Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

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

   By TPApril, July 19, 2022
   • 1 reply
   • 541 views
   • 
   • Lou S.
   • July 19, 2022

2. Deduction question when plan year different than tax year

   By Craig Schiller, July 7, 2022
   • 2 replies
   • 1k views
   • 
   • Nate S
   • July 13, 2022

3. RMD related

   By Jakyasar, July 8, 2022
   • 6 replies
   • 708 views
   • 
   • Calavera
   • July 12, 2022

4. Terminated Participant

   By thepensionmaven, July 7, 2022
   • 2 replies
   • 613 views
   • 
   • CuseFan
   • July 7, 2022

5. Divorce on Annuity Starting Date

   By BTG, June 30, 2022
   • 3 replies
   • 1k views
   • 
   • BTG
   • July 4, 2022

6. Lied about being married and started a QJSA

   By CintiTwo, June 29, 2022
   • 10 replies
   • 1.7k views
   • 
   • Luke Bailey
   • July 4, 2022

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

   By My Three Sons, June 30, 2022
   • 4 replies
   • 1.1k views
   • 
   • CuseFan
   • July 1, 2022

8. Control Group and PBGC Coverage

   By Catch22PGM, June 29, 2022
   • 8 replies
   • 944 views
   • 
   • Hojo
   • July 1, 2022

9. RMDs after Plan Termination

   By Cassopy, June 30, 2022
   • 1 reply
   • 464 views
   • 
   • Lou S.
   • June 30, 2022

10. Schedule SB - wet signature or docusign

    By Jakyasar, June 29, 2022
    • 2 replies
    • 814 views
    • 
    • truphao
    • June 30, 2022

11. New Business & First Plan Year

    By flosfur, August 22, 2003
    • 18 replies
    • 5.4k views
    • 
    • Effen
    • June 29, 2022

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

    By mjf06241972, June 15, 2022
    • 0 replies
    • 385 views
    • 
    • mjf06241972
    • June 15, 2022

13. Increases after 70.5 for employee in payment?

    By James, May 20, 2022
    • 7 replies
    • 1.8k views
    • 
    • Effen
    • May 24, 2022

14. cash balance/psp

    By mark Scherer, May 10, 2022
    • 13 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • May 16, 2022

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

    By Cecilia Veto, May 10, 2022
    • 5 replies
    • 997 views
    • 
    • Cecilia Veto
    • May 11, 2022

16. DC/DB Combo - Gateway

    By metsfan026, May 6, 2022
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • May 9, 2022

17. Cash Balance Maxiumum

    By SSRRS, May 4, 2022
    • 9 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • May 5, 2022

18. 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, May 2, 2022
    • 2 replies
    • 585 views
    • 
    • CuseFan
    • May 2, 2022

19. DB Plan - Participant paid out based on incorrect salary and got PBGC exemption

    By Jakyasar, April 21, 2022
    • 3 replies
    • 590 views
    • 
    • Jakyasar
    • April 29, 2022

20. Effective date for New Entity

    By JustMe, April 8, 2022
    • 3 replies
    • 612 views
    • 
    • AndyH
    • April 28, 2022

21. Plan account labeled with company name only

    By SSRRS, April 26, 2022
    • 3 replies
    • 696 views
    • 
    • Dave Baker
    • April 27, 2022

22. Variable Annuities Not Meeting 415 Requirements

    By Ananda, April 4, 2022
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • April 27, 2022

23. JSA with Child as Beneficiary

    By Ananda, April 5, 2022
    • 10 replies
    • 1.7k views
    • 
    • CuseFan
    • April 26, 2022

24. Cash Balance Contribution Deduction

    By Catch22PGM, April 18, 2022   

    • cash balance
    • tax-treatment
    • 8 replies
    • 2.9k views
    • 
    • Dare Johnson
    • April 25, 2022

25. Schedule SB, line 6 b - plan related expenses

    By Jakyasar, March 27, 2022
    • 5 replies
    • 958 views
    • 
    • jessieba
    • April 21, 2022

26. Combo Profit Sharing & Cash Balance Plan Testing - Definition of Compensation

    By pixiebear, April 18, 2022
    • 8 replies
    • 1.9k views
    • 
    • Nate S
    • April 21, 2022

27. Life Insurance in a Cash Balance Plan

    By metsfan026, April 11, 2022
    • 2 replies
    • 499 views
    • 
    • Jakyasar
    • April 12, 2022

28. ARP Modifications to Annual Funding Notice

    By John314, March 29, 2022
    • 3 replies
    • 893 views
    • 
    • Bri
    • April 8, 2022

29. RP 2017-56 - val date change for terminating DB Plan

    By Jakyasar, April 6, 2022
    • 3 replies
    • 689 views
    • 
    • Jakyasar
    • April 7, 2022

30. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn, April 5, 2022   

    • pbgc
    • form 4010
    • 0 replies
    • 481 views
    • 
    • Brooklyn
    • April 5, 2022

31. One owner DB and 401a26 issue

    By Jakyasar, March 29, 2022
    • 5 replies
    • 960 views
    • 
    • truphao
    • March 31, 2022

32. lump sum as of when

    By SSRRS, March 10, 2022
    • 8 replies
    • 1.5k views
    • 
    • SSRRS
    • March 24, 2022

33. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah, March 22, 2022
    • 3 replies
    • 848 views
    • 
    • Dalai Pookah
    • March 24, 2022

34. Definition of Benefit In A Cash Balance Plan

    By metsfan026, March 18, 2022
    • 6 replies
    • 754 views
    • 
    • Nate S
    • March 21, 2022

35. Sole Prop Average Comp

    By DBnme, March 3, 2022
    • 9 replies
    • 1.3k views
    • 
    • Nate S
    • March 21, 2022

36. Exiting PBGC Coverage

    By EBECatty, March 15, 2022
    • 5 replies
    • 921 views
    • 
    • EBECatty
    • March 16, 2022

37. IRC 404(a)(7)

    By §#$%!, March 15, 2022
    • 4 replies
    • 878 views
    • 
    • §#$%!
    • March 15, 2022

38. Contribution Deductibility Question

    By metsfan026, March 10, 2022
    • 10 replies
    • 2k views
    • 
    • C. B. Zeller
    • March 14, 2022

39. Rescinding J&S election a year after payments commence

    By EPCRSGuru, March 8, 2022
    • 11 replies
    • 1.2k views
    • 
    • EPCRSGuru
    • March 11, 2022

40. Cash Balance/Profit Sharing Testing Question

    By metsfan026, March 8, 2022
    • 10 replies
    • 1.6k views
    • 
    • Bri
    • March 11, 2022

41. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates, March 9, 2022
    • 1 reply
    • 763 views
    • 
    • CuseFan
    • March 10, 2022

42. Maximum Cash Balance Contribution

    By metsfan026, March 10, 2022
    • 3 replies
    • 755 views
    • 
    • CuseFan
    • March 10, 2022

43. cash balance accrued benefit at NRA

    By Draper55, March 3, 2022
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • March 7, 2022

44. 110% test related

    By Jakyasar, March 2, 2022
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 4, 2022

45. Highly Compensated Former Employee on Form 6088

    By Pension RC, March 2, 2022
    • 1 reply
    • 546 views
    • 
    • CuseFan
    • March 2, 2022

46. Plan amended for in-svc distribution NRA - frozen - but lump sum available

    By DW, February 25, 2022
    • 2 replies
    • 542 views
    • 
    • DW
    • February 25, 2022

47. Future Interest Credit for Minimum Participation and Non-Discrimination

    By Hojo, February 9, 2022
    • 6 replies
    • 622 views
    • 
    • Nate S
    • February 23, 2022

48. Compensation Used For EBAR Calculation

    By metsfan026, February 18, 2022
    • 10 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 22, 2022

49. Cash Balance - Is pay credit required to be deposited for a terminated participant

    By Jakyasar, February 2, 2022
    • 21 replies
    • 1.9k views
    • 
    • Nate S
    • February 15, 2022

50. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S., February 14, 2022
    • 1 reply
    • 807 views
    • 
    • Effen
    • February 15, 2022