • May 16

15. Mike Preston

    By tymesup , May 7
    • 17 replies
    • 981 views
    • 
    • Mr Bagwell
    • May 14

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

    By SSRRS , May 3
    • 4 replies
    • 507 views
    • 
    • SSRRS
    • May 9

17. DB change of Sponsor to his New LLC

    By thepensionmaven , May 3
    • 2 replies
    • 271 views
    • 
    • truphao
    • May 3

18. Loan from contribution

    By SSRRS , April 19
    • 11 replies
    • 582 views
    • 
    • SSRRS
    • May 2

19. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 11

    By Guest DBtech, January 3, 2005
    • 253 replies
    • 96k views
    • 
    • Zach
    • May 1

20. When is it too late to setup a DB plan?

    By Basically , April 30
    • 5 replies
    • 375 views
    • 
    • CuseFan
    • April 30

21. Schedule C income

    By thepensionmaven , April 29
    • 4 replies
    • 426 views
    • 
    • CuseFan
    • April 30

22. will 417e table affect lump sum payment from DB plan

    By Bob , April 29
    • 4 replies
    • 268 views
    • 
    • Effen
    • April 30

23. Has Seventh District Court of Appeals ruled on ERISA preemption of post-distribution lawsuits?

    By pwitt , April 17
    • 11 replies
    • 342 views
    • 
    • Peter Gulia
    • April 21

24. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026 , April 18
    • 2 replies
    • 381 views
    • 
    • Jeff Hartmann
    • April 19

25. Help needed (quickly) re 2/3rd rule for life insurance in DB plans

    By Ilene Ferenczy , April 12
    • 5 replies
    • 186 views
    • 
    • Effen
    • April 15