Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

1. 8955 DB Plan

   By SSRRS, October 1
   • 2 replies
   • 263 views
   • 
   • SSRRS
   • Tuesday at 06:18 PM

2. Terminating Cash Balance Plan with Credit Balance on SB

   By metsfan026, Friday at 03:37 PM
   • 2 replies
   • 365 views
   • 
   • Bri
   • Monday at 02:41 PM

3. CB Plan, possible takeover, delinquent for 3 years

   By Jakyasar, September 23
   • 9 replies
   • 687 views
   • 
   • Peter Gulia
   • September 29

4. 7.5% Contribution Requirement for Gateway Testing

   By metsfan026, September 23
   • 3 replies
   • 584 views
   • 
   • CuseFan
   • September 24

5. Lump sum distributions with AFTAP cert less than 60%

   By ConnieStorer, September 22
   • 3 replies
   • 404 views
   • 
   • CuseFan
   • September 23

6. Terminating Plan - One participant cannot obtain spousal consent

   By pixiebear, September 10
   • 15 replies
   • 1.6k views
   • 
   • fmsinc
   • September 18

7. Frozen Cash Balance Plan - Contribution Requirements

   By metsfan026, September 9
   • 2 replies
   • 662 views
   • 
   • ERISA_Guy
   • September 10

8. 401a26 prior benefit structure testing - one more question

   By Jakyasar, September 7
   • 1 reply
   • 475 views
   • 
   • Jakyasar
   • September 10

9. 401a26 - prior benefit structure related

   By Jakyasar, September 7
   • 1 reply
   • 384 views
   • 
   • Effen
   • September 9

10. Interest Rates for 2026 Cash Balance Contribution Calculations

    By metsfan026, August 25
    • 3 replies
    • 612 views
    • 
    • Bri
    • September 8

11. Professional entity, PBGC coverage

    By Jakyasar, August 29
    • 9 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 1

12. retro adoption of a existing plan by a controlled group member

    By Draper55, August 31
    • 1 reply
    • 505 views
    • 
    • Peter Gulia
    • September 1

13. Online cash balance record keeping products

    By Tom, August 12
    • 7 replies
    • 903 views
    • 
    • Effen
    • August 23

14. Merging DB Plans

    By SSRRS, August 5
    • 3 replies
    • 779 views
    • 
    • CuseFan
    • August 6

15. Adding Canada Employees to PBGC covered pension plan

    By justanotheradmin, August 4
    • 7 replies
    • 963 views
    • 
    • John Feldt ERPA CPC QPA
    • August 6

16. Determination of Shared Interest for Prospective DRO in DB Plan Based on Marital Settlement Agreement

    By rocknrolls2, July 31
    • 8 replies
    • 1.1k views
    • 
    • QDROphile
    • August 4

17. Post determination letter amendment to pension plan

    By Renafesq, July 31
    • 1 reply
    • 667 views
    • 
    • Effen
    • August 2

18. 401(b)(3) - Can it be used to reduce the pay credit for a SoleProp?

    By actuary_pension, July 29
    • 4 replies
    • 714 views
    • 
    • actuary_pension
    • July 31

19. Floor offset DB plan subject to PBGC coverage?

    By Micks, July 1
    • 7 replies
    • 1k views
    • 
    • Peter Gulia
    • July 27

20. Amending plan actuarial to 2%

    By SSRRS, July 24
    • 1 reply
    • 771 views
    • 
    • Effen
    • July 25

21. Can a Board Resolution Replace a Formal Plan Termination Amendment for a DB plan?

    By Micks, June 29
    • 8 replies
    • 1.4k views
    • 
    • Micks
    • July 2

22. Control group two plans

    By SSRRS, May 27
    • 8 replies
    • 1.2k views
    • 
    • SSRRS
    • June 26

23. Using prefunding balance for minimum funding contribution (MRC)

    By Jakyasar, June 11
    • 2 replies
    • 608 views
    • 
    • Calavera
    • June 15

24. AFN related

    By Jakyasar, June 10
    • 3 replies
    • 602 views
    • 
    • Paul I
    • June 15

25. Failure to include Schedule SB

    By JustMe, October 15, 2020
    • 7 replies
    • 1.7k views
    • 
    • Paul I
    • June 11

26. Missed MRC 3 years and did not file the 5500 as well

    By SSRRS, May 13
    • 5 replies
    • 1.1k views
    • 
    • SSRRS
    • June 9

27. 50% of FT question

    By truphao, June 6
    • 1 reply
    • 683 views
    • 
    • Jakyasar
    • June 8

28. Interest on lump sum

    By SSRRS, June 4
    • 3 replies
    • 962 views
    • 
    • C. B. Zeller
    • June 8

29. AFTAP - Takeover Plan

    By actuary_pension, May 27
    • 2 replies
    • 885 views
    • 
    • actuary_pension
    • June 2

30. Terminating Cash Balance Plan and Crediting Interest

    By CuseFan, May 20
    • 11 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 26

31. DB Plan - 415 Issue

    By JP, May 22
    • 0 replies
    • 675 views
    • 
    • JP
    • May 22

32. SB FT vs FT for maximum contribution etc.

    By SSRRS, May 1
    • 7 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • May 21

33. DB RMD related - a refresher/double check

    By Jakyasar, February 19
    • 8 replies
    • 1.2k views
    • 
    • tymesup
    • May 20

34. DB Plan Reduced Participant's Benefit due to Pending QDRO at Annuity Starting Date. QDRO Entered by Court Nearly 11 Years Later, Retroactive to Annuity Starting Date. Is Alternate Payee Entitled to Interest between Annuity Starting Date and Date Payment u

    By rocknrolls2, May 18
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • May 19

35. Help finding a SEP IRA Document to stand beside a Cash Balance Plan

    By Brob69, May 11
    • 2 replies
    • 714 views
    • 
    • Liz Hallam
    • May 12

36. Can Post-Annuity Starting Date QDRO Be Given Retroactive Effect to Annuity Starting Date?

    By rocknrolls2, April 30
    • 7 replies
    • 1.4k views
    • 
    • Artie M
    • May 5

37. 50% Owner now working less than 40 hours a month

    By SSRRS, April 30
    • 4 replies
    • 849 views
    • 
    • CuseFan
    • May 5

38. Escheat by Annuity Issuer for Terminated Plan

    By Carol V. Calhoun, April 14
    • 10 replies
    • 1.9k views
    • 
    • Gina Alsdorf
    • April 20

39. Implicit Bifurcation of SSLIO for Joint Lives

    By ETL, April 15
    • 2 replies
    • 728 views
    • 
    • ETL
    • April 16

40. EA Exams

    By Effen, April 1
    • 1 reply
    • 589 views
    • 
    • Hojo
    • April 1

41. RMD Question

    By Dougsbpc, March 30
    • 2 replies
    • 1.1k views
    • 
    • David D
    • March 31

42. S corp db contribution from personal

    By SSRRS, March 27
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • March 31

43. Actuarial increases past average compensation

    By SSRRS, March 25
    • 10 replies
    • 2k views
    • 
    • CuseFan
    • March 30

44. Testing Requirements for CB/PS Combo Plan with Different Eligibility Dates

    By metsfan026, March 25
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • March 27

45. unit benefit formula

    By jtpa, March 20
    • 3 replies
    • 933 views
    • 
    • Effen
    • March 23

46. Impermissible Withdrawal

    By pensionam, March 9
    • 9 replies
    • 1.5k views
    • 
    • david rigby
    • March 19

47. 2 separate DB Plans

    By SSRRS, March 12
    • 1 reply
    • 936 views
    • 
    • Effen
    • March 13

48. Salary in a frozen DB PLAN

    By SSRRS, February 19
    • 4 replies
    • 1.2k views
    • 
    • SSRRS
    • March 12

49. Testing 401a26

    By Jakyasar, February 27
    • 1 reply
    • 810 views
    • 
    • CuseFan
    • March 2

50. PS maximum when DB at low 404 limit

    By drakecohen, February 20
    • 3 replies
    • 1.3k views
    • 
    • Bri
    • February 23