Defined Benefit Plans, Including Cash Balance

6,881 topics in this forum

1. DB plan was not funded timely

   By Jakyasar, Saturday at 02:48 AM
   • 0 replies
   • 14 views
   • 
   • Jakyasar
   • Saturday at 02:48 AM

2. AFTAP Certifications - non calendar year plans

   By ConnieStorer, Thursday at 03:19 PM
   • 4 replies
   • 100 views
   • 
   • bito'money
   • Friday at 07:25 PM

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

   By Guest DBtech, January 3, 2005
   • 242 replies
   • 84.6k views
   • 
   • Zach
   • Thursday at 03:49 PM

4. Different Hours Requirement to get a benefit

   By truphao, May 18
   • 6 replies
   • 213 views
   • 
   • Paul I
   • May 19

5. Quick Gateway Question - DB/DC Combo Plan

   By metsfan026, May 2
   • 5 replies
   • 194 views
   • 
   • DBnme
   • May 17

6. Terminating DB Plan and Cycle 3 Restatements

   By John314, May 16
   • 0 replies
   • 138 views
   • 
   • John314
   • May 16

7. 2021 EZ filed but no SB done

   By Jakyasar, May 12
   • 18 replies
   • 249 views
   • 
   • Jakyasar
   • May 15

8. RMD marital status unknown

   By CLE Pension, May 12
   • 2 replies
   • 141 views
   • 
   • truphao
   • May 12

9. Cash Balance - plan termination - insufficient assets

   By Jakyasar, May 3
   • 6 replies
   • 198 views
   • 
   • Bri
   • May 9

10. Who Must Get The 7.5% Gateway?

    By metsfan026, March 21
    • 13 replies
    • 358 views
    • 
    • metsfan026
    • May 8

11. Excess assets used for termination expenses?

    By david rigby, April 25
    • 9 replies
    • 385 views
    • 
    • TheBoxMan
    • May 3

12. Different ICR for HCEs vs NHCEs

    By truphao, April 21
    • 3 replies
    • 136 views
    • 
    • CuseFan
    • April 24

13. Ninety-five percent of zero?

    By Bri, April 14
    • 13 replies
    • 287 views
    • 
    • Nate S
    • April 21

14. Do I need to restate?

    By Jakyasar, April 20
    • 4 replies
    • 263 views
    • 
    • Jakyasar
    • April 21

15. charging for VT pension plan benefit statements

    By TPApril, April 18
    • 9 replies
    • 259 views
    • 
    • Paul I
    • April 19

16. Variable Income DB Plans

    By PKB2055, March 21
    • 4 replies
    • 196 views
    • 
    • PKB2055
    • April 19

17. 2 Schedules C

    By Penman2006, June 20, 2008
    • 15 replies
    • 2.3k views
    • 
    • Vinny
    • April 15

18. Might a cash-balance pension plan provide no benefit after an unmarried participant’s death?

    By Peter Gulia, April 11
    • 9 replies
    • 372 views
    • 
    • Todd Flessner
    • April 13

19. Tax Return has been filed but contribution has not been fully made

    By truphao, April 6
    • 5 replies
    • 333 views
    • 
    • truphao
    • April 13

20. Participant died, no beneficiary form on file

    By truphao, April 11
    • 13 replies
    • 357 views
    • 
    • Bird
    • April 12

21. DB Plan termination - big drop in distribution amount from 2022 to 2023

    By Jakyasar, March 10
    • 5 replies
    • 227 views
    • 
    • Jakyasar
    • April 12

22. Huge increase in plan contribution due to investment losses during pandemic

    By rblum50, March 29
    • 10 replies
    • 348 views
    • 
    • gc@chimentowebb.com
    • March 31

23. Start-up plan retroactive to 1/1/2022 but taxes have been filed?

    By truphao, March 30
    • 2 replies
    • 128 views
    • 
    • Lou S.
    • March 30

24. Unterminating DB - PBGC covered

    By Jakyasar, March 28
    • 10 replies
    • 288 views
    • 
    • Hojo
    • March 29

25. newly covered employees and prior benefit stucture

    By Draper55, March 24
    • 0 replies
    • 98 views
    • 
    • Draper55
    • March 24