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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 1.4k views

  2. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 1.6k views

  3. Cash Balance - Minimum Participation Failure - How to Correct?

    By waid10,
    • 6 replies
    • 2.2k views

  4. Cash Balance Plan - In-Service Distribution (Rollover to IRA) Permitted?

    By waid10,
    • 8 replies
    • 5.5k views

  5. Did the United States pay a $127 million subsidy counting 3,479 dead people?

    By Peter Gulia,
    • 5 replies
    • 1.5k views

  6. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.8k views

  7. Annuity Buy-in Liability Calculation

    By LarryDavid,
    • 3 replies
    • 1k views

  8. ProVal Rate Hike

    By Rball4,
    • 2 replies
    • 1.2k views

  9. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 1.2k views

  10. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.8k views

  11. Table of Annual Accruals

    By austin3515,
    • 1 reply
    • 579 views
    • Bri
    • Bri

  12. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 965 views

  13. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 805 views

  14. Can we remove "Suspension of Benefits" provisions?

    By ERISA-Bubs,
    • 4 replies
    • 1.6k views

  15. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 1.1k views

  16. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.5k views

  17. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 2.3k views

  18. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 1.6k views

  19. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2.6k views

  20. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 743 views

  21. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.7k views

  22. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.6k views

  23. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.6k views

  24. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.5k views

  25. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 1.1k views

  26. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.6k views

  27. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 1.3k views

  28. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 1.7k views

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

    By ishi,
    • 8 replies
    • 2.2k views

  30. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 2.8k views

  31. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 1.1k views

  32. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 919 views

  33. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 2.5k views

  34. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 779 views

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

    By stbennet,
    • 1 reply
    • 2.6k views
    • Bri
    • Bri

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

    By Jakyasar,
    • 9 replies
    • 2.1k views

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

    By CuseFan,
    • 2 replies
    • 1.3k views

  38. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.9k views

  39. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1.4k views

  40. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 818 views

  41. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 837 views

  42. RMD Determination

    By Reggie,
    • 1 reply
    • 829 views

  43. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 1k views

  44. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3.4k views

  45. RMD related

    By Jakyasar,
    • 1 reply
    • 602 views

  46. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 693 views

  47. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 2.1k views

  48. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 865 views

  49. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 1.6k views

  50. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 1.2k views
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