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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. Options for funds transferred to a QRP following overfunded DB plan termination?

    By kmhaab,
    • 3 replies
    • 2.7k views

  2. so confused about segment rates

    By truphao,
    • 4 replies
    • 1k views

  3. Funding obligation with property

    By thepensionmaven,
    • 2 replies
    • 744 views

  4. Back Door Roth to go with Cash Balance/PS Plans

    By metsfan026,
    • 3 replies
    • 1.6k views

  5. H&W - separate businesses - one plan?

    By truphao,
    • 8 replies
    • 1k views

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

    By mcronin13,
    • 1 reply
    • 608 views

  7. Excludable or Benefiting

    By CuseFan,
    • 2 replies
    • 749 views

  8. Lump Sum and 417(e)

    By EBECatty,
    • 4 replies
    • 3.2k views

  9. Reminder notice of tax withholding

    By david rigby,
    • 1 reply
    • 669 views

  10. 415 Limit Service

    By Dougsbpc,
    • 5 replies
    • 1.6k views

  11. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 580 views

  12. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 2k views

  13. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 1.2k views

  14. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 711 views

  15. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 497 views

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

    By Effen,
    • 8 replies
    • 8.5k views

  17. 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
    • 1.1k views

  18. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 844 views

  19. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.3k views

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

    By waid10,
    • 3 replies
    • 1.4k views

  21. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 4.1k views

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

    By mwyatt,
    • 1 reply
    • 657 views

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

    By TPApril,
    • 8 replies
    • 1.9k views

  24. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 2.1k views
    • DW
    • DW

  25. Death of nonhighly compensation employee

    By Egold,
    • 11 replies
    • 1.5k views

  26. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac,
    • 7 replies
    • 3.6k views

  27. HCE excluded from allocation

    By Jakyasar,
    • 9 replies
    • 1.3k views

  28. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24,
    • 8 replies
    • 3.1k views

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

    By SCooper,   
    • 0 replies
    • 711 views

  30. Is my plan TH?

    By truphao,
    • 3 replies
    • 636 views

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

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

  32. 415 Max Payout question

    By Lou S.,
    • 5 replies
    • 927 views

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

    By David Peckham,
    • 1 reply
    • 706 views

  34. Removal of DC contribution in excess of 6%

    By truphao,
    • 6 replies
    • 1.2k views

  35. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 1.1k views

  36. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 1.3k views

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

    By waid10,
    • 6 replies
    • 1.8k views

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

    By waid10,
    • 8 replies
    • 4.9k views

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

    By Peter Gulia,
    • 5 replies
    • 1.2k views

  40. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.5k views

  41. Annuity Buy-in Liability Calculation

    By LarryDavid,
    • 3 replies
    • 826 views

  42. ProVal Rate Hike

    By Rball4,
    • 2 replies
    • 992 views

  43. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 1.1k views

  44. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.5k views

  45. Table of Annual Accruals

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

  46. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 850 views

  47. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 679 views

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

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

  49. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 975 views

  50. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.3k views
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