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Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

  1. Post Age 65 Retirement 415 Limit

    By Dougsbpc,
    • 4 replies
    • 904 views

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

    By Jakyasar,
    • 3 replies
    • 835 views

  3. Implementation of the 2022 W4P

    By poisnivey,
    • 1 reply
    • 828 views

  4. Pension $ paid back retroactively due to policy change

    By June Shoji,
    • 10 replies
    • 4.3k views

  5. PBGC Payment Date

    By metsfan026,
    • 1 reply
    • 778 views

  6. Social Security Level Option

    By david rigby,
    • 0 replies
    • 440 views

  7. PBGC Majority Owner Waiver

    By Lou S.,
    • 1 reply
    • 871 views

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

    By Jakyasar,
    • 4 replies
    • 1.3k views

  9. 401(a)(17) Limit and Decreasing Compensation

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

  10. 3% DC contribution as offset

    By SSRRS,
    • 14 replies
    • 1.4k views

  11. AFTAP never certified

    By Jakyasar,
    • 14 replies
    • 1.7k views

  12. Acceptable Interest Rate In A Cash Balance Plan

    By metsfan026,
    • 8 replies
    • 4k views

  13. PBGC Premium Alternative Method

    By Lou S.,
    • 4 replies
    • 1.3k views

  14. 401(a)(26)

    By Cloudy,
    • 3 replies
    • 756 views

  15. Plan sponsor in receivership

    By david rigby,
    • 3 replies
    • 918 views

  16. Participant elects a lump sum but dies before payment

    By HCE,
    • 8 replies
    • 2.7k views

  17. Retroactive amendment for (a)(26)

    By cathyw,
    • 1 reply
    • 863 views

  18. Cash Balance Contribution Deductibility

    By metsfan026,
    • 6 replies
    • 1.2k views

  19. MASD and 100% of Comp Limit

    By RLR,
    • 8 replies
    • 2.2k views

  20. Allocation of portion of contribution to prior plan year

    By Calavera,
    • 4 replies
    • 836 views

  21. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH,
    • 8 replies
    • 1.8k views

  22. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.4k views

  23. 1,000 Hour Requirement For Short Plan Year

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

  24. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 707 views

  25. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 701 views

  26. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 826 views

  27. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 4.9k views

  28. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.6k views

  29. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.8k views

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

    By TPApril,
    • 1 reply
    • 645 views

  31. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 1.2k views

  32. RMD related

    By Jakyasar,
    • 6 replies
    • 814 views

  33. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 695 views

  34. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1.2k views

  35. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 2k views

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

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

  37. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 1.1k views

  38. RMDs after Plan Termination

    By Cassopy,
    • 1 reply
    • 540 views

  39. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 952 views

  40. New Business & First Plan Year

    By flosfur,
    • 18 replies
    • 5.7k views

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

    By mjf06241972,
    • 0 replies
    • 450 views

  42. Increases after 70.5 for employee in payment?

    By James,
    • 7 replies
    • 2.1k views

  43. cash balance/psp

    By mark Scherer,
    • 13 replies
    • 1.4k views

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

    By Cecilia Veto,
    • 5 replies
    • 1.2k views

  45. DC/DB Combo - Gateway

    By metsfan026,
    • 3 replies
    • 1.3k views

  46. Cash Balance Maxiumum

    By SSRRS,
    • 9 replies
    • 1.3k views

  47. 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,
    • 2 replies
    • 665 views

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

    By Jakyasar,
    • 3 replies
    • 689 views

  49. Effective date for New Entity

    By JustMe,
    • 3 replies
    • 736 views

  50. Plan account labeled with company name only

    By SSRRS,
    • 3 replies
    • 798 views
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