Defined Benefit Plans, Including Cash Balance

6,837 topics in this forum

1. Possible Takeover

   By thepensionmaven, Wednesday at 07:38 PM
   • 4 replies
   • 150 views
   • 
   • C. B. Zeller
   • Friday at 09:49 PM

2. Partial distribution from Fully Insured plan

   By ajc0202, Friday at 06:16 PM
   • 0 replies
   • 20 views
   • 
   • ajc0202
   • Friday at 06:16 PM

3. DB RMD related

   By Jakyasar, January 22
   • 12 replies
   • 215 views
   • 
   • Lou S.
   • Wednesday at 06:29 PM

4. Interest Rates for Cash Balance Plan

   By metsfan026, Tuesday at 05:32 PM
   • 11 replies
   • 139 views
   • 
   • metsfan026
   • Wednesday at 02:58 AM

5. Failure to deduct mandatory employee contributions

   By MikeD, Tuesday at 08:04 PM
   • 0 replies
   • 39 views
   • 
   • MikeD
   • Tuesday at 08:04 PM

6. 2022 or 2021 ? 1 2

   By SSRRS, January 9
   • 26 replies
   • 932 views
   • 
   • Bird
   • January 20

7. NRA in the document is 55

   By Jakyasar, January 14
   • 18 replies
   • 306 views
   • 
   • Jakyasar
   • January 17

8. Dates for notices of plan termination

   By drakecohen, December 29, 2022
   • 2 replies
   • 226 views
   • 
   • TheBoxMan
   • January 16

9. Limiting Salary for certain employees

   By SSRRS, January 13
   • 2 replies
   • 143 views
   • 
   • truphao
   • January 14

10. Offset DB plan - refresher

    By Jakyasar, January 10
    • 5 replies
    • 83 views
    • 
    • Jakyasar
    • January 10

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

    By metsfan026, January 6
    • 1 reply
    • 199 views
    • 
    • C. B. Zeller
    • January 6

12. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 10

    By Guest DBtech, January 3, 2005
    • 237 replies
    • 82.8k views
    • 
    • Zach
    • January 2

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

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

14. Cash Balance - 411d6 related

    By Jakyasar, December 26, 2022
    • 4 replies
    • 163 views
    • 
    • Jakyasar
    • December 27, 2022

15. CB document related question

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

16. Can Plans Be Tested Separately?

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

17. Does anybody super-integrate CB plans?

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

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

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

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

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

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

    By Dinosaur, December 7, 2022
    • 3 replies
    • 155 views
    • 
    • Dinosaur
    • December 9, 2022

21. funding valuation and 401(a(26)

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

22. Question Regarding Termination of Cash Balance Plan

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

23. Unit Benefit Formula - DB plan

    By Tax Cowboy, November 30, 2022   

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

24. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 321 views
    • 
    • Jakyasar
    • November 23, 2022

25. 204(h) notice for multiple groups

    By Jakyasar, November 21, 2022
    • 5 replies
    • 259 views
    • 
    • Jakyasar
    • November 22, 2022