Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Overfunding a CB plan and the 6% rule

   By xtide, November 17
   • 3 replies
   • 191 views
   • 
   • Lou S.
   • Thursday at 10:39 PM

2. Market Rate of Return Cash Balance Plans

   By austin3515, November 15
   • 2 replies
   • 401 views
   • 
   • CuseFan
   • November 17

3. Received email from the pbgc

   By SSRRS, November 13
   • 6 replies
   • 458 views
   • 
   • david rigby
   • November 14

4. PBGC Coverage

   By Renee H, October 22
   • 5 replies
   • 581 views
   • 
   • Renee H
   • November 5

5. Benefit Payable when no QDRO was written

   By ConnieStorer, October 23
   • 5 replies
   • 1.1k views
   • 
   • fmsinc
   • October 24

6. When can I set up a new plan after terminating the old one?

   By Jakyasar, October 21
   • 3 replies
   • 787 views
   • 
   • Jakyasar
   • October 21

7. Application of IRC §404(a)(6) When a DB Contribution Is Made After 9/15 but Before 10/15

   By Audrey, October 16
   • 8 replies
   • 732 views
   • 
   • Lou S.
   • October 20

8. Returned Checks for Terminated Plan (Re: Form 5500)

   By metsfan026, October 12
   • 4 replies
   • 803 views
   • 
   • TheBoxMan
   • October 14

9. Minimum contribution and deductibility deadline (LA County)

   By AndrewM, October 13
   • 1 reply
   • 341 views
   • 
   • David D
   • October 13

10. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026, October 8
    • 6 replies
    • 681 views
    • 
    • metsfan026
    • October 9

11. Plan Termination Inquiry;

    By Kent Allard, October 4   

    • prohibited
    • defined benefit
    • (and 5 more)

      Tagged with:

      • prohibited
      • defined benefit
      • pension
      • plan termination
      • unpredictable contingent event benefits
      • defined benefit plan
      • 436
    • 1 reply
    • 336 views
    • 
    • C. B. Zeller
    • October 6

12. § 415(b)(3)'s Confluence with § 416 Accruals

    By Kent Allard, September 20   

    • 415
    • 416
    • (and 2 more)

      Tagged with:

      • 415
      • 416
      • top-heavy
      • benefit accrual
    • 4 replies
    • 1.8k views
    • 
    • Kent Allard
    • October 4

13. Terminated DB Plan Participant Still Waiting After 12+ Months – No Communication, No Distribution Timeline

    By DR245, September 26
    • 10 replies
    • 2.6k views
    • 
    • AKowalski
    • September 29

14. AFTAP range certification

    By Jakyasar, September 29
    • 2 replies
    • 839 views
    • 
    • Jakyasar
    • September 29

15. Funding Required for years with no AFTAP?

    By Dougsbpc, September 27
    • 0 replies
    • 758 views
    • 
    • Dougsbpc
    • September 27

16. Too Soon to Do Another Fresh Start?

    By NewBieHere, September 12
    • 9 replies
    • 3.7k views
    • 
    • Lou S.
    • September 18

17. Switching from BOY to EOY val for DB plan

    By Jakyasar, September 12
    • 2 replies
    • 2.1k views
    • 
    • Jakyasar
    • September 12

18. Penalties If Can't Fund Their Contributions

    By metsfan026, September 10
    • 4 replies
    • 2k views
    • 
    • metsfan026
    • September 11

19. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026, September 5
    • 8 replies
    • 4.9k views
    • 
    • Calavera
    • September 8

20. Employer Contributions to 401(k)/Profit Sharing Limited by Cash Balance Plan

    By metsfan026, September 3
    • 5 replies
    • 644 views
    • 
    • John Feldt ERPA CPC QPA
    • September 5

21. 110% rule revisited

    By Jakyasar, August 27
    • 8 replies
    • 4.2k views
    • 
    • Calavera
    • September 3

22. Allocation of Excess Assets, only HCEs in Plan

    By mwyatt, August 28
    • 5 replies
    • 2.4k views
    • 
    • Gina Alsdorf
    • September 2

23. Public Employee with outside earned income

    By Dougsbpc, August 28
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • August 28

24. Nondeductible Contributions

    By pensionam, August 27
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • August 27

25. PBGC coverage failure remediation

    By LanternKey, August 26
    • 2 replies
    • 2.3k views
    • 
    • Effen
    • August 27

26. Change in Funding Method - Settlor or Fiduciary Function?

    By M_2015, August 26
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • August 26

27. Non-sex discriminatory mortality tables

    By rocknrolls2, August 21
    • 4 replies
    • 3.8k views
    • 
    • david rigby
    • August 22

28. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc, August 24, 2024
    • 7 replies
    • 1.7k views
    • 
    • Bri
    • August 22

29. Frozen plan and increase in AB for increase in cola

    By SSRRS, August 19
    • 0 replies
    • 739 views
    • 
    • SSRRS
    • August 19

30. 1st year RMD Defined Benefit Plan, no account balance by RBD

    By pensiongeek, August 18
    • 1 reply
    • 525 views
    • 
    • CuseFan
    • August 19

31. Restoration of Benefit Accruals

    By Dougsbpc, August 15
    • 2 replies
    • 728 views
    • 
    • david rigby
    • August 16

32. 3 year average

    By SSRRS, August 7
    • 7 replies
    • 4.5k views
    • 
    • SSRRS
    • August 13

33. Cash Balance Plan Terminee Forms of Benefits for Distribution

    By Dougsbpc, August 11
    • 1 reply
    • 995 views
    • 
    • CuseFan
    • August 11

34. Delayed initial annuity or lump sum because of annual audit?

    By Mikeyl41, August 7
    • 10 replies
    • 1.4k views
    • 
    • CuseFan
    • August 8

35. Purchasing an Annuity

    By Michael Burkow, July 23
    • 5 replies
    • 912 views
    • 
    • CuseFan
    • July 24

36. Big Thank You to Lois!

    By Effen, July 20
    • 1 reply
    • 922 views
    • 
    • Lois Baker
    • July 20

37. Short plan year accrual

    By SSRRS, July 17
    • 1 reply
    • 899 views
    • 
    • Lou S.
    • July 18

38. Eligibility provision

    By SSRRS, September 15, 2021
    • 20 replies
    • 1.8k views
    • 
    • SSRRS
    • July 16

39. Paying Random IRS Audit fees from DB Plan assets

    By Barbara, July 11
    • 5 replies
    • 2.6k views
    • 
    • CuseFan
    • July 16

40. Amending valuation during audit

    By SSRRS, June 17
    • 20 replies
    • 1.6k views
    • 
    • SSRRS
    • July 10

41. Client withdrew all the Plan's Funds

    By Appalachian_Trail, May 27
    • 7 replies
    • 2k views
    • 
    • Gina Alsdorf
    • July 9

42. Qualified Disability Benefit Protected?

    By Snapper, August 4, 2021
    • 4 replies
    • 1.5k views
    • 
    • Effen
    • July 9

43. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru, January 28, 2019
    • 9 replies
    • 3.6k views
    • 
    • Bri
    • July 3

44. Required year end deliveries

    By Audrey, July 2
    • 4 replies
    • 1.1k views
    • 
    • Audrey
    • July 2

45. Terminating floor offset DB plan with excess assets - PBGC termination

    By Jakyasar, June 20
    • 9 replies
    • 2k views
    • 
    • Calavera
    • June 23

46. Beneficiary designation with multiple beneficiaries

    By Belgarath, June 17
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • June 19

47. Insurance Question

    By Dougsbpc, June 12
    • 3 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 14

48. Loans Against Defined Benefit Plan?

    By lmsmedley, November 15, 2019
    • 10 replies
    • 5k views
    • 
    • M_2015
    • June 13

49. Overfunded DB Plan

    By sobrienTPS, June 2   

    • qrp
    • db
    • (and 3 more)

      Tagged with:

      • qrp
      • db
      • overfunded
      • overfunded db plan
      • sale of stock
    • 14 replies
    • 2.6k views
    • 
    • Lou S.
    • June 11

50. Cash Balance 415 lump sum distribution limit help

    By Julian, June 6
    • 13 replies
    • 1.6k views
    • 
    • Effen
    • June 11