Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

1. Possible Takeover

   By thepensionmaven, January 25, 2023
   • 6 replies
   • 1.1k views
   • 
   • Belgarath
   • February 6, 2023

2. Plan termination and Prepaid

   By SSRRS, January 31, 2023
   • 9 replies
   • 1.5k views
   • 
   • SSRRS
   • February 3, 2023

3. TH minimum / frozen CBP

   By DBnme, February 2, 2023
   • 2 replies
   • 777 views
   • 
   • Jakyasar
   • February 2, 2023

4. top heavy, 401a26, stuff like that

   By Bri, January 31, 2023
   • 2 replies
   • 1.1k views
   • 
   • Bri
   • January 31, 2023

5. Partial distribution from Fully Insured plan

   By ajc0202, January 27, 2023
   • 1 reply
   • 708 views
   • 
   • ErnieG
   • January 30, 2023

6. DB RMD related

   By Jakyasar, January 22, 2023
   • 12 replies
   • 2.8k views
   • 
   • Lou S.
   • January 25, 2023

7. Interest Rates for Cash Balance Plan

   By metsfan026, January 24, 2023
   • 11 replies
   • 2k views
   • 
   • metsfan026
   • January 25, 2023

8. Failure to deduct mandatory employee contributions

   By MikeD, January 24, 2023
   • 0 replies
   • 802 views
   • 
   • MikeD
   • January 24, 2023

9. 2022 or 2021 ?

   By SSRRS, January 9, 2023
   • 26 replies
   • 3.6k views
   • 
   • Bird
   • January 20, 2023

10. NRA in the document is 55

    By Jakyasar, January 14, 2023
    • 18 replies
    • 3.4k views
    • 
    • Jakyasar
    • January 17, 2023

11. Dates for notices of plan termination

    By drakecohen, December 29, 2022
    • 2 replies
    • 1.4k views
    • 
    • TheBoxMan
    • January 16, 2023

12. Limiting Salary for certain employees

    By SSRRS, January 13, 2023
    • 2 replies
    • 841 views
    • 
    • truphao
    • January 14, 2023

13. Offset DB plan - refresher

    By Jakyasar, January 10, 2023
    • 5 replies
    • 1.6k views
    • 
    • Jakyasar
    • January 10, 2023

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

    By metsfan026, January 6, 2023
    • 1 reply
    • 1.3k views
    • 
    • C. B. Zeller
    • January 6, 2023

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

    By Dougsbpc, December 28, 2022
    • 4 replies
    • 1.3k views
    • 
    • FPGuy
    • December 29, 2022

16. Cash Balance - 411d6 related

    By Jakyasar, December 26, 2022
    • 4 replies
    • 1.3k views
    • 
    • Jakyasar
    • December 27, 2022

17. CB document related question

    By Jakyasar, December 23, 2022
    • 3 replies
    • 868 views
    • 
    • Hojo
    • December 27, 2022

18. Can Plans Be Tested Separately?

    By metsfan026, December 15, 2022
    • 4 replies
    • 3.2k views
    • 
    • My Three Sons
    • December 20, 2022

19. Does anybody super-integrate CB plans?

    By Bri, December 13, 2022
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • December 15, 2022

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

    By ejohnke, December 13, 2022
    • 7 replies
    • 2.3k views
    • 
    • Bird
    • December 15, 2022

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

    By Dougsbpc, December 6, 2022
    • 3 replies
    • 978 views
    • 
    • Nate S
    • December 12, 2022

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

    By Dinosaur, December 7, 2022
    • 3 replies
    • 2.4k views
    • 
    • Dinosaur
    • December 9, 2022

23. funding valuation and 401(a(26)

    By Draper55, December 8, 2022
    • 1 reply
    • 720 views
    • 
    • Bri
    • December 9, 2022

24. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 3.5k views
    • 
    • C. B. Zeller
    • December 6, 2022

25. Unit Benefit Formula - DB plan

    By Tax Cowboy, November 30, 2022   

    • defined benefit
    • 3 replies
    • 1.8k views
    • 
    • Tax Cowboy
    • December 1, 2022

26. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 2.1k views
    • 
    • Jakyasar
    • November 23, 2022

27. 204(h) notice for multiple groups

    By Jakyasar, November 21, 2022
    • 5 replies
    • 1.4k views
    • 
    • Jakyasar
    • November 22, 2022

28. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr, November 11, 2022
    • 7 replies
    • 2.4k views
    • 
    • chc93
    • November 18, 2022

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

    By truphao, November 17, 2022
    • 5 replies
    • 1.4k views
    • 
    • CuseFan
    • November 18, 2022

30. Change Vesting Schedule

    By Cloudy, November 14, 2022
    • 8 replies
    • 2k views
    • 
    • CuseFan
    • November 16, 2022

31. DB Document updates

    By Belgarath, November 9, 2022
    • 2 replies
    • 724 views
    • 
    • Belgarath
    • November 10, 2022

32. Post Age 65 Retirement 415 Limit

    By Dougsbpc, November 2, 2022
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • November 2, 2022

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

    By Jakyasar, October 21, 2022
    • 3 replies
    • 1.2k views
    • 
    • TheBoxMan
    • October 28, 2022

34. Implementation of the 2022 W4P

    By poisnivey, October 20, 2022
    • 1 reply
    • 1.1k views
    • 
    • C. B. Zeller
    • October 20, 2022

35. Pension $ paid back retroactively due to policy change

    By June Shoji, October 12, 2022
    • 10 replies
    • 5.1k views
    • 
    • Luke Bailey
    • October 18, 2022

36. PBGC Payment Date

    By metsfan026, October 13, 2022
    • 1 reply
    • 1k views
    • 
    • SSRRS
    • October 13, 2022

37. Social Security Level Option

    By david rigby, October 12, 2022
    • 0 replies
    • 693 views
    • 
    • david rigby
    • October 12, 2022

38. PBGC Majority Owner Waiver

    By Lou S., October 7, 2022
    • 1 reply
    • 1.1k views
    • 
    • C. B. Zeller
    • October 7, 2022

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

    By Jakyasar, October 1, 2022
    • 4 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • October 5, 2022

40. 401(a)(17) Limit and Decreasing Compensation

    By John314, October 4, 2022   

    • defined benefit
    • 401(a)(17)
    • 1 reply
    • 1.2k views
    • 
    • Bri
    • October 4, 2022

41. 3% DC contribution as offset

    By SSRRS, August 12, 2022
    • 14 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • October 3, 2022

42. AFTAP never certified

    By Jakyasar, September 21, 2022
    • 14 replies
    • 2.2k views
    • 
    • Jakyasar
    • October 1, 2022

43. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026, September 23, 2022
    • 8 replies
    • 5.4k views
    • 
    • truphao
    • September 28, 2022

44. PBGC Premium Alternative Method

    By Lou S., September 26, 2022
    • 4 replies
    • 1.9k views
    • 
    • truphao
    • September 27, 2022

45. 401(a)(26)

    By Cloudy, September 26, 2022
    • 3 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • September 26, 2022

46. Plan sponsor in receivership

    By david rigby, September 22, 2022
    • 3 replies
    • 1.2k views
    • 
    • bito'money
    • September 26, 2022

47. Participant elects a lump sum but dies before payment

    By HCE, September 20, 2022
    • 8 replies
    • 3.3k views
    • 
    • fmsinc
    • September 22, 2022

48. Retroactive amendment for (a)(26)

    By cathyw, September 19, 2022
    • 1 reply
    • 1.1k views
    • 
    • C. B. Zeller
    • September 19, 2022

49. Cash Balance Contribution Deductibility

    By metsfan026, September 12, 2022
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • September 14, 2022

50. MASD and 100% of Comp Limit

    By RLR, March 12, 2020
    • 8 replies
    • 2.8k views
    • 
    • cathyw
    • September 12, 2022