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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. combo cross test with different eligibility requirements in DC & DB plans

    By Audrey,
    • 4 replies
    • 1.4k views

  2. Sponsor of overfunded DB plan looking for a company with an underfunded DB plan to merge with or sell to

    By Ilene Ferenczy,
    • 7 replies
    • 1.6k views

  3. DBCB RMD calculation APR assumptions

    By Audrey,
    • 2 replies
    • 825 views

  4. Filing Form 5500 for Frozen Plan

    By metsfan026,
    • 6 replies
    • 1.4k views
    • Bri
    • Bri

  5. High 25 - Union Plan?

    By SadieJane,
    • 2 replies
    • 645 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 714 views

  7. ERISA SECTION 204(h) NOTICE - Seriousness and options available?

    By DR245,
    • 2 replies
    • 1.3k views

  8. Suspending Disbursements Upon Resumption of Employment; Perhaps With Endorsing Entity

    By Kent Allard,   
    • 5 replies
    • 1.6k views

  9. Required minimum distributions

    By Egold,
    • 2 replies
    • 803 views

  10. Life Insurance Limit in DB Plan

    By Dougsbpc,
    • 3 replies
    • 946 views

  11. 415 limit for frozen fiscal plan

    By Jakyasar,
    • 6 replies
    • 790 views

  12. senior moment RE DB and SEP

    By thepensionmaven,
    • 7 replies
    • 1.2k views

  13. Terminating - unresponsive participants

    By Lou81,
    • 2 replies
    • 916 views

  14. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 6

    By Guest DBtech,
    • 261 replies
    • 110.4k views

  15. EZ or SF?

    By truphao,
    • 2 replies
    • 572 views

  16. Pension Plans & Total Rewards Statements

    By TPApril,
    • 6 replies
    • 1.4k views

  17. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 995 views

  18. Allocation of Excess Assets in Floor-Offset CB plan termination

    By Dalai Pookah,
    • 7 replies
    • 1.7k views
    • Bri
    • Bri

  19. Compensation determination for 415 limits

    By Jakyasar,
    • 2 replies
    • 558 views

  20. How much can a Plan Adminstrator w/ Discretionary Authority Xercise b4 it's abuse of authority

    By pwitt,
    • 3 replies
    • 834 views

  21. Must Plan Administrators have returning employee/Plan Participants "Reaffirm" Designated Beneficiary

    By pwitt,
    • 4 replies
    • 1.1k views

  22. Terminated Employee Entitled to excess assets?

    By Dougsbpc,
    • 4 replies
    • 1.2k views

  23. Nondeductible Contribution

    By DavidO,
    • 4 replies
    • 1.1k views

  24. funding deadline short plan year

    By Draper55,
    • 7 replies
    • 2.4k views

  25. Bank converting DB account to personal

    By SSRRS,
    • 13 replies
    • 1.7k views

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

    By Robert B,
    • 2 replies
    • 721 views

  27. Documentation laws & pension plan participation

    By WhiteCollarWorker,
    • 3 replies
    • 945 views

  28. Deduction mechanics for an unincorporated partnership

    By Belgarath,
    • 3 replies
    • 687 views
    • Bri
    • Bri

  29. "Rehired" if e/e comes back for 1 day as a temp?

    By erisageek1978,
    • 6 replies
    • 1.2k views

  30. DB Plan Mandatory Cashouts

    By Hojo,
    • 11 replies
    • 2.7k views

  31. Owneship % semantics

    By truphao,
    • 6 replies
    • 1.2k views

  32. Invest in gold?

    By gregburst,
    • 3 replies
    • 1.4k views

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

    By Dante,
    • 3 replies
    • 675 views

  34. Severance comp and ASD

    By Draper55,
    • 2 replies
    • 893 views

  35. replacement plan qualification

    By Audrey,
    • 2 replies
    • 895 views

  36. Qualified Replacement Plan - "Active Participants" under 4980

    By BentoBox,
    • 3 replies
    • 1.2k views

  37. frozen plan excludable participant in NDT

    By Audrey,
    • 2 replies
    • 813 views

  38. pre-contributions in valuation and AFTAP

    By Audrey,
    • 2 replies
    • 1.2k views

  39. DFVCP

    By SSRRS,
    • 1 reply
    • 449 views

  40. Stability Period

    By Audrey,
    • 8 replies
    • 1.2k views

  41. Sole proprietor - Defined Benefit Plan

    By Brad Jacobs,
    • 8 replies
    • 2k views

  42. Average Comp for 415 purposes

    By truphao,
    • 5 replies
    • 764 views

  43. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314,   
    • 3 replies
    • 1.3k views

  44. 401(a)(26) -- meaningful benefits

    By akollman06,   
    • 10 replies
    • 3.6k views

  45. Insurance related 74-307/100X

    By Jakyasar,
    • 2 replies
    • 728 views

  46. New CB Plan - short year for the new entity

    By Jakyasar,
    • 1 reply
    • 737 views

  47. Can payment of a "Benefit" be rescinded/revoked/voided if a Beneficiary makes a material misrepresentation to Plan Admin

    By pwitt,
    • 5 replies
    • 1.6k views

  48. "Successor" beneficiary in a Defined Benefit plan where Designated/Primary Beneficiary determined to be invalid

    By pwitt,
    • 8 replies
    • 1.9k views

  49. PFB & AFTAP

    By Audrey,
    • 1 reply
    • 725 views

  50. NRA 60

    By SSRRS,
    • 5 replies
    • 900 views
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