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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

  1. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 2k views

  2. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 1.2k views

  3. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2.3k views

  4. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 620 views

  5. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.4k views

  6. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.3k views

  7. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.3k views

  8. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.3k views

  9. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 867 views

  10. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.4k views

  11. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 1.1k views

  12. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 1.4k views

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

    By ishi,
    • 8 replies
    • 1.8k views

  14. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 2.4k views

  15. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 902 views

  16. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 713 views

  17. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 2.2k views

  18. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 653 views

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

    By stbennet,
    • 1 reply
    • 2.5k views
    • Bri
    • Bri

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

    By Jakyasar,
    • 9 replies
    • 1.8k views

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

    By CuseFan,
    • 2 replies
    • 1.1k views

  22. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.7k views

  23. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1.2k views

  24. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 670 views

  25. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 572 views

  26. RMD Determination

    By Reggie,
    • 1 reply
    • 652 views

  27. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 805 views

  28. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3.1k views

  29. RMD related

    By Jakyasar,
    • 1 reply
    • 472 views

  30. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 595 views

  31. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.6k views

  32. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 721 views

  33. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 1.3k views

  34. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 918 views

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

    By SSRRS,
    • 7 replies
    • 1.4k views

  36. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 1.1k views

  37. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 1.1k views

  38. Plan Termination

    By ac,
    • 6 replies
    • 1.1k views

  39. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 730 views

  40. PEO

    By SSRRS,
    • 3 replies
    • 1.2k views

  41. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.8k views

  42. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2.3k views

  43. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 899 views

  44. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.5k views

  45. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 757 views

  46. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 740 views

  47. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 878 views

  48. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 4.7k views

  49. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 2.8k views

  50. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 635 views
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