Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 25 Highest paid lives restrictions

   By Barbara, August 30, 2018
   • 1 reply
   • 706 views
   • 
   • Calavera
   • August 31, 2018

2. Missing Participant Turns Up After Paying PBGC

   By BH1528, December 14, 2018
   • 1 reply
   • 706 views
   • 
   • david rigby
   • December 14, 2018

3. 5500 line 6c - PBGC coverage

   By dan.jock, July 31, 2018
   • 2 replies
   • 706 views
   • 
   • Kristina
   • July 31, 2018

4. benefit plan Where are my benefits?

   By Marti, August 27, 2017   

   • defined
   • 3 replies
   • 706 views
   • 
   • david rigby
   • August 27, 2017

5. DB benefit calculation question

   By PDNguyen, February 12, 2021
   • 4 replies
   • 705 views
   • 
   • PDNguyen
   • February 12, 2021

6. Gateway Contribution if No HCE?

   By metsfan026, March 8, 2023
   • 3 replies
   • 704 views
   • 
   • Lou S.
   • March 8, 2023

7. Incorrect Trustee in Plan Document

   By kmhaab, January 7, 2019
   • 3 replies
   • 701 views
   • 
   • kmhaab
   • January 11, 2019

8. Standing Election

   By jane murray, September 14, 2019
   • 2 replies
   • 700 views
   • 
   • AndyH
   • September 19, 2019

9. RMD related

   By Jakyasar, July 8, 2022
   • 6 replies
   • 700 views
   • 
   • Calavera
   • July 12, 2022

10. Combo Plan - Late PS Contribs for Testing

    By Cloudy, July 21, 2014
    • 0 replies
    • 700 views
    • 
    • Cloudy
    • July 21, 2014

11. Husband and wife each with DB Plans

    By Earl, June 10, 2015
    • 0 replies
    • 700 views
    • 
    • Earl
    • June 10, 2015

12. Previous company

    By ombskid, September 10, 2014
    • 0 replies
    • 700 views
    • 
    • ombskid
    • September 10, 2014

13. Frozen DB

    By thepensionmaven, May 29, 2018
    • 1 reply
    • 697 views
    • 
    • Effen
    • May 29, 2018

14. Signing PBGC Form 500 filing

    By AdKu, March 19, 2019
    • 2 replies
    • 697 views
    • 
    • AdKu
    • March 21, 2019

15. Distribution to a terminated participant before filing for PBGC termination

    By Jakyasar, October 21, 2022
    • 3 replies
    • 696 views
    • 
    • TheBoxMan
    • October 28, 2022

16. Required minimum distributions

    By Egold, September 23, 2024
    • 2 replies
    • 693 views
    • 
    • C. B. Zeller
    • September 23, 2024

17. Limit on Payments to Pension Plan Participants

    By erisa_novice, February 7, 2017
    • 4 replies
    • 690 views
    • 
    • My 2 cents
    • February 7, 2017

18. CB and 401(a)4 Testing

    By Dougsbpc, December 5, 2016   

    • CB
    • 0 replies
    • 690 views
    • 
    • Dougsbpc
    • December 5, 2016

19. 412e3 - RMD

    By Jakyasar, May 16, 2024
    • 2 replies
    • 688 views
    • 
    • ErnieG
    • May 17, 2024

20. DBCB RMD calculation APR assumptions

    By Audrey, October 14, 2024
    • 2 replies
    • 687 views
    • 
    • Audrey
    • October 17, 2024

21. Rollover for missing participant in non-PBGC covered plans

    By ElaineW, January 28, 2022
    • 1 reply
    • 685 views
    • 
    • Lou S.
    • January 28, 2022

22. Allocation of portion of contribution to prior plan year

    By Calavera, September 6, 2022
    • 4 replies
    • 684 views
    • 
    • Calavera
    • September 6, 2022

23. Cash Balance %pay needs stable income ?

    By John J, March 25, 2017   

    • cash balance stable db
    • 4 replies
    • 683 views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2017

24. Plan account labeled with company name only

    By SSRRS, April 26, 2022
    • 3 replies
    • 682 views
    • 
    • Dave Baker
    • April 27, 2022

25. Best Practices for Actuarial Equivalence Study?

    By Centerstage, August 22, 2019   

    • defined beneift
    • actuarial equivalent
    • (and 1 more)

      Tagged with:

      • defined beneift
      • actuarial equivalent
      • law suit
    • 1 reply
    • 682 views
    • 
    • CuseFan
    • August 22, 2019

26. Deduction on Terminated One-Person Plan

    By Andy the Actuary, August 10, 2015
    • 0 replies
    • 681 views
    • 
    • Andy the Actuary
    • August 10, 2015

27. Partial plan termination plan still existing 6 years later

    By SSRRS, July 22, 2022
    • 4 replies
    • 681 views
    • 
    • SSRRS
    • August 3, 2022

28. 415 Limits & Bifurcated Benefits

    By CuseFan, January 26, 2021
    • 2 replies
    • 680 views
    • 
    • CuseFan
    • January 26, 2021

29. Amended Form 500?

    By Pension RC, March 28, 2017
    • 2 replies
    • 677 views
    • 
    • Effen
    • March 31, 2017

30. Correcting "Restricted Employee" Distribution Error

    By In House Counsel, December 6, 2024
    • 3 replies
    • 676 views
    • 
    • In House Counsel
    • December 12, 2024

31. Cash Balance Question

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

32. 401(a)(17) Limit and Decreasing Compensation

    By John314, October 4, 2022   

    • defined benefit
    • 401(a)(17)
    • 1 reply
    • 676 views
    • 
    • Bri
    • October 4, 2022

33. 415 Max Payout question

    By Lou S., November 21, 2023
    • 5 replies
    • 676 views
    • 
    • truphao
    • November 22, 2023

34. SOLO DB - Missing Valuations & Sched. SB

    By Joe L, August 12, 2021
    • 4 replies
    • 676 views
    • 
    • chc93
    • August 12, 2021

35. Determine Mortality Table Used

    By mctoe, September 2, 2018
    • 4 replies
    • 674 views
    • 
    • mctoe
    • September 28, 2018

36. AFTAP and Distribution

    By Dougsbpc, March 29, 2016
    • 0 replies
    • 674 views
    • 
    • Dougsbpc
    • March 29, 2016

37. Pension Trust Form 5471/Foreign Corporation Filing

    By MAK, September 26, 2019
    • 1 reply
    • 673 views
    • 
    • Dan
    • November 4, 2019

38. Floor offset plan

    By SSRRS, August 26, 2019
    • 2 replies
    • 673 views
    • 
    • Calavera
    • August 28, 2019

39. Cash Balance - plan termination - insufficient assets

    By Jakyasar, May 3, 2023
    • 6 replies
    • 673 views
    • 
    • Bri
    • May 9, 2023

40. Sunrise Sunset

    By tuni88, October 12, 2018
    • 4 replies
    • 673 views
    • 
    • tuni88
    • October 16, 2018

41. SEP and DB Plan

    By truphao, March 18, 2024
    • 1 reply
    • 672 views
    • 
    • Lou S.
    • March 18, 2024

42. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary, November 29, 2019   

    • min part rule with 2 db plan
    • 4 replies
    • 670 views
    • 
    • AndyH
    • December 9, 2019

43. PBGC owner only plan

    By SSRRS, May 1, 2020
    • 2 replies
    • 670 views
    • 
    • SSRRS
    • May 4, 2020

44. Implementation of the 2022 W4P

    By poisnivey, October 20, 2022
    • 1 reply
    • 669 views
    • 
    • C. B. Zeller
    • October 20, 2022

45. PBGC premium when one alternate payee is the only head left to count

    By Bri, June 11, 2021
    • 2 replies
    • 669 views
    • 
    • AndyH
    • June 17, 2021

46. Doctor with separate Schedule C income

    By drakecohen, June 20, 2019
    • 2 replies
    • 668 views
    • 
    • CuseFan
    • June 20, 2019

47. Issues with insured takeover DB/DC combo

    By AndyH, June 15, 2018
    • 4 replies
    • 668 views
    • 
    • AndyH
    • June 18, 2018

48. Form 5500 Filing - Late Adoption of a Plan

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

49. Changing the annual annuity date for a DB participant taking RMDs

    By David Peckham, April 16, 2019
    • 5 replies
    • 666 views
    • 
    • tymesup
    • June 13, 2019

50. Supplemental Refund & RMD

    By Guest, October 30, 2024   

    • required minimum distribution
    • 1 reply
    • 665 views
    • 
    • justanotheradmin
    • October 30, 2024