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Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

  1. Limiting Salary for certain employees

    By SSRRS,
    • 2 replies
    • 657 views

  2. Offset DB plan - refresher

    By Jakyasar,
    • 5 replies
    • 1.4k views

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

    By metsfan026,
    • 1 reply
    • 1.2k views

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

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  5. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 1.2k views

  6. CB document related question

    By Jakyasar,
    • 3 replies
    • 758 views

  7. Can Plans Be Tested Separately?

    By metsfan026,
    • 4 replies
    • 2.9k views

  8. Does anybody super-integrate CB plans?

    By Bri,
    • 6 replies
    • 1.1k views

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

    By ejohnke,
    • 7 replies
    • 2k views

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

    By Dougsbpc,
    • 3 replies
    • 859 views

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

    By Dinosaur,
    • 3 replies
    • 2k views

  12. funding valuation and 401(a(26)

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

  13. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3.3k views

  14. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.7k views

  15. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.8k views

  16. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 1.3k views

  17. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 2.1k views

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

    By truphao,
    • 5 replies
    • 1.2k views

  19. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 1.7k views

  20. DB Document updates

    By Belgarath,
    • 2 replies
    • 641 views

  21. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 1.1k views

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

    By Jakyasar,
    • 3 replies
    • 1k views

  23. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 1k views

  24. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 4.8k views

  25. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 958 views

  26. Social Security Level Option

    By david rigby,
    • 0 replies
    • 604 views

  27. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 978 views

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

    By Jakyasar,
    • 4 replies
    • 1.4k views

  29. 401(a)(17) Limit and Decreasing Compensation

    By John314,   
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  30. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.7k views

  31. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 2k views

  32. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 5.1k views

  33. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1.7k views

  34. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 1.1k views

  35. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 1.1k views

  36. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 3.1k views

  37. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 990 views

  38. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 1.4k views

  39. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2.5k views

  40. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 1k views

  41. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 2.1k views

  42. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.6k views

  43. 1,000 Hour Requirement For Short Plan Year

    By metsfan026,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri

  44. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 841 views

  45. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 928 views

  46. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 1k views

  47. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 5.8k views

  48. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.9k views

  49. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 2.1k views

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

    By TPApril,
    • 1 reply
    • 882 views
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