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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. IRA Rollover

    By Dobber,
    • 1 reply
    • 645 views

  2. 415(b) Increases and Governmental Plan

    By John314,   
    • 1 reply
    • 640 views

  3. Ton of over funding - Take over plan

    By Earl,
    • 6 replies
    • 640 views

  4. Annual Funding Notice - Initial Plan Year

    By AdKu,   
    • 0 replies
    • 639 views

  5. How is the maximum Defined Benefit calculated for older NRA's like ages NRA 70 or NRA 85?

    By RayJJohnsonJr,
    • 2 replies
    • 636 views

  6. Excess contribution due to prefunding balance

    By dmb,
    • 1 reply
    • 630 views

  7. Excess Assets and Maximum Benefit

    By Dougsbpc,
    • 2 replies
    • 630 views

  8. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 628 views

  9. 417(e)&401(a)(4)

    By Draper55,
    • 1 reply
    • 628 views

  10. Pension Consulting Firm for Sale (or merger)

    By drakecohen,
    • 0 replies
    • 627 views

  11. Unpaid minimum contributions to DB plan

    By tectulsa,
    • 2 replies
    • 626 views

  12. Is an amendment to a DB Plan to raise QPSA from 50% to 100% permissible?

    By ERISAQuestions1234,   
    • 2 replies
    • 626 views

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

    By Hojo,
    • 6 replies
    • 625 views

  14. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 625 views

  15. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 625 views

  16. Deduction versus minimum funding deadline and Sch SB

    By Jakyasar,
    • 4 replies
    • 624 views

  17. April 2018 rates

    By SoCalActuary,   
    • 2 replies
    • 624 views

  18. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 623 views

  19. Effective date for New Entity

    By JustMe,
    • 3 replies
    • 623 views

  20. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 621 views

  21. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 619 views

  22. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 619 views

  23. Defined Benefit Small Plan Audit Wiaver

    By austin3515,
    • 2 replies
    • 617 views

  24. DB deductions

    By JARichardson,   
    • 1 reply
    • 617 views

  25. Vested Participant does not think they are eligible - Multiemployer pension plan

    By Robert B,
    • 2 replies
    • 616 views

  26. Unpaid MRC - 2016

    By ActBrit,
    • 2 replies
    • 616 views

  27. 5500 Part Count with Corrective Amendment

    By JAY21,
    • 1 reply
    • 615 views

  28. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 615 views

  29. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 613 views

  30. Market Rate of Return Cash Balance Plans

    By austin3515,
    • 2 replies
    • 613 views

  31. Testing of Ineligible Employees

    By ConnieStorer,
    • 2 replies
    • 611 views

  32. 401(h) designers & administrators?

    By tbzohar,   
    • 0 replies
    • 610 views

  33. One month lookback rates 417

    By SoCalActuary,
    • 2 replies
    • 610 views

  34. post-NRA accruals in 401(a)(4) testing

    By Bri,
    • 1 reply
    • 610 views

  35. Not PBGC Covered? Substantial Owner Plan?

    By justanotheradmin,
    • 1 reply
    • 608 views

  36. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 607 views

  37. DB Plan implementation - extension?

    By Hojo,
    • 1 reply
    • 607 views

  38. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 607 views

  39. Delay of Minimum Funding Deadline

    By mming,
    • 1 reply
    • 606 views

  40. Clarification on DB Vs Money Purchase Vs SEP IRA etc

    By Abhishek,
    • 3 replies
    • 606 views

  41. back up calculations

    By SSRRS,
    • 2 replies
    • 605 views

  42. 436 restriction no longer applies

    By dmb,
    • 2 replies
    • 605 views

  43. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 604 views

  44. DB Restatements

    By Belgarath,
    • 1 reply
    • 604 views

  45. CRD allowed in addition to RMD?

    By David Peckham,
    • 2 replies
    • 604 views

  46. 415-paired DB plans

    By VeryOldMan,
    • 1 reply
    • 601 views

  47. can a 401(k) r PS account be rolled over to a regular DB or a 412(e)(3) and the funds remain segregated?

    By RayJJohnsonJr,
    • 3 replies
    • 600 views

  48. Adding a 401k Plan

    By coleboy,
    • 2 replies
    • 599 views

  49. Any relief for missed RMDs for a non-eligible designated beneficiary of a DB plan participant?

    By David Peckham,
    • 1 reply
    • 597 views

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

    By Jakyasar,
    • 3 replies
    • 595 views
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