Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. May I count YOS for accrual purposes?

   By Jakyasar, June 24, 2020
   • 10 replies
   • 1.2k views
   • 
   • Jakyasar
   • July 22, 2020

2. Partial Lump Sum to avoid reversion on overfunded portion

   By SSRRS, July 21, 2020
   • 4 replies
   • 1.4k views
   • 
   • Jakyasar
   • July 22, 2020

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

   By SSRRS, July 14, 2020
   • 7 replies
   • 1.7k views
   • 
   • SSRRS
   • July 21, 2020

4. Schedule SB with the extended minimum deadline

   By Bri, June 17, 2020
   • 8 replies
   • 2.1k views
   • 
   • Effen
   • July 21, 2020

5. Excluded Employees and Defined Benfeit plan

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

6. Directed Trustee for Defined Benefit Plan

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

7. Help on Target Benefit Plan Calculation

   By AdKu, July 9, 2020
   • 5 replies
   • 1.6k views
   • 
   • AdKu
   • July 14, 2020

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

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

9. Suspension of benefits

   By ALG, July 9, 2020
   • 4 replies
   • 1.1k views
   • 
   • Calavera
   • July 10, 2020

10. Change in Actuary

    By truphao, July 4, 2020
    • 4 replies
    • 2.7k views
    • 
    • truphao
    • July 8, 2020

11. Schedule C & W2 income

    By HKSUN, July 7, 2020
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • July 8, 2020

12. Valuation date change - from eoy to boy

    By Howie Simon, July 6, 2020
    • 2 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • July 7, 2020

13. MAX DC + DB CONTRIBUTION

    By RayJJohnsonJr, June 30, 2020
    • 7 replies
    • 1.7k views
    • 
    • Bob the Swimmer
    • July 1, 2020

14. Deductions

    By Christopher Wilson, June 29, 2020
    • 3 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • June 30, 2020

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

    By HKSUN, June 24, 2020
    • 12 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 29, 2020

16. Client left and owes considerable amount

    By SSRRS, June 12, 2020
    • 13 replies
    • 1.7k views
    • 
    • Bill Presson
    • June 25, 2020

17. Aggregation of Different Plan Years due to plan termination

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

18. Funding DB Plan After Plan Termination

    By JustMe, June 17, 2020
    • 5 replies
    • 1.1k views
    • 
    • JustMe
    • June 24, 2020

19. 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
    • 15.6k views
    • 
    • Quinan
    • June 19, 2020

20. Effect of uncashed distribution check during claim appeal

    By t.haley, June 15, 2020
    • 12 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • June 17, 2020

21. DB Plan implementation - extension?

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

22. Is this plan covered under PBGC?

    By Jakyasar, June 12, 2020
    • 8 replies
    • 1.3k views
    • 
    • Jakyasar
    • June 15, 2020

23. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 1.7k views
    • 
    • Effen
    • June 11, 2020

24. DB plan termination before 2019 funding due

    By bonavito44, June 3, 2020
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • June 6, 2020

25. Cash Balance Plan RMD

    By HKSUN, June 4, 2020
    • 11 replies
    • 4.4k views
    • 
    • Mike Preston
    • June 5, 2020

26. Plan Restatement - Cash Balance

    By Stash026, May 28, 2020
    • 3 replies
    • 1k views
    • 
    • Snapper
    • May 30, 2020

27. 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
    • 3.1k views
    • 
    • AndyH
    • May 28, 2020

28. AFTAP deadline

    By Jakyasar, May 23, 2020
    • 7 replies
    • 2k views
    • 
    • Jakyasar
    • May 27, 2020

29. Restricted Employee Distribution

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

30. PPP Loan to Fund DB for 2019

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

31. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 2.3k views
    • 
    • Luke Bailey
    • May 21, 2020

32. AFTAP certifications in the age of COVID

    By david rigby, May 15, 2020   

    • ftap
    • aftap
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • May 20, 2020

33. Notice of Annuity Information

    By DBnme, May 12, 2020
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 16, 2020

34. Relative Values Interest Rate

    By Andy the Actuary, May 4, 2008
    • 18 replies
    • 5.7k views
    • 
    • VeryOldMan
    • May 15, 2020

35. Aggregate 415 Limitation Question

    By VeryOldMan, May 9, 2020
    • 5 replies
    • 1.3k views
    • 
    • VeryOldMan
    • May 14, 2020

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

    By AdKu, May 12, 2020
    • 6 replies
    • 2k views
    • 
    • thepensionmaven
    • May 14, 2020

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

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

38. Coronavirus-related distributions

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

39. Funding deficiency and extended Deadline under CARES

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

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

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

41. Outsourcing DB / CB Plans

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

42. Death Benefit Distribution

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

43. PBGC owner only plan

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

44. PBGC Form EA-S

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

45. Distress Termination

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

46. Accrued Dividends

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

47. J&S for Money Purchase Plan

    By Julia C, April 28, 2020
    • 8 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • April 29, 2020

48. 5307 Applications and Covid-19 Closures

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

49. $100k loan limit and DB plans

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

50. Signature Block is misleading

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