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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

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

    By metsfan026,
    • 1 reply
    • 1.1k views

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

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  3. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 1.1k views

  4. CB document related question

    By Jakyasar,
    • 3 replies
    • 674 views

  5. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 2.8k views

  6. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 982 views

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

    By ejohnke,
    • 7 replies
    • 1.8k views

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

    By Dougsbpc,
    • 3 replies
    • 789 views

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

    By Dinosaur,
    • 3 replies
    • 1.9k views

  10. funding valuation and 401(a(26)

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

  11. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3.2k views

  12. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.6k views

  13. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.7k views

  14. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 1.2k views

  15. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 2k views

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

    By truphao,
    • 5 replies
    • 1.1k views

  17. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 1.5k views

  18. DB Document updates

    By Belgarath,
    • 2 replies
    • 600 views

  19. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 1k views

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

    By Jakyasar,
    • 3 replies
    • 960 views

  21. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 975 views

  22. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 4.7k views

  23. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 886 views

  24. Social Security Level Option

    By david rigby,
    • 0 replies
    • 549 views

  25. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 945 views

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

    By Jakyasar,
    • 4 replies
    • 1.4k views

  27. 401(a)(17) Limit and Decreasing Compensation

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

  28. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.6k views

  29. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.9k views

  30. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 4.9k views

  31. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1.6k views

  32. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 939 views

  33. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 1k views

  34. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 3k views

  35. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 962 views

  36. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 1.3k views

  37. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2.4k views

  38. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 975 views

  39. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 2k views

  40. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.5k views

  41. 1,000 Hour Requirement For Short Plan Year

    By metsfan026,
    • 3 replies
    • 1k views
    • Bri
    • Bri

  42. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 797 views

  43. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 837 views

  44. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 948 views

  45. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 5.6k views

  46. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.8k views

  47. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 2k views

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

    By TPApril,
    • 1 reply
    • 824 views

  49. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 1.4k views

  50. RMD related

    By Jakyasar,
    • 6 replies
    • 909 views
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