Jump to content

Defined Benefit Plans, Including Cash Balance

7,198 topics in this forum

  1. Third Party Defined Benefit Administration & Actuarial Platform Leasing Options

    By mcronin13,
    • 1 reply
    • 586 views

  2. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 701 views

  3. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 3.1k views

  4. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 657 views

  5. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 1.5k views

  6. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 561 views

  7. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 1.9k views

  8. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 1.2k views

  9. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 696 views

  10. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 482 views

  11. Is a payment for signing a non-compete agreement earned income?

    By Effen,
    • 8 replies
    • 8.4k views

  12. Freezing Plans; How/If Does a Plan Freeze Affect the Reckoning of Years of Participation and/or Years of Service, and the High Three Year Streak for § 415(b) Deliberations

    By Kent Allard,   
    • 4 replies
    • 1k views

  13. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 824 views

  14. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.3k views

  15. Multiple In-Service Distributions by Participant in Same Calendar Year (Cash Balance Plan)

    By waid10,
    • 3 replies
    • 1.4k views

  16. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 4k views

  17. IRN 2023-73 417 Mortality Table, why only 5 decimal places?

    By mwyatt,
    • 1 reply
    • 635 views

  18. small Cash Balance Plan - just wasn't right

    By TPApril,
    • 8 replies
    • 1.8k views

  19. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 2k views
    • DW
    • DW

  20. Death of nonhighly compensation employee

    By Egold,
    • 11 replies
    • 1.5k views

  21. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac,
    • 7 replies
    • 3.5k views

  22. HCE excluded from allocation

    By Jakyasar,
    • 9 replies
    • 1.2k views

  23. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24,
    • 8 replies
    • 3k views

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

    By SCooper,   
    • 0 replies
    • 694 views

  25. Is my plan TH?

    By truphao,
    • 3 replies
    • 615 views

  26. What if a lull in between employers medical and Medicare A&B

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

  27. 415 Max Payout question

    By Lou S.,
    • 5 replies
    • 893 views

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

    By David Peckham,
    • 1 reply
    • 690 views

  29. Removal of DC contribution in excess of 6%

    By truphao,
    • 6 replies
    • 1.2k views

  30. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 1.1k views

  31. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 1.3k views

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

    By waid10,
    • 6 replies
    • 1.6k views

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

    By waid10,
    • 8 replies
    • 4.8k views

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

    By Peter Gulia,
    • 5 replies
    • 1.2k views

  35. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.5k views

  36. Annuity Buy-in Liability Calculation

    By LarryDavid,
    • 3 replies
    • 796 views

  37. ProVal Rate Hike

    By Rball4,
    • 2 replies
    • 972 views

  38. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 1k views

  39. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.5k views

  40. Table of Annual Accruals

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

  41. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 824 views

  42. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 661 views

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

    By ERISA-Bubs,
    • 4 replies
    • 1.4k views

  44. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 947 views

  45. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.3k views

  46. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 1.9k views

  47. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 1.2k views

  48. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2.3k views

  49. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 609 views

  50. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.4k views
×
×
  • Create New...