Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

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

   By HKSUN, June 24, 2020
   • 12 replies
   • 2k views
   • 
   • Mike Preston
   • June 29, 2020

2. Client left and owes considerable amount

   By SSRRS, June 12, 2020
   • 13 replies
   • 1.6k views
   • 
   • Bill Presson
   • June 25, 2020

3. Aggregation of Different Plan Years due to plan termination

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

4. Funding DB Plan After Plan Termination

   By JustMe, June 17, 2020
   • 5 replies
   • 1k views
   • 
   • JustMe
   • June 24, 2020

5. 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
   • 15.2k views
   • 
   • Quinan
   • June 19, 2020

6. Effect of uncashed distribution check during claim appeal

   By t.haley, June 15, 2020
   • 12 replies
   • 1.4k views
   • 
   • C. B. Zeller
   • June 17, 2020

7. DB Plan implementation - extension?

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

8. Is this plan covered under PBGC?

   By Jakyasar, June 12, 2020
   • 8 replies
   • 1.2k views
   • 
   • Jakyasar
   • June 15, 2020

9. Waiting gap between old plan and new plan

   By HKSUN, June 10, 2020
   • 8 replies
   • 1.6k views
   • 
   • Effen
   • June 11, 2020

10. DB plan termination before 2019 funding due

    By bonavito44, June 3, 2020
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • June 6, 2020

11. Cash Balance Plan RMD

    By HKSUN, June 4, 2020
    • 11 replies
    • 4.2k views
    • 
    • Mike Preston
    • June 5, 2020

12. Plan Restatement - Cash Balance

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

13. 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
    • 2.9k views
    • 
    • AndyH
    • May 28, 2020

14. AFTAP deadline

    By Jakyasar, May 23, 2020
    • 7 replies
    • 1.9k views
    • 
    • Jakyasar
    • May 27, 2020

15. Restricted Employee Distribution

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

16. PPP Loan to Fund DB for 2019

    By thepensionmaven, May 11, 2020
    • 8 replies
    • 1.2k views
    • 
    • 401 Chaos
    • May 26, 2020

17. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 2.1k views
    • 
    • Luke Bailey
    • May 21, 2020

18. AFTAP certifications in the age of COVID

    By david rigby, May 15, 2020   

    • ftap
    • aftap
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • May 20, 2020

19. Notice of Annuity Information

    By DBnme, May 12, 2020
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 16, 2020

20. Relative Values Interest Rate

    By Andy the Actuary, May 4, 2008
    • 18 replies
    • 5.4k views
    • 
    • VeryOldMan
    • May 15, 2020

21. Aggregate 415 Limitation Question

    By VeryOldMan, May 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • VeryOldMan
    • May 14, 2020

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

    By AdKu, May 12, 2020
    • 6 replies
    • 1.9k views
    • 
    • thepensionmaven
    • May 14, 2020

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

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

24. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1.2k views
    • 
    • AKowalski
    • May 12, 2020

25. Funding deficiency and extended Deadline under CARES

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

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

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

27. Outsourcing DB / CB Plans

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

28. Death Benefit Distribution

    By Cloudy, May 7, 2020
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • May 7, 2020

29. PBGC owner only plan

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

30. PBGC Form EA-S

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

31. Distress Termination

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

32. Accrued Dividends

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

33. J&S for Money Purchase Plan

    By Julia C, April 28, 2020
    • 8 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • April 29, 2020

34. 5307 Applications and Covid-19 Closures

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

35. $100k loan limit and DB plans

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

36. Signature Block is misleading

    By Minutiae or not?, April 20, 2020
    • 6 replies
    • 1.1k views
    • 
    • AndyH
    • April 23, 2020

37. Change from Grouping to Seriatim - Funding Method Change?

    By ActBrit, April 2, 2020
    • 2 replies
    • 640 views
    • 
    • Mike Preston
    • April 19, 2020

38. Annual Funding Notice Timing?

    By Craig Jacobs, April 10, 2020
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • April 15, 2020

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

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

40. Required THM for Plan when CB Plan is Frozen

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

41. Delay of Minimum Funding Deadline

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

42. COVID-19 Withdrawal

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

43. PPP loan

    By SSRRS, April 2, 2020
    • 6 replies
    • 3.4k views
    • 
    • Bird
    • April 6, 2020

44. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • April 3, 2020

45. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 9 replies
    • 1.6k views
    • 
    • SSRRS
    • March 31, 2020

46. PPA Restatement for DBs

    By Cynchbeast, March 29, 2020
    • 3 replies
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • March 30, 2020

47. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • March 30, 2020

48. 412 Minimum funding and Plan Disqualification

    By JGordon, March 27, 2020
    • 1 reply
    • 737 views
    • 
    • Mike Preston
    • March 28, 2020

49. DB Restatement deadline

    By k man, March 16, 2020
    • 16 replies
    • 1.8k views
    • 
    • figure 8
    • March 27, 2020

50. Freeze

    By DBnme, March 18, 2020
    • 2 replies
    • 1.2k views
    • 
    • Barbara
    • March 19, 2020