Defined Benefit Plans, Including Cash Balance

6,993 topics in this forum

1. Replacement Plan

   By SSRRS, January 18, 2022
   • 10 replies
   • 384 views
   • 
   • SSRRS
   • January 20, 2022

2. Terminating PBGC Covered Cash Balance Plan

   By ac, January 13, 2022
   • 5 replies
   • 465 views
   • 
   • Bri
   • January 13, 2022

3. Can There Be In-Service Distributions From A Cash Balance Plan?

   By metsfan026, January 11, 2022
   • 7 replies
   • 724 views
   • 
   • Effen
   • January 12, 2022

4. IRA Rollover

   By Dobber, January 7, 2022
   • 1 reply
   • 392 views
   • 
   • CuseFan
   • January 7, 2022

5. worked in NH for 26 years, live in kansas now

   By boomo99, May 9, 2021
   • 9 replies
   • 513 views
   • 
   • Belgarath
   • January 5, 2022

6. Is this person excludable from the participation test?

   By Bri, December 29, 2021
   • 3 replies
   • 415 views
   • 
   • Bri
   • January 4, 2022

7. First year, missed funding deadline

   By Jakyasar, November 1, 2021
   • 5 replies
   • 651 views
   • 
   • Mike Preston
   • January 4, 2022

8. 1.401(a)(26)-7(c)

   By Draper55, December 22, 2021
   • 1 reply
   • 298 views
   • 
   • bvhea
   • December 29, 2021

9. Lump sum when normal form isn't life and there's a table of....

   By Bri, December 27, 2021
   • 6 replies
   • 493 views
   • 
   • Bri
   • December 28, 2021

10. Cash Balance Question

    By maryflemingphr@yahoo.com, December 17, 2021
    • 2 replies
    • 494 views
    • 
    • Draper55
    • December 23, 2021

11. Hurricane Ida Relief

    By Hojo, September 2, 2021
    • 9 replies
    • 885 views
    • 
    • Zimkap
    • December 22, 2021

12. PBGC MYPAA Site down until 12/22

    By SSRRS, December 19, 2021
    • 1 reply
    • 343 views
    • 
    • C. B. Zeller
    • December 20, 2021

13. Cash Balance to Roth IRA

    By Lou81, December 20, 2021   

    • roth ira
    • rollover
    • 2 replies
    • 476 views
    • 
    • Lou81
    • December 20, 2021

14. PBGC sending out non filing notices for plans that have the IDA extension

    By SSRRS, November 10, 2021
    • 8 replies
    • 914 views
    • 
    • thepensionmaven
    • December 16, 2021

15. RMD amount not allowable for rollover

    By Calavera, December 16, 2021
    • 3 replies
    • 452 views
    • 
    • C. B. Zeller
    • December 16, 2021

16. Pension Consulting Firm for Sale (or merger)

    By drakecohen, December 15, 2021
    • 0 replies
    • 486 views
    • 
    • drakecohen
    • December 15, 2021

17. Frozen DB - testing for 401a26 using accrued-to-date method

    By Jakyasar, December 3, 2021
    • 4 replies
    • 532 views
    • 
    • Draper55
    • December 13, 2021

18. Life expectancy vs 5-year rule

    By roy515, December 8, 2021
    • 1 reply
    • 266 views
    • 
    • CuseFan
    • December 8, 2021

19. PBGC coverage after divorce

    By NZtpa, December 2, 2021
    • 0 replies
    • 226 views
    • 
    • NZtpa
    • December 2, 2021

20. Pay CB expenses with 401k Forfeiture?

    By Gadgetfreak, December 1, 2021
    • 2 replies
    • 348 views
    • 
    • Gadgetfreak
    • December 1, 2021

21. Frozen plan and 401a26 testing

    By Jakyasar, November 23, 2021
    • 2 replies
    • 315 views
    • 
    • Effen
    • November 25, 2021

22. Calculation of 415 max. lump sum benefit in year after plan termination date

    By Dinosaur, November 17, 2021
    • 2 replies
    • 499 views
    • 
    • Dinosaur
    • November 23, 2021

23. One life db takeover with no AFTAPs

    By Jakyasar, November 19, 2021
    • 12 replies
    • 1.2k views
    • 
    • Jakyasar
    • November 22, 2021

24. Eligibility provision

    By SSRRS, September 15, 2021
    • 16 replies
    • 568 views
    • 
    • SSRRS
    • November 18, 2021

25. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova, November 2, 2021
    • 7 replies
    • 486 views
    • 
    • SFlannery-Nova
    • November 16, 2021