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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. 401(a)(26) when Participation is frozen

    By Audrey,
    • 0 replies
    • 732 views

  2. 2021 EZ filed but no SB done

    By Jakyasar,
    • 24 replies
    • 2.3k views

  3. Overfund CB

    By thepensionmaven,
    • 2 replies
    • 907 views

  4. Meaningful benefits as an actuarial assumption

    By cathyw,
    • 6 replies
    • 1.7k views

  5. Which Employer takes 25% deduction

    By Rocha,
    • 3 replies
    • 1.2k views

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

    By SSRRS,
    • 7 replies
    • 1.8k views

  7. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 1.5k views

  8. Cycle 3 Update for terminating DB Plan

    By Barbara,
    • 2 replies
    • 1.3k views

  9. Plan Termination

    By ac,
    • 6 replies
    • 1.5k views

  10. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 929 views

  11. PEO

    By SSRRS,
    • 3 replies
    • 1.5k views

  12. DB plan was not funded timely

    By Jakyasar,
    • 2 replies
    • 2.1k views

  13. AFTAP Certifications - non calendar year plans

    By ConnieStorer,
    • 4 replies
    • 2.9k views

  14. Different Hours Requirement to get a benefit

    By truphao,
    • 6 replies
    • 1.2k views

  15. Quick Gateway Question - DB/DC Combo Plan

    By metsfan026,
    • 5 replies
    • 1.9k views

  16. Terminating DB Plan and Cycle 3 Restatements

    By John314,
    • 0 replies
    • 943 views

  17. RMD marital status unknown

    By CLE Pension,
    • 2 replies
    • 997 views

  18. Cash Balance - plan termination - insufficient assets

    By Jakyasar,
    • 6 replies
    • 1.2k views

  19. Who Must Get The 7.5% Gateway?

    By metsfan026,
    • 13 replies
    • 5.6k views

  20. Excess assets used for termination expenses?

    By david rigby,
    • 9 replies
    • 3.5k views

  21. Different ICR for HCEs vs NHCEs

    By truphao,
    • 3 replies
    • 901 views

  22. Ninety-five percent of zero?

    By Bri,
    • 13 replies
    • 1.9k views

  23. Do I need to restate?

    By Jakyasar,
    • 4 replies
    • 1.1k views

  24. charging for VT pension plan benefit statements

    By TPApril,
    • 9 replies
    • 1.8k views

  25. Variable Income DB Plans

    By PKB2055,
    • 4 replies
    • 1.2k views

  26. 2 Schedules C

    By Penman2006,
    • 15 replies
    • 4.6k views

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

    By Peter Gulia,
    • 9 replies
    • 4.4k views

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

    By truphao,
    • 5 replies
    • 1.2k views

  29. Participant died, no beneficiary form on file

    By truphao,
    • 13 replies
    • 3k views

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

    By Jakyasar,
    • 5 replies
    • 1.4k views

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

    By rblum50,
    • 10 replies
    • 1.6k views

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

    By truphao,
    • 2 replies
    • 865 views

  33. Unterminating DB - PBGC covered

    By Jakyasar,
    • 10 replies
    • 1.9k views

  34. newly covered employees and prior benefit stucture

    By Draper55,
    • 0 replies
    • 579 views

  35. PBGC Covered?

    By Cloudy,
    • 12 replies
    • 3k views

  36. Credited Service for 415 Purposes

    By CuseFan,
    • 4 replies
    • 1.4k views

  37. Controlled group - is it PBGC covered?

    By Jakyasar,
    • 2 replies
    • 900 views

  38. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202,
    • 8 replies
    • 1.8k views

  39. Gateway Contribution if No HCE?

    By metsfan026,
    • 3 replies
    • 1.1k views

  40. DB plan with life insurance - funding related

    By Jakyasar,
    • 5 replies
    • 1.6k views

  41. File without SB

    By SSRRS,
    • 8 replies
    • 1.3k views

  42. ASC - meaningful benefits

    By jmartin,
    • 6 replies
    • 2.3k views

  43. Is this correct?

    By SSRRS,
    • 1 reply
    • 976 views

  44. Plan was never set up

    By Jakyasar,
    • 4 replies
    • 1.3k views

  45. Reasonable classification test

    By Draper55,
    • 3 replies
    • 1.1k views

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

    By Jakyasar,
    • 5 replies
    • 1.1k views

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

    By truphao,
    • 5 replies
    • 974 views

  48. Starting a disturbing one

    By truphao,
    • 1 reply
    • 1k views

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

    By Jakyasar,
    • 11 replies
    • 1.7k views

  50. Actuarial Equivalance

    By Josette,
    • 8 replies
    • 2.4k views
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