Defined Benefit Plans, Including Cash Balance

7,160 topics in this forum

1. Terminating DB Plan and Cycle 3 Restatements

   By John314, May 16, 2023
   • 0 replies
   • 634 views
   • 
   • John314
   • May 16, 2023

2. RMD marital status unknown

   By CLE Pension, May 12, 2023
   • 2 replies
   • 602 views
   • 
   • truphao
   • May 12, 2023

3. Cash Balance - plan termination - insufficient assets

   By Jakyasar, May 3, 2023
   • 6 replies
   • 678 views
   • 
   • Bri
   • May 9, 2023

4. Who Must Get The 7.5% Gateway?

   By metsfan026, March 21, 2023
   • 13 replies
   • 3.8k views
   • 
   • metsfan026
   • May 8, 2023

5. Excess assets used for termination expenses?

   By david rigby, April 25, 2023
   • 9 replies
   • 1.9k views
   • 
   • TheBoxMan
   • May 3, 2023

6. Different ICR for HCEs vs NHCEs

   By truphao, April 21, 2023
   • 3 replies
   • 503 views
   • 
   • CuseFan
   • April 24, 2023

7. Ninety-five percent of zero?

   By Bri, April 14, 2023
   • 13 replies
   • 1.1k views
   • 
   • Nate S
   • April 21, 2023

8. Do I need to restate?

   By Jakyasar, April 20, 2023
   • 4 replies
   • 749 views
   • 
   • Jakyasar
   • April 21, 2023

9. charging for VT pension plan benefit statements

   By TPApril, April 18, 2023
   • 9 replies
   • 976 views
   • 
   • Paul I
   • April 19, 2023

10. Variable Income DB Plans

    By PKB2055, March 21, 2023
    • 4 replies
    • 749 views
    • 
    • PKB2055
    • April 19, 2023

11. 2 Schedules C

    By Penman2006, June 20, 2008
    • 15 replies
    • 3.4k views
    • 
    • Vinny
    • April 15, 2023

12. Might a cash-balance pension plan provide no benefit after an unmarried participant’s death?

    By Peter Gulia, April 11, 2023
    • 9 replies
    • 2.4k views
    • 
    • Todd Flessner
    • April 13, 2023

13. Tax Return has been filed but contribution has not been fully made

    By truphao, April 6, 2023
    • 5 replies
    • 804 views
    • 
    • truphao
    • April 13, 2023

14. Participant died, no beneficiary form on file

    By truphao, April 11, 2023
    • 13 replies
    • 1.7k views
    • 
    • Bird
    • April 12, 2023

15. DB Plan termination - big drop in distribution amount from 2022 to 2023

    By Jakyasar, March 10, 2023
    • 5 replies
    • 923 views
    • 
    • Jakyasar
    • April 12, 2023

16. Huge increase in plan contribution due to investment losses during pandemic

    By rblum50, March 29, 2023
    • 10 replies
    • 839 views
    • 
    • gc@chimentowebb.com
    • March 31, 2023

17. Start-up plan retroactive to 1/1/2022 but taxes have been filed?

    By truphao, March 30, 2023
    • 2 replies
    • 476 views
    • 
    • Lou S.
    • March 30, 2023

18. Unterminating DB - PBGC covered

    By Jakyasar, March 28, 2023
    • 10 replies
    • 1.1k views
    • 
    • Hojo
    • March 29, 2023

19. newly covered employees and prior benefit stucture

    By Draper55, March 24, 2023
    • 0 replies
    • 381 views
    • 
    • Draper55
    • March 24, 2023

20. PBGC Covered?

    By Cloudy, March 13, 2023
    • 12 replies
    • 1.8k views
    • 
    • Hojo
    • March 20, 2023

21. Credited Service for 415 Purposes

    By CuseFan, March 9, 2023
    • 4 replies
    • 907 views
    • 
    • AndyH
    • March 14, 2023

22. Controlled group - is it PBGC covered?

    By Jakyasar, March 1, 2023
    • 2 replies
    • 604 views
    • 
    • truphao
    • March 13, 2023

23. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202, March 8, 2023
    • 8 replies
    • 1.3k views
    • 
    • ajc0202
    • March 10, 2023

24. Gateway Contribution if No HCE?

    By metsfan026, March 8, 2023
    • 3 replies
    • 715 views
    • 
    • Lou S.
    • March 8, 2023

25. DB plan with life insurance - funding related

    By Jakyasar, February 27, 2023
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 1, 2023

26. File without SB

    By SSRRS, February 17, 2023
    • 8 replies
    • 725 views
    • 
    • SSRRS
    • February 28, 2023

27. ASC - meaningful benefits

    By jmartin, February 15, 2023
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • February 26, 2023

28. Is this correct?

    By SSRRS, February 23, 2023
    • 1 reply
    • 569 views
    • 
    • Calavera
    • February 23, 2023

29. Plan was never set up

    By Jakyasar, February 15, 2023
    • 4 replies
    • 814 views
    • 
    • Josette
    • February 17, 2023

30. Reasonable classification test

    By Draper55, February 9, 2023
    • 3 replies
    • 664 views
    • 
    • Draper55
    • February 14, 2023

31. Correlation between 11-g and AFTAP less than 60% - 401a26 issue

    By Jakyasar, February 8, 2023
    • 5 replies
    • 723 views
    • 
    • Calavera
    • February 10, 2023

32. General Test with Grouping (5% for NAR, 15% for MVAR)

    By truphao, February 2, 2023
    • 5 replies
    • 543 views
    • 
    • truphao
    • February 10, 2023

33. Starting a disturbing one

    By truphao, February 9, 2023
    • 1 reply
    • 758 views
    • 
    • Belgarath
    • February 9, 2023

34. DB Plan - one lifer - decides to roll over the assets without consulting anyone

    By Jakyasar, February 8, 2023
    • 11 replies
    • 961 views
    • 
    • Jakyasar
    • February 9, 2023

35. Actuarial Equivalance

    By Josette, February 3, 2023
    • 8 replies
    • 1.3k views
    • 
    • Effen
    • February 7, 2023

36. Possible Takeover

    By thepensionmaven, January 25, 2023
    • 6 replies
    • 647 views
    • 
    • Belgarath
    • February 6, 2023

37. Plan termination and Prepaid

    By SSRRS, January 31, 2023
    • 9 replies
    • 768 views
    • 
    • SSRRS
    • February 3, 2023

38. TH minimum / frozen CBP

    By DBnme, February 2, 2023
    • 2 replies
    • 396 views
    • 
    • Jakyasar
    • February 2, 2023

39. top heavy, 401a26, stuff like that

    By Bri, January 31, 2023
    • 2 replies
    • 555 views
    • 
    • Bri
    • January 31, 2023

40. Partial distribution from Fully Insured plan

    By ajc0202, January 27, 2023
    • 1 reply
    • 377 views
    • 
    • ErnieG
    • January 30, 2023

41. DB RMD related

    By Jakyasar, January 22, 2023
    • 12 replies
    • 1.6k views
    • 
    • Lou S.
    • January 25, 2023

42. Interest Rates for Cash Balance Plan

    By metsfan026, January 24, 2023
    • 11 replies
    • 1.2k views
    • 
    • metsfan026
    • January 25, 2023

43. Failure to deduct mandatory employee contributions

    By MikeD, January 24, 2023
    • 0 replies
    • 270 views
    • 
    • MikeD
    • January 24, 2023

44. 2022 or 2021 ?

    By SSRRS, January 9, 2023
    • 26 replies
    • 2.4k views
    • 
    • Bird
    • January 20, 2023

45. NRA in the document is 55

    By Jakyasar, January 14, 2023
    • 18 replies
    • 1.8k views
    • 
    • Jakyasar
    • January 17, 2023

46. Dates for notices of plan termination

    By drakecohen, December 29, 2022
    • 2 replies
    • 941 views
    • 
    • TheBoxMan
    • January 16, 2023

47. Limiting Salary for certain employees

    By SSRRS, January 13, 2023
    • 2 replies
    • 458 views
    • 
    • truphao
    • January 14, 2023

48. Offset DB plan - refresher

    By Jakyasar, January 10, 2023
    • 5 replies
    • 912 views
    • 
    • Jakyasar
    • January 10, 2023

49. If $0 Income, Is A Contribution Owed To Cash Balance Plan?

    By metsfan026, January 6, 2023
    • 1 reply
    • 831 views
    • 
    • C. B. Zeller
    • January 6, 2023

50. Controlled Group Testing when Participant / Owner is not eligible?

    By Dougsbpc, December 28, 2022
    • 4 replies
    • 812 views
    • 
    • FPGuy
    • December 29, 2022