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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

  1. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 1.7k views

  2. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 724 views

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

    By ejohnke,
    • 7 replies
    • 1.3k views

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

    By Dougsbpc,
    • 3 replies
    • 543 views

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

    By Dinosaur,
    • 3 replies
    • 1.3k views

  6. funding valuation and 401(a(26)

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

  7. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 2.3k views

  8. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.1k views

  9. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.3k views

  10. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 886 views

  11. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.5k views

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

    By truphao,
    • 5 replies
    • 766 views

  13. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 967 views

  14. DB Document updates

    By Belgarath,
    • 2 replies
    • 437 views

  15. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 662 views

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

    By Jakyasar,
    • 3 replies
    • 696 views

  17. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 669 views

  18. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 2.9k views

  19. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 618 views

  20. Social Security Level Option

    By david rigby,
    • 0 replies
    • 320 views

  21. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 732 views

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

    By Jakyasar,
    • 4 replies
    • 1k views

  23. 401(a)(17) Limit and Decreasing Compensation

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

  24. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1k views

  25. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.4k views

  26. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 2.8k views

  27. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1k views

  28. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 592 views

  29. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 758 views

  30. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.1k views

  31. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 743 views

  32. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 931 views

  33. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2k views

  34. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 684 views

  35. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 1.6k views

  36. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.2k views

  37. 1,000 Hour Requirement For Short Plan Year

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

  38. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 576 views

  39. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 596 views

  40. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 681 views

  41. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 3.7k views

  42. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.3k views

  43. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.4k views

  44. New DB Plan - identifying 1st 5500 filing year

    By TPApril,
    • 1 reply
    • 528 views

  45. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 953 views

  46. RMD related

    By Jakyasar,
    • 6 replies
    • 700 views

  47. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 601 views

  48. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1k views

  49. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 1.7k views

  50. Can a QRP be used to replace a QRP?

    By My Three Sons,
    • 4 replies
    • 1.1k views
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