Defined Benefit Plans, Including Cash Balance

6,799 topics in this forum

1. PBGC Premium Alternative Method

   By Lou S., Monday at 06:02 PM
   • 4 replies
   • 60 views
   • 
   • truphao
   • 8 hours ago

2. Acceptable Interest Rate In A Cash Balance Plan

   By metsfan026, Friday at 05:06 PM
   • 7 replies
   • 152 views
   • 
   • Jeff Hartmann
   • 10 hours ago

3. AFTAP never certified

   By Jakyasar, September 21
   • 12 replies
   • 152 views
   • 
   • Jakyasar
   • 12 hours ago

4. 401(a)(26)

   By Cloudy, Monday at 01:36 PM
   • 3 replies
   • 77 views
   • 
   • C. B. Zeller
   • Monday at 05:58 PM

5. Plan sponsor in receivership

   By david rigby, Thursday at 05:56 PM
   • 3 replies
   • 163 views
   • 
   • bito'money
   • Monday at 05:51 PM

6. Participant elects a lump sum but dies before payment

   By HCE, September 20
   • 8 replies
   • 256 views
   • 
   • fmsinc
   • Thursday at 06:17 PM

7. Retroactive amendment for (a)(26)

   By cathyw, September 19
   • 1 reply
   • 144 views
   • 
   • C. B. Zeller
   • September 19

8. Cash Balance Contribution Deductibility

   By metsfan026, September 12
   • 6 replies
   • 174 views
   • 
   • Luke Bailey
   • September 14

9. MASD and 100% of Comp Limit

   By RLR, March 12, 2020
   • 8 replies
   • 714 views
   • 
   • cathyw
   • September 12

10. Allocation of portion of contribution to prior plan year

    By Calavera, September 6
    • 4 replies
    • 203 views
    • 
    • Calavera
    • September 6

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

    By Guest DBtech, January 3, 2005
    • 233 replies
    • 81k views
    • 
    • Zach
    • September 2

12. 3% DC contribution as offset

    By SSRRS, August 12
    • 6 replies
    • 202 views
    • 
    • SSRRS
    • August 30

13. 408(b)(2) Disclosure and 404(a)(5) disclosure

    By JOH, July 7
    • 8 replies
    • 295 views
    • 
    • Peter Gulia
    • August 22

14. PBGC Coverage determination for a financial firm

    By Jakyasar, May 16
    • 9 replies
    • 300 views
    • 
    • Jakyasar
    • August 22

15. 1,000 Hour Requirement For Short Plan Year

    By metsfan026, August 13
    • 3 replies
    • 185 views
    • 
    • Bri
    • August 16

16. male 1983 GAM interest rate 6%

    By Egold, August 15
    • 3 replies
    • 106 views
    • 
    • Egold
    • August 15

17. Segment Rates for 2022 Cash Balance Contributions

    By metsfan026, August 12
    • 1 reply
    • 126 views
    • 
    • Lou S.
    • August 12

18. Partial plan termination plan still existing 6 years later

    By SSRRS, July 22
    • 4 replies
    • 263 views
    • 
    • SSRRS
    • August 3

19. Who Becomes 100% Vested At Plan Termination

    By metsfan026, July 28
    • 4 replies
    • 370 views
    • 
    • AndyH
    • August 2

20. 204(h) Notice Requirement

    By metsfan026, July 27
    • 4 replies
    • 236 views
    • 
    • CuseFan
    • July 28

21. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026, July 22
    • 11 replies
    • 283 views
    • 
    • Nate S
    • July 25

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

    By TPApril, July 19
    • 1 reply
    • 201 views
    • 
    • Lou S.
    • July 19

23. Deduction question when plan year different than tax year

    By Craig Schiller, July 7
    • 2 replies
    • 181 views
    • 
    • Nate S
    • July 13

24. RMD related

    By Jakyasar, July 8
    • 6 replies
    • 230 views
    • 
    • Calavera
    • July 12

25. Terminated Participant

    By thepensionmaven, July 7
    • 2 replies
    • 178 views
    • 
    • CuseFan
    • July 7