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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Secure 2.0 Marital - No longer CG rule

    By Lou S.,
    • 4 replies
    • 1.1k views

  2. Additional distribution to RMD and no in-service allowed under DB plan

    By Jakyasar,
    • 2 replies
    • 778 views

  3. Retroactive Amendment of Interest Credit Timing

    By waid10,
    • 1 reply
    • 548 views

  4. Options for funds transferred to a QRP following overfunded DB plan termination?

    By kmhaab,
    • 3 replies
    • 1.9k views

  5. so confused about segment rates

    By truphao,
    • 4 replies
    • 810 views

  6. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 575 views

  7. Back Door Roth to go with Cash Balance/PS Plans

    By metsfan026,
    • 3 replies
    • 1k views

  8. H&W - separate businesses - one plan?

    By truphao,
    • 8 replies
    • 802 views

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

    By mcronin13,
    • 1 reply
    • 467 views

  10. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 524 views

  11. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 2.1k views

  12. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 536 views

  13. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 1.1k views

  14. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 458 views

  15. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 1.6k views

  16. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 889 views

  17. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 533 views

  18. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 383 views

  19. Is a payment for signing a non-compete agreement earned income?

    By Effen,
    • 8 replies
    • 6.6k views

  20. Freezing Plans; How/If Does a Plan Freeze Affect the Reckoning of Years of Participation and/or Years of Service, and the High Three Year Streak for § 415(b) Deliberations

    By Kent Allard,   
    • 4 replies
    • 804 views

  21. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 703 views

  22. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.1k views

  23. Multiple In-Service Distributions by Participant in Same Calendar Year (Cash Balance Plan)

    By waid10,
    • 3 replies
    • 1.1k views

  24. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 3.1k views

  25. IRN 2023-73 417 Mortality Table, why only 5 decimal places?

    By mwyatt,
    • 1 reply
    • 514 views

  26. small Cash Balance Plan - just wasn't right

    By TPApril,
    • 8 replies
    • 1.4k views

  27. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 1.6k views
    • DW
    • DW

  28. Death of nonhighly compensation employee

    By Egold,
    • 11 replies
    • 1.2k views

  29. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac,
    • 7 replies
    • 2.4k views

  30. HCE excluded from allocation

    By Jakyasar,
    • 9 replies
    • 978 views

  31. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24,
    • 8 replies
    • 2.3k views

  32. Market Based Cash Balance Plan - Interest Crediting Rate Assumption

    By SCooper,   
    • 0 replies
    • 501 views

  33. Is my plan TH?

    By truphao,
    • 3 replies
    • 493 views

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

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

  35. 415 Max Payout question

    By Lou S.,
    • 5 replies
    • 672 views

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

    By David Peckham,
    • 1 reply
    • 576 views

  37. Removal of DC contribution in excess of 6%

    By truphao,
    • 6 replies
    • 880 views

  38. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 909 views

  39. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 995 views

  40. Cash Balance - Minimum Participation Failure - How to Correct?

    By waid10,
    • 6 replies
    • 986 views

  41. Cash Balance Plan - In-Service Distribution (Rollover to IRA) Permitted?

    By waid10,
    • 8 replies
    • 3.3k views

  42. Did the United States pay a $127 million subsidy counting 3,479 dead people?

    By Peter Gulia,
    • 5 replies
    • 878 views

  43. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.1k views

  44. Annuity Buy-in Liability Calculation

    By LarryDavid,
    • 3 replies
    • 594 views

  45. ProVal Rate Hike

    By Rball4,
    • 2 replies
    • 822 views

  46. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 798 views

  47. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1k views

  48. Table of Annual Accruals

    By austin3515,
    • 1 reply
    • 370 views
    • Bri
    • Bri

  49. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 541 views

  50. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 519 views
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