Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. 415 Max Payout question

   By Lou S., November 21, 2023
   • 5 replies
   • 749 views
   • 
   • truphao
   • November 22, 2023

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

   By David Peckham, November 20, 2023
   • 1 reply
   • 614 views
   • 
   • Lou S.
   • November 20, 2023

3. Removal of DC contribution in excess of 6%

   By truphao, November 17, 2023
   • 6 replies
   • 947 views
   • 
   • Bird
   • November 17, 2023

4. Municipal/Governmental DB Plans

   By truphao, November 16, 2023
   • 9 replies
   • 965 views
   • 
   • Liz Hallam
   • November 17, 2023

5. Can't project 415 limits for Funding?

   By NonObserver, November 9, 2023   

   • 415
   • asop 27
   • (and 1 more)

     Tagged with:

     • 415
     • asop 27
     • funding
   • 5 replies
   • 1.1k views
   • 
   • NonObserver
   • November 16, 2023

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

   By waid10, November 12, 2023
   • 6 replies
   • 1.1k views
   • 
   • Jakyasar
   • November 13, 2023

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

   By waid10, November 10, 2023
   • 8 replies
   • 3.9k views
   • 
   • Jakyasar
   • November 13, 2023

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

   By Peter Gulia, November 4, 2023
   • 5 replies
   • 944 views
   • 
   • CuseFan
   • November 9, 2023

9. Vesting & Plan Termination

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

10. Annuity Buy-in Liability Calculation

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

11. ProVal Rate Hike

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

12. Terminating a DB Plan to open a CB Plan

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

13. 415 or other limit on Cash Balance "contribution"

    By TPApril, October 21, 2023
    • 5 replies
    • 1.2k views
    • 
    • Jakyasar
    • October 26, 2023

14. Table of Annual Accruals

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

15. Form 5310-A actuarial attachment

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

16. End of Year to Beginning of Year Valuation

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

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

    By ERISA-Bubs, September 28, 2023
    • 4 replies
    • 1.2k views
    • 
    • Draper55
    • October 25, 2023

18. 8.5 months after a mid month date..plan termination

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

19. 401a26 and frozen plan + top heavy

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

20. 417(e) Mortality Table for 2024

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

21. Prior PBGC filings

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

22. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex, October 12, 2023
    • 4 replies
    • 2.1k views
    • 
    • fmsinc
    • October 12, 2023

23. PBGC premiums for 2024 with a lookback

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

24. Transfer of Pension Surplus to DC Plan

    By SadieJane, October 5, 2023
    • 4 replies
    • 1.2k views
    • 
    • Bill Presson
    • October 6, 2023

25. Amend New DB Plan Retroactively

    By dpav, October 6, 2023
    • 2 replies
    • 1.2k views
    • 
    • dpav
    • October 6, 2023

26. When is contribution credited?

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

27. Non-Spouse Beneficiary for Cash Balance Plan

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

28. Schedule SB- line 19 discounted contribution attachment requirement

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

29. New Cash Balance for recently sold company

    By Hojo, September 21, 2023
    • 8 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 24, 2023

30. Mortality Table for Funding

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

31. Schedule SB for disqualified plan?

    By PensionPro, August 21, 2023
    • 5 replies
    • 1k views
    • 
    • PensionPro
    • September 20, 2023

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

    By ishi, September 15, 2023
    • 8 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • September 18, 2023

33. 401(h) accounts

    By arthurkagan, March 20, 2023
    • 7 replies
    • 1.9k views
    • 
    • NARAYANAN MOHANAN
    • September 16, 2023

34. DB Partial Term or not?

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

35. Maximum Benefit In A Cash Balance Plan

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

36. QOSA and QJSA and other JSAs

    By ChrisB., August 29, 2023
    • 5 replies
    • 1.9k views
    • 
    • Sellarsian
    • September 1, 2023

37. Combo plan recordekeepers

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

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

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

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

    By Jakyasar, August 21, 2023
    • 9 replies
    • 1.5k views
    • 
    • Calavera
    • August 22, 2023

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

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

41. Funding Target Calculation

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

42. Cash Balance Formula Question

    By metsfan026, August 16, 2023
    • 7 replies
    • 1k views
    • 
    • Lou S.
    • August 16, 2023

43. Two rollovers to wife's IRA

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

44. Shultz memo minimum in the year of termination

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

45. RMD Determination

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

46. 204(h) Notice in M&A Transaction

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

47. Owning Real Estate in Cash Balance Plan

    By metsfan026, July 31, 2023
    • 5 replies
    • 2.7k views
    • 
    • Ilene Ferenczy
    • August 1, 2023

48. RMD related

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

49. 401(a)(26) when Participation is frozen

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

50. 2021 EZ filed but no SB done

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