Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Accrued Dividends

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

2. J&S for Money Purchase Plan

   By Julia C, April 28, 2020
   • 8 replies
   • 1.3k views
   • 
   • C. B. Zeller
   • April 29, 2020

3. 5307 Applications and Covid-19 Closures

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

4. $100k loan limit and DB plans

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

5. Signature Block is misleading

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

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

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

7. Annual Funding Notice Timing?

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

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

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

9. Required THM for Plan when CB Plan is Frozen

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

10. Delay of Minimum Funding Deadline

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

11. COVID-19 Withdrawal

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

12. PPP loan

    By SSRRS, April 2, 2020
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • April 6, 2020

13. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • April 3, 2020

14. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 9 replies
    • 1.5k views
    • 
    • SSRRS
    • March 31, 2020

15. PPA Restatement for DBs

    By Cynchbeast, March 29, 2020
    • 3 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • March 30, 2020

16. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • March 30, 2020

17. 412 Minimum funding and Plan Disqualification

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

18. DB Restatement deadline

    By k man, March 16, 2020
    • 16 replies
    • 1.7k views
    • 
    • figure 8
    • March 27, 2020

19. Freeze

    By DBnme, March 18, 2020
    • 2 replies
    • 1k views
    • 
    • Barbara
    • March 19, 2020

20. DB for S Corp while working for another physician

    By thepensionmaven, March 12, 2020
    • 2 replies
    • 656 views
    • 
    • thepensionmaven
    • March 12, 2020

21. Top Heavy

    By Egold, March 11, 2020
    • 2 replies
    • 865 views
    • 
    • CuseFan
    • March 11, 2020

22. Subsidized Lump Sum Interest Rate Dilemma

    By CuseFan, March 5, 2020
    • 3 replies
    • 503 views
    • 
    • Calavera
    • March 6, 2020

23. Actuarial Equivalence Litigation

    By BTG, February 26, 2020
    • 3 replies
    • 663 views
    • 
    • Lois Baker
    • March 6, 2020

24. Employer funded pension, 14 yrs old divorce with no QDRO

    By SYCS, March 3, 2020
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • March 5, 2020

25. No compensation for current year

    By SSRRS, March 3, 2020
    • 3 replies
    • 464 views
    • 
    • Mike Preston
    • March 4, 2020

26. Hybrid Plan - Variable Annuity Exception

    By Kevin C, March 3, 2020
    • 0 replies
    • 387 views
    • 
    • Kevin C
    • March 3, 2020

27. Cash Balance Determination Letter

    By jessgaines, February 28, 2020   

    • irs
    • cb
    • (and 2 more)

      Tagged with:

      • irs
      • cb
      • preapproved plan; prototype
      • individually designed plan
    • 5 replies
    • 1.2k views
    • 
    • LANDO
    • March 3, 2020

28. DB Individually Designed Restatement Deadline

    By susieQ, February 28, 2020
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2020

29. Need Names of Companies Implementing In-Service Distributions from DB Plans ('Phased Retirement')

    By Minutiae or not?, February 27, 2020
    • 3 replies
    • 998 views
    • 
    • Minutiae or not?
    • February 28, 2020

30. Restorative Payments and Tax Deductibility

    By Chris123, January 28, 2020
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 27, 2020

31. Excess contribution due to prefunding balance

    By dmb, February 27, 2020
    • 1 reply
    • 609 views
    • 
    • C. B. Zeller
    • February 27, 2020

32. Termination of Cash Balance Plan

    By thepensionmaven, February 22, 2020
    • 9 replies
    • 2.5k views
    • 
    • Hojo
    • February 25, 2020

33. NRA vs NRD

    By toohot4tv, February 19, 2020
    • 6 replies
    • 5.2k views
    • 
    • AndyH
    • February 21, 2020

34. DB Plan with separate income for partner?

    By drakecohen, February 21, 2020
    • 0 replies
    • 366 views
    • 
    • drakecohen
    • February 21, 2020

35. Restatement of Defined Benefit Plan

    By Ted, December 13, 2018
    • 17 replies
    • 4.2k views
    • 
    • Mike Preston
    • February 18, 2020

36. Is an amendment to a DB Plan to raise QPSA from 50% to 100% permissible?

    By ERISAQuestions1234, February 13, 2020   

    • qpsa
    • db
    • 2 replies
    • 598 views
    • 
    • ERISAQuestions1234
    • February 18, 2020

37. -415 Issue--FT

    By VeryOldMan, February 16, 2020   

    • 415
    • frozen plans
    • (and 1 more)

      Tagged with:

      • 415
      • frozen plans
      • ft
    • 1 reply
    • 792 views
    • 
    • david rigby
    • February 17, 2020

38. 401(a)(26) for closed plan

    By dmb, February 11, 2020
    • 7 replies
    • 2.2k views
    • 
    • Kevin C
    • February 14, 2020

39. Pension repayment on rehire

    By Dr Joe, February 14, 2020   

    • pension repayment rehire
    • 4 replies
    • 1.5k views
    • 
    • Dr Joe
    • February 14, 2020

40. Combined Plan Deduction Limit

    By perkinsran, February 10, 2020
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • February 12, 2020

41. 415-paired DB plans

    By VeryOldMan, February 7, 2020
    • 1 reply
    • 582 views
    • 
    • Effen
    • February 8, 2020

42. Sec 415 Avg Pay Limit and Delayed Retirement

    By Sellarsian, September 29, 2016   

    • 415; late retirement
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 8, 2020

43. 415(b) Limits - General Questions

    By IowaActuary, February 7, 2020
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 8, 2020

44. Funding method change?

    By John314, February 5, 2020   

    • ppa
    • defined benefit
    • (and 1 more)

      Tagged with:

      • ppa
      • defined benefit
      • funding method
    • 8 replies
    • 2.3k views
    • 
    • C. B. Zeller
    • February 5, 2020

45. Termination of Cash Balance

    By thepensionmaven, February 4, 2020
    • 1 reply
    • 466 views
    • 
    • Mike Preston
    • February 5, 2020

46. No More Paper Checks

    By spencerhastings, January 31, 2020
    • 6 replies
    • 2.2k views
    • 
    • spencerhastings
    • February 4, 2020

47. DB plan and exclude HCE

    By Lotrfan1, January 31, 2020
    • 2 replies
    • 1.1k views
    • 
    • justanotheradmin
    • January 31, 2020

48. Investment Advisory Exempt from PBGC Coverage

    By §#$%!, January 28, 2020
    • 5 replies
    • 1k views
    • 
    • Draper55
    • January 30, 2020

49. senior moment

    By thepensionmaven, January 28, 2020
    • 3 replies
    • 475 views
    • 
    • thepensionmaven
    • January 29, 2020

50. Terminated vesteds in cash balance valuation

    By Draper55, January 28, 2020
    • 1 reply
    • 555 views
    • 
    • Mike Preston
    • January 28, 2020