Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Controlled group - is it PBGC covered?

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

2. 0 hours for eligibility, 1000 hours for benefit

   By ajc0202, March 8, 2023
   • 8 replies
   • 1.4k views
   • 
   • ajc0202
   • March 10, 2023

3. Gateway Contribution if No HCE?

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

4. DB plan with life insurance - funding related

   By Jakyasar, February 27, 2023
   • 5 replies
   • 1.2k views
   • 
   • Jakyasar
   • March 1, 2023

5. File without SB

   By SSRRS, February 17, 2023
   • 8 replies
   • 840 views
   • 
   • SSRRS
   • February 28, 2023

6. ASC - meaningful benefits

   By jmartin, February 15, 2023
   • 6 replies
   • 1.7k views
   • 
   • david rigby
   • February 26, 2023

7. Is this correct?

   By SSRRS, February 23, 2023
   • 1 reply
   • 646 views
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   • Calavera
   • February 23, 2023

8. Plan was never set up

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

9. Reasonable classification test

   By Draper55, February 9, 2023
   • 3 replies
   • 759 views
   • 
   • Draper55
   • February 14, 2023

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

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

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

    By truphao, February 2, 2023
    • 5 replies
    • 629 views
    • 
    • truphao
    • February 10, 2023

12. Starting a disturbing one

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

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

    By Jakyasar, February 8, 2023
    • 11 replies
    • 1.2k views
    • 
    • Jakyasar
    • February 9, 2023

14. Actuarial Equivalance

    By Josette, February 3, 2023
    • 8 replies
    • 1.6k views
    • 
    • Effen
    • February 7, 2023

15. Possible Takeover

    By thepensionmaven, January 25, 2023
    • 6 replies
    • 738 views
    • 
    • Belgarath
    • February 6, 2023

16. Plan termination and Prepaid

    By SSRRS, January 31, 2023
    • 9 replies
    • 963 views
    • 
    • SSRRS
    • February 3, 2023

17. TH minimum / frozen CBP

    By DBnme, February 2, 2023
    • 2 replies
    • 470 views
    • 
    • Jakyasar
    • February 2, 2023

18. top heavy, 401a26, stuff like that

    By Bri, January 31, 2023
    • 2 replies
    • 640 views
    • 
    • Bri
    • January 31, 2023

19. Partial distribution from Fully Insured plan

    By ajc0202, January 27, 2023
    • 1 reply
    • 449 views
    • 
    • ErnieG
    • January 30, 2023

20. DB RMD related

    By Jakyasar, January 22, 2023
    • 12 replies
    • 2k views
    • 
    • Lou S.
    • January 25, 2023

21. Interest Rates for Cash Balance Plan

    By metsfan026, January 24, 2023
    • 11 replies
    • 1.4k views
    • 
    • metsfan026
    • January 25, 2023

22. Failure to deduct mandatory employee contributions

    By MikeD, January 24, 2023
    • 0 replies
    • 330 views
    • 
    • MikeD
    • January 24, 2023

23. 2022 or 2021 ?

    By SSRRS, January 9, 2023
    • 26 replies
    • 2.7k views
    • 
    • Bird
    • January 20, 2023

24. NRA in the document is 55

    By Jakyasar, January 14, 2023
    • 18 replies
    • 2.3k views
    • 
    • Jakyasar
    • January 17, 2023

25. Dates for notices of plan termination

    By drakecohen, December 29, 2022
    • 2 replies
    • 1.1k views
    • 
    • TheBoxMan
    • January 16, 2023

26. Limiting Salary for certain employees

    By SSRRS, January 13, 2023
    • 2 replies
    • 533 views
    • 
    • truphao
    • January 14, 2023

27. Offset DB plan - refresher

    By Jakyasar, January 10, 2023
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • January 10, 2023

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

    By metsfan026, January 6, 2023
    • 1 reply
    • 948 views
    • 
    • C. B. Zeller
    • January 6, 2023

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

    By Dougsbpc, December 28, 2022
    • 4 replies
    • 897 views
    • 
    • FPGuy
    • December 29, 2022

30. Cash Balance - 411d6 related

    By Jakyasar, December 26, 2022
    • 4 replies
    • 917 views
    • 
    • Jakyasar
    • December 27, 2022

31. CB document related question

    By Jakyasar, December 23, 2022
    • 3 replies
    • 569 views
    • 
    • Hojo
    • December 27, 2022

32. Can Plans Be Tested Separately?

    By metsfan026, December 15, 2022
    • 4 replies
    • 2.6k views
    • 
    • My Three Sons
    • December 20, 2022

33. Does anybody super-integrate CB plans?

    By Bri, December 13, 2022
    • 6 replies
    • 825 views
    • 
    • Bill Presson
    • December 15, 2022

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

    By ejohnke, December 13, 2022
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • December 15, 2022

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

    By Dougsbpc, December 6, 2022
    • 3 replies
    • 670 views
    • 
    • Nate S
    • December 12, 2022

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

    By Dinosaur, December 7, 2022
    • 3 replies
    • 1.7k views
    • 
    • Dinosaur
    • December 9, 2022

37. funding valuation and 401(a(26)

    By Draper55, December 8, 2022
    • 1 reply
    • 495 views
    • 
    • Bri
    • December 9, 2022

38. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 2.8k views
    • 
    • C. B. Zeller
    • December 6, 2022

39. Unit Benefit Formula - DB plan

    By Tax Cowboy, November 30, 2022   

    • defined benefit
    • 3 replies
    • 1.3k views
    • 
    • Tax Cowboy
    • December 1, 2022

40. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 1.5k views
    • 
    • Jakyasar
    • November 23, 2022

41. 204(h) notice for multiple groups

    By Jakyasar, November 21, 2022
    • 5 replies
    • 1k views
    • 
    • Jakyasar
    • November 22, 2022

42. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr, November 11, 2022
    • 7 replies
    • 1.7k views
    • 
    • chc93
    • November 18, 2022

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

    By truphao, November 17, 2022
    • 5 replies
    • 930 views
    • 
    • CuseFan
    • November 18, 2022

44. Change Vesting Schedule

    By Cloudy, November 14, 2022
    • 8 replies
    • 1.2k views
    • 
    • CuseFan
    • November 16, 2022

45. DB Document updates

    By Belgarath, November 9, 2022
    • 2 replies
    • 528 views
    • 
    • Belgarath
    • November 10, 2022

46. Post Age 65 Retirement 415 Limit

    By Dougsbpc, November 2, 2022
    • 4 replies
    • 868 views
    • 
    • Effen
    • November 2, 2022

47. Distribution to a terminated participant before filing for PBGC termination

    By Jakyasar, October 21, 2022
    • 3 replies
    • 812 views
    • 
    • TheBoxMan
    • October 28, 2022

48. Implementation of the 2022 W4P

    By poisnivey, October 20, 2022
    • 1 reply
    • 808 views
    • 
    • C. B. Zeller
    • October 20, 2022

49. Pension $ paid back retroactively due to policy change

    By June Shoji, October 12, 2022
    • 10 replies
    • 4.2k views
    • 
    • Luke Bailey
    • October 18, 2022

50. PBGC Payment Date

    By metsfan026, October 13, 2022
    • 1 reply
    • 760 views
    • 
    • SSRRS
    • October 13, 2022