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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Removal of DC contribution in excess of 6%

    By truphao,
    • 6 replies
    • 920 views

  2. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 943 views

  3. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 1.1k views

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

    By waid10,
    • 6 replies
    • 1.1k views

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

    By waid10,
    • 8 replies
    • 3.7k views

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

    By Peter Gulia,
    • 5 replies
    • 917 views

  7. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.2k views

  8. Annuity Buy-in Liability Calculation

    By LarryDavid,
    • 3 replies
    • 657 views

  9. ProVal Rate Hike

    By Rball4,
    • 2 replies
    • 863 views

  10. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 866 views

  11. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.1k views

  12. Table of Annual Accruals

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

  13. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 604 views

  14. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 567 views

  15. Can we remove "Suspension of Benefits" provisions?

    By ERISA-Bubs,
    • 4 replies
    • 1.2k views

  16. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 809 views

  17. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.1k views

  18. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 1.7k views

  19. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 971 views

  20. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2k views

  21. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 528 views

  22. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.1k views

  23. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.1k views

  24. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.1k views

  25. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.1k views

  26. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 740 views

  27. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.1k views

  28. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 870 views

  29. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 975 views

  30. automatic approval to move to the full yield curve for FT purposes

    By ishi,
    • 8 replies
    • 1.5k views

  31. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 1.8k views

  32. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 764 views

  33. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 589 views

  34. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 1.8k views

  35. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 555 views

  36. Otherwise Excludable Employees and 401(a)(26)

    By stbennet,
    • 1 reply
    • 2.3k views
    • Bri
    • Bri

  37. What is the 415 limit based on prior plan distribution

    By Jakyasar,
    • 9 replies
    • 1.5k views

  38. Change in DBP Funding Method - IRS User Fee?

    By CuseFan,
    • 2 replies
    • 909 views

  39. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.4k views

  40. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1k views

  41. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 530 views

  42. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 479 views

  43. RMD Determination

    By Reggie,
    • 1 reply
    • 545 views

  44. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 625 views

  45. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.6k views

  46. RMD related

    By Jakyasar,
    • 1 reply
    • 392 views

  47. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 505 views

  48. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.2k views

  49. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 617 views

  50. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 938 views
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