Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Maximum Benefit In A Cash Balance Plan

   By metsfan026, September 7, 2023
   • 3 replies
   • 567 views
   • 
   • CuseFan
   • September 7, 2023

2. If the company adding in a new pay code, what procedure or regulation the plan sponsor need to base off to determine if it's pensionable earning

   By Sarah73, May 2, 2022
   • 2 replies
   • 565 views
   • 
   • CuseFan
   • May 2, 2022

3. 401(a)(26) with no ees

   By Draper55, August 25, 2021
   • 1 reply
   • 564 views
   • 
   • Effen
   • August 25, 2021

4. DB and 412(e)(3) Design Software

   By Dante, July 17, 2024
   • 3 replies
   • 564 views
   • 
   • ErnieG
   • July 17, 2024

5. What is the current status of the extended Define Benefit contribution for Plan Year 2019?

   By RayJJohnsonJr, July 17, 2020
   • 2 replies
   • 563 views
   • 
   • RayJJohnsonJr
   • July 23, 2020

6. PBGC Coverage

   By Renee H, October 22
   • 5 replies
   • 563 views
   • 
   • Renee H
   • November 5

7. Adding Cash Balance to PS/401(k)

   By RAPD, August 16, 2018   

   • cash balance
   • 401(k)
   • (and 1 more)

     Tagged with:

     • cash balance
     • 401(k)
     • profit sharing
   • 2 replies
   • 560 views
   • 
   • RAPD
   • August 16, 2018

8. No Schedule C current year

   By thepensionmaven, August 6, 2021
   • 2 replies
   • 557 views
   • 
   • Calavera
   • August 6, 2021

9. Is this correct?

   By SSRRS, February 23, 2023
   • 1 reply
   • 556 views
   • 
   • Calavera
   • February 23, 2023

10. Frozen plan and 401a26 testing

    By Jakyasar, November 23, 2021
    • 2 replies
    • 556 views
    • 
    • Effen
    • November 25, 2021

11. Correct DB 415 Failure in DC Plan

    By ERISAAPPLE, July 11, 2018
    • 3 replies
    • 555 views
    • 
    • Mike Preston
    • July 11, 2018

12. Terminated vesteds in cash balance valuation

    By Draper55, January 28, 2020
    • 1 reply
    • 555 views
    • 
    • Mike Preston
    • January 28, 2020

13. DB plan waiting for people to hit NRA

    By Bri, November 19, 2018
    • 3 replies
    • 555 views
    • 
    • Bri
    • November 20, 2018

14. Allocating Contributions

    By SSRRS, November 14, 2018
    • 4 replies
    • 554 views
    • 
    • SSRRS
    • November 16, 2018

15. Change from Grouping to Seriatim - Funding Method Change?

    By ActBrit, April 2, 2020
    • 2 replies
    • 553 views
    • 
    • Mike Preston
    • April 19, 2020

16. DC/Cash Balance combo funding deadline

    By R. Butler, August 8, 2019
    • 1 reply
    • 553 views
    • 
    • ratherbereading
    • August 8, 2019

17. Involuntary Cash Out

    By jim241, February 22, 2018   

    • distributions
    • involuntary cash out
    • (and 3 more)

      Tagged with:

      • distributions
      • involuntary cash out
      • mandatory cash out
      • government plan
      • db
    • 1 reply
    • 553 views
    • 
    • jpod
    • February 22, 2018

18. Eligibility

    By WM, August 13, 2018
    • 1 reply
    • 552 views
    • 
    • PensionPro
    • August 13, 2018

19. Retro start-up plan

    By truphao, March 15, 2024
    • 3 replies
    • 550 views
    • 
    • Lou S.
    • March 15, 2024

20. Terminating One Plan To Open Another...

    By metsfan026, October 4, 2021
    • 2 replies
    • 550 views
    • 
    • CuseFan
    • October 4, 2021

21. Retroactive Amendment of Interest Credit Timing

    By waid10, February 16, 2024
    • 1 reply
    • 549 views
    • 
    • C. B. Zeller
    • February 16, 2024

22. top heavy, 401a26, stuff like that

    By Bri, January 31, 2023
    • 2 replies
    • 549 views
    • 
    • Bri
    • January 31, 2023

23. Form 5310-A actuarial attachment

    By david rigby, October 24, 2023
    • 1 reply
    • 545 views
    • 
    • Luke Bailey
    • October 26, 2023

24. Funding Relief for hurricane related areas

    By Effen, September 12, 2017
    • 1 reply
    • 543 views
    • 
    • SoCalActuary
    • September 12, 2017

25. Insurance in DB/DC combo plan

    By Earl, October 25, 2018
    • 2 replies
    • 543 views
    • 
    • Earl
    • October 25, 2018

26. DB Contribution for Sole Proprietor

    By Cynchbeast, September 28, 2020
    • 1 reply
    • 543 views
    • 
    • CuseFan
    • September 28, 2020

27. Expenses paid from Pension Trust

    By TheBoxMan, March 18, 2021
    • 1 reply
    • 543 views
    • 
    • Alonzo Church
    • March 18, 2021

28. Can Service and Compensation from prior Entity be used?

    By Dougsbpc, December 6, 2022
    • 3 replies
    • 540 views
    • 
    • Nate S
    • December 12, 2022

29. Change benefit election after started receiving benefits

    By SSRRS, October 19, 2021
    • 2 replies
    • 538 views
    • 
    • AndyH
    • October 21, 2021

30. SB deadline when under $250,000

    By Bri, September 29, 2020
    • 2 replies
    • 537 views
    • 
    • david rigby
    • September 30, 2020

31. General Test with Grouping (5% for NAR, 15% for MVAR)

    By truphao, February 2, 2023
    • 5 replies
    • 536 views
    • 
    • truphao
    • February 10, 2023

32. Reminder notice of tax withholding

    By david rigby, January 22, 2024
    • 1 reply
    • 536 views
    • 
    • C. B. Zeller
    • January 22, 2024

33. Early Retirement Window - Eligibility Limits

    By HCE, September 19, 2018
    • 0 replies
    • 535 views
    • 
    • HCE
    • September 19, 2018

34. Mandatory cashout at RBD interest question

    By MichMM, December 18, 2018
    • 1 reply
    • 534 views
    • 
    • david rigby
    • December 19, 2018

35. Union 401a question

    By DeltaRat, November 18, 2020
    • 2 replies
    • 534 views
    • 
    • Lou S.
    • November 18, 2020

36. Amendment after year end to increase deduction

    By Jakyasar, January 10, 2024
    • 1 reply
    • 534 views
    • 
    • Jakyasar
    • January 10, 2024

37. Combo plan recordekeepers

    By Draper55, August 28, 2023
    • 1 reply
    • 533 views
    • 
    • justanotheradmin
    • August 28, 2023

38. Non-spouse beneficiary required begin date

    By BCGEA, September 14, 2017   

    • death benefit
    • rbd
    • (and 1 more)

      Tagged with:

      • death benefit
      • rbd
      • 401(a)(9)
    • 1 reply
    • 532 views
    • 
    • SoCalActuary
    • September 14, 2017

39. Individual CB/DB plan for partnership members with no employees

    By Billypilgrim, December 9, 2020
    • 3 replies
    • 532 views
    • 
    • C. B. Zeller
    • December 9, 2020

40. RFP for Single Premium Group Annuity Contract

    By rocknrolls2, December 5, 2019
    • 2 replies
    • 532 views
    • 
    • Effen
    • December 9, 2019

41. How many cash-balance pension plans tap PBGC coverage?

    By Peter Gulia, November 3, 2020   

    • pbgc; cash-balance
    • 2 replies
    • 532 views
    • 
    • Peter Gulia
    • November 3, 2020

42. $100k loan limit and DB plans

    By Cynchbeast, April 27, 2020
    • 1 reply
    • 531 views
    • 
    • C. B. Zeller
    • April 27, 2020

43. High 25 - Union Plan?

    By SadieJane, October 11, 2024
    • 2 replies
    • 530 views
    • 
    • SadieJane
    • October 11, 2024

44. From 8955-SSA

    By Janie, October 23, 2017   

    • from 8955-ssa and section 6057(a)
    • 1 reply
    • 530 views
    • 
    • Lou S.
    • October 23, 2017

45. Gateway or anything due EEs?

    By Earl, September 6, 2019
    • 2 replies
    • 528 views
    • 
    • Bri
    • September 12, 2019

46. Deduction mechanics for an unincorporated partnership

    By Belgarath, August 1, 2024
    • 3 replies
    • 528 views
    • 
    • Bri
    • August 1, 2024

47. Amendments

    By pgold, July 29, 2018
    • 2 replies
    • 527 views
    • 
    • pgold
    • July 30, 2018

48. Highly Compensated Former Employee on Form 6088

    By Pension RC, March 2, 2022
    • 1 reply
    • 525 views
    • 
    • CuseFan
    • March 2, 2022

49. 5307 Applications and Covid-19 Closures

    By pb5350, April 27, 2020
    • 2 replies
    • 525 views
    • 
    • pb5350
    • April 28, 2020

50. RMD Determination

    By Reggie, August 4, 2023
    • 1 reply
    • 525 views
    • 
    • bito'money
    • August 4, 2023