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Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

  1. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 961 views

  2. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 464 views

  3. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 926 views

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

    By metsfan026,
    • 1 reply
    • 845 views

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

    By Dougsbpc,
    • 4 replies
    • 822 views

  6. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 835 views

  7. CB document related question

    By Jakyasar,
    • 3 replies
    • 487 views

  8. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 1.9k views

  9. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 738 views

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

    By ejohnke,
    • 7 replies
    • 1.3k views

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

    By Dougsbpc,
    • 3 replies
    • 559 views

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

    By Dinosaur,
    • 3 replies
    • 1.3k views

  13. funding valuation and 401(a(26)

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

  14. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.3k views

  15. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.1k views

  16. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.3k views

  17. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 902 views

  18. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.5k views

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

    By truphao,
    • 5 replies
    • 784 views

  20. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 996 views

  21. DB Document updates

    By Belgarath,
    • 2 replies
    • 453 views

  22. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 695 views

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

    By Jakyasar,
    • 3 replies
    • 709 views

  24. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 698 views

  25. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 3.2k views

  26. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 635 views

  27. Social Security Level Option

    By david rigby,
    • 0 replies
    • 333 views

  28. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 750 views

  29. Can one file 5500-EZ before SB is signed?

    By Jakyasar,
    • 4 replies
    • 1k views

  30. 401(a)(17) Limit and Decreasing Compensation

    By John314,   
    • 1 reply
    • 688 views
    • Bri
    • Bri

  31. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.1k views

  32. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.4k views

  33. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 3k views

  34. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1.1k views

  35. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 617 views

  36. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 776 views

  37. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.2k views

  38. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 758 views

  39. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 957 views

  40. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2k views

  41. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 709 views

  42. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 1.6k views

  43. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.2k views

  44. 1,000 Hour Requirement For Short Plan Year

    By metsfan026,
    • 3 replies
    • 769 views
    • Bri
    • Bri

  45. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 587 views

  46. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 610 views

  47. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 700 views

  48. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 3.9k views

  49. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.4k views

  50. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.5k views
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