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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 1.3k views

  2. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 1.2k views

  3. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.5k views

  4. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.6k views

  5. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 907 views

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

    By DW,
    • 2 replies
    • 920 views
    • DW
    • DW

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

    By Hojo,
    • 6 replies
    • 1k views

  8. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 2.7k views

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

    By Jakyasar,
    • 21 replies
    • 3.3k views

  10. 401(a)(26) and Frozen Cash Balance Plan

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

  11. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 2.1k views

  12. Lump Sum Window

    By BTG,
    • 16 replies
    • 5.9k views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

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

    By ElaineW,
    • 1 reply
    • 1.1k views

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

    By Sarah73,
    • 7 replies
    • 2.4k views

  16. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 1.1k views

  17. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 1.3k views

  18. Replacement Plan

    By SSRRS,
    • 10 replies
    • 1.6k views

  19. Terminating PBGC Covered Cash Balance Plan

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

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

    By metsfan026,
    • 7 replies
    • 3.1k views

  21. IRA Rollover

    By Dobber,
    • 1 reply
    • 941 views

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

    By boomo99,
    • 9 replies
    • 1.4k views

  23. Is this person excludable from the participation test?

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

  24. First year, missed funding deadline

    By Jakyasar,
    • 5 replies
    • 2.4k views

  25. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 830 views

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

    By Bri,
    • 6 replies
    • 1.9k views
    • Bri
    • Bri

  27. Cash Balance Question

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

  28. Hurricane Ida Relief

    By Hojo,
    • 9 replies
    • 2k views

  29. PBGC MYPAA Site down until 12/22

    By SSRRS,
    • 1 reply
    • 1k views

  30. Cash Balance to Roth IRA

    By Lou81,   
    • 2 replies
    • 1.7k views

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

    By SSRRS,
    • 8 replies
    • 2k views

  32. RMD amount not allowable for rollover

    By Calavera,
    • 3 replies
    • 1.3k views

  33. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 928 views

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

    By Jakyasar,
    • 4 replies
    • 1.8k views

  35. Life expectancy vs 5-year rule

    By roy819,
    • 1 reply
    • 971 views

  36. PBGC coverage after divorce

    By NZtpa,
    • 0 replies
    • 711 views

  37. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak,
    • 2 replies
    • 1.1k views

  38. Frozen plan and 401a26 testing

    By Jakyasar,
    • 2 replies
    • 978 views

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

    By Dinosaur,
    • 2 replies
    • 1.2k views

  40. One life db takeover with no AFTAPs

    By Jakyasar,
    • 12 replies
    • 2.9k views

  41. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova,
    • 7 replies
    • 1.4k views

  42. PBGC coverage - when does it stop?

    By Jakyasar,
    • 3 replies
    • 1.4k views

  43. 401a17 Limit for terminating ee

    By TPApril,
    • 2 replies
    • 1.5k views

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

    By Draper55,
    • 3 replies
    • 1.3k views

  45. Top-Heavy for HCE in combo plan?

    By drakecohen,
    • 5 replies
    • 2.3k views

  46. Termination of CB Plan - employee help

    By Bb248,
    • 3 replies
    • 1.1k views

  47. accruals reduced going forward

    By SSRRS,
    • 11 replies
    • 2k views
    • JM
    • JM

  48. Admin not consistent with document

    By Sue B,
    • 11 replies
    • 1.8k views

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

    By Luke Bailey,
    • 2 replies
    • 790 views

  50. Ovefunded Plan and no participants

    By SSRRS,
    • 6 replies
    • 1.3k views
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