Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. 8.5 months after a mid month date..plan termination

   By Draper55, October 23, 2023
   • 1 reply
   • 991 views
   • 
   • CuseFan
   • October 24, 2023

2. 401a26 and frozen plan + top heavy

   By Jakyasar, October 20, 2023
   • 4 replies
   • 1.3k views
   • 
   • Luke Bailey
   • October 20, 2023

3. 417(e) Mortality Table for 2024

   By Craig Jacobs, October 11, 2023
   • 7 replies
   • 2k views
   • 
   • Craig Jacobs
   • October 19, 2023

4. Prior PBGC filings

   By Jakyasar, October 12, 2023
   • 12 replies
   • 1.2k views
   • 
   • Jakyasar
   • October 17, 2023

5. Terminating DB Plan - Divorced Participant in Pay Status

   By Wessex, October 12, 2023
   • 4 replies
   • 2.4k views
   • 
   • fmsinc
   • October 12, 2023

6. PBGC premiums for 2024 with a lookback

   By truphao, October 12, 2023
   • 0 replies
   • 632 views
   • 
   • truphao
   • October 12, 2023

7. Transfer of Pension Surplus to DC Plan

   By SadieJane, October 5, 2023
   • 4 replies
   • 1.5k views
   • 
   • Bill Presson
   • October 6, 2023

8. Amend New DB Plan Retroactively

   By dpav, October 6, 2023
   • 2 replies
   • 1.3k views
   • 
   • dpav
   • October 6, 2023

9. When is contribution credited?

   By Hojo, September 28, 2023
   • 6 replies
   • 1.3k views
   • 
   • truphao
   • October 2, 2023

10. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026, September 26, 2023
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • September 28, 2023

11. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar, September 27, 2023
    • 2 replies
    • 883 views
    • 
    • truphao
    • September 27, 2023

12. New Cash Balance for recently sold company

    By Hojo, September 21, 2023
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 24, 2023

13. Mortality Table for Funding

    By DavidO, September 21, 2023
    • 6 replies
    • 1.1k views
    • 
    • DavidO
    • September 22, 2023

14. Schedule SB for disqualified plan?

    By PensionPro, August 21, 2023
    • 5 replies
    • 1.5k views
    • 
    • PensionPro
    • September 20, 2023

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

    By ishi, September 15, 2023
    • 8 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • September 18, 2023

16. 401(h) accounts

    By arthurkagan, March 20, 2023
    • 7 replies
    • 2.5k views
    • 
    • NARAYANAN MOHANAN
    • September 16, 2023

17. DB Partial Term or not?

    By Panda, September 14, 2023
    • 5 replies
    • 925 views
    • 
    • Panda
    • September 14, 2023

18. Maximum Benefit In A Cash Balance Plan

    By metsfan026, September 7, 2023
    • 3 replies
    • 752 views
    • 
    • CuseFan
    • September 7, 2023

19. QOSA and QJSA and other JSAs

    By ChrisB., August 29, 2023
    • 5 replies
    • 2.3k views
    • 
    • Sellarsian
    • September 1, 2023

20. Combo plan recordekeepers

    By Draper55, August 28, 2023
    • 1 reply
    • 669 views
    • 
    • justanotheradmin
    • August 28, 2023

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

    By stbennet, April 30, 2013
    • 1 reply
    • 2.5k views
    • 
    • Bri
    • August 23, 2023

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

    By Jakyasar, August 21, 2023
    • 9 replies
    • 1.9k views
    • 
    • Calavera
    • August 22, 2023

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

    By CuseFan, August 22, 2023
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • August 22, 2023

24. Funding Target Calculation

    By metsfan026, August 17, 2023
    • 5 replies
    • 1.7k views
    • 
    • metsfan026
    • August 17, 2023

25. Cash Balance Formula Question

    By metsfan026, August 16, 2023
    • 7 replies
    • 1.3k views
    • 
    • Lou S.
    • August 16, 2023

26. Two rollovers to wife's IRA

    By SSRRS, August 7, 2023
    • 2 replies
    • 693 views
    • 
    • SSRRS
    • August 7, 2023

27. Shultz memo minimum in the year of termination

    By Bri, July 24, 2023
    • 1 reply
    • 584 views
    • 
    • Nate S
    • August 7, 2023

28. RMD Determination

    By Reggie, August 4, 2023
    • 1 reply
    • 667 views
    • 
    • bito'money
    • August 4, 2023

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

    By mr_erisa, August 3, 2023
    • 2 replies
    • 839 views
    • 
    • CuseFan
    • August 4, 2023

30. Owning Real Estate in Cash Balance Plan

    By metsfan026, July 31, 2023
    • 5 replies
    • 3.2k views
    • 
    • Ilene Ferenczy
    • August 1, 2023

31. RMD related

    By Jakyasar, July 28, 2023
    • 1 reply
    • 483 views
    • 
    • John Feldt ERPA CPC QPA
    • July 28, 2023

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

    By Audrey, July 28, 2023
    • 0 replies
    • 609 views
    • 
    • Audrey
    • July 28, 2023

33. 2021 EZ filed but no SB done

    By Jakyasar, May 12, 2023
    • 24 replies
    • 1.6k views
    • 
    • Jakyasar
    • July 25, 2023

34. Overfund CB

    By thepensionmaven, July 22, 2023
    • 2 replies
    • 744 views
    • 
    • truphao
    • July 23, 2023

35. Meaningful benefits as an actuarial assumption

    By cathyw, July 14, 2023
    • 6 replies
    • 1.3k views
    • 
    • cathyw
    • July 14, 2023

36. Which Employer takes 25% deduction

    By Rocha, July 7, 2023
    • 3 replies
    • 936 views
    • 
    • truphao
    • July 13, 2023

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

    By SSRRS, July 6, 2023
    • 7 replies
    • 1.4k views
    • 
    • CuseFan
    • July 10, 2023

38. 2023 PBGC premiums increase - FYI

    By Jakyasar, October 19, 2022
    • 9 replies
    • 1.1k views
    • 
    • truphao
    • June 26, 2023

39. Cycle 3 Update for terminating DB Plan

    By Barbara, June 22, 2023
    • 2 replies
    • 1.1k views
    • 
    • pensionreview
    • June 26, 2023

40. Plan Termination

    By ac, June 15, 2023
    • 6 replies
    • 1.2k views
    • 
    • KimberlyC
    • June 20, 2023

41. Is this plan covered by PBGC?

    By Jakyasar, June 8, 2023
    • 4 replies
    • 756 views
    • 
    • Jakyasar
    • June 8, 2023

42. PEO

    By SSRRS, June 6, 2023
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • June 7, 2023

43. DB plan was not funded timely

    By Jakyasar, June 3, 2023
    • 2 replies
    • 1.9k views
    • 
    • CuseFan
    • June 6, 2023

44. AFTAP Certifications - non calendar year plans

    By ConnieStorer, June 1, 2023
    • 4 replies
    • 2.4k views
    • 
    • bito'money
    • June 2, 2023

45. Different Hours Requirement to get a benefit

    By truphao, May 18, 2023
    • 6 replies
    • 934 views
    • 
    • Paul I
    • May 19, 2023

46. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026, May 2, 2023
    • 5 replies
    • 1.5k views
    • 
    • DBnme
    • May 17, 2023

47. Terminating DB Plan and Cycle 3 Restatements

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

48. RMD marital status unknown

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

49. Cash Balance - plan termination - insufficient assets

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

50. Who Must Get The 7.5% Gateway?

    By metsfan026, March 21, 2023
    • 13 replies
    • 4.8k views
    • 
    • metsfan026
    • May 8, 2023