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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 1k views

  2. New Business & First Plan Year

    By flosfur,
    • 18 replies
    • 5.9k views

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

    By mjf06241972,
    • 0 replies
    • 487 views

  4. Increases after 70.5 for employee in payment?

    By James,
    • 7 replies
    • 2.2k views

  5. cash balance/psp

    By mark Scherer,
    • 13 replies
    • 1.6k views

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

    By Cecilia Veto,
    • 5 replies
    • 1.3k views

  7. DC/DB Combo - Gateway

    By metsfan026,
    • 3 replies
    • 1.3k views

  8. Cash Balance Maxiumum

    By SSRRS,
    • 9 replies
    • 1.4k views

  9. 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,
    • 2 replies
    • 717 views

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

    By Jakyasar,
    • 3 replies
    • 760 views

  11. Effective date for New Entity

    By JustMe,
    • 3 replies
    • 801 views

  12. Plan account labeled with company name only

    By SSRRS,
    • 3 replies
    • 854 views

  13. Variable Annuities Not Meeting 415 Requirements

    By Ananda,
    • 7 replies
    • 1.4k views

  14. JSA with Child as Beneficiary

    By Ananda,
    • 10 replies
    • 2.5k views

  15. Cash Balance Contribution Deduction

    By Catch22PGM,   
    • 8 replies
    • 4.3k views

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

    By Jakyasar,
    • 5 replies
    • 1.2k views

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

    By pixiebear,
    • 8 replies
    • 2.5k views

  18. Life Insurance in a Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 663 views

  19. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 1.1k views

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

    By Jakyasar,
    • 3 replies
    • 807 views

  21. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 619 views

  22. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 1.1k views

  23. lump sum as of when

    By SSRRS,
    • 8 replies
    • 2.2k views

  24. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 1k views

  25. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 1k views

  26. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.5k views

  27. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 1.1k views

  28. IRC 404(a)(7)

    By §#$%!,
    • 4 replies
    • 1.2k views

  29. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2.7k views

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

    By EPCRSGuru,
    • 11 replies
    • 1.5k views

  31. Cash Balance/Profit Sharing Testing Question

    By metsfan026,
    • 10 replies
    • 2k views
    • Bri
    • Bri

  32. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 917 views

  33. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 970 views

  34. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.3k views

  35. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.3k views

  36. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 678 views

  37. Plan amended for in-svc distribution NRA - frozen - but lump sum available

    By DW,
    • 2 replies
    • 698 views
    • DW
    • DW

  38. Future Interest Credit for Minimum Participation and Non-Discrimination

    By Hojo,
    • 6 replies
    • 769 views

  39. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 2.2k views

  40. Cash Balance - Is pay credit required to be deposited for a terminated participant

    By Jakyasar,
    • 21 replies
    • 2.6k views

  41. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 939 views

  42. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.7k views

  43. Lump Sum Window

    By BTG,
    • 16 replies
    • 4.2k views

  44. Can QRP (qualified replacement plan) transfer be rolled back into a new defined benefit plan?

    By Jakyasar,
    • 4 replies
    • 972 views
    • Bri
    • Bri

  45. Rollover for missing participant in non-PBGC covered plans

    By ElaineW,
    • 1 reply
    • 814 views

  46. Is there a website for you to search for other individual designed plan?

    By Sarah73,
    • 7 replies
    • 1.8k views

  47. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 805 views

  48. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 1k views

  49. Replacement Plan

    By SSRRS,
    • 10 replies
    • 1.2k views

  50. Terminating PBGC Covered Cash Balance Plan

    By ac,
    • 5 replies
    • 1k views
    • Bri
    • Bri
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