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Defined Benefit Plans, Including Cash Balance

7,160 topics in this forum

  1. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 824 views

  2. CB document related question

    By Jakyasar,
    • 3 replies
    • 481 views

  3. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 1.7k views

  4. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 729 views

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

    By ejohnke,
    • 7 replies
    • 1.3k views

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

    By Dougsbpc,
    • 3 replies
    • 549 views

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

    By Dinosaur,
    • 3 replies
    • 1.3k views

  8. funding valuation and 401(a(26)

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

  9. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.3k views

  10. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.1k views

  11. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.3k views

  12. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 896 views

  13. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.5k views

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

    By truphao,
    • 5 replies
    • 774 views

  15. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 977 views

  16. DB Document updates

    By Belgarath,
    • 2 replies
    • 445 views

  17. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 672 views

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

    By Jakyasar,
    • 3 replies
    • 704 views

  19. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 686 views

  20. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 3k views

  21. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 625 views

  22. Social Security Level Option

    By david rigby,
    • 0 replies
    • 325 views

  23. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 740 views

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

    By Jakyasar,
    • 4 replies
    • 1k views

  25. 401(a)(17) Limit and Decreasing Compensation

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

  26. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.1k views

  27. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.4k views

  28. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 2.8k views

  29. PBGC Premium Alternative Method

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

  30. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 602 views

  31. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 768 views

  32. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.1k views

  33. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 749 views

  34. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 943 views

  35. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2k views

  36. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 696 views

  37. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 1.6k views

  38. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.2k views

  39. 1,000 Hour Requirement For Short Plan Year

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

  40. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 582 views

  41. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 604 views

  42. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 687 views

  43. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 3.8k views

  44. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.3k views

  45. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.5k views

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

    By TPApril,
    • 1 reply
    • 534 views

  47. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 972 views

  48. RMD related

    By Jakyasar,
    • 6 replies
    • 703 views

  49. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 604 views

  50. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1k views
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