Defined Benefit Plans, Including Cash Balance

6,770 topics in this forum

1. Increases after 70.5 for employee in payment?

   By James, May 20
   • 7 replies
   • 266 views
   • 
   • Effen
   • Tuesday at 07:21 PM

2. PBGC Coverage determination for a financial firm

   By Jakyasar, May 16
   • 6 replies
   • 175 views
   • 
   • Jakyasar
   • May 19

3. cash balance/psp

   By mark Scherer, May 10
   • 13 replies
   • 274 views
   • 
   • C. B. Zeller
   • May 16

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

   By Cecilia Veto, May 10
   • 5 replies
   • 281 views
   • 
   • Cecilia Veto
   • May 11

5. DC/DB Combo - Gateway

   By metsfan026, May 6
   • 3 replies
   • 222 views
   • 
   • CuseFan
   • May 9

6. Cash Balance Maxiumum

   By SSRRS, May 4
   • 9 replies
   • 178 views
   • 
   • C. B. Zeller
   • May 5

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

   By Guest DBtech, January 3, 2005
   • 229 replies
   • 78.9k views
   • 
   • Zach
   • May 2

8. 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 Jenny, May 2
   • 2 replies
   • 100 views
   • 
   • CuseFan
   • May 2

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

   By Jakyasar, April 21
   • 3 replies
   • 130 views
   • 
   • Jakyasar
   • April 29

10. Effective date for New Entity

    By JustMe, April 8
    • 3 replies
    • 167 views
    • 
    • AndyH
    • April 28

11. Plan account labeled with company name only

    By SSRRS, April 26
    • 3 replies
    • 231 views
    • 
    • Dave Baker
    • April 27

12. Variable Annuities Not Meeting 415 Requirements

    By Ananda, April 4
    • 7 replies
    • 260 views
    • 
    • AndyH
    • April 27

13. JSA with Child as Beneficiary

    By Ananda, April 5
    • 10 replies
    • 316 views
    • 
    • CuseFan
    • April 26

14. Cash Balance Contribution Deduction

    By Catch22PGM, April 18   

    • cash balance
    • tax-treatment
    • 8 replies
    • 228 views
    • 
    • Dare Johnson
    • April 25

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

    By Jakyasar, March 27
    • 5 replies
    • 262 views
    • 
    • jessieba
    • April 21

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

    By pixiebear, April 18
    • 8 replies
    • 178 views
    • 
    • Nate S
    • April 21

17. Life Insurance in a Cash Balance Plan

    By metsfan026, April 11
    • 2 replies
    • 164 views
    • 
    • Jakyasar
    • April 12

18. ARP Modifications to Annual Funding Notice

    By John314, March 29
    • 3 replies
    • 143 views
    • 
    • Bri
    • April 8

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

    By Jakyasar, April 6
    • 3 replies
    • 123 views
    • 
    • Jakyasar
    • April 7

20. PBGC Form 4010 Exemption for Terminated DB Plan?

    By Brooklyn, April 5   

    • pbgc
    • form 4010
    • 0 replies
    • 74 views
    • 
    • Brooklyn
    • April 5

21. One owner DB and 401a26 issue

    By Jakyasar, March 29
    • 5 replies
    • 201 views
    • 
    • truphao
    • March 31

22. lump sum as of when

    By SSRRS, March 10
    • 8 replies
    • 332 views
    • 
    • SSRRS
    • March 24

23. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah, March 22
    • 3 replies
    • 239 views
    • 
    • Dalai Pookah
    • March 24

24. Definition of Benefit In A Cash Balance Plan

    By metsfan026, March 18
    • 6 replies
    • 229 views
    • 
    • Nate S
    • March 21

25. Sole Prop Average Comp

    By DBnme, March 3
    • 9 replies
    • 261 views
    • 
    • Nate S
    • March 21