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Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

    By truphao,
    • 5 replies
    • 766 views

  2. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 964 views

  3. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.5k views

  4. DB Document updates

    By Belgarath,
    • 2 replies
    • 436 views

  5. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 661 views

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

    By Jakyasar,
    • 3 replies
    • 695 views

  7. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 669 views

  8. 2023 PBGC premiums increase - FYI

    By Jakyasar,
    • 9 replies
    • 882 views

  9. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 617 views

  10. Social Security Level Option

    By david rigby,
    • 0 replies
    • 320 views

  11. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 2.9k views

  12. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 731 views

  13. 401(a)(17) Limit and Decreasing Compensation

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

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

    By Jakyasar,
    • 4 replies
    • 1k views

  15. PBGC Premium Alternative Method

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

  16. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 591 views

  17. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 2.7k views

  18. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 758 views

  19. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.4k views

  20. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.1k views

  21. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 742 views

  22. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 931 views

  23. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 684 views

  24. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 575 views

  25. 1,000 Hour Requirement For Short Plan Year

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

  26. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 595 views

  27. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1k views

  28. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 3.7k views

  29. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.3k views

  30. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 681 views

  31. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.4k views

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

    By TPApril,
    • 1 reply
    • 527 views

  33. RMD related

    By Jakyasar,
    • 6 replies
    • 700 views

  34. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 953 views

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

    By JOH,
    • 8 replies
    • 1.6k views

  36. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 601 views

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

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

  38. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1k views

  39. RMDs after Plan Termination

    By Cassopy,
    • 1 reply
    • 451 views

  40. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 922 views

  41. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 1.7k views

  42. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 792 views

  43. Looking for Actuary - Defined Benefit Plan School District - Needs GASB

    By mjf06241972,
    • 0 replies
    • 368 views

  44. Increases after 70.5 for employee in payment?

    By James,
    • 7 replies
    • 1.8k views

  45. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.2k views

  46. Incarcerated spouse of participant receiving a distribution from a terminating pension plan

    By Cecilia Veto,
    • 5 replies
    • 967 views

  47. cash balance/psp

    By mark Scherer,
    • 13 replies
    • 1.1k views

  48. DC/DB Combo - Gateway

    By metsfan026,
    • 3 replies
    • 1.1k views

  49. Cash Balance Maxiumum

    By SSRRS,
    • 9 replies
    • 1.1k views

  50. If the company adding in a new pay code, what procedure or regulation the plan sponsor need to base off to determine if it's pensionable earning

    By Sarah73,
    • 2 replies
    • 567 views
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