Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance - plan termination - insufficient assets

   By Jakyasar, May 3, 2023
   • 6 replies
   • 674 views
   • 
   • Bri
   • May 9, 2023

2. Who Must Get The 7.5% Gateway?

   By metsfan026, March 21, 2023
   • 13 replies
   • 3.7k views
   • 
   • metsfan026
   • May 8, 2023

3. Excess assets used for termination expenses?

   By david rigby, April 25, 2023
   • 9 replies
   • 1.8k views
   • 
   • TheBoxMan
   • May 3, 2023

4. Different ICR for HCEs vs NHCEs

   By truphao, April 21, 2023
   • 3 replies
   • 499 views
   • 
   • CuseFan
   • April 24, 2023

5. Ninety-five percent of zero?

   By Bri, April 14, 2023
   • 13 replies
   • 1k views
   • 
   • Nate S
   • April 21, 2023

6. Do I need to restate?

   By Jakyasar, April 20, 2023
   • 4 replies
   • 743 views
   • 
   • Jakyasar
   • April 21, 2023

7. charging for VT pension plan benefit statements

   By TPApril, April 18, 2023
   • 9 replies
   • 971 views
   • 
   • Paul I
   • April 19, 2023

8. Variable Income DB Plans

   By PKB2055, March 21, 2023
   • 4 replies
   • 736 views
   • 
   • PKB2055
   • April 19, 2023

9. 2 Schedules C

   By Penman2006, June 20, 2008
   • 15 replies
   • 3.4k views
   • 
   • Vinny
   • April 15, 2023

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

    By Peter Gulia, April 11, 2023
    • 9 replies
    • 2.3k views
    • 
    • Todd Flessner
    • April 13, 2023

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

    By truphao, April 6, 2023
    • 5 replies
    • 798 views
    • 
    • truphao
    • April 13, 2023

12. Participant died, no beneficiary form on file

    By truphao, April 11, 2023
    • 13 replies
    • 1.7k views
    • 
    • Bird
    • April 12, 2023

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

    By Jakyasar, March 10, 2023
    • 5 replies
    • 913 views
    • 
    • Jakyasar
    • April 12, 2023

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

    By rblum50, March 29, 2023
    • 10 replies
    • 830 views
    • 
    • gc@chimentowebb.com
    • March 31, 2023

15. Start-up plan retroactive to 1/1/2022 but taxes have been filed?

    By truphao, March 30, 2023
    • 2 replies
    • 471 views
    • 
    • Lou S.
    • March 30, 2023

16. Unterminating DB - PBGC covered

    By Jakyasar, March 28, 2023
    • 10 replies
    • 1.1k views
    • 
    • Hojo
    • March 29, 2023

17. newly covered employees and prior benefit stucture

    By Draper55, March 24, 2023
    • 0 replies
    • 374 views
    • 
    • Draper55
    • March 24, 2023

18. PBGC Covered?

    By Cloudy, March 13, 2023
    • 12 replies
    • 1.7k views
    • 
    • Hojo
    • March 20, 2023

19. Credited Service for 415 Purposes

    By CuseFan, March 9, 2023
    • 4 replies
    • 900 views
    • 
    • AndyH
    • March 14, 2023

20. Controlled group - is it PBGC covered?

    By Jakyasar, March 1, 2023
    • 2 replies
    • 594 views
    • 
    • truphao
    • March 13, 2023

21. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202, March 8, 2023
    • 8 replies
    • 1.3k views
    • 
    • ajc0202
    • March 10, 2023

22. Gateway Contribution if No HCE?

    By metsfan026, March 8, 2023
    • 3 replies
    • 704 views
    • 
    • Lou S.
    • March 8, 2023

23. DB plan with life insurance - funding related

    By Jakyasar, February 27, 2023
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 1, 2023

24. File without SB

    By SSRRS, February 17, 2023
    • 8 replies
    • 723 views
    • 
    • SSRRS
    • February 28, 2023

25. ASC - meaningful benefits

    By jmartin, February 15, 2023
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • February 26, 2023

26. Is this correct?

    By SSRRS, February 23, 2023
    • 1 reply
    • 558 views
    • 
    • Calavera
    • February 23, 2023

27. Plan was never set up

    By Jakyasar, February 15, 2023
    • 4 replies
    • 809 views
    • 
    • Josette
    • February 17, 2023

28. Reasonable classification test

    By Draper55, February 9, 2023
    • 3 replies
    • 662 views
    • 
    • Draper55
    • February 14, 2023

29. Correlation between 11-g and AFTAP less than 60% - 401a26 issue

    By Jakyasar, February 8, 2023
    • 5 replies
    • 717 views
    • 
    • Calavera
    • February 10, 2023

30. General Test with Grouping (5% for NAR, 15% for MVAR)

    By truphao, February 2, 2023
    • 5 replies
    • 537 views
    • 
    • truphao
    • February 10, 2023

31. Starting a disturbing one

    By truphao, February 9, 2023
    • 1 reply
    • 755 views
    • 
    • Belgarath
    • February 9, 2023

32. DB Plan - one lifer - decides to roll over the assets without consulting anyone

    By Jakyasar, February 8, 2023
    • 11 replies
    • 944 views
    • 
    • Jakyasar
    • February 9, 2023

33. Actuarial Equivalance

    By Josette, February 3, 2023
    • 8 replies
    • 1.3k views
    • 
    • Effen
    • February 7, 2023

34. Possible Takeover

    By thepensionmaven, January 25, 2023
    • 6 replies
    • 644 views
    • 
    • Belgarath
    • February 6, 2023

35. Plan termination and Prepaid

    By SSRRS, January 31, 2023
    • 9 replies
    • 759 views
    • 
    • SSRRS
    • February 3, 2023

36. TH minimum / frozen CBP

    By DBnme, February 2, 2023
    • 2 replies
    • 390 views
    • 
    • Jakyasar
    • February 2, 2023

37. top heavy, 401a26, stuff like that

    By Bri, January 31, 2023
    • 2 replies
    • 552 views
    • 
    • Bri
    • January 31, 2023

38. Partial distribution from Fully Insured plan

    By ajc0202, January 27, 2023
    • 1 reply
    • 369 views
    • 
    • ErnieG
    • January 30, 2023

39. DB RMD related

    By Jakyasar, January 22, 2023
    • 12 replies
    • 1.5k views
    • 
    • Lou S.
    • January 25, 2023

40. Interest Rates for Cash Balance Plan

    By metsfan026, January 24, 2023
    • 11 replies
    • 1.2k views
    • 
    • metsfan026
    • January 25, 2023

41. Failure to deduct mandatory employee contributions

    By MikeD, January 24, 2023
    • 0 replies
    • 267 views
    • 
    • MikeD
    • January 24, 2023

42. 2022 or 2021 ?

    By SSRRS, January 9, 2023
    • 26 replies
    • 2.4k views
    • 
    • Bird
    • January 20, 2023

43. NRA in the document is 55

    By Jakyasar, January 14, 2023
    • 18 replies
    • 1.8k views
    • 
    • Jakyasar
    • January 17, 2023

44. Dates for notices of plan termination

    By drakecohen, December 29, 2022
    • 2 replies
    • 934 views
    • 
    • TheBoxMan
    • January 16, 2023

45. Limiting Salary for certain employees

    By SSRRS, January 13, 2023
    • 2 replies
    • 456 views
    • 
    • truphao
    • January 14, 2023

46. Offset DB plan - refresher

    By Jakyasar, January 10, 2023
    • 5 replies
    • 898 views
    • 
    • Jakyasar
    • January 10, 2023

47. If $0 Income, Is A Contribution Owed To Cash Balance Plan?

    By metsfan026, January 6, 2023
    • 1 reply
    • 817 views
    • 
    • C. B. Zeller
    • January 6, 2023

48. Controlled Group Testing when Participant / Owner is not eligible?

    By Dougsbpc, December 28, 2022
    • 4 replies
    • 807 views
    • 
    • FPGuy
    • December 29, 2022

49. Cash Balance - 411d6 related

    By Jakyasar, December 26, 2022
    • 4 replies
    • 820 views
    • 
    • Jakyasar
    • December 27, 2022

50. CB document related question

    By Jakyasar, December 23, 2022
    • 3 replies
    • 478 views
    • 
    • Hojo
    • December 27, 2022