Defined Benefit Plans, Including Cash Balance

7,160 topics in this forum

1. PBGC Audit

   By Jakyasar, Tuesday at 04:22 PM
   • 3 replies
   • 222 views
   • 
   • Jakyasar
   • Thursday at 04:16 PM

2. SSA Notice of Potential Private Pension Benefit Information

   By Guest jhall, April 23, 2008
   • 12 replies
   • 32.1k views
   • 
   • Effen
   • December 2

3. Overfunding a CB plan and the 6% rule

   By xtide, November 17
   • 3 replies
   • 253 views
   • 
   • Lou S.
   • November 20

4. Market Rate of Return Cash Balance Plans

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

5. Received email from the pbgc

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

6. PBGC Coverage

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

7. Benefit Payable when no QDRO was written

   By ConnieStorer, October 23
   • 5 replies
   • 1.2k views
   • 
   • fmsinc
   • October 24

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

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

9. 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
   • 806 views
   • 
   • Lou S.
   • October 20

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

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

11. Minimum contribution and deductibility deadline (LA County)

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

12. Form 5500 Filing - Late Adoption of a Plan

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

13. 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
    • 371 views
    • 
    • C. B. Zeller
    • October 6

14. § 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
    • 1.9k views
    • 
    • Kent Allard
    • October 4

15. 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

16. AFTAP range certification

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

17. Funding Required for years with no AFTAP?

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

18. Too Soon to Do Another Fresh Start?

    By NewBieHere, September 12
    • 9 replies
    • 3.8k views
    • 
    • Lou S.
    • September 18

19. Switching from BOY to EOY val for DB plan

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

20. Penalties If Can't Fund Their Contributions

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

21. Reducing Owners Contribution to Cash Balance Plan

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

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

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

23. 110% rule revisited

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

24. Allocation of Excess Assets, only HCEs in Plan

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

25. Public Employee with outside earned income

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

26. Nondeductible Contributions

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

27. PBGC coverage failure remediation

    By LanternKey, August 26
    • 2 replies
    • 2.4k views
    • 
    • Effen
    • August 27

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

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

29. Non-sex discriminatory mortality tables

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

30. Frozen Defined Benefit Plan and 415 Limit Increases

    By Dougsbpc, August 24, 2024
    • 7 replies
    • 1.8k views
    • 
    • Bri
    • August 22

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

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

32. 1st year RMD Defined Benefit Plan, no account balance by RBD

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

33. Restoration of Benefit Accruals

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

34. 3 year average

    By SSRRS, August 7
    • 7 replies
    • 4.6k views
    • 
    • SSRRS
    • August 13

35. Cash Balance Plan Terminee Forms of Benefits for Distribution

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

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

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

37. Purchasing an Annuity

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

38. Big Thank You to Lois!

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

39. Short plan year accrual

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

40. Eligibility provision

    By SSRRS, September 15, 2021
    • 20 replies
    • 1.9k views
    • 
    • SSRRS
    • July 16

41. Paying Random IRS Audit fees from DB Plan assets

    By Barbara, July 11
    • 5 replies
    • 2.7k views
    • 
    • CuseFan
    • July 16

42. Amending valuation during audit

    By SSRRS, June 17
    • 20 replies
    • 1.7k views
    • 
    • SSRRS
    • July 10

43. Client withdrew all the Plan's Funds

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

44. Qualified Disability Benefit Protected?

    By Snapper, August 4, 2021
    • 4 replies
    • 1.6k views
    • 
    • Effen
    • July 9

45. 415 Limits--Distributions While Still Employed?

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

46. Required year end deliveries

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

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

    By Jakyasar, June 20
    • 9 replies
    • 2.1k views
    • 
    • Calavera
    • June 23

48. Beneficiary designation with multiple beneficiaries

    By Belgarath, June 17
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • June 19

49. Insurance Question

    By Dougsbpc, June 12
    • 3 replies
    • 1.3k views
    • 
    • Jakyasar
    • June 14

50. Loans Against Defined Benefit Plan?

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