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Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

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

    By Dinosaur,
    • 3 replies
    • 1.8k views

  2. funding valuation and 401(a(26)

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

  3. Question Regarding Termination of Cash Balance Plan

    By metsfan026,
    • 5 replies
    • 3k views

  4. Unit Benefit Formula - DB plan

    By Tax Cowboy,   
    • 3 replies
    • 1.4k views

  5. DB RMD - when is it due?

    By Jakyasar,
    • 8 replies
    • 1.5k views

  6. 204(h) notice for multiple groups

    By Jakyasar,
    • 5 replies
    • 1.1k views

  7. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr,
    • 7 replies
    • 1.8k views

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

    By truphao,
    • 5 replies
    • 986 views

  9. Change Vesting Schedule

    By Cloudy,
    • 8 replies
    • 1.3k views

  10. DB Document updates

    By Belgarath,
    • 2 replies
    • 562 views

  11. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 947 views

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

    By Jakyasar,
    • 3 replies
    • 864 views

  13. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 855 views

  14. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 4.5k views

  15. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 799 views

  16. Social Security Level Option

    By david rigby,
    • 0 replies
    • 461 views

  17. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 894 views

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

    By Jakyasar,
    • 4 replies
    • 1.3k views

  19. 401(a)(17) Limit and Decreasing Compensation

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

  20. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.5k views

  21. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.7k views

  22. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 4.4k views

  23. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1.4k views

  24. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 797 views

  25. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 954 views

  26. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.8k views

  27. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 899 views

  28. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 1.2k views

  29. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2.2k views

  30. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 870 views

  31. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 1.9k views

  32. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.4k views

  33. 1,000 Hour Requirement For Short Plan Year

    By metsfan026,
    • 3 replies
    • 960 views
    • Bri
    • Bri

  34. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 735 views

  35. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 725 views

  36. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 860 views

  37. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 5.3k views

  38. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.7k views

  39. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.9k views

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

    By TPApril,
    • 1 reply
    • 671 views

  41. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 1.3k views

  42. RMD related

    By Jakyasar,
    • 6 replies
    • 853 views

  43. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 716 views

  44. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1.2k views

  45. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 2k views

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

    By My Three Sons,
    • 4 replies
    • 1.3k views

  47. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 1.2k views

  48. RMDs after Plan Termination

    By Cassopy,
    • 1 reply
    • 563 views

  49. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 979 views

  50. New Business & First Plan Year

    By flosfur,
    • 18 replies
    • 5.8k views
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