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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.3k views

  2. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 1.9k views

  3. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 522 views

  4. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 761 views

  5. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 989 views

  6. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.1k views

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

    By Peter Gulia,
    • 9 replies
    • 2.5k views

  8. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 1.8k views

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

    By truphao,
    • 5 replies
    • 813 views

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

    By truphao,
    • 2 replies
    • 489 views

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

    By rblum50,
    • 10 replies
    • 859 views

  12. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.2k views

  13. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 394 views

  14. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 761 views

  15. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 3.9k views

  16. 401(h) accounts

    By arthurkagan,
    • 7 replies
    • 1.8k views

  17. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 1.9k views

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

    By Jakyasar,
    • 5 replies
    • 937 views

  19. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 927 views

  20. Gateway Contribution if No HCE?

    By metsfan026,
    • 3 replies
    • 725 views

  21. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202,
    • 8 replies
    • 1.3k views

  22. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 613 views

  23. DB plan with life insurance - funding related

    By Jakyasar,
    • 5 replies
    • 1.1k views

  24. Is this correct?

    By SSRRS,
    • 1 reply
    • 582 views

  25. Secure 2.0 section 316 and IRC 412(d)

    By Draper55,
    • 4 replies
    • 1.9k views

  26. File without SB

    By SSRRS,
    • 8 replies
    • 735 views

  27. Plan was never set up

    By Jakyasar,
    • 4 replies
    • 830 views

  28. ASC - meaningful benefits

    By jmartin,
    • 6 replies
    • 1.4k views

  29. Reasonable classification test

    By Draper55,
    • 3 replies
    • 683 views

  30. Starting a disturbing one

    By truphao,
    • 1 reply
    • 770 views

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

    By Jakyasar,
    • 5 replies
    • 730 views

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

    By Jakyasar,
    • 11 replies
    • 995 views

  33. Actuarial Equivalance

    By Josette,
    • 8 replies
    • 1.4k views

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

    By truphao,
    • 5 replies
    • 556 views

  35. TH minimum / frozen CBP

    By DBnme,
    • 2 replies
    • 412 views

  36. Plan termination and Prepaid

    By SSRRS,
    • 9 replies
    • 799 views

  37. top heavy, 401a26, stuff like that

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

  38. Partial distribution from Fully Insured plan

    By ajc0202,
    • 1 reply
    • 389 views

  39. Possible Takeover

    By thepensionmaven,
    • 6 replies
    • 666 views

  40. Failure to deduct mandatory employee contributions

    By MikeD,
    • 0 replies
    • 279 views

  41. Interest Rates for Cash Balance Plan

    By metsfan026,
    • 11 replies
    • 1.2k views

  42. DB RMD related

    By Jakyasar,
    • 12 replies
    • 1.6k views

  43. NRA in the document is 55

    By Jakyasar,
    • 18 replies
    • 1.9k views

  44. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 473 views

  45. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 938 views

  46. 2022 or 2021 ?

    By SSRRS,
    • 26 replies
    • 2.5k views

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

    By metsfan026,
    • 1 reply
    • 858 views

  48. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 973 views

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

    By Dougsbpc,
    • 4 replies
    • 828 views

  50. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 845 views
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