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Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

  1. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 768 views

  2. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.1k views

  3. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 1.6k views

  4. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 939 views

  5. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 1.9k views

  6. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 508 views

  7. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.1k views

  8. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.1k views

  9. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.1k views

  10. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.1k views

  11. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 717 views

  12. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.1k views

  13. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 808 views

  14. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 902 views

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

    By ishi,
    • 8 replies
    • 1.4k views

  16. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 1.7k views

  17. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 739 views

  18. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 566 views

  19. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 1.7k views

  20. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 533 views

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

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

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

    By Jakyasar,
    • 9 replies
    • 1.4k views

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

    By CuseFan,
    • 2 replies
    • 851 views

  24. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.3k views

  25. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 960 views

  26. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 504 views

  27. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 439 views

  28. RMD Determination

    By Reggie,
    • 1 reply
    • 516 views

  29. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 578 views

  30. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.5k views

  31. RMD related

    By Jakyasar,
    • 1 reply
    • 363 views

  32. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 476 views

  33. RMD after plan termination

    By Jakyasar,
    • 6 replies
    • 840 views

  34. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.2k views

  35. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 583 views

  36. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 893 views

  37. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 758 views

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

    By SSRRS,
    • 7 replies
    • 1.1k views

  39. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 880 views

  40. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 892 views

  41. Plan Termination

    By ac,
    • 6 replies
    • 833 views

  42. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 594 views

  43. PEO

    By SSRRS,
    • 3 replies
    • 916 views

  44. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.5k views

  45. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 1.9k views

  46. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 725 views

  47. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.3k views

  48. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 619 views

  49. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 587 views

  50. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 669 views
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