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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Third Party Defined Benefit Administration & Actuarial Platform Leasing Options

    By mcronin13,
    • 1 reply
    • 503 views

  2. senior moment

    By thepensionmaven,
    • 3 replies
    • 499 views

  3. EZ or SF?

    By truphao,
    • 2 replies
    • 498 views

  4. CB document related question

    By Jakyasar,
    • 3 replies
    • 498 views

  5. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 496 views

  6. Distribution to a Restricted HCE

    By dpav,
    • 0 replies
    • 494 views

  7. Start-up plan retroactive to 1/1/2022 but taxes have been filed?

    By truphao,
    • 2 replies
    • 490 views

  8. Does a DB Plan with 10/31/19 YE get the extension?

    By RayJJohnsonJr,
    • 2 replies
    • 490 views

  9. increasing rmds additional accruals

    By Draper55,
    • 0 replies
    • 490 views

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

    By Luke Bailey,
    • 2 replies
    • 486 views

  11. Termination of Cash Balance

    By thepensionmaven,
    • 1 reply
    • 485 views

  12. Top-Heavy exemption

    By JustnERPA,
    • 0 replies
    • 484 views

  13. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 482 views

  14. No compensation for current year

    By SSRRS,
    • 3 replies
    • 482 views

  15. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 482 views

  16. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 481 views

  17. 6% Employer Contribution For 401(k) & Cash Balance Plans

    By metsfan026,
    • 7 replies
    • 476 views

  18. Fractional Accrual Rule-411(b)(1)(C)

    By VeryOldMan,
    • 0 replies
    • 474 views

  19. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 473 views

  20. RMDs after Plan Termination

    By Cassopy,
    • 1 reply
    • 471 views

  21. 1.401(a)(26)-7(c)

    By Draper55,
    • 1 reply
    • 471 views

  22. Voluntary Contributions Cause 415 excess

    By thepensionmaven,
    • 1 reply
    • 470 views

  23. Carry forward contribution

    By Amir,
    • 1 reply
    • 464 views

  24. DB Document updates

    By Belgarath,
    • 2 replies
    • 458 views

  25. Directed Trustee for Defined Benefit Plan

    By JustMe,
    • 2 replies
    • 457 views

  26. Plan at 415 limit but slightly overfunded

    By Hojo,
    • 1 reply
    • 457 views

  27. hurricane relief interest adjustments

    By Draper55,
    • 0 replies
    • 457 views

  28. Plan Termination Inquiry;

    By Kent Allard,   
    • 1 reply
    • 444 views

  29. Frozen DB plan and SPD/SMM requirements

    By alexa,
    • 0 replies
    • 441 views

  30. Applying Benefit Service Limit Across Multiple Formulas

    By CuseFan,
    • 4 replies
    • 440 views

  31. 415 Lump Sum Issues for Post age 70

    By Sixpack,   
    • 0 replies
    • 435 views

  32. New plans after year end, sure, but...

    By Bri,
    • 1 reply
    • 434 views

  33. Minimum contribution and deductibility deadline (LA County)

    By AndrewM,
    • 1 reply
    • 432 views

  34. Schedule of Reportable Transactions

    By Fred,
    • 1 reply
    • 430 views

  35. Correcting a pension deposit error

    By Sixpack,   
    • 0 replies
    • 428 views

  36. Advantage to signing new CB plan by 12/31 over retroactively signing by tax deadline?

    By TPApril,
    • 5 replies
    • 423 views

  37. funding valuation and 401(a(26)

    By Draper55,
    • 1 reply
    • 421 views
    • Bri
    • Bri

  38. TH minimum / frozen CBP

    By DBnme,
    • 2 replies
    • 412 views

  39. Hybrid Plan - Variable Annuity Exception

    By Kevin C,
    • 0 replies
    • 410 views

  40. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 410 views

  41. Deduction shown on 7/31/20 filing to be used for 2020 calendar year?

    By SSRRS,
    • 2 replies
    • 406 views

  42. Overfunded DB Plan - Company to purchase?

    By HarleyBabe,
    • 0 replies
    • 404 views

  43. Spin-off/New Plan for FDL purposes

    By pcbenefits007,
    • 0 replies
    • 400 views

  44. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE,
    • 2 replies
    • 398 views

  45. DB Plan with separate income for partner?

    By drakecohen,
    • 0 replies
    • 396 views

  46. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 395 views

  47. Looking for Actuary - Defined Benefit Plan School District - Needs GASB

    By mjf06241972,
    • 0 replies
    • 395 views

  48. RMD related

    By Jakyasar,
    • 1 reply
    • 394 views

  49. ARP Relief, Quarterly Requirements and revoking elections

    By John314,   
    • 0 replies
    • 391 views

  50. Partial distribution from Fully Insured plan

    By ajc0202,
    • 1 reply
    • 391 views
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