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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 2.9k views

  2. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 657 views

  3. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.4k views

  4. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 905 views

  5. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 1.3k views

  6. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 906 views

  7. 2 Schedules C

    By Penman2006,
    • 15 replies
    • 4k views

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

    By Peter Gulia,
    • 9 replies
    • 3.6k views

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

    By truphao,
    • 5 replies
    • 971 views

  10. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 2.4k views

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

    By Jakyasar,
    • 5 replies
    • 1.1k views

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

    By rblum50,
    • 10 replies
    • 1.1k views

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

    By truphao,
    • 2 replies
    • 592 views

  14. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.5k views

  15. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 482 views

  16. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 2.4k views

  17. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 1.1k views

  18. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 708 views

  19. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202,
    • 8 replies
    • 1.5k views

  20. Gateway Contribution if No HCE?

    By metsfan026,
    • 3 replies
    • 851 views

  21. DB plan with life insurance - funding related

    By Jakyasar,
    • 5 replies
    • 1.3k views

  22. File without SB

    By SSRRS,
    • 8 replies
    • 927 views

  23. ASC - meaningful benefits

    By jmartin,
    • 6 replies
    • 1.9k views

  24. Is this correct?

    By SSRRS,
    • 1 reply
    • 687 views

  25. Plan was never set up

    By Jakyasar,
    • 4 replies
    • 970 views

  26. Reasonable classification test

    By Draper55,
    • 3 replies
    • 852 views

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

    By Jakyasar,
    • 5 replies
    • 884 views

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

    By truphao,
    • 5 replies
    • 694 views

  29. Starting a disturbing one

    By truphao,
    • 1 reply
    • 870 views

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

    By Jakyasar,
    • 11 replies
    • 1.3k views

  31. Actuarial Equivalance

    By Josette,
    • 8 replies
    • 1.9k views

  32. Possible Takeover

    By thepensionmaven,
    • 6 replies
    • 812 views

  33. Plan termination and Prepaid

    By SSRRS,
    • 9 replies
    • 1.1k views

  34. TH minimum / frozen CBP

    By DBnme,
    • 2 replies
    • 537 views

  35. top heavy, 401a26, stuff like that

    By Bri,
    • 2 replies
    • 698 views
    • Bri
    • Bri

  36. Partial distribution from Fully Insured plan

    By ajc0202,
    • 1 reply
    • 500 views

  37. DB RMD related

    By Jakyasar,
    • 12 replies
    • 2.2k views

  38. Interest Rates for Cash Balance Plan

    By metsfan026,
    • 11 replies
    • 1.6k views

  39. Failure to deduct mandatory employee contributions

    By MikeD,
    • 0 replies
    • 400 views

  40. 2022 or 2021 ?

    By SSRRS,
    • 26 replies
    • 2.9k views

  41. NRA in the document is 55

    By Jakyasar,
    • 18 replies
    • 2.5k views

  42. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 1.2k views

  43. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 588 views

  44. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 1.2k views

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

    By metsfan026,
    • 1 reply
    • 1k views

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

    By Dougsbpc,
    • 4 replies
    • 1k views

  47. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 1k views

  48. CB document related question

    By Jakyasar,
    • 3 replies
    • 646 views

  49. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 2.8k views

  50. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 908 views
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