Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

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

2. Help on Target Benefit Plan Calculation

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

3. Suspension of benefits

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

4. Schedule C & W2 income

   By HKSUN, July 7, 2020
   • 3 replies
   • 1.8k views
   • 
   • Mike Preston
   • July 8, 2020

5. Valuation date change - from eoy to boy

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

6. Change in Actuary

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

7. MAX DC + DB CONTRIBUTION

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

8. Deductions

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

9. May I count YOS for accrual purposes?

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

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

    By HKSUN, June 24, 2020
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • June 29, 2020

11. Aggregation of Different Plan Years due to plan termination

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

12. Funding DB Plan After Plan Termination

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

13. Schedule SB with the extended minimum deadline

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

14. DB Plan implementation - extension?

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

15. Effect of uncashed distribution check during claim appeal

    By t.haley, June 15, 2020
    • 12 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • June 17, 2020

16. Is this plan covered under PBGC?

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

17. Client left and owes considerable amount

    By SSRRS, June 12, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bill Presson
    • June 25, 2020

18. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 1.5k views
    • 
    • Effen
    • June 11, 2020

19. Cash Balance Plan RMD

    By HKSUN, June 4, 2020
    • 11 replies
    • 3.8k views
    • 
    • Mike Preston
    • June 5, 2020

20. DB plan termination before 2019 funding due

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

21. Plan Restatement - Cash Balance

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

22. Restricted Employee Distribution

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

23. 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
    • 2.6k views
    • 
    • AndyH
    • May 28, 2020

24. AFTAP deadline

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

25. Pension Attorney Referral--

    By VeryOldMan, May 21, 2020
    • 10 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • September 25, 2020

26. Spousal Consent

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

27. Excess Asset from Suspense Account Allocation in QRP

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

28. AFTAP certifications in the age of COVID

    By david rigby, May 15, 2020   

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

29. Notice of Annuity Information

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

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

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

31. PPP Loan to Fund DB for 2019

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

32. Funding deficiency and extended Deadline under CARES

    By justanotheradmin, May 11, 2020
    • 5 replies
    • 761 views
    • 
    • C. B. Zeller
    • May 12, 2020

33. Aggregate 415 Limitation Question

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

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

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

35. Death Benefit Distribution

    By Cloudy, May 7, 2020
    • 2 replies
    • 951 views
    • 
    • CuseFan
    • May 7, 2020

36. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1.1k views
    • 
    • AKowalski
    • May 12, 2020

37. PBGC Form EA-S

    By dmb, May 4, 2020
    • 1 reply
    • 538 views
    • 
    • Hojo
    • May 4, 2020

38. PBGC owner only plan

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

39. Distress Termination

    By shERPA, April 30, 2020
    • 4 replies
    • 788 views
    • 
    • shERPA
    • April 30, 2020

40. Accrued Dividends

    By Pension RC, April 29, 2020
    • 2 replies
    • 746 views
    • 
    • david rigby
    • April 30, 2020

41. J&S for Money Purchase Plan

    By Julia C, April 28, 2020
    • 8 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • April 29, 2020

42. $100k loan limit and DB plans

    By Cynchbeast, April 27, 2020
    • 1 reply
    • 560 views
    • 
    • C. B. Zeller
    • April 27, 2020

43. 5307 Applications and Covid-19 Closures

    By pb5350, April 27, 2020
    • 2 replies
    • 551 views
    • 
    • pb5350
    • April 28, 2020

44. Outsourcing DB / CB Plans

    By mjf06241972, April 23, 2020
    • 6 replies
    • 780 views
    • 
    • Hojo
    • May 8, 2020

45. Signature Block is misleading

    By Minutiae or not?, April 20, 2020
    • 6 replies
    • 977 views
    • 
    • AndyH
    • April 23, 2020

46. New plans after year end, sure, but...

    By Bri, April 14, 2020
    • 1 reply
    • 433 views
    • 
    • AndyH
    • April 15, 2020

47. Annual Funding Notice Timing?

    By Craig Jacobs, April 10, 2020
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • April 15, 2020

48. Delay of Minimum Funding Deadline

    By mming, April 6, 2020
    • 1 reply
    • 606 views
    • 
    • Effen
    • April 6, 2020

49. Required THM for Plan when CB Plan is Frozen

    By JustMe, April 6, 2020
    • 3 replies
    • 837 views
    • 
    • AndyH
    • April 8, 2020

50. COVID-19 Withdrawal

    By thepensionmaven, April 5, 2020
    • 3 replies
    • 916 views
    • 
    • digger
    • April 6, 2020