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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 1.1k views

  2. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.7k views

  3. Table of Annual Accruals

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

  4. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 888 views

  5. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 712 views

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

    By ERISA-Bubs,
    • 4 replies
    • 1.5k views

  7. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 1k views

  8. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.4k views

  9. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 2.1k views

  10. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 1.3k views

  11. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2.4k views

  12. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 670 views

  13. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.5k views

  14. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.4k views

  15. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.4k views

  16. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.3k views

  17. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 923 views

  18. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.5k views

  19. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 1.1k views

  20. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 1.5k views

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

    By ishi,
    • 8 replies
    • 2k views

  22. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 2.6k views

  23. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 982 views

  24. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 788 views

  25. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 2.3k views

  26. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 686 views

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

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

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

    By Jakyasar,
    • 9 replies
    • 1.9k views

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

    By CuseFan,
    • 2 replies
    • 1.1k views

  30. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 1.8k views

  31. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1.3k views

  32. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 728 views

  33. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 681 views

  34. RMD Determination

    By Reggie,
    • 1 reply
    • 726 views

  35. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 870 views

  36. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3.3k views

  37. RMD related

    By Jakyasar,
    • 1 reply
    • 501 views

  38. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 628 views

  39. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 1.7k views

  40. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 787 views

  41. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 1.4k views

  42. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 985 views

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

    By SSRRS,
    • 7 replies
    • 1.4k views

  44. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 1.2k views

  45. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 1.1k views

  46. Plan Termination

    By ac,
    • 6 replies
    • 1.2k views

  47. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 779 views

  48. PEO

    By SSRRS,
    • 3 replies
    • 1.3k views

  49. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.9k views

  50. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2.5k views
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