Cash Balance Pension Plan
Report your participation in a cash balance pension plan in Part 3. In addition, report the cash balance pension plan in Part 2 (see Part 2 of this guide for details).
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Employer or Party
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City/State
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Status and Terms
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Date
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Regional Electric
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Portland, ME
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I will continue to participate in this cash balance pension plan. The plan sponsor will not make further contributions after my separation.
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2/1993
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Allied Business Computing, Inc.
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Reston, VA
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Following my separation, I will receive a lump-sum distribution of my Allied Business Computing, Inc., cash balance pension plan. The firm will not make further contributions after my separation.
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11/2002
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For You
Part 3
Report your continued participation in a cash balance pension plan. In addition, if you are an Annual or Termination filer, report a cash balance pension plan in which you participated at any point during the reporting period.
Employer or Party: Provide the name of the employer.
City/State: Provide the city and state in which the employer is located.
Status and Terms: Identify the plan as a cash balance pension plan and indicate whether you (1) will continue to participate, (2) will receive a payout, or (3) have already received a payout. If you will continue to participate, specify whether the employer will continue to make contributions.
Date: Provide the month and year when you began participating in the cash balance pension plan. This often is the date you became an employee of the organization.
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