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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Partial distribution from Fully Insured plan

    By ajc0202,
    • 1 reply
    • 389 views

  2. DB RMD related

    By Jakyasar,
    • 12 replies
    • 1.6k views

  3. Interest Rates for Cash Balance Plan

    By metsfan026,
    • 11 replies
    • 1.2k views

  4. Failure to deduct mandatory employee contributions

    By MikeD,
    • 0 replies
    • 279 views

  5. 2022 or 2021 ?

    By SSRRS,
    • 26 replies
    • 2.5k views

  6. NRA in the document is 55

    By Jakyasar,
    • 18 replies
    • 1.9k views

  7. Dates for notices of plan termination

    By drakecohen,
    • 2 replies
    • 973 views

  8. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 473 views

  9. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 938 views

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

    By metsfan026,
    • 1 reply
    • 858 views

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

    By Dougsbpc,
    • 4 replies
    • 828 views

  12. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 845 views

  13. CB document related question

    By Jakyasar,
    • 3 replies
    • 498 views

  14. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 2.1k views

  15. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 744 views

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

    By ejohnke,
    • 7 replies
    • 1.4k views

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

    By Dougsbpc,
    • 3 replies
    • 568 views

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

    By Dinosaur,
    • 3 replies
    • 1.4k views

  19. funding valuation and 401(a(26)

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

  20. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.4k views

  21. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.1k views

  22. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.3k views

  23. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 907 views

  24. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.5k views

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

    By truphao,
    • 5 replies
    • 799 views

  26. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 1k views

  27. DB Document updates

    By Belgarath,
    • 2 replies
    • 458 views

  28. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 717 views

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

    By Jakyasar,
    • 3 replies
    • 713 views

  30. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 714 views

  31. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 3.4k views

  32. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 648 views

  33. Social Security Level Option

    By david rigby,
    • 0 replies
    • 341 views

  34. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 754 views

  35. Can one file 5500-EZ before SB is signed?

    By Jakyasar,
    • 4 replies
    • 1.1k views

  36. 401(a)(17) Limit and Decreasing Compensation

    By John314,   
    • 1 reply
    • 697 views
    • Bri
    • Bri

  37. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.1k views

  38. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.4k views

  39. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 3.1k views

  40. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1.1k views

  41. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 624 views

  42. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 786 views

  43. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.2k views

  44. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 763 views

  45. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 974 views

  46. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2k views

  47. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 716 views

  48. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 1.6k views

  49. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.2k views

  50. 1,000 Hour Requirement For Short Plan Year

    By metsfan026,
    • 3 replies
    • 786 views
    • Bri
    • Bri
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