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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Control Group and PBGC Coverage

    By Catch22PGM,
    • 8 replies
    • 957 views

  2. Lied about being married and started a QJSA

    By CintiTwo,
    • 10 replies
    • 1.7k views

  3. Schedule SB - wet signature or docusign

    By Jakyasar,
    • 2 replies
    • 828 views

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

    By mjf06241972,
    • 0 replies
    • 394 views

  5. Increases after 70.5 for employee in payment?

    By James,
    • 7 replies
    • 1.9k views

  6. PBGC Coverage determination for a financial firm

    By Jakyasar,
    • 9 replies
    • 1.2k views

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

    By Cecilia Veto,
    • 5 replies
    • 1k views

  8. cash balance/psp

    By mark Scherer,
    • 13 replies
    • 1.2k views

  9. DC/DB Combo - Gateway

    By metsfan026,
    • 3 replies
    • 1.1k views

  10. Cash Balance Maxiumum

    By SSRRS,
    • 9 replies
    • 1.1k views

  11. 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

  12. Plan account labeled with company name only

    By SSRRS,
    • 3 replies
    • 699 views

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

    By Jakyasar,
    • 3 replies
    • 594 views

  14. Cash Balance Contribution Deduction

    By Catch22PGM,   
    • 8 replies
    • 3k views

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

    By pixiebear,
    • 8 replies
    • 1.9k views

  16. Life Insurance in a Cash Balance Plan

    By metsfan026,
    • 2 replies
    • 504 views

  17. Effective date for New Entity

    By JustMe,
    • 3 replies
    • 620 views

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

    By Jakyasar,
    • 3 replies
    • 700 views

  19. JSA with Child as Beneficiary

    By Ananda,
    • 10 replies
    • 1.7k views

  20. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn,   
    • 0 replies
    • 495 views

  21. Variable Annuities Not Meeting 415 Requirements

    By Ananda,
    • 7 replies
    • 1.1k views

  22. ARP Modifications to Annual Funding Notice

    By John314,
    • 3 replies
    • 908 views

  23. One owner DB and 401a26 issue

    By Jakyasar,
    • 5 replies
    • 970 views

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

    By Jakyasar,
    • 5 replies
    • 976 views

  25. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah,
    • 3 replies
    • 864 views

  26. Definition of Benefit In A Cash Balance Plan

    By metsfan026,
    • 6 replies
    • 770 views

  27. Exiting PBGC Coverage

    By EBECatty,
    • 5 replies
    • 933 views

  28. IRC 404(a)(7)

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

  29. lump sum as of when

    By SSRRS,
    • 8 replies
    • 1.5k views

  30. Contribution Deductibility Question

    By metsfan026,
    • 10 replies
    • 2.1k views

  31. Maximum Cash Balance Contribution

    By metsfan026,
    • 3 replies
    • 759 views

  32. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates,
    • 1 reply
    • 767 views

  33. Cash Balance/Profit Sharing Testing Question

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

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

    By EPCRSGuru,
    • 11 replies
    • 1.2k views

  35. Sole Prop Average Comp

    By DBnme,
    • 9 replies
    • 1.3k views

  36. cash balance accrued benefit at NRA

    By Draper55,
    • 4 replies
    • 1.1k views

  37. 110% test related

    By Jakyasar,
    • 5 replies
    • 1.1k views

  38. Highly Compensated Former Employee on Form 6088

    By Pension RC,
    • 1 reply
    • 560 views

  39. Plan amended for in-svc distribution NRA - frozen - but lump sum available

    By DW,
    • 2 replies
    • 552 views
    • DW
    • DW

  40. Compensation Used For EBAR Calculation

    By metsfan026,
    • 10 replies
    • 1.8k views

  41. 401(a)(26) and Frozen Cash Balance Plan

    By Lou S.,
    • 1 reply
    • 812 views

  42. Future Interest Credit for Minimum Participation and Non-Discrimination

    By Hojo,
    • 6 replies
    • 624 views

  43. Underfunded Frozen PBGC Plan

    By SSRRS,
    • 11 replies
    • 1.2k views

  44. Cash Balance - Is pay credit required to be deposited for a terminated participant

    By Jakyasar,
    • 21 replies
    • 1.9k views

  45. Lump Sum Window

    By BTG,
    • 16 replies
    • 3.1k views

  46. Rollover for missing participant in non-PBGC covered plans

    By ElaineW,
    • 1 reply
    • 712 views

  47. Can QRP (qualified replacement plan) transfer be rolled back into a new defined benefit plan?

    By Jakyasar,
    • 4 replies
    • 784 views
    • Bri
    • Bri

  48. Is there a website for you to search for other individual designed plan?

    By Sarah73,
    • 7 replies
    • 1.3k views

  49. Determination letter for individual designed hybrid plan

    By Sarah73,
    • 1 reply
    • 685 views

  50. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded,
    • 3 replies
    • 798 views
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