Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

1. Vesting & Plan Termination

   By metsfan026, November 3, 2023
   • 7 replies
   • 1.2k views
   • 
   • Bird
   • November 7, 2023

2. Annuity Buy-in Liability Calculation

   By LarryDavid, October 31, 2023
   • 3 replies
   • 631 views
   • 
   • acm_acm
   • November 6, 2023

3. ProVal Rate Hike

   By Rball4, October 29, 2023
   • 2 replies
   • 854 views
   • 
   • AndyH
   • October 31, 2023

4. Terminating a DB Plan to open a CB Plan

   By metsfan026, October 26, 2023
   • 4 replies
   • 834 views
   • 
   • Jakyasar
   • October 26, 2023

5. 415 or other limit on Cash Balance "contribution"

   By TPApril, October 21, 2023
   • 5 replies
   • 1.1k views
   • 
   • Jakyasar
   • October 26, 2023

6. Table of Annual Accruals

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

7. Form 5310-A actuarial attachment

   By david rigby, October 24, 2023
   • 1 reply
   • 596 views
   • 
   • Luke Bailey
   • October 26, 2023

8. End of Year to Beginning of Year Valuation

   By Dougsbpc, October 25, 2023
   • 1 reply
   • 548 views
   • 
   • Lou S.
   • October 25, 2023

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

   By ERISA-Bubs, September 28, 2023
   • 4 replies
   • 1.1k views
   • 
   • Draper55
   • October 25, 2023

10. 8.5 months after a mid month date..plan termination

    By Draper55, October 23, 2023
    • 1 reply
    • 799 views
    • 
    • CuseFan
    • October 24, 2023

11. 401a26 and frozen plan + top heavy

    By Jakyasar, October 20, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • October 20, 2023

12. 417(e) Mortality Table for 2024

    By Craig Jacobs, October 11, 2023
    • 7 replies
    • 1.7k views
    • 
    • Craig Jacobs
    • October 19, 2023

13. Prior PBGC filings

    By Jakyasar, October 12, 2023
    • 12 replies
    • 962 views
    • 
    • Jakyasar
    • October 17, 2023

14. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex, October 12, 2023
    • 4 replies
    • 2k views
    • 
    • fmsinc
    • October 12, 2023

15. PBGC premiums for 2024 with a lookback

    By truphao, October 12, 2023
    • 0 replies
    • 524 views
    • 
    • truphao
    • October 12, 2023

16. Transfer of Pension Surplus to DC Plan

    By SadieJane, October 5, 2023
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • October 6, 2023

17. Amend New DB Plan Retroactively

    By dpav, October 6, 2023
    • 2 replies
    • 1.1k views
    • 
    • dpav
    • October 6, 2023

18. When is contribution credited?

    By Hojo, September 28, 2023
    • 6 replies
    • 1.1k views
    • 
    • truphao
    • October 2, 2023

19. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026, September 26, 2023
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • September 28, 2023

20. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar, September 27, 2023
    • 2 replies
    • 732 views
    • 
    • truphao
    • September 27, 2023

21. New Cash Balance for recently sold company

    By Hojo, September 21, 2023
    • 8 replies
    • 1.1k views
    • 
    • Luke Bailey
    • September 24, 2023

22. Mortality Table for Funding

    By DavidO, September 21, 2023
    • 6 replies
    • 850 views
    • 
    • DavidO
    • September 22, 2023

23. Schedule SB for disqualified plan?

    By PensionPro, August 21, 2023
    • 5 replies
    • 957 views
    • 
    • PensionPro
    • September 20, 2023

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

    By ishi, September 15, 2023
    • 8 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • September 18, 2023

25. 401(h) accounts

    By arthurkagan, March 20, 2023
    • 7 replies
    • 1.8k views
    • 
    • NARAYANAN MOHANAN
    • September 16, 2023

26. DB Partial Term or not?

    By Panda, September 14, 2023
    • 5 replies
    • 756 views
    • 
    • Panda
    • September 14, 2023

27. Maximum Benefit In A Cash Balance Plan

    By metsfan026, September 7, 2023
    • 3 replies
    • 579 views
    • 
    • CuseFan
    • September 7, 2023

28. QOSA and QJSA and other JSAs

    By ChrisB., August 29, 2023
    • 5 replies
    • 1.8k views
    • 
    • Sellarsian
    • September 1, 2023

29. Combo plan recordekeepers

    By Draper55, August 28, 2023
    • 1 reply
    • 549 views
    • 
    • justanotheradmin
    • August 28, 2023

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

    By stbennet, April 30, 2013
    • 1 reply
    • 2.3k views
    • 
    • Bri
    • August 23, 2023

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

    By Jakyasar, August 21, 2023
    • 9 replies
    • 1.4k views
    • 
    • Calavera
    • August 22, 2023

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

    By CuseFan, August 22, 2023
    • 2 replies
    • 895 views
    • 
    • CuseFan
    • August 22, 2023

33. Funding Target Calculation

    By metsfan026, August 17, 2023
    • 5 replies
    • 1.4k views
    • 
    • metsfan026
    • August 17, 2023

34. Cash Balance Formula Question

    By metsfan026, August 16, 2023
    • 7 replies
    • 998 views
    • 
    • Lou S.
    • August 16, 2023

35. Two rollovers to wife's IRA

    By SSRRS, August 7, 2023
    • 2 replies
    • 523 views
    • 
    • SSRRS
    • August 7, 2023

36. Shultz memo minimum in the year of termination

    By Bri, July 24, 2023
    • 1 reply
    • 472 views
    • 
    • Nate S
    • August 7, 2023

37. RMD Determination

    By Reggie, August 4, 2023
    • 1 reply
    • 542 views
    • 
    • bito'money
    • August 4, 2023

38. 204(h) Notice in M&A Transaction

    By mr_erisa, August 3, 2023
    • 2 replies
    • 613 views
    • 
    • CuseFan
    • August 4, 2023

39. Owning Real Estate in Cash Balance Plan

    By metsfan026, July 31, 2023
    • 5 replies
    • 2.6k views
    • 
    • Ilene Ferenczy
    • August 1, 2023

40. RMD related

    By Jakyasar, July 28, 2023
    • 1 reply
    • 383 views
    • 
    • John Feldt ERPA CPC QPA
    • July 28, 2023

41. 401(a)(26) when Participation is frozen

    By Audrey, July 28, 2023
    • 0 replies
    • 500 views
    • 
    • Audrey
    • July 28, 2023

42. 2021 EZ filed but no SB done

    By Jakyasar, May 12, 2023
    • 24 replies
    • 1.2k views
    • 
    • Jakyasar
    • July 25, 2023

43. Overfund CB

    By thepensionmaven, July 22, 2023
    • 2 replies
    • 606 views
    • 
    • truphao
    • July 23, 2023

44. Meaningful benefits as an actuarial assumption

    By cathyw, July 14, 2023
    • 6 replies
    • 926 views
    • 
    • cathyw
    • July 14, 2023

45. Which Employer takes 25% deduction

    By Rocha, July 7, 2023
    • 3 replies
    • 776 views
    • 
    • truphao
    • July 13, 2023

46. PVAB for owners will show large decrease next year?

    By SSRRS, July 6, 2023
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • July 10, 2023

47. 2023 PBGC premiums increase - FYI

    By Jakyasar, October 19, 2022
    • 9 replies
    • 896 views
    • 
    • truphao
    • June 26, 2023

48. Cycle 3 Update for terminating DB Plan

    By Barbara, June 22, 2023
    • 2 replies
    • 916 views
    • 
    • pensionreview
    • June 26, 2023

49. Plan Termination

    By ac, June 15, 2023
    • 6 replies
    • 877 views
    • 
    • KimberlyC
    • June 20, 2023

50. Is this plan covered by PBGC?

    By Jakyasar, June 8, 2023
    • 4 replies
    • 610 views
    • 
    • Jakyasar
    • June 8, 2023