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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 779 views

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

    By SSRRS,
    • 7 replies
    • 1.1k views

  3. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 907 views

  4. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 927 views

  5. Plan Termination

    By ac,
    • 6 replies
    • 895 views

  6. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 612 views

  7. PEO

    By SSRRS,
    • 3 replies
    • 989 views

  8. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 1.6k views

  9. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2k views

  10. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 753 views

  11. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.3k views

  12. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 647 views

  13. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 623 views

  14. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 699 views

  15. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 3.9k views

  16. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 1.9k views

  17. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 523 views

  18. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.1k views

  19. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 761 views

  20. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 989 views

  21. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 761 views

  22. 2 Schedules C

    By Penman2006,
    • 15 replies
    • 3.4k views

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

    By Peter Gulia,
    • 9 replies
    • 2.5k views

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

    By truphao,
    • 5 replies
    • 813 views

  25. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 1.8k views

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

    By Jakyasar,
    • 5 replies
    • 937 views

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

    By rblum50,
    • 10 replies
    • 859 views

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

    By truphao,
    • 2 replies
    • 489 views

  29. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.2k views

  30. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 394 views

  31. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 1.9k views

  32. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 927 views

  33. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 613 views

  34. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202,
    • 8 replies
    • 1.3k views

  35. Gateway Contribution if No HCE?

    By metsfan026,
    • 3 replies
    • 725 views

  36. DB plan with life insurance - funding related

    By Jakyasar,
    • 5 replies
    • 1.1k views

  37. File without SB

    By SSRRS,
    • 8 replies
    • 735 views

  38. ASC - meaningful benefits

    By jmartin,
    • 6 replies
    • 1.4k views

  39. Is this correct?

    By SSRRS,
    • 1 reply
    • 583 views

  40. Plan was never set up

    By Jakyasar,
    • 4 replies
    • 831 views

  41. Reasonable classification test

    By Draper55,
    • 3 replies
    • 683 views

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

    By Jakyasar,
    • 5 replies
    • 730 views

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

    By truphao,
    • 5 replies
    • 556 views

  44. Starting a disturbing one

    By truphao,
    • 1 reply
    • 770 views

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

    By Jakyasar,
    • 11 replies
    • 995 views

  46. Actuarial Equivalance

    By Josette,
    • 8 replies
    • 1.4k views

  47. Possible Takeover

    By thepensionmaven,
    • 6 replies
    • 667 views

  48. Plan termination and Prepaid

    By SSRRS,
    • 9 replies
    • 799 views

  49. TH minimum / frozen CBP

    By DBnme,
    • 2 replies
    • 412 views

  50. top heavy, 401a26, stuff like that

    By Bri,
    • 2 replies
    • 570 views
    • Bri
    • Bri
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