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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

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

    By truphao,
    • 2 replies
    • 558 views

  2. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.4k views

  3. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 453 views

  4. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 2.3k views

  5. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 1k views

  6. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 675 views

  7. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202,
    • 8 replies
    • 1.5k views

  8. Gateway Contribution if No HCE?

    By metsfan026,
    • 3 replies
    • 803 views

  9. DB plan with life insurance - funding related

    By Jakyasar,
    • 5 replies
    • 1.2k views

  10. File without SB

    By SSRRS,
    • 8 replies
    • 854 views

  11. ASC - meaningful benefits

    By jmartin,
    • 6 replies
    • 1.7k views

  12. Is this correct?

    By SSRRS,
    • 1 reply
    • 657 views

  13. Plan was never set up

    By Jakyasar,
    • 4 replies
    • 918 views

  14. Reasonable classification test

    By Draper55,
    • 3 replies
    • 783 views

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

    By Jakyasar,
    • 5 replies
    • 807 views

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

    By truphao,
    • 5 replies
    • 639 views

  17. Starting a disturbing one

    By truphao,
    • 1 reply
    • 829 views

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

    By Jakyasar,
    • 11 replies
    • 1.2k views

  19. Actuarial Equivalance

    By Josette,
    • 8 replies
    • 1.7k views

  20. Possible Takeover

    By thepensionmaven,
    • 6 replies
    • 753 views

  21. Plan termination and Prepaid

    By SSRRS,
    • 9 replies
    • 998 views

  22. TH minimum / frozen CBP

    By DBnme,
    • 2 replies
    • 484 views

  23. top heavy, 401a26, stuff like that

    By Bri,
    • 2 replies
    • 655 views
    • Bri
    • Bri

  24. Partial distribution from Fully Insured plan

    By ajc0202,
    • 1 reply
    • 465 views

  25. DB RMD related

    By Jakyasar,
    • 12 replies
    • 2k views

  26. Interest Rates for Cash Balance Plan

    By metsfan026,
    • 11 replies
    • 1.4k views

  27. Failure to deduct mandatory employee contributions

    By MikeD,
    • 0 replies
    • 346 views

  28. 2022 or 2021 ?

    By SSRRS,
    • 26 replies
    • 2.7k views

  29. NRA in the document is 55

    By Jakyasar,
    • 18 replies
    • 2.3k views

  30. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 1.1k views

  31. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 546 views

  32. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 1.1k views

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

    By metsfan026,
    • 1 reply
    • 965 views

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

    By Dougsbpc,
    • 4 replies
    • 934 views

  35. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 938 views

  36. CB document related question

    By Jakyasar,
    • 3 replies
    • 593 views

  37. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 2.6k views

  38. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 849 views

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

    By ejohnke,
    • 7 replies
    • 1.6k views

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

    By Dougsbpc,
    • 3 replies
    • 688 views

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

    By Dinosaur,
    • 3 replies
    • 1.7k views

  42. funding valuation and 401(a(26)

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

  43. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.9k views

  44. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.4k views

  45. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.5k views

  46. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 1.1k views

  47. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.8k views

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

    By truphao,
    • 5 replies
    • 954 views

  49. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 1.3k views

  50. DB Document updates

    By Belgarath,
    • 2 replies
    • 542 views
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