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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Cash Balance Plans and Retroactive Application of 401(a)(17)

    By Scott,
    • 1 reply
    • 1.5k views

  2. Plan Converted to Cash Balance Plan?

    By Guest MC2,
    • 1 reply
    • 1.1k views

  3. multiemployer plan summary

    By Beemer,
    • 1 reply
    • 742 views

  4. Annual Freezing of Accruals under a Cash Balance Plan Covering Partner

    By Guest Edward McElroy,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  5. Plan Termination

    By Gary,
    • 1 reply
    • 1.7k views

  6. Defined Benefit Late Restatement - SCP eligible?

    By JustMe,
    • 1 reply
    • 939 views

  7. Incidental Benefits and Plan Performance

    By Guest Max Power,
    • 1 reply
    • 997 views

  8. Current 415 Maximum as Relating to Lump Sums

    By LIBOR,
    • 1 reply
    • 1.4k views

  9. DB Plan & New Comparability PS Plan

    By dmb,
    • 1 reply
    • 1.2k views

  10. PBGC Plan Termination

    By Dougsbpc,
    • 1 reply
    • 1.2k views

  11. Annual Funding Notice for a Terminated DB Plan

    By Guest NPS Darren,
    • 1 reply
    • 1k views

  12. AFTAP and distributions

    By ombskid,
    • 1 reply
    • 835 views

  13. Terminated vesteds in cash balance valuation

    By Draper55,
    • 1 reply
    • 556 views

  14. FASB discount rates

    By ishi,
    • 1 reply
    • 1.5k views

  15. Turnover Table

    By Guest Marino13,
    • 1 reply
    • 1.4k views

  16. ERISA fiduciary question

    By Guest VEBA Las Vegas,
    • 1 reply
    • 929 views
    • Guest
    • Guest

  17. OBRA FFC Bases

    By Guest Benny,
    • 1 reply
    • 963 views

  18. 2010 AFTAP from 2009 EOY Val

    By Guest Jcarolan,
    • 1 reply
    • 870 views

  19. Change in Asset Method

    By abanky,
    • 1 reply
    • 1.6k views

  20. unpaid minimum excise tax second year

    By Draper55,
    • 1 reply
    • 792 views

  21. Can a new Plan have a Short Year End?

    By Guest C.Wendt,
    • 1 reply
    • 1.4k views

  22. EGTRRA Deduction For Terminating Plan

    By Guest merlin,
    • 1 reply
    • 1.3k views

  23. defined benefit life term pension

    By Guest jadaigle,
    • 1 reply
    • 1.2k views

  24. Prior Participation and Service

    By Guest MDG,
    • 1 reply
    • 1.1k views

  25. General testing a cash balance plan

    By FAPInJax,
    • 1 reply
    • 1.1k views

  26. 2007 PBGC Notice

    By AndyH,
    • 1 reply
    • 1k views

  27. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 745 views

  28. Carryover Balance and 2008 Quarterlies

    By Guest mingblue,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  29. cash balance

    By jkdoll2,
    • 1 reply
    • 1k views

  30. Violation of Exclusive Benefit Rule?

    By AHPension,
    • 1 reply
    • 1.9k views

  31. Contributions to a Trust Without a Tax ID ?

    By Guest mingblue,
    • 1 reply
    • 1k views

  32. Conflict of Interest?

    By AHPension,
    • 1 reply
    • 900 views

  33. No 1 year lookback period under 1.417(e) for determining GATT Interest

    By Guest nickf,
    • 1 reply
    • 2k views

  34. DB Nonspouse beneficiary

    By retbenser,
    • 1 reply
    • 1.3k views

  35. Church DB contributory Plan - allocate interest if termed before vested?

    By pcbenefits007,   
    • 1 reply
    • 1k views

  36. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 604 views

  37. Early retiree in-service distributions.

    By Guest Stuart Harris,
    • 1 reply
    • 1.5k views

  38. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 460 views

  39. DB-DC Aggregated;different eligibility req's

    By JAY21,
    • 1 reply
    • 1k views

  40. Lump Sum Under $5,000

    By Dougsbpc,
    • 1 reply
    • 2.3k views

  41. Voluntary Vs Deemed Waiver

    By Guest DBStudentAct,
    • 1 reply
    • 1.4k views

  42. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 623 views

  43. JBEA to eliminate physical presence requirement for continuing education retro to  beginning of this cycle.

    By Effen,
    • 1 reply
    • 630 views

  44. Do u have to switch to UC for a frozen DB Plan?

    By himt4,
    • 1 reply
    • 1k views

  45. IBM freezes DB accruals

    By Guest mjb,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  46. Death Benefit of Main HCE

    By abanky,
    • 1 reply
    • 844 views

  47. Taking distributions from a defined benefit plan with early retirement

    By Guest Karri,
    • 1 reply
    • 1.4k views

  48. Combined Limits - Different Limitation Years

    By Guest Don N,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  49. Union employees no longer in the union

    By Guest flogger,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  50. Terminated Plan and Change of Plan Year

    By Dougsbpc,
    • 1 reply
    • 1.1k views
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