Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

1. Funding method change?

   By John314, February 5, 2020   

   • ppa
   • defined benefit
   • (and 1 more)

     Tagged with:

     • ppa
     • defined benefit
     • funding method
   • 8 replies
   • 2.4k views
   • 
   • C. B. Zeller
   • February 5, 2020

2. Termination of Cash Balance

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

3. No More Paper Checks

   By spencerhastings, January 31, 2020
   • 6 replies
   • 2.3k views
   • 
   • spencerhastings
   • February 4, 2020

4. DB plan and exclude HCE

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

5. Investment Advisory Exempt from PBGC Coverage

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

6. senior moment

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

7. Terminated vesteds in cash balance valuation

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

8. 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
   • 988 views
   • 
   • david rigby
   • January 28, 2020

9. 415(b) Increases and Governmental Plan

   By John314, June 19, 2019   

   • government plan
   • 415(b)
   • (and 2 more)

     Tagged with:

     • government plan
     • 415(b)
     • cola
     • pension
   • 1 reply
   • 615 views
   • 
   • John314
   • January 27, 2020

10. 2020 JBEA Renewal

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

11. One month lookback rates 417

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

12. Overfunded single beneficiary DB plan planning

    By Guest Duberstein, July 10, 2003
    • 6 replies
    • 2.4k views
    • 
    • egrodan
    • January 19, 2020

13. 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
    • 820 views
    • 
    • justanotheradmin
    • January 17, 2020

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

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

15. RMD Start Date

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

16. PBGC Request

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

17. Mid yr reduction in pension benefit formula

    By VeryOldMan, December 28, 2019   

    • anticutback rules
    • 9 replies
    • 1.2k views
    • 
    • VeryOldMan
    • January 13, 2020

18. FASB Discount rate

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

19. Tax Credit (SECURE Act)

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

20. 401(a)(26) and Frozen Plan

    By Guest raintrain19, September 12, 2013
    • 7 replies
    • 6.4k views
    • 
    • Kevin C
    • January 1, 2020

21. COLA with J&S

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

22. Who is a participant for F5500 C/R

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

23. Correcting Funding Deficiency

    By VeryOldMan, December 19, 2019
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • December 27, 2019

24. Maintaining Pension Plan with Proceeds of Sale

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

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

    By egrodan, December 21, 2019
    • 5 replies
    • 3.3k views
    • 
    • Jakyasar
    • December 24, 2019

26. New Employer

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

27. Can A Statutory Employee Set Up A Plan?

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

28. Guild Plan

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

29. Amendment to increase hours required

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

30. Spousal Attribution Timing

    By Young Curmudgeon, December 17, 2019
    • 0 replies
    • 351 views
    • 
    • Young Curmudgeon
    • December 17, 2019

31. Salary History

    By SSRRS, December 6, 2019
    • 4 replies
    • 764 views
    • 
    • SSRRS
    • December 16, 2019

32. Benefit Accrual-TNC issues

    By VeryOldMan, December 11, 2019   

    • nc allocation-benefit accrual
    • 9 replies
    • 1.2k views
    • 
    • VeryOldMan
    • December 15, 2019

33. Shortfall Base Q

    By VeryOldMan, December 13, 2019
    • 4 replies
    • 728 views
    • 
    • VeryOldMan
    • December 13, 2019

34. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary, November 29, 2019   

    • min part rule with 2 db plan
    • 4 replies
    • 683 views
    • 
    • AndyH
    • December 9, 2019

35. IRS 736(a) income, can a db plan be set up?

    By Jakyasar, December 5, 2019
    • 4 replies
    • 1k views
    • 
    • Jakyasar
    • December 9, 2019

36. RFP for Single Premium Group Annuity Contract

    By rocknrolls2, December 5, 2019
    • 2 replies
    • 546 views
    • 
    • Effen
    • December 9, 2019

37. cash balance termination - client wants to restart plan

    By Scuba 401, December 3, 2019
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • December 6, 2019

38. Floor Offset plan-uniformity

    By SZ, December 4, 2019
    • 1 reply
    • 757 views
    • 
    • AndyH
    • December 6, 2019

39. Bad History

    By wally, November 13, 2019
    • 3 replies
    • 748 views
    • 
    • Socal.actuary
    • November 29, 2019

40. 401(a)(26) issue

    By Socal.actuary, November 29, 2019   

    • min participation-db
    • 1 reply
    • 530 views
    • 
    • Socal.actuary
    • November 29, 2019

41. Contribution After Plan Termination

    By Dougsbpc, November 27, 2019
    • 0 replies
    • 380 views
    • 
    • Dougsbpc
    • November 27, 2019

42. Paid out in mid year

    By SSRRS, November 22, 2019
    • 2 replies
    • 536 views
    • 
    • SSRRS
    • November 25, 2019

43. How much information must be given

    By SSRRS, November 1, 2019
    • 4 replies
    • 834 views
    • 
    • SSRRS
    • November 12, 2019

44. Plan at 415 limit but slightly overfunded

    By Hojo, November 11, 2019
    • 1 reply
    • 445 views
    • 
    • Mike Preston
    • November 11, 2019

45. early retirement - rehired - waiver of future accruals permissible

    By dixieandruby, November 8, 2019
    • 3 replies
    • 764 views
    • 
    • Calavera
    • November 11, 2019

46. Pension Trust Form 5471/Foreign Corporation Filing

    By MAK, September 26, 2019
    • 1 reply
    • 706 views
    • 
    • Dan
    • November 4, 2019

47. Floor-offset DB plan - life insurance for owner only

    By Jakyasar, October 22, 2019
    • 8 replies
    • 1.2k views
    • 
    • Jakyasar
    • November 1, 2019

48. Carry forward contribution

    By Amir, October 29, 2019
    • 1 reply
    • 441 views
    • 
    • Lou S.
    • October 29, 2019

49. deductions/SEP+DBP

    By Jakyasar, October 28, 2019
    • 4 replies
    • 871 views
    • 
    • Earl
    • October 28, 2019

50. Interest Rate for EBAR Calculation

    By Stash026, October 23, 2019
    • 2 replies
    • 848 views
    • 
    • Cloudy
    • October 25, 2019