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Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

  1. Market Based Cash Balance Plan - Interest Crediting Rate Assumption

    By SCooper,   
    • 0 replies
    • 1.1k views

  2. Is my plan TH?

    By truphao,
    • 3 replies
    • 956 views

  3. What if a lull in between employers medical and Medicare A&B

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

  4. 415 Max Payout question

    By Lou S.,
    • 5 replies
    • 1.3k views

  5. Any relief for missed RMDs for a non-eligible designated beneficiary of a DB plan participant?

    By David Peckham,
    • 1 reply
    • 1.1k views

  6. Removal of DC contribution in excess of 6%

    By truphao,
    • 6 replies
    • 1.7k views

  7. Municipal/Governmental DB Plans

    By truphao,
    • 9 replies
    • 1.5k views

  8. Can't project 415 limits for Funding?

    By NonObserver,   
    • 5 replies
    • 1.8k views

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

    By waid10,
    • 6 replies
    • 2.6k views

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

    By waid10,
    • 8 replies
    • 5.9k views

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

    By Peter Gulia,
    • 5 replies
    • 1.6k views

  12. Vesting & Plan Termination

    By metsfan026,
    • 7 replies
    • 1.9k views

  13. Annuity Buy-in Liability Calculation

    By LarryDavid,
    • 3 replies
    • 1.2k views

  14. ProVal Rate Hike

    By Rball4,
    • 2 replies
    • 1.4k views

  15. Terminating a DB Plan to open a CB Plan

    By metsfan026,
    • 4 replies
    • 1.3k views

  16. 415 or other limit on Cash Balance "contribution"

    By TPApril,
    • 5 replies
    • 1.9k views

  17. Table of Annual Accruals

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

  18. Form 5310-A actuarial attachment

    By david rigby,
    • 1 reply
    • 1k views

  19. End of Year to Beginning of Year Valuation

    By Dougsbpc,
    • 1 reply
    • 902 views

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

    By ERISA-Bubs,
    • 4 replies
    • 1.7k views

  21. 8.5 months after a mid month date..plan termination

    By Draper55,
    • 1 reply
    • 1.2k views

  22. 401a26 and frozen plan + top heavy

    By Jakyasar,
    • 4 replies
    • 1.6k views

  23. 417(e) Mortality Table for 2024

    By Craig Jacobs,
    • 7 replies
    • 2.5k views

  24. Prior PBGC filings

    By Jakyasar,
    • 12 replies
    • 1.7k views

  25. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex,
    • 4 replies
    • 2.8k views

  26. PBGC premiums for 2024 with a lookback

    By truphao,
    • 0 replies
    • 822 views

  27. Transfer of Pension Surplus to DC Plan

    By SadieJane,
    • 4 replies
    • 1.9k views

  28. Amend New DB Plan Retroactively

    By dpav,
    • 2 replies
    • 1.8k views

  29. When is contribution credited?

    By Hojo,
    • 6 replies
    • 1.8k views

  30. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 1.6k views

  31. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar,
    • 2 replies
    • 1.2k views

  32. New Cash Balance for recently sold company

    By Hojo,
    • 8 replies
    • 1.8k views

  33. Mortality Table for Funding

    By DavidO,
    • 6 replies
    • 1.4k views

  34. Schedule SB for disqualified plan?

    By PensionPro,
    • 5 replies
    • 1.8k views

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

    By ishi,
    • 8 replies
    • 2.5k views

  36. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 3k views

  37. DB Partial Term or not?

    By Panda,
    • 5 replies
    • 1.3k views

  38. Maximum Benefit In A Cash Balance Plan

    By metsfan026,
    • 3 replies
    • 1k views

  39. QOSA and QJSA and other JSAs

    By ChrisB.,
    • 5 replies
    • 2.8k views

  40. Combo plan recordekeepers

    By Draper55,
    • 1 reply
    • 903 views

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

    By stbennet,
    • 1 reply
    • 2.7k views
    • Bri
    • Bri

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

    By Jakyasar,
    • 9 replies
    • 2.4k views

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

    By CuseFan,
    • 2 replies
    • 1.4k views

  44. Funding Target Calculation

    By metsfan026,
    • 5 replies
    • 2.1k views

  45. Cash Balance Formula Question

    By metsfan026,
    • 7 replies
    • 1.6k views

  46. Two rollovers to wife's IRA

    By SSRRS,
    • 2 replies
    • 996 views

  47. Shultz memo minimum in the year of termination

    By Bri,
    • 1 reply
    • 1k views

  48. RMD Determination

    By Reggie,
    • 1 reply
    • 953 views

  49. 204(h) Notice in M&A Transaction

    By mr_erisa,
    • 2 replies
    • 1.2k views

  50. Owning Real Estate in Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3.6k views
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