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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 603 views

  2. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 809 views

  3. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.1k views

  4. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.1k views

  5. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 527 views

  6. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 971 views

  7. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2k views

  8. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 1.7k views

  9. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.1k views

  10. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.1k views

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

    By ERISA-Bubs,
    • 4 replies
    • 1.2k views

  12. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.1k views

  13. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 739 views

  14. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.1k views

  15. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 870 views

  16. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.1k views

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

    By ishi,
    • 8 replies
    • 1.5k views

  18. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 764 views

  19. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 589 views

  20. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 1.8k views

  21. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 555 views

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

    By CuseFan,
    • 2 replies
    • 909 views

  23. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 974 views

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

    By Jakyasar,
    • 9 replies
    • 1.5k views

  25. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.4k views

  26. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1k views

  27. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 530 views

  28. RMD Determination

    By Reggie,
    • 1 reply
    • 545 views

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

    By mr_erisa,
    • 2 replies
    • 624 views

  30. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.6k views

  31. RMD related

    By Jakyasar,
    • 1 reply
    • 392 views

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

    By Audrey,
    • 0 replies
    • 505 views

  33. RMD after plan termination

    By Jakyasar,
    • 7 replies
    • 922 views

  34. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 479 views

  35. Allocation of Excess Assets in Floor-Offset CB plan termination

    By Dalai Pookah,
    • 7 replies
    • 1.4k views
    • Bri
    • Bri

  36. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 617 views

  37. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 937 views

  38. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 778 views

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

    By SSRRS,
    • 7 replies
    • 1.1k views

  40. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 926 views

  41. Plan Termination

    By ac,
    • 6 replies
    • 894 views

  42. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 611 views

  43. PEO

    By SSRRS,
    • 3 replies
    • 987 views

  44. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.6k views

  45. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2k views

  46. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 752 views

  47. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 646 views

  48. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 622 views

  49. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.2k views

  50. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 698 views
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