Reporting Cash Balance Benefit on SSA

[CLE401kGuy]

Although Cash Balance is technically in the DB realm, on SSA - is the balance for a reportable participant shown as DC the instructions on the for for item (f) Part III note only indicating Defined Benefit plan - periodic payment - I'd report in column (g) - DC plan - total value of account and provide current cash balance... agreement?

[david rigby]

Instructions for Line 9f say to use the periodic benefit.

Just my opinion, but I view this form as providing a Yes/No answer to the question, "does the participant have a benefit udner the plan?" The precise dollar amount is less important.

[SoCalActuary]

As with many good intentions, this will get confusing and create lots of time spent explaining the benefits in the future.