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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 1k views

  2. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 1.2k views

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

    By ishi,
    • 8 replies
    • 1.7k views

  4. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 2.3k views

  5. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 874 views

  6. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 668 views

  7. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 2.1k views

  8. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 634 views

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

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

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

    By Jakyasar,
    • 9 replies
    • 1.8k views

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

    By CuseFan,
    • 2 replies
    • 1k views

  12. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.6k views

  13. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1.2k views

  14. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 634 views

  15. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 553 views

  16. RMD Determination

    By Reggie,
    • 1 reply
    • 619 views

  17. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 758 views

  18. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.9k views

  19. RMD related

    By Jakyasar,
    • 1 reply
    • 451 views

  20. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 573 views

  21. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.4k views

  22. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 695 views

  23. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 1.2k views

  24. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 886 views

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

    By SSRRS,
    • 7 replies
    • 1.3k views

  26. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 1.1k views

  27. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 1k views

  28. Plan Termination

    By ac,
    • 6 replies
    • 1.1k views

  29. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 695 views

  30. PEO

    By SSRRS,
    • 3 replies
    • 1.2k views

  31. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.8k views

  32. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2.3k views

  33. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 861 views

  34. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.5k views

  35. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 739 views

  36. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 704 views

  37. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 818 views

  38. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 4.6k views

  39. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 2.5k views

  40. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 609 views

  41. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.3k views

  42. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 842 views

  43. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 1.2k views

  44. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 848 views

  45. 2 Schedules C

    By Penman2006,
    • 15 replies
    • 3.8k views

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

    By Peter Gulia,
    • 9 replies
    • 3k views

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

    By truphao,
    • 5 replies
    • 919 views

  48. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 2.2k views

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

    By Jakyasar,
    • 5 replies
    • 1k views

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

    By rblum50,
    • 10 replies
    • 1k views
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