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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 2k views

  2. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 611 views

  3. Otherwise Excludable Employees and 401(a)(26)

    By stbennet,
    • 1 reply
    • 2.4k views
    • Bri
    • Bri

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

    By Jakyasar,
    • 9 replies
    • 1.6k views

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

    By CuseFan,
    • 2 replies
    • 974 views

  6. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.5k views

  7. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1.1k views

  8. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 576 views

  9. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 522 views

  10. RMD Determination

    By Reggie,
    • 1 reply
    • 586 views

  11. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 682 views

  12. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.8k views

  13. RMD related

    By Jakyasar,
    • 1 reply
    • 425 views

  14. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 542 views

  15. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.3k views

  16. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 663 views

  17. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 1.1k views

  18. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 840 views

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

    By SSRRS,
    • 7 replies
    • 1.2k views

  20. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 960 views

  21. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 983 views

  22. Plan Termination

    By ac,
    • 6 replies
    • 988 views

  23. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 651 views

  24. PEO

    By SSRRS,
    • 3 replies
    • 1.1k views

  25. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.7k views

  26. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2.2k views

  27. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 795 views

  28. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.4k views

  29. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 700 views

  30. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 659 views

  31. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 759 views

  32. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 4.4k views

  33. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 2.3k views

  34. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 561 views

  35. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.2k views

  36. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 797 views

  37. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 1.1k views

  38. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 809 views

  39. 2 Schedules C

    By Penman2006,
    • 15 replies
    • 3.6k views

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

    By Peter Gulia,
    • 9 replies
    • 2.8k views

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

    By truphao,
    • 5 replies
    • 863 views

  42. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 2k views

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

    By Jakyasar,
    • 5 replies
    • 982 views

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

    By rblum50,
    • 10 replies
    • 943 views

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

    By truphao,
    • 2 replies
    • 530 views

  46. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.3k views

  47. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 425 views

  48. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 2.1k views

  49. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 979 views

  50. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 648 views
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