Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Segment Rates for 2022 Cash Balance Contributions

   By metsfan026, August 12, 2022
   • 1 reply
   • 959 views
   • 
   • Lou S.
   • August 12, 2022

2. Partial plan termination plan still existing 6 years later

   By SSRRS, July 22, 2022
   • 4 replies
   • 1.1k views
   • 
   • SSRRS
   • August 3, 2022

3. Who Becomes 100% Vested At Plan Termination

   By metsfan026, July 28, 2022
   • 4 replies
   • 6k views
   • 
   • AndyH
   • August 2, 2022

4. 204(h) Notice Requirement

   By metsfan026, July 27, 2022
   • 4 replies
   • 3k views
   • 
   • CuseFan
   • July 28, 2022

5. Terminating Cash Balance Plan - Contribution Obligation

   By metsfan026, July 22, 2022
   • 11 replies
   • 2.2k views
   • 
   • Nate S
   • July 25, 2022

6. New DB Plan - identifying 1st 5500 filing year

   By TPApril, July 19, 2022
   • 1 reply
   • 939 views
   • 
   • Lou S.
   • July 19, 2022

7. Deduction question when plan year different than tax year

   By Craig Schiller, July 7, 2022
   • 2 replies
   • 1.5k views
   • 
   • Nate S
   • July 13, 2022

8. RMD related

   By Jakyasar, July 8, 2022
   • 6 replies
   • 1k views
   • 
   • Calavera
   • July 12, 2022

9. Terminated Participant

   By thepensionmaven, July 7, 2022
   • 2 replies
   • 931 views
   • 
   • CuseFan
   • July 7, 2022

10. Divorce on Annuity Starting Date

    By BTG, June 30, 2022
    • 3 replies
    • 1.4k views
    • 
    • BTG
    • July 4, 2022

11. Lied about being married and started a QJSA

    By CintiTwo, June 29, 2022
    • 10 replies
    • 2.5k views
    • 
    • Luke Bailey
    • July 4, 2022

12. Can a QRP be used to replace a QRP?

    By My Three Sons, June 30, 2022
    • 4 replies
    • 1.6k views
    • 
    • CuseFan
    • July 1, 2022

13. Control Group and PBGC Coverage

    By Catch22PGM, June 29, 2022
    • 8 replies
    • 1.6k views
    • 
    • Hojo
    • July 1, 2022

14. RMDs after Plan Termination

    By Cassopy, June 30, 2022
    • 1 reply
    • 833 views
    • 
    • Lou S.
    • June 30, 2022

15. Schedule SB - wet signature or docusign

    By Jakyasar, June 29, 2022
    • 2 replies
    • 1.1k views
    • 
    • truphao
    • June 30, 2022

16. New Business & First Plan Year

    By flosfur, August 22, 2003
    • 18 replies
    • 6.3k views
    • 
    • Effen
    • June 29, 2022

17. Looking for Actuary - Defined Benefit Plan School District - Needs GASB

    By mjf06241972, June 15, 2022
    • 0 replies
    • 609 views
    • 
    • mjf06241972
    • June 15, 2022

18. Increases after 70.5 for employee in payment?

    By James, May 20, 2022
    • 7 replies
    • 2.7k views
    • 
    • Effen
    • May 24, 2022

19. cash balance/psp

    By mark Scherer, May 10, 2022
    • 13 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • May 16, 2022

20. Incarcerated spouse of participant receiving a distribution from a terminating pension plan

    By Cecilia Veto, May 10, 2022
    • 5 replies
    • 1.5k views
    • 
    • Cecilia Veto
    • May 11, 2022

21. DC/DB Combo - Gateway

    By metsfan026, May 6, 2022
    • 3 replies
    • 1.5k views
    • 
    • CuseFan
    • May 9, 2022

22. Cash Balance Maxiumum

    By SSRRS, May 4, 2022
    • 9 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • May 5, 2022

23. If the company adding in a new pay code, what procedure or regulation the plan sponsor need to base off to determine if it's pensionable earning

    By Sarah73, May 2, 2022
    • 2 replies
    • 932 views
    • 
    • CuseFan
    • May 2, 2022

24. DB Plan - Participant paid out based on incorrect salary and got PBGC exemption

    By Jakyasar, April 21, 2022
    • 3 replies
    • 901 views
    • 
    • Jakyasar
    • April 29, 2022

25. Effective date for New Entity

    By JustMe, April 8, 2022
    • 3 replies
    • 1k views
    • 
    • AndyH
    • April 28, 2022

26. Plan account labeled with company name only

    By SSRRS, April 26, 2022
    • 3 replies
    • 1k views
    • 
    • Dave Baker
    • April 27, 2022

27. Variable Annuities Not Meeting 415 Requirements

    By Ananda, April 4, 2022
    • 7 replies
    • 1.7k views
    • 
    • AndyH
    • April 27, 2022

28. JSA with Child as Beneficiary

    By Ananda, April 5, 2022
    • 10 replies
    • 2.8k views
    • 
    • CuseFan
    • April 26, 2022

29. Cash Balance Contribution Deduction

    By Catch22PGM, April 18, 2022   

    • cash balance
    • tax-treatment
    • 8 replies
    • 4.9k views
    • 
    • Dare Johnson
    • April 25, 2022

30. Schedule SB, line 6 b - plan related expenses

    By Jakyasar, March 27, 2022
    • 5 replies
    • 1.4k views
    • 
    • jessieba
    • April 21, 2022

31. Combo Profit Sharing & Cash Balance Plan Testing - Definition of Compensation

    By pixiebear, April 18, 2022
    • 8 replies
    • 2.8k views
    • 
    • Nate S
    • April 21, 2022

32. Life Insurance in a Cash Balance Plan

    By metsfan026, April 11, 2022
    • 2 replies
    • 878 views
    • 
    • Jakyasar
    • April 12, 2022

33. ARP Modifications to Annual Funding Notice

    By John314, March 29, 2022
    • 3 replies
    • 1.3k views
    • 
    • Bri
    • April 8, 2022

34. RP 2017-56 - val date change for terminating DB Plan

    By Jakyasar, April 6, 2022
    • 3 replies
    • 1.1k views
    • 
    • Jakyasar
    • April 7, 2022

35. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn, April 5, 2022   

    • pbgc
    • form 4010
    • 0 replies
    • 833 views
    • 
    • Brooklyn
    • April 5, 2022

36. One owner DB and 401a26 issue

    By Jakyasar, March 29, 2022
    • 5 replies
    • 1.4k views
    • 
    • truphao
    • March 31, 2022

37. lump sum as of when

    By SSRRS, March 10, 2022
    • 8 replies
    • 2.5k views
    • 
    • SSRRS
    • March 24, 2022

38. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah, March 22, 2022
    • 3 replies
    • 1.2k views
    • 
    • Dalai Pookah
    • March 24, 2022

39. Definition of Benefit In A Cash Balance Plan

    By metsfan026, March 18, 2022
    • 6 replies
    • 1.3k views
    • 
    • Nate S
    • March 21, 2022

40. Sole Prop Average Comp

    By DBnme, March 3, 2022
    • 9 replies
    • 1.8k views
    • 
    • Nate S
    • March 21, 2022

41. Exiting PBGC Coverage

    By EBECatty, March 15, 2022
    • 5 replies
    • 1.4k views
    • 
    • EBECatty
    • March 16, 2022

42. IRC 404(a)(7)

    By §#$%!, March 15, 2022
    • 4 replies
    • 1.5k views
    • 
    • §#$%!
    • March 15, 2022

43. Contribution Deductibility Question

    By metsfan026, March 10, 2022
    • 10 replies
    • 3k views
    • 
    • C. B. Zeller
    • March 14, 2022

44. Rescinding J&S election a year after payments commence

    By EPCRSGuru, March 8, 2022
    • 11 replies
    • 1.8k views
    • 
    • EPCRSGuru
    • March 11, 2022

45. Cash Balance/Profit Sharing Testing Question

    By metsfan026, March 8, 2022
    • 10 replies
    • 2.3k views
    • 
    • Bri
    • March 11, 2022

46. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates, March 9, 2022
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • March 10, 2022

47. Maximum Cash Balance Contribution

    By metsfan026, March 10, 2022
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • March 10, 2022

48. cash balance accrued benefit at NRA

    By Draper55, March 3, 2022
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • March 7, 2022

49. 110% test related

    By Jakyasar, March 2, 2022
    • 5 replies
    • 1.5k views
    • 
    • Jakyasar
    • March 4, 2022

50. Highly Compensated Former Employee on Form 6088

    By Pension RC, March 2, 2022
    • 1 reply
    • 861 views
    • 
    • CuseFan
    • March 2, 2022