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Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

  1. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202,
    • 8 replies
    • 1.4k views

  2. Gateway Contribution if No HCE?

    By metsfan026,
    • 3 replies
    • 764 views

  3. DB plan with life insurance - funding related

    By Jakyasar,
    • 5 replies
    • 1.2k views

  4. File without SB

    By SSRRS,
    • 8 replies
    • 789 views

  5. ASC - meaningful benefits

    By jmartin,
    • 6 replies
    • 1.6k views

  6. Is this correct?

    By SSRRS,
    • 1 reply
    • 629 views

  7. Plan was never set up

    By Jakyasar,
    • 4 replies
    • 870 views

  8. Reasonable classification test

    By Draper55,
    • 3 replies
    • 733 views

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

    By Jakyasar,
    • 5 replies
    • 770 views

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

    By truphao,
    • 5 replies
    • 606 views

  11. Starting a disturbing one

    By truphao,
    • 1 reply
    • 803 views

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

    By Jakyasar,
    • 11 replies
    • 1.1k views

  13. Actuarial Equivalance

    By Josette,
    • 8 replies
    • 1.6k views

  14. Possible Takeover

    By thepensionmaven,
    • 6 replies
    • 702 views

  15. Plan termination and Prepaid

    By SSRRS,
    • 9 replies
    • 903 views

  16. TH minimum / frozen CBP

    By DBnme,
    • 2 replies
    • 452 views

  17. top heavy, 401a26, stuff like that

    By Bri,
    • 2 replies
    • 617 views
    • Bri
    • Bri

  18. Partial distribution from Fully Insured plan

    By ajc0202,
    • 1 reply
    • 426 views

  19. DB RMD related

    By Jakyasar,
    • 12 replies
    • 1.9k views

  20. Interest Rates for Cash Balance Plan

    By metsfan026,
    • 11 replies
    • 1.3k views

  21. Failure to deduct mandatory employee contributions

    By MikeD,
    • 0 replies
    • 313 views

  22. 2022 or 2021 ?

    By SSRRS,
    • 26 replies
    • 2.6k views

  23. NRA in the document is 55

    By Jakyasar,
    • 18 replies
    • 2.2k views

  24. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 1.1k views

  25. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 511 views

  26. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 1k views

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

    By metsfan026,
    • 1 reply
    • 913 views

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

    By Dougsbpc,
    • 4 replies
    • 874 views

  29. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 892 views

  30. CB document related question

    By Jakyasar,
    • 3 replies
    • 548 views

  31. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 2.5k views

  32. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 786 views

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

    By ejohnke,
    • 7 replies
    • 1.5k views

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

    By Dougsbpc,
    • 3 replies
    • 625 views

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

    By Dinosaur,
    • 3 replies
    • 1.6k views

  36. funding valuation and 401(a(26)

    By Draper55,
    • 1 reply
    • 456 views
    • Bri
    • Bri

  37. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.7k views

  38. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.3k views

  39. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.4k views

  40. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 978 views

  41. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.7k views

  42. Cash Balance Plan is terminating - need to purchase 5 deferred annuities

    By truphao,
    • 5 replies
    • 874 views

  43. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 1.1k views

  44. DB Document updates

    By Belgarath,
    • 2 replies
    • 490 views

  45. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 802 views

  46. Distribution to a terminated participant before filing for PBGC termination

    By Jakyasar,
    • 3 replies
    • 764 views

  47. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 764 views

  48. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 4.1k views

  49. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 718 views

  50. Social Security Level Option

    By david rigby,
    • 0 replies
    • 386 views
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