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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

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

    By DW,
    • 2 replies
    • 854 views
    • DW
    • DW

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

    By Hojo,
    • 6 replies
    • 918 views

  3. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 2.6k views

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

    By Jakyasar,
    • 21 replies
    • 2.9k views

  5. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 1.2k views

  6. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 2k views

  7. Lump Sum Window

    By BTG,
    • 16 replies
    • 5.6k views

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

    By Jakyasar,
    • 4 replies
    • 1.1k views
    • Bri
    • Bri

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

    By ElaineW,
    • 1 reply
    • 998 views

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

    By Sarah73,
    • 7 replies
    • 2.2k views

  11. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 952 views

  12. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 1.2k views

  13. Replacement Plan

    By SSRRS,
    • 10 replies
    • 1.5k views

  14. Terminating PBGC Covered Cash Balance Plan

    By ac,
    • 5 replies
    • 1.2k views
    • Bri
    • Bri

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

    By metsfan026,
    • 7 replies
    • 3k views

  16. IRA Rollover

    By Dobber,
    • 1 reply
    • 895 views

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

    By boomo99,
    • 9 replies
    • 1.3k views

  18. Is this person excludable from the participation test?

    By Bri,
    • 3 replies
    • 1k views
    • Bri
    • Bri

  19. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 2.2k views

  20. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 752 views

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

    By Bri,
    • 6 replies
    • 1.7k views
    • Bri
    • Bri

  22. Cash Balance Question

    By maryflemingphr@yahoo.com,
    • 2 replies
    • 1.1k views

  23. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 1.9k views

  24. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 953 views

  25. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.6k views

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

    By SSRRS,
    • 8 replies
    • 1.9k views

  27. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 1.2k views

  28. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 858 views

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

    By Jakyasar,
    • 4 replies
    • 1.7k views

  30. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 872 views

  31. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 650 views

  32. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 1k views

  33. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 936 views

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

    By Dinosaur,
    • 2 replies
    • 1.1k views

  35. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2.8k views

  36. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 1.3k views

  37. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 1.3k views

  38. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.5k views

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

    By Draper55,
    • 3 replies
    • 1.2k views

  40. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 2.1k views

  41. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 988 views

  42. accruals reduced going forward

    By SSRRS,
    • 11 replies
    • 1.8k views
    • JM
    • JM

  43. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.6k views

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

    By Luke Bailey,
    • 2 replies
    • 733 views

  45. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 1.2k views

  46. Change benefit election after started receiving benefits

    By SSRRS,
    • 2 replies
    • 837 views

  47. Filing without a Signed SB

    By Nate X,
    • 0 replies
    • 688 views

  48. Pension amount after NRA

    By Nightnurse,
    • 7 replies
    • 1.7k views

  49. Cash Balance Interest & Muslims

    By Nate S,   
    • 7 replies
    • 1.9k views

  50. Terminating One Plan To Open Another...

    By metsfan026,
    • 2 replies
    • 952 views
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