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Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

  1. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 720 views

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

    By ejohnke,
    • 7 replies
    • 1.3k views

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

    By Dougsbpc,
    • 3 replies
    • 539 views

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

    By Dinosaur,
    • 3 replies
    • 1.3k views

  5. funding valuation and 401(a(26)

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

  6. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.2k views

  7. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.1k views

  8. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.2k views

  9. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 884 views

  10. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.5k views

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

    By truphao,
    • 5 replies
    • 762 views

  12. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 959 views

  13. DB Document updates

    By Belgarath,
    • 2 replies
    • 432 views

  14. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 658 views

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

    By Jakyasar,
    • 3 replies
    • 695 views

  16. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 663 views

  17. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 2.9k views

  18. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 615 views

  19. Social Security Level Option

    By david rigby,
    • 0 replies
    • 316 views

  20. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 727 views

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

    By Jakyasar,
    • 4 replies
    • 999 views

  22. 401(a)(17) Limit and Decreasing Compensation

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

  23. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1k views

  24. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.4k views

  25. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 2.7k views

  26. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1k views

  27. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 590 views

  28. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 755 views

  29. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.1k views

  30. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 741 views

  31. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 927 views

  32. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2k views

  33. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 683 views

  34. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 1.6k views

  35. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.2k views

  36. 1,000 Hour Requirement For Short Plan Year

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

  37. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 574 views

  38. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 595 views

  39. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 677 views

  40. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 3.7k views

  41. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.3k views

  42. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.4k views

  43. New DB Plan - identifying 1st 5500 filing year

    By TPApril,
    • 1 reply
    • 523 views

  44. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 948 views

  45. RMD related

    By Jakyasar,
    • 6 replies
    • 696 views

  46. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 598 views

  47. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1k views

  48. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 1.7k views

  49. Can a QRP be used to replace a QRP?

    By My Three Sons,
    • 4 replies
    • 1.1k views

  50. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 921 views
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