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Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

  1. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 653 views

  2. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 2.1k views

  3. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 624 views

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

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

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

    By Jakyasar,
    • 9 replies
    • 1.7k views

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

    By CuseFan,
    • 2 replies
    • 1k views

  7. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.6k views

  8. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1.1k views

  9. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 611 views

  10. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 537 views

  11. RMD Determination

    By Reggie,
    • 1 reply
    • 596 views

  12. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 726 views

  13. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.9k views

  14. RMD related

    By Jakyasar,
    • 1 reply
    • 439 views

  15. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 551 views

  16. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.4k views

  17. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 681 views

  18. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 1.1k views

  19. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 871 views

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

    By SSRRS,
    • 7 replies
    • 1.3k views

  21. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 1k views

  22. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 1k views

  23. Plan Termination

    By ac,
    • 6 replies
    • 1k views

  24. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 672 views

  25. PEO

    By SSRRS,
    • 3 replies
    • 1.1k views

  26. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.7k views

  27. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2.2k views

  28. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 831 views

  29. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.4k views

  30. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 721 views

  31. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 694 views

  32. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 799 views

  33. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 4.5k views

  34. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 2.4k views

  35. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 586 views

  36. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.3k views

  37. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 826 views

  38. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 1.1k views

  39. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 827 views

  40. 2 Schedules C

    By Penman2006,
    • 15 replies
    • 3.7k views

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

    By Peter Gulia,
    • 9 replies
    • 2.9k views

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

    By truphao,
    • 5 replies
    • 902 views

  43. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 2.1k views

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

    By Jakyasar,
    • 5 replies
    • 1k views

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

    By rblum50,
    • 10 replies
    • 985 views

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

    By truphao,
    • 2 replies
    • 548 views

  47. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.4k views

  48. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 438 views

  49. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 2.2k views

  50. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 1k views
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