Defined Benefit Plans, Including Cash Balance

7,212 topics in this forum

1. DB Deduction

   By Christopher Wilson, August 18, 2020
   • 2 replies
   • 1.5k views
   • 
   • C. B. Zeller
   • August 19, 2020

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

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

3. 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
   • 1.6k views
   • 
   • knappy
   • August 11, 2020

4. CRD allowed in addition to RMD?

   By David Peckham, August 10, 2020
   • 2 replies
   • 1k views
   • 
   • Mike Preston
   • August 10, 2020

5. Over Funded, Single Member DB Plan

   By guestdelta, May 29, 2019
   • 8 replies
   • 2.2k views
   • 
   • AndyH
   • August 4, 2020

6. Excess Asset from Suspense Account Allocation in QRP

   By AdKu, May 15, 2020
   • 6 replies
   • 2.1k views
   • 
   • VeryOldMan
   • July 25, 2020

7. Contribution and deduction with midyear merger

   By Sue B, July 25, 2020   

   • contribution
   • deduction
   • (and 1 more)

     Tagged with:

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

8. cash balance with life insurance

   By B21, January 16, 2020
   • 23 replies
   • 5k views
   • 
   • C. B. Zeller
   • July 24, 2020

9. Statute of Limitations

   By jpod, July 11, 2017
   • 28 replies
   • 5.1k views
   • 
   • Lou S.
   • July 23, 2020

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

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

11. May I count YOS for accrual purposes?

    By Jakyasar, June 24, 2020
    • 10 replies
    • 1.4k views
    • 
    • Jakyasar
    • July 22, 2020

12. Partial Lump Sum to avoid reversion on overfunded portion

    By SSRRS, July 21, 2020
    • 4 replies
    • 1.5k views
    • 
    • Jakyasar
    • July 22, 2020

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

    By SSRRS, July 14, 2020
    • 7 replies
    • 2.1k views
    • 
    • SSRRS
    • July 21, 2020

14. Schedule SB with the extended minimum deadline

    By Bri, June 17, 2020
    • 8 replies
    • 2.3k views
    • 
    • Effen
    • July 21, 2020

15. Excluded Employees and Defined Benfeit plan

    By drakecohen, July 15, 2020
    • 2 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • July 16, 2020

16. Directed Trustee for Defined Benefit Plan

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

17. Help on Target Benefit Plan Calculation

    By AdKu, July 9, 2020
    • 5 replies
    • 1.9k views
    • 
    • AdKu
    • July 14, 2020

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

    By Rick, July 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • July 10, 2020

19. Suspension of benefits

    By ALG, July 9, 2020
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • July 10, 2020

20. Change in Actuary

    By truphao, July 4, 2020
    • 4 replies
    • 2.9k views
    • 
    • truphao
    • July 8, 2020

21. Schedule C & W2 income

    By HKSUN, July 7, 2020
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • July 8, 2020

22. Valuation date change - from eoy to boy

    By Howie Simon, July 6, 2020
    • 2 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • July 7, 2020

23. MAX DC + DB CONTRIBUTION

    By RayJJohnsonJr, June 30, 2020
    • 7 replies
    • 1.9k views
    • 
    • Bob the Swimmer
    • July 1, 2020

24. Deductions

    By Christopher Wilson, June 29, 2020
    • 3 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • June 30, 2020

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

    By HKSUN, June 24, 2020
    • 12 replies
    • 2.4k views
    • 
    • Mike Preston
    • June 29, 2020

26. Client left and owes considerable amount

    By SSRRS, June 12, 2020
    • 13 replies
    • 1.9k views
    • 
    • Bill Presson
    • June 25, 2020

27. Aggregation of Different Plan Years due to plan termination

    By JustMe, June 23, 2020
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • June 24, 2020

28. Funding DB Plan After Plan Termination

    By JustMe, June 17, 2020
    • 5 replies
    • 1.2k views
    • 
    • JustMe
    • June 24, 2020

29. 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
    • 16.1k views
    • 
    • Quinan
    • June 19, 2020

30. Effect of uncashed distribution check during claim appeal

    By t.haley, June 15, 2020
    • 12 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • June 17, 2020

31. DB Plan implementation - extension?

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

32. Is this plan covered under PBGC?

    By Jakyasar, June 12, 2020
    • 8 replies
    • 1.5k views
    • 
    • Jakyasar
    • June 15, 2020

33. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 2k views
    • 
    • Effen
    • June 11, 2020

34. DB plan termination before 2019 funding due

    By bonavito44, June 3, 2020
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • June 6, 2020

35. Cash Balance Plan RMD

    By HKSUN, June 4, 2020
    • 11 replies
    • 4.9k views
    • 
    • Mike Preston
    • June 5, 2020

36. Plan Restatement - Cash Balance

    By Stash026, May 28, 2020
    • 3 replies
    • 1.1k views
    • 
    • Snapper
    • May 30, 2020

37. 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
    • 3.5k views
    • 
    • AndyH
    • May 28, 2020

38. AFTAP deadline

    By Jakyasar, May 23, 2020
    • 7 replies
    • 2.2k views
    • 
    • Jakyasar
    • May 27, 2020

39. Restricted Employee Distribution

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

40. PPP Loan to Fund DB for 2019

    By thepensionmaven, May 11, 2020
    • 8 replies
    • 1.5k views
    • 
    • 401 Chaos
    • May 26, 2020

41. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 2.7k views
    • 
    • Luke Bailey
    • May 21, 2020

42. AFTAP certifications in the age of COVID

    By david rigby, May 15, 2020   

    • ftap
    • aftap
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • May 20, 2020

43. Notice of Annuity Information

    By DBnme, May 12, 2020
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 16, 2020

44. Relative Values Interest Rate

    By Andy the Actuary, May 4, 2008
    • 18 replies
    • 6.2k views
    • 
    • VeryOldMan
    • May 15, 2020

45. Aggregate 415 Limitation Question

    By VeryOldMan, May 9, 2020
    • 5 replies
    • 1.4k views
    • 
    • VeryOldMan
    • May 14, 2020

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

    By AdKu, May 12, 2020
    • 6 replies
    • 2.2k views
    • 
    • thepensionmaven
    • May 14, 2020

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

    By Startupmaster, May 8, 2020
    • 5 replies
    • 1.2k views
    • 
    • FPGuy
    • May 13, 2020

48. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1.5k views
    • 
    • AKowalski
    • May 12, 2020

49. Funding deficiency and extended Deadline under CARES

    By justanotheradmin, May 11, 2020
    • 5 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • May 12, 2020

50. adjusting plan assets for funding defiicency Minimum funding for plans with with prior year FD

    By VeryOldMan, March 21, 2020
    • 2 replies
    • 840 views
    • 
    • VeryOldMan
    • May 9, 2020