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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. male 1983 GAM interest rate 6%

    By Egold,
    • 3 replies
    • 606 views

  2. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026,
    • 1 reply
    • 619 views

  3. Partial plan termination plan still existing 6 years later

    By SSRRS,
    • 4 replies
    • 714 views

  4. Who Becomes 100% Vested At Plan Termination

    By metsfan026,
    • 4 replies
    • 4k views

  5. 204(h) Notice Requirement

    By metsfan026,
    • 4 replies
    • 2.4k views

  6. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026,
    • 11 replies
    • 1.5k views

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

    By TPApril,
    • 1 reply
    • 554 views

  8. Deduction question when plan year different than tax year

    By Craig Schiller,
    • 2 replies
    • 1k views

  9. RMD related

    By Jakyasar,
    • 6 replies
    • 713 views

  10. Terminated Participant

    By thepensionmaven,
    • 2 replies
    • 617 views

  11. Divorce on Annuity Starting Date

    By BTG,
    • 3 replies
    • 1.1k views

  12. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 1.7k views

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

    By My Three Sons,
    • 4 replies
    • 1.1k views

  14. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 957 views

  15. RMDs after Plan Termination

    By Cassopy,
    • 1 reply
    • 469 views

  16. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 828 views

  17. New Business & First Plan Year

    By flosfur,
    • 18 replies
    • 5.5k views

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

    By mjf06241972,
    • 0 replies
    • 394 views

  19. Increases after 70.5 for employee in payment?

    By James,
    • 7 replies
    • 1.9k views

  20. cash balance/psp

    By mark Scherer,
    • 13 replies
    • 1.2k views

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

    By Cecilia Veto,
    • 5 replies
    • 1k views

  22. DC/DB Combo - Gateway

    By metsfan026,
    • 3 replies
    • 1.1k views

  23. Cash Balance Maxiumum

    By SSRRS,
    • 9 replies
    • 1.1k views

  24. 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
    • 589 views

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

    By Jakyasar,
    • 3 replies
    • 594 views

  26. Effective date for New Entity

    By JustMe,
    • 3 replies
    • 620 views

  27. Plan account labeled with company name only

    By SSRRS,
    • 3 replies
    • 699 views

  28. Variable Annuities Not Meeting 415 Requirements

    By Ananda,
    • 7 replies
    • 1.1k views

  29. JSA with Child as Beneficiary

    By Ananda,
    • 10 replies
    • 1.7k views

  30. Cash Balance Contribution Deduction

    By Catch22PGM,   
    • 8 replies
    • 3k views

  31. Schedule SB, line 6 b - plan related expenses

    By Jakyasar,
    • 5 replies
    • 976 views

  32. Combo Profit Sharing & Cash Balance Plan Testing - Definition of Compensation

    By pixiebear,
    • 8 replies
    • 1.9k views

  33. Life Insurance in a Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 504 views

  34. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 908 views

  35. RP 2017-56 - val date change for terminating DB Plan

    By Jakyasar,
    • 3 replies
    • 700 views

  36. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 495 views

  37. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 970 views

  38. lump sum as of when

    By SSRRS,
    • 8 replies
    • 1.5k views

  39. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 864 views

  40. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 770 views

  41. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.3k views

  42. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 933 views

  43. IRC 404(a)(7)

    By §#$%!,
    • 4 replies
    • 906 views

  44. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2.1k views

  45. Rescinding J&S election a year after payments commence

    By EPCRSGuru,
    • 11 replies
    • 1.2k views

  46. Cash Balance/Profit Sharing Testing Question

    By metsfan026,
    • 10 replies
    • 1.6k views
    • Bri
    • Bri

  47. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 767 views

  48. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 759 views

  49. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.1k views

  50. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.1k views
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