Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Contribution After Plan Termination

   By Dougsbpc, November 27, 2019
   • 0 replies
   • 387 views
   • 
   • Dougsbpc
   • November 27, 2019

2. Table of Annual Accruals

   By austin3515, October 25, 2023
   • 1 reply
   • 386 views
   • 
   • Bri
   • October 26, 2023

3. Can Spin Off Termination Include Active Participants (with Frozen Benefits)?

   By kmhaab, August 12, 2021
   • 0 replies
   • 386 views
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   • kmhaab
   • August 12, 2021

4. PBGC coverage after divorce

   By NZtpa, December 2, 2021
   • 0 replies
   • 379 views
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   • NZtpa
   • December 2, 2021

5. Filing without a Signed SB

   By Nate X, October 15, 2021
   • 0 replies
   • 375 views
   • 
   • Nate X
   • October 15, 2021

6. DFVCP

   By SSRRS, June 27, 2024
   • 1 reply
   • 373 views
   • 
   • SSRRS
   • June 27, 2024

7. New CB and 401(k) with short plan year

   By SKC, July 27, 2021
   • 0 replies
   • 368 views
   • 
   • SKC
   • July 27, 2021

8. Overfunding a CB plan and the 6% rule

   By xtide, November 17, 2025
   • 3 replies
   • 367 views
   • 
   • Lou S.
   • November 20, 2025

9. RMD for 1948-DOB owner's new retroactively adopted (or as yet unfunded) DB plan

   By Bri, September 13, 2021
   • 0 replies
   • 360 views
   • 
   • Bri
   • September 13, 2021

10. Spousal Attribution Timing

    By Young Curmudgeon, December 17, 2019
    • 0 replies
    • 357 views
    • 
    • Young Curmudgeon
    • December 17, 2019

11. PBGC Mediation Program -- Anybody Have Experience They Could Share?

    By Dave Baker, June 9, 2021
    • 0 replies
    • 350 views
    • 
    • Dave Baker
    • June 9, 2021

12. Social Security Level Option

    By david rigby, October 12, 2022
    • 0 replies
    • 343 views
    • 
    • david rigby
    • October 12, 2022

13. PPA Credit Balance Elections through Email?

    By LarryDavid, September 20, 2021
    • 0 replies
    • 340 views
    • 
    • LarryDavid
    • September 20, 2021

14. PBGC Audit

    By Jakyasar, December 2, 2025
    • 3 replies
    • 304 views
    • 
    • Jakyasar
    • December 4, 2025

15. Applicability of “top-25” restricted payment rule in HCE-only Cash Balance plan

    By Cat_Lady_Pension, December 19, 2025   

    • funding
    • benefits
    • (and 1 more)

      Tagged with:

      • funding
      • benefits
      • top paid
    • 5 replies
    • 301 views
    • 
    • Bri
    • December 19, 2025

16. Failure to deduct mandatory employee contributions

    By MikeD, January 24, 2023
    • 0 replies
    • 280 views
    • 
    • MikeD
    • January 24, 2023

17. Compensation Definition for Schedule C Employee

    By metsfan026, January 9
    • 1 reply
    • 275 views
    • 
    • CuseFan
    • January 9

18. record keeping and online access

    By Tom, December 18, 2025
    • 1 reply
    • 208 views
    • 
    • Effen
    • December 18, 2025

19. Pooled Investment Account Interest - no annual statement

    By justanotheradmin, Friday at 09:43 PM
    • 2 replies
    • 63 views
    • 
    • justanotheradmin
    • Saturday at 12:35 AM

20. A real problem

    By rblum50, Tuesday at 05:37 PM
    • 1 reply
    • 53 views
    • 
    • david rigby
    • Wednesday at 11:09 AM
21. QDRO Approved?

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

22. Married coworkers working at same company prohibited from receiving opt out insurance money for not utilizing one Spouse's Healthcare plan because we are married

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

23. What if a lull in between employers medical and Medicare A&B

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

24. Corporate Owned Life Insurance

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)