Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. RMD related

   By Jakyasar, July 28, 2023
   • 1 reply
   • 704 views
   • 
   • John Feldt ERPA CPC QPA
   • July 28, 2023

2. 401(a)(26) when Participation is frozen

   By Audrey, July 28, 2023
   • 0 replies
   • 770 views
   • 
   • Audrey
   • July 28, 2023

3. 2021 EZ filed but no SB done

   By Jakyasar, May 12, 2023
   • 24 replies
   • 2.4k views
   • 
   • Jakyasar
   • July 25, 2023

4. Overfund CB

   By thepensionmaven, July 22, 2023
   • 2 replies
   • 947 views
   • 
   • truphao
   • July 23, 2023

5. Meaningful benefits as an actuarial assumption

   By cathyw, July 14, 2023
   • 6 replies
   • 1.8k views
   • 
   • cathyw
   • July 14, 2023

6. Which Employer takes 25% deduction

   By Rocha, July 7, 2023
   • 3 replies
   • 1.3k views
   • 
   • truphao
   • July 13, 2023

7. PVAB for owners will show large decrease next year?

   By SSRRS, July 6, 2023
   • 7 replies
   • 1.9k views
   • 
   • CuseFan
   • July 10, 2023

8. 2023 PBGC premiums increase - FYI

   By Jakyasar, October 19, 2022
   • 9 replies
   • 1.6k views
   • 
   • truphao
   • June 26, 2023

9. Cycle 3 Update for terminating DB Plan

   By Barbara, June 22, 2023
   • 2 replies
   • 1.3k views
   • 
   • pensionreview
   • June 26, 2023

10. Plan Termination

    By ac, June 15, 2023
    • 6 replies
    • 1.6k views
    • 
    • KimberlyC
    • June 20, 2023

11. Is this plan covered by PBGC?

    By Jakyasar, June 8, 2023
    • 4 replies
    • 976 views
    • 
    • Jakyasar
    • June 8, 2023

12. PEO

    By SSRRS, June 6, 2023
    • 3 replies
    • 1.5k views
    • 
    • CuseFan
    • June 7, 2023

13. DB plan was not funded timely

    By Jakyasar, June 3, 2023
    • 2 replies
    • 2.1k views
    • 
    • CuseFan
    • June 6, 2023

14. AFTAP Certifications - non calendar year plans

    By ConnieStorer, June 1, 2023
    • 4 replies
    • 3k views
    • 
    • bito'money
    • June 2, 2023

15. Different Hours Requirement to get a benefit

    By truphao, May 18, 2023
    • 6 replies
    • 1.3k views
    • 
    • Paul I
    • May 19, 2023

16. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026, May 2, 2023
    • 5 replies
    • 1.9k views
    • 
    • DBnme
    • May 17, 2023

17. Terminating DB Plan and Cycle 3 Restatements

    By John314, May 16, 2023
    • 0 replies
    • 993 views
    • 
    • John314
    • May 16, 2023

18. RMD marital status unknown

    By CLE Pension, May 12, 2023
    • 2 replies
    • 1.1k views
    • 
    • truphao
    • May 12, 2023

19. Cash Balance - plan termination - insufficient assets

    By Jakyasar, May 3, 2023
    • 6 replies
    • 1.2k views
    • 
    • Bri
    • May 9, 2023

20. Who Must Get The 7.5% Gateway?

    By metsfan026, March 21, 2023
    • 13 replies
    • 5.8k views
    • 
    • metsfan026
    • May 8, 2023

21. Excess assets used for termination expenses?

    By david rigby, April 25, 2023
    • 9 replies
    • 3.7k views
    • 
    • TheBoxMan
    • May 3, 2023

22. Different ICR for HCEs vs NHCEs

    By truphao, April 21, 2023
    • 3 replies
    • 945 views
    • 
    • CuseFan
    • April 24, 2023

23. Ninety-five percent of zero?

    By Bri, April 14, 2023
    • 13 replies
    • 2.1k views
    • 
    • Nate S
    • April 21, 2023

24. Do I need to restate?

    By Jakyasar, April 20, 2023
    • 4 replies
    • 1.2k views
    • 
    • Jakyasar
    • April 21, 2023

25. charging for VT pension plan benefit statements

    By TPApril, April 18, 2023
    • 9 replies
    • 1.9k views
    • 
    • Paul I
    • April 19, 2023

26. Variable Income DB Plans

    By PKB2055, March 21, 2023
    • 4 replies
    • 1.3k views
    • 
    • PKB2055
    • April 19, 2023

27. 2 Schedules C

    By Penman2006, June 20, 2008
    • 15 replies
    • 4.7k views
    • 
    • Vinny
    • April 15, 2023

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

    By Peter Gulia, April 11, 2023
    • 9 replies
    • 4.5k views
    • 
    • Todd Flessner
    • April 13, 2023

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

    By truphao, April 6, 2023
    • 5 replies
    • 1.2k views
    • 
    • truphao
    • April 13, 2023

30. Participant died, no beneficiary form on file

    By truphao, April 11, 2023
    • 13 replies
    • 3.2k views
    • 
    • Bird
    • April 12, 2023

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

    By Jakyasar, March 10, 2023
    • 5 replies
    • 1.5k views
    • 
    • Jakyasar
    • April 12, 2023

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

    By rblum50, March 29, 2023
    • 10 replies
    • 1.6k views
    • 
    • gc@chimentowebb.com
    • March 31, 2023

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

    By truphao, March 30, 2023
    • 2 replies
    • 903 views
    • 
    • Lou S.
    • March 30, 2023

34. Unterminating DB - PBGC covered

    By Jakyasar, March 28, 2023
    • 10 replies
    • 2k views
    • 
    • Hojo
    • March 29, 2023

35. newly covered employees and prior benefit stucture

    By Draper55, March 24, 2023
    • 0 replies
    • 591 views
    • 
    • Draper55
    • March 24, 2023

36. PBGC Covered?

    By Cloudy, March 13, 2023
    • 12 replies
    • 3.1k views
    • 
    • Hojo
    • March 20, 2023

37. Credited Service for 415 Purposes

    By CuseFan, March 9, 2023
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • March 14, 2023

38. Controlled group - is it PBGC covered?

    By Jakyasar, March 1, 2023
    • 2 replies
    • 942 views
    • 
    • truphao
    • March 13, 2023

39. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202, March 8, 2023
    • 8 replies
    • 1.9k views
    • 
    • ajc0202
    • March 10, 2023

40. Gateway Contribution if No HCE?

    By metsfan026, March 8, 2023
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • March 8, 2023

41. DB plan with life insurance - funding related

    By Jakyasar, February 27, 2023
    • 5 replies
    • 1.7k views
    • 
    • Jakyasar
    • March 1, 2023

42. File without SB

    By SSRRS, February 17, 2023
    • 8 replies
    • 1.4k views
    • 
    • SSRRS
    • February 28, 2023

43. ASC - meaningful benefits

    By jmartin, February 15, 2023
    • 6 replies
    • 2.4k views
    • 
    • david rigby
    • February 26, 2023

44. Is this correct?

    By SSRRS, February 23, 2023
    • 1 reply
    • 1.1k views
    • 
    • Calavera
    • February 23, 2023

45. Plan was never set up

    By Jakyasar, February 15, 2023
    • 4 replies
    • 1.4k views
    • 
    • Josette
    • February 17, 2023

46. Reasonable classification test

    By Draper55, February 9, 2023
    • 3 replies
    • 1.1k views
    • 
    • Draper55
    • February 14, 2023

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

    By Jakyasar, February 8, 2023
    • 5 replies
    • 1.2k views
    • 
    • Calavera
    • February 10, 2023

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

    By truphao, February 2, 2023
    • 5 replies
    • 1k views
    • 
    • truphao
    • February 10, 2023

49. Starting a disturbing one

    By truphao, February 9, 2023
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 9, 2023

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

    By Jakyasar, February 8, 2023
    • 11 replies
    • 1.7k views
    • 
    • Jakyasar
    • February 9, 2023