Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. RMDs after Plan Termination

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

2. Schedule SB - wet signature or docusign

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

3. New Business & First Plan Year

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

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

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

5. Increases after 70.5 for employee in payment?

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

6. cash balance/psp

   By mark Scherer, May 10, 2022
   • 13 replies
   • 1.1k views
   • 
   • C. B. Zeller
   • May 16, 2022

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

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

8. DC/DB Combo - Gateway

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

9. Cash Balance Maxiumum

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

10. 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
    • 562 views
    • 
    • CuseFan
    • May 2, 2022

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

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

12. Effective date for New Entity

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

13. Plan account labeled with company name only

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

14. Variable Annuities Not Meeting 415 Requirements

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

15. JSA with Child as Beneficiary

    By Ananda, April 5, 2022
    • 10 replies
    • 1.6k views
    • 
    • CuseFan
    • April 26, 2022

16. Cash Balance Contribution Deduction

    By Catch22PGM, April 18, 2022   

    • cash balance
    • tax-treatment
    • 8 replies
    • 2.7k views
    • 
    • Dare Johnson
    • April 25, 2022

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

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

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

    By pixiebear, April 18, 2022
    • 8 replies
    • 1.8k views
    • 
    • Nate S
    • April 21, 2022

19. Life Insurance in a Cash Balance Plan

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

20. ARP Modifications to Annual Funding Notice

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

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

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

22. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn, April 5, 2022   

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

23. One owner DB and 401a26 issue

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

24. lump sum as of when

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

25. 401(a)(26) failsafe removed in PPA pre-approved document

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

26. Definition of Benefit In A Cash Balance Plan

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

27. Sole Prop Average Comp

    By DBnme, March 3, 2022
    • 9 replies
    • 1.2k views
    • 
    • Nate S
    • March 21, 2022

28. Exiting PBGC Coverage

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

29. IRC 404(a)(7)

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

30. Contribution Deductibility Question

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

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

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

32. Cash Balance/Profit Sharing Testing Question

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

33. SAR/AFN Requirement for Retroactively Adopted Plans

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

34. Maximum Cash Balance Contribution

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

35. cash balance accrued benefit at NRA

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

36. 110% test related

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

37. Highly Compensated Former Employee on Form 6088

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

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

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

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

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

40. Compensation Used For EBAR Calculation

    By metsfan026, February 18, 2022
    • 10 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 22, 2022

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

    By Jakyasar, February 2, 2022
    • 21 replies
    • 1.8k views
    • 
    • Nate S
    • February 15, 2022

42. 401(a)(26) and Frozen Cash Balance Plan

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

43. Underfunded Frozen PBGC Plan

    By SSRRS, February 6, 2022
    • 11 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 8, 2022

44. Lump Sum Window

    By BTG, February 1, 2022
    • 16 replies
    • 2.9k views
    • 
    • CuseFan
    • February 3, 2022

45. Can QRP (qualified replacement plan) transfer be rolled back into a new defined benefit plan?

    By Jakyasar, January 28, 2022
    • 4 replies
    • 754 views
    • 
    • Bri
    • January 28, 2022

46. Rollover for missing participant in non-PBGC covered plans

    By ElaineW, January 28, 2022
    • 1 reply
    • 681 views
    • 
    • Lou S.
    • January 28, 2022

47. Is there a website for you to search for other individual designed plan?

    By Sarah73, January 27, 2022
    • 7 replies
    • 1k views
    • 
    • CuseFan
    • January 28, 2022

48. Determination letter for individual designed hybrid plan

    By Sarah73, January 26, 2022
    • 1 reply
    • 654 views
    • 
    • Effen
    • January 26, 2022

49. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded, January 20, 2022
    • 3 replies
    • 749 views
    • 
    • Lou S.
    • January 21, 2022

50. Replacement Plan

    By SSRRS, January 18, 2022
    • 10 replies
    • 863 views
    • 
    • SSRRS
    • January 20, 2022