Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Unterminating DB - PBGC covered

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

2. newly covered employees and prior benefit stucture

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

3. Variable Income DB Plans

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

4. Who Must Get The 7.5% Gateway?

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

5. 401(h) accounts

   By arthurkagan, March 20, 2023
   • 7 replies
   • 1.7k views
   • 
   • NARAYANAN MOHANAN
   • September 16, 2023

6. PBGC Covered?

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

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

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

8. Credited Service for 415 Purposes

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

9. Gateway Contribution if No HCE?

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

10. 0 hours for eligibility, 1000 hours for benefit

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

11. Controlled group - is it PBGC covered?

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

12. DB plan with life insurance - funding related

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

13. Is this correct?

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

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

    By Draper55, February 22, 2023
    • 4 replies
    • 1.8k views
    • 
    • truphao
    • December 10, 2024

15. File without SB

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

16. Plan was never set up

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

17. ASC - meaningful benefits

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

18. Reasonable classification test

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

19. Starting a disturbing one

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

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

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

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

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

22. Actuarial Equivalance

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

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

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

24. TH minimum / frozen CBP

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

25. Plan termination and Prepaid

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

26. top heavy, 401a26, stuff like that

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

27. Partial distribution from Fully Insured plan

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

28. Possible Takeover

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

29. Failure to deduct mandatory employee contributions

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

30. Interest Rates for Cash Balance Plan

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

31. DB RMD related

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

32. NRA in the document is 55

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

33. Limiting Salary for certain employees

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

34. Offset DB plan - refresher

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

35. 2022 or 2021 ?

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

36. 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

37. Dates for notices of plan termination

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

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

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

39. Cash Balance - 411d6 related

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

40. CB document related question

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

41. Can Plans Be Tested Separately?

    By metsfan026, December 15, 2022
    • 4 replies
    • 1.7k views
    • 
    • My Three Sons
    • December 20, 2022

42. Solo 401(k) and cash balance overfunding correction

    By ejohnke, December 13, 2022
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • December 15, 2022

43. Does anybody super-integrate CB plans?

    By Bri, December 13, 2022
    • 6 replies
    • 724 views
    • 
    • Bill Presson
    • December 15, 2022

44. funding valuation and 401(a(26)

    By Draper55, December 8, 2022
    • 1 reply
    • 399 views
    • 
    • Bri
    • December 9, 2022

45. Cushion calculation due to increase in benefits to HCE's

    By Dinosaur, December 7, 2022
    • 3 replies
    • 1.3k views
    • 
    • Dinosaur
    • December 9, 2022

46. Can Service and Compensation from prior Entity be used?

    By Dougsbpc, December 6, 2022
    • 3 replies
    • 543 views
    • 
    • Nate S
    • December 12, 2022

47. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • December 6, 2022

48. Unit Benefit Formula - DB plan

    By Tax Cowboy, November 30, 2022   

    • defined benefit
    • 3 replies
    • 1.1k views
    • 
    • Tax Cowboy
    • December 1, 2022

49. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 1.3k views
    • 
    • Jakyasar
    • November 23, 2022

50. 204(h) notice for multiple groups

    By Jakyasar, November 21, 2022
    • 5 replies
    • 886 views
    • 
    • Jakyasar
    • November 22, 2022