Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Top Heavy

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

2. Subsidized Lump Sum Interest Rate Dilemma

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

3. Allocation of Excess Assets

   By Effen, March 4, 2020
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • June 29, 2021

4. No compensation for current year

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

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

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

6. Hybrid Plan - Variable Annuity Exception

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

7. DB Individually Designed Restatement Deadline

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

8. 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

9. 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

10. Excess contribution due to prefunding balance

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

11. Actuarial Equivalence Litigation

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

12. Termination of Cash Balance Plan

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

13. DB Plan with separate income for partner?

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

14. NRA vs NRD

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

15. -415 Issue--FT

    By VeryOldMan, February 16, 2020   

    • 415
    • frozen plans
    • (and 1 more)

      Tagged with:

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

16. Pension repayment on rehire

    By Dr Joe, February 14, 2020   

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

17. 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

18. 401(a)(26) for closed plan

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

19. Combined Plan Deduction Limit

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

20. 415-paired DB plans

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

21. 415(b) Limits - General Questions

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

22. 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

23. Termination of Cash Balance

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

24. No More Paper Checks

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

25. DB plan and exclude HCE

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

26. Terminated vesteds in cash balance valuation

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

27. Restorative Payments and Tax Deductibility

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

28. Investment Advisory Exempt from PBGC Coverage

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

29. senior moment

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

30. FAS Discount Rate - What is reasonable?

    By John314, January 27, 2020   

    • fas
    • defined benefit
    • (and 1 more)

      Tagged with:

      • fas
      • defined benefit
      • asc
    • 2 replies
    • 951 views
    • 
    • david rigby
    • January 28, 2020

31. 2020 JBEA Renewal

    By Hojo, January 23, 2020
    • 2 replies
    • 750 views
    • 
    • Hojo
    • January 23, 2020

32. One month lookback rates 417

    By SoCalActuary, January 21, 2020
    • 2 replies
    • 582 views
    • 
    • Jakyasar
    • January 21, 2020

33. Reporting for Lost Participant Money Sent to PBGC

    By justanotheradmin, January 17, 2020   

    • pbgc
    • distribution
    • (and 1 more)

      Tagged with:

      • pbgc
      • distribution
      • 1099r
    • 3 replies
    • 787 views
    • 
    • justanotheradmin
    • January 17, 2020

34. accrual rules Fractional Accrual Rule-411(b)(1)(C)

    By VeryOldMan, January 17, 2020
    • 0 replies
    • 449 views
    • 
    • VeryOldMan
    • January 17, 2020

35. cash balance with life insurance

    By B21, January 16, 2020
    • 23 replies
    • 3.5k views
    • 
    • C. B. Zeller
    • July 24, 2020

36. RMD Start Date

    By emmetttrudy, January 13, 2020
    • 3 replies
    • 977 views
    • 
    • C. B. Zeller
    • January 13, 2020

37. 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
    • 14.2k views
    • 
    • Quinan
    • June 19, 2020

38. PBGC Request

    By Lifer, January 9, 2020
    • 3 replies
    • 823 views
    • 
    • Lifer
    • January 13, 2020

39. FASB Discount rate

    By SSRRS, January 7, 2020
    • 2 replies
    • 802 views
    • 
    • SSRRS
    • January 7, 2020

40. Tax Credit (SECURE Act)

    By Dobber, January 2, 2020
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • January 2, 2020

41. Mid yr reduction in pension benefit formula

    By VeryOldMan, December 28, 2019   

    • anticutback rules
    • 9 replies
    • 1.1k views
    • 
    • VeryOldMan
    • January 13, 2020

42. Who is a participant for F5500 C/R

    By VeryOldMan, December 27, 2019
    • 4 replies
    • 868 views
    • 
    • Mike Preston
    • December 28, 2019

43. COLA with J&S

    By SSRRS, December 26, 2019
    • 3 replies
    • 772 views
    • 
    • SSRRS
    • December 31, 2019

44. New Employer

    By Gilmore, December 23, 2019
    • 2 replies
    • 478 views
    • 
    • Gilmore
    • December 23, 2019

45. How to Correct Significantly Overfunded DB Plan With One Employee

    By egrodan, December 21, 2019
    • 5 replies
    • 3.2k views
    • 
    • Jakyasar
    • December 24, 2019

46. Maintaining Pension Plan with Proceeds of Sale

    By Dougsbpc, December 20, 2019
    • 1 reply
    • 511 views
    • 
    • Kevin C
    • December 26, 2019

47. Correcting Funding Deficiency

    By VeryOldMan, December 19, 2019
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • December 27, 2019

48. Amendment to increase hours required

    By figure 8, December 18, 2019
    • 1 reply
    • 628 views
    • 
    • CuseFan
    • December 18, 2019

49. Guild Plan

    By jane murray, December 18, 2019
    • 6 replies
    • 1.5k views
    • 
    • jane murray
    • December 20, 2019

50. Can A Statutory Employee Set Up A Plan?

    By Stash026, December 17, 2019
    • 4 replies
    • 933 views
    • 
    • Bill Presson
    • December 23, 2019