Defined Benefit Plans, Including Cash Balance

7,179 topics in this forum

1. Death of nonhighly compensation employee

   By Egold, November 30, 2023
   • 11 replies
   • 1.3k views
   • 
   • Egold
   • December 1, 2023

2. Maximum 415 Accrued Benefit for Cash Balance Plan

   By ac, December 1, 2023
   • 7 replies
   • 3.1k views
   • 
   • Jakyasar
   • December 1, 2023

3. HCE excluded from allocation

   By Jakyasar, November 22, 2023
   • 9 replies
   • 1.1k views
   • 
   • CuseFan
   • November 29, 2023

4. Distribution from Underfunded Cash Balance Plan

   By RamblinWreck24, November 22, 2023
   • 8 replies
   • 2.6k views
   • 
   • Effen
   • November 28, 2023

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

   By SCooper, November 28, 2023   

   • cash balance
   • interest credit
   • (and 2 more)

     Tagged with:

     • cash balance
     • interest credit
     • valuation assumptions
     • funding requirements
   • 0 replies
   • 595 views
   • 
   • SCooper
   • November 28, 2023

6. Is my plan TH?

   By truphao, November 26, 2023
   • 3 replies
   • 539 views
   • 
   • truphao
   • November 27, 2023
7. What if a lull in between employers medical and Medicare A&B

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

8. 415 Max Payout question

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

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

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

10. Removal of DC contribution in excess of 6%

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

11. Municipal/Governmental DB Plans

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

12. 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

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

    By waid10, November 12, 2023
    • 6 replies
    • 1.2k views
    • 
    • Jakyasar
    • November 13, 2023

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

    By waid10, November 10, 2023
    • 8 replies
    • 4.2k views
    • 
    • Jakyasar
    • November 13, 2023

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

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

16. Vesting & Plan Termination

    By metsfan026, November 3, 2023
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • November 7, 2023

17. Annuity Buy-in Liability Calculation

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

18. ProVal Rate Hike

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

19. Terminating a DB Plan to open a CB Plan

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

20. 415 or other limit on Cash Balance "contribution"

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

21. Table of Annual Accruals

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

22. Form 5310-A actuarial attachment

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

23. End of Year to Beginning of Year Valuation

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

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

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

25. 8.5 months after a mid month date..plan termination

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

26. 401a26 and frozen plan + top heavy

    By Jakyasar, October 20, 2023
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 20, 2023

27. 417(e) Mortality Table for 2024

    By Craig Jacobs, October 11, 2023
    • 7 replies
    • 1.8k views
    • 
    • Craig Jacobs
    • October 19, 2023

28. Prior PBGC filings

    By Jakyasar, October 12, 2023
    • 12 replies
    • 1k views
    • 
    • Jakyasar
    • October 17, 2023

29. Terminating DB Plan - Divorced Participant in Pay Status

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

30. PBGC premiums for 2024 with a lookback

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

31. Transfer of Pension Surplus to DC Plan

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

32. Amend New DB Plan Retroactively

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

33. When is contribution credited?

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

34. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026, September 26, 2023
    • 2 replies
    • 1.2k views
    • 
    • CuseFan
    • September 28, 2023

35. Schedule SB- line 19 discounted contribution attachment requirement

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

36. New Cash Balance for recently sold company

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

37. Mortality Table for Funding

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

38. Schedule SB for disqualified plan?

    By PensionPro, August 21, 2023
    • 5 replies
    • 1.1k views
    • 
    • PensionPro
    • September 20, 2023

39. 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

40. 401(h) accounts

    By arthurkagan, March 20, 2023
    • 7 replies
    • 2.1k views
    • 
    • NARAYANAN MOHANAN
    • September 16, 2023

41. DB Partial Term or not?

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

42. Maximum Benefit In A Cash Balance Plan

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

43. QOSA and QJSA and other JSAs

    By ChrisB., August 29, 2023
    • 5 replies
    • 2k views
    • 
    • Sellarsian
    • September 1, 2023

44. Combo plan recordekeepers

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

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

    By stbennet, April 30, 2013
    • 1 reply
    • 2.4k views
    • 
    • Bri
    • August 23, 2023

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

    By Jakyasar, August 21, 2023
    • 9 replies
    • 1.6k views
    • 
    • Calavera
    • August 22, 2023

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

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

48. Funding Target Calculation

    By metsfan026, August 17, 2023
    • 5 replies
    • 1.5k views
    • 
    • metsfan026
    • August 17, 2023

49. Cash Balance Formula Question

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

50. Two rollovers to wife's IRA

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