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Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

  1. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 2k views

  2. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2.6k views

  3. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 1k views

  4. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.7k views

  5. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 814 views

  6. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 874 views

  7. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 1k views

  8. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 5.2k views

  9. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 3.2k views

  10. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 774 views

  11. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.6k views

  12. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 1k views

  13. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 1.5k views

  14. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 1k views

  15. 2 Schedules C

    By Penman2006,
    • 15 replies
    • 4.3k views

  16. Might a cash-balance pension plan provide no benefit after an unmarried participant’s death?

    By Peter Gulia,
    • 9 replies
    • 4k views

  17. Tax Return has been filed but contribution has not been fully made

    By truphao,
    • 5 replies
    • 1.1k views

  18. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 2.6k views

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

    By Jakyasar,
    • 5 replies
    • 1.2k views

  20. Huge increase in plan contribution due to investment losses during pandemic

    By rblum50,
    • 10 replies
    • 1.3k views

  21. Start-up plan retroactive to 1/1/2022 but taxes have been filed?

    By truphao,
    • 2 replies
    • 689 views

  22. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.7k views

  23. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 521 views

  24. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 2.7k views

  25. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 1.2k views

  26. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 803 views

  27. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202,
    • 8 replies
    • 1.7k views

  28. Gateway Contribution if No HCE?

    By metsfan026,
    • 3 replies
    • 949 views

  29. DB plan with life insurance - funding related

    By Jakyasar,
    • 5 replies
    • 1.4k views

  30. File without SB

    By SSRRS,
    • 8 replies
    • 1.1k views

  31. ASC - meaningful benefits

    By jmartin,
    • 6 replies
    • 2.1k views

  32. Is this correct?

    By SSRRS,
    • 1 reply
    • 771 views

  33. Plan was never set up

    By Jakyasar,
    • 4 replies
    • 1.1k views

  34. Reasonable classification test

    By Draper55,
    • 3 replies
    • 995 views

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

    By Jakyasar,
    • 5 replies
    • 989 views

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

    By truphao,
    • 5 replies
    • 823 views

  37. Starting a disturbing one

    By truphao,
    • 1 reply
    • 946 views

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

    By Jakyasar,
    • 11 replies
    • 1.5k views

  39. Actuarial Equivalance

    By Josette,
    • 8 replies
    • 2.1k views

  40. Possible Takeover

    By thepensionmaven,
    • 6 replies
    • 980 views

  41. Plan termination and Prepaid

    By SSRRS,
    • 9 replies
    • 1.2k views

  42. TH minimum / frozen CBP

    By DBnme,
    • 2 replies
    • 660 views

  43. top heavy, 401a26, stuff like that

    By Bri,
    • 2 replies
    • 857 views
    • Bri
    • Bri

  44. Partial distribution from Fully Insured plan

    By ajc0202,
    • 1 reply
    • 571 views

  45. DB RMD related

    By Jakyasar,
    • 12 replies
    • 2.5k views

  46. Interest Rates for Cash Balance Plan

    By metsfan026,
    • 11 replies
    • 1.7k views

  47. Failure to deduct mandatory employee contributions

    By MikeD,
    • 0 replies
    • 579 views

  48. 2022 or 2021 ?

    By SSRRS,
    • 26 replies
    • 3.1k views

  49. NRA in the document is 55

    By Jakyasar,
    • 18 replies
    • 2.8k views

  50. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 1.3k views
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