Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

1. Filing deadline for 5500 with short plan year

   By Kimberly Valentine-Pierrot, September 4, 2020   

   • final/short plan year
   • 8 replies
   • 4k views
   • 
   • Kimberly Valentine-Pierrot
   • September 8, 2020

2. K-1 vs W-2 for contribution

   By thepensionmaven, September 1, 2020
   • 4 replies
   • 1.4k views
   • 
   • BG5150
   • September 2, 2020

3. DB Deduction

   By Christopher Wilson, August 18, 2020
   • 2 replies
   • 1.1k views
   • 
   • C. B. Zeller
   • August 19, 2020

4. Does a DB Plan with 10/31/19 YE get the extension?

   By RayJJohnsonJr, August 11, 2020
   • 2 replies
   • 484 views
   • 
   • Bill Presson
   • August 11, 2020

5. CARES Act IRS Notice 2020-61 for DBs: PSA

   By knappy, August 6, 2020   

   • db
   • irs
   • (and 1 more)

     Tagged with:

     • db
     • irs
     • cares act
   • 3 replies
   • 1.3k views
   • 
   • knappy
   • August 11, 2020

6. CRD allowed in addition to RMD?

   By David Peckham, August 10, 2020
   • 2 replies
   • 602 views
   • 
   • Mike Preston
   • August 10, 2020

7. Over Funded, Single Member DB Plan

   By guestdelta, May 29, 2019
   • 8 replies
   • 1.6k views
   • 
   • AndyH
   • August 4, 2020

8. Excess Asset from Suspense Account Allocation in QRP

   By AdKu, May 15, 2020
   • 6 replies
   • 1.7k views
   • 
   • VeryOldMan
   • July 25, 2020

9. Contribution and deduction with midyear merger

   By Sue B, July 25, 2020   

   • contribution
   • deduction
   • (and 1 more)

     Tagged with:

     • contribution
     • deduction
     • merger
   • 2 replies
   • 514 views
   • 
   • Sue B
   • July 25, 2020

10. cash balance with life insurance

    By B21, January 16, 2020
    • 23 replies
    • 3.6k views
    • 
    • C. B. Zeller
    • July 24, 2020

11. Statute of Limitations

    By jpod, July 11, 2017
    • 28 replies
    • 3.8k views
    • 
    • Lou S.
    • July 23, 2020

12. What is the current status of the extended Define Benefit contribution for Plan Year 2019?

    By RayJJohnsonJr, July 17, 2020
    • 2 replies
    • 577 views
    • 
    • RayJJohnsonJr
    • July 23, 2020

13. May I count YOS for accrual purposes?

    By Jakyasar, June 24, 2020
    • 10 replies
    • 979 views
    • 
    • Jakyasar
    • July 22, 2020

14. Partial Lump Sum to avoid reversion on overfunded portion

    By SSRRS, July 21, 2020
    • 4 replies
    • 926 views
    • 
    • Jakyasar
    • July 22, 2020

15. Life Insurance for participant that is taking in service distributions

    By SSRRS, July 14, 2020
    • 7 replies
    • 1.3k views
    • 
    • SSRRS
    • July 21, 2020

16. Schedule SB with the extended minimum deadline

    By Bri, June 17, 2020
    • 8 replies
    • 1.8k views
    • 
    • Effen
    • July 21, 2020

17. Excluded Employees and Defined Benfeit plan

    By drakecohen, July 15, 2020
    • 2 replies
    • 856 views
    • 
    • C. B. Zeller
    • July 16, 2020

18. Directed Trustee for Defined Benefit Plan

    By JustMe, July 13, 2020
    • 2 replies
    • 442 views
    • 
    • david rigby
    • July 14, 2020

19. Help on Target Benefit Plan Calculation

    By AdKu, July 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • AdKu
    • July 14, 2020

20. CARES Act Delayed Contributions - Credit Balance Elections, Schedule SB, and PBGC filing

    By Rick, July 10, 2020
    • 2 replies
    • 851 views
    • 
    • C. B. Zeller
    • July 10, 2020

21. Suspension of benefits

    By ALG, July 9, 2020
    • 4 replies
    • 890 views
    • 
    • Calavera
    • July 10, 2020

22. Change in Actuary

    By truphao, July 4, 2020
    • 4 replies
    • 2.3k views
    • 
    • truphao
    • July 8, 2020

23. Schedule C & W2 income

    By HKSUN, July 7, 2020
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • July 8, 2020

24. Valuation date change - from eoy to boy

    By Howie Simon, July 6, 2020
    • 2 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • July 7, 2020

25. MAX DC + DB CONTRIBUTION

    By RayJJohnsonJr, June 30, 2020
    • 7 replies
    • 1.5k views
    • 
    • Bob the Swimmer
    • July 1, 2020

26. Deductions

    By Christopher Wilson, June 29, 2020
    • 3 replies
    • 903 views
    • 
    • C. B. Zeller
    • June 30, 2020

27. Ways to digest DB/CB plan overfunding after NRA

    By HKSUN, June 24, 2020
    • 12 replies
    • 1.8k views
    • 
    • Mike Preston
    • June 29, 2020

28. Client left and owes considerable amount

    By SSRRS, June 12, 2020
    • 13 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 25, 2020

29. Aggregation of Different Plan Years due to plan termination

    By JustMe, June 23, 2020
    • 3 replies
    • 804 views
    • 
    • Mike Preston
    • June 24, 2020

30. Funding DB Plan After Plan Termination

    By JustMe, June 17, 2020
    • 5 replies
    • 917 views
    • 
    • JustMe
    • June 24, 2020

31. Divorce and pension beneficiary

    By Quinan, January 11, 2020   

    • pension
    • retired
    • (and 5 more)

      Tagged with:

      • pension
      • retired
      • divorce
      • erisa
      • 401k
      • life insurance
      • beneficiary
    • 23 replies
    • 14.4k views
    • 
    • Quinan
    • June 19, 2020

32. Effect of uncashed distribution check during claim appeal

    By t.haley, June 15, 2020
    • 12 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • June 17, 2020

33. DB Plan implementation - extension?

    By Hojo, June 17, 2020
    • 1 reply
    • 595 views
    • 
    • C. B. Zeller
    • June 17, 2020

34. Is this plan covered under PBGC?

    By Jakyasar, June 12, 2020
    • 8 replies
    • 1.1k views
    • 
    • Jakyasar
    • June 15, 2020

35. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • June 11, 2020

36. DB plan termination before 2019 funding due

    By bonavito44, June 3, 2020
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • June 6, 2020

37. Cash Balance Plan RMD

    By HKSUN, June 4, 2020
    • 11 replies
    • 3.7k views
    • 
    • Mike Preston
    • June 5, 2020

38. Plan Restatement - Cash Balance

    By Stash026, May 28, 2020
    • 3 replies
    • 893 views
    • 
    • Snapper
    • May 30, 2020

39. Active Participant in Professional Service Org.-PBGC

    By Dalai Pookah, May 26, 2020   

    • active participant
    • pbgc
    • (and 1 more)

      Tagged with:

      • active participant
      • pbgc
      • profession service
    • 7 replies
    • 2.5k views
    • 
    • AndyH
    • May 28, 2020

40. AFTAP deadline

    By Jakyasar, May 23, 2020
    • 7 replies
    • 1.8k views
    • 
    • Jakyasar
    • May 27, 2020

41. Restricted Employee Distribution

    By Cloudy, May 27, 2020
    • 0 replies
    • 497 views
    • 
    • Cloudy
    • May 27, 2020

42. PPP Loan to Fund DB for 2019

    By thepensionmaven, May 11, 2020
    • 8 replies
    • 1.1k views
    • 
    • 401 Chaos
    • May 26, 2020

43. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 21, 2020

44. AFTAP certifications in the age of COVID

    By david rigby, May 15, 2020   

    • ftap
    • aftap
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 20, 2020

45. Notice of Annuity Information

    By DBnme, May 12, 2020
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 16, 2020

46. Relative Values Interest Rate

    By Andy the Actuary, May 4, 2008
    • 18 replies
    • 5.1k views
    • 
    • VeryOldMan
    • May 15, 2020

47. Aggregate 415 Limitation Question

    By VeryOldMan, May 9, 2020
    • 5 replies
    • 1k views
    • 
    • VeryOldMan
    • May 14, 2020

48. Defined Benefit Plan Termination and § 411(d)(3)

    By AdKu, May 12, 2020
    • 6 replies
    • 1.7k views
    • 
    • thepensionmaven
    • May 14, 2020

49. Defined benefit or 401k Profit share for self employed ?

    By Startupmaster, May 8, 2020
    • 5 replies
    • 798 views
    • 
    • FPGuy
    • May 13, 2020

50. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1k views
    • 
    • AKowalski
    • May 12, 2020