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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 560 views

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

    By DW,
    • 2 replies
    • 552 views
    • DW
    • DW

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

    By Hojo,
    • 6 replies
    • 624 views

  4. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 1.8k views

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

    By Jakyasar,
    • 21 replies
    • 1.9k views

  6. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 812 views

  7. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.2k views

  8. Lump Sum Window

    By BTG,
    • 16 replies
    • 3.1k views

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

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

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

    By ElaineW,
    • 1 reply
    • 712 views

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

    By Sarah73,
    • 7 replies
    • 1.3k views

  12. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 685 views

  13. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 798 views

  14. Replacement Plan

    By SSRRS,
    • 10 replies
    • 924 views

  15. Terminating PBGC Covered Cash Balance Plan

    By ac,
    • 5 replies
    • 772 views
    • Bri
    • Bri

  16. Can There Be In-Service Distributions From A Cash Balance Plan?

    By metsfan026,
    • 7 replies
    • 2k views

  17. IRA Rollover

    By Dobber,
    • 1 reply
    • 644 views

  18. worked in NH for 26 years, live in kansas now

    By boomo99,
    • 9 replies
    • 887 views

  19. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 665 views
    • Bri
    • Bri

  20. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 1.5k views

  21. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 471 views

  22. Lump sum when normal form isn't life and there's a table of....

    By Bri,
    • 6 replies
    • 1.1k views
    • Bri
    • Bri

  23. Cash Balance Question

    By maryflemingphr@yahoo.com,
    • 2 replies
    • 689 views

  24. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.4k views

  25. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 543 views

  26. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1k views

  27. PBGC sending out non filing notices for plans that have the IDA extension

    By SSRRS,
    • 8 replies
    • 1.4k views

  28. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 797 views

  29. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 627 views

  30. Frozen DB - testing for 401a26 using accrued-to-date method

    By Jakyasar,
    • 4 replies
    • 1.2k views

  31. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 532 views

  32. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 379 views

  33. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 539 views

  34. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 571 views

  35. Calculation of 415 max. lump sum benefit in year after plan termination date

    By Dinosaur,
    • 2 replies
    • 756 views

  36. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2k views

  37. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 868 views

  38. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 970 views

  39. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.1k views

  40. business scale down ..401(a)(4)&401(a)(26)

    By Draper55,
    • 3 replies
    • 767 views

  41. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 1.6k views

  42. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 593 views

  43. accruals reduced going forward

    By SSRRS,
    • 11 replies
    • 1.2k views
    • JM
    • JM

  44. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.1k views

  45. PBGC interpretation of "greater than 20% active participant reduction" reportable event rule; voluntary late reporting policy

    By Luke Bailey,
    • 2 replies
    • 485 views

  46. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 815 views

  47. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 584 views

  48. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 375 views

  49. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.1k views

  50. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.4k views
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