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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. 2024 417e @ 5.5% vs 2023 417e @5.5%

    By Jakyasar,
    • 1 reply
    • 555 views

  2. ARPA 2024 Rates - Second Segment

    By mwyatt,
    • 5 replies
    • 1.9k views

  3. Benefit accruals after lump sum?

    By Bucklaw20,
    • 4 replies
    • 1.1k views

  4. Amendment after year end to increase deduction

    By Jakyasar,
    • 1 reply
    • 684 views

  5. DB Cycle 3 FIS Document Seminars

    By MonicaS,
    • 0 replies
    • 476 views

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

    By Effen,
    • 8 replies
    • 8.3k views

  7. 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

  8. Changing val date upon termination

    By Jakyasar,
    • 2 replies
    • 811 views

  9. Required Beginning Date

    By Michael Burkow,
    • 5 replies
    • 1.3k views

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

    By waid10,
    • 3 replies
    • 1.4k views

  11. Life Insurance in Cash Balance Plan

    By Old Reliable,
    • 12 replies
    • 3.9k views

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

    By mwyatt,
    • 1 reply
    • 625 views

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

    By TPApril,
    • 8 replies
    • 1.8k views

  14. 415 Compensation Limit in Frozen Plans - Does it Stop Increasing at Freeze?

    By DW,
    • 6 replies
    • 1.9k views
    • DW
    • DW

  15. Death of nonhighly compensation employee

    By Egold,
    • 11 replies
    • 1.5k views

  16. Maximum 415 Accrued Benefit for Cash Balance Plan

    By ac,
    • 7 replies
    • 3.5k views

  17. HCE excluded from allocation

    By Jakyasar,
    • 9 replies
    • 1.2k views

  18. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24,
    • 8 replies
    • 2.9k views

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

    By SCooper,   
    • 0 replies
    • 682 views

  20. Is my plan TH?

    By truphao,
    • 3 replies
    • 597 views

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

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

  22. 415 Max Payout question

    By Lou S.,
    • 5 replies
    • 861 views

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

    By David Peckham,
    • 1 reply
    • 676 views

  24. Removal of DC contribution in excess of 6%

    By truphao,
    • 6 replies
    • 1.1k views

  25. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 1.1k views

  26. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 1.3k views

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

    By waid10,
    • 6 replies
    • 1.5k views

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

    By waid10,
    • 8 replies
    • 4.7k views

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

    By Peter Gulia,
    • 5 replies
    • 1.1k views

  30. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.4k views

  31. Annuity Buy-in Liability Calculation

    By LarryDavid,
    • 3 replies
    • 782 views

  32. ProVal Rate Hike

    By Rball4,
    • 2 replies
    • 962 views

  33. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 1k views

  34. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.4k views

  35. Table of Annual Accruals

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

  36. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 803 views

  37. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 646 views

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

    By ERISA-Bubs,
    • 4 replies
    • 1.3k views

  39. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 919 views

  40. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.3k views

  41. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 1.9k views

  42. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 1.1k views

  43. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2.3k views

  44. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 599 views

  45. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.4k views

  46. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.3k views

  47. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.2k views

  48. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.3k views

  49. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 831 views

  50. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.3k views
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