Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

1. PPP Loan to Fund DB for 2019

   By thepensionmaven, May 11, 2020
   • 8 replies
   • 1.7k views
   • 
   • 401 Chaos
   • May 26, 2020

2. Spousal Consent

   By Pension Admin in Ohio, May 15, 2020
   • 19 replies
   • 3.1k views
   • 
   • Luke Bailey
   • May 21, 2020

3. AFTAP certifications in the age of COVID

   By david rigby, May 15, 2020   

   • ftap
   • aftap
   • 6 replies
   • 2.1k views
   • 
   • AndyH
   • May 20, 2020

4. Notice of Annuity Information

   By DBnme, May 12, 2020
   • 7 replies
   • 2.1k views
   • 
   • Mike Preston
   • May 16, 2020

5. Relative Values Interest Rate

   By Andy the Actuary, May 4, 2008
   • 18 replies
   • 6.5k views
   • 
   • VeryOldMan
   • May 15, 2020

6. Aggregate 415 Limitation Question

   By VeryOldMan, May 9, 2020
   • 5 replies
   • 1.6k views
   • 
   • VeryOldMan
   • May 14, 2020

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

   By AdKu, May 12, 2020
   • 6 replies
   • 2.4k views
   • 
   • thepensionmaven
   • May 14, 2020

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

   By Startupmaster, May 8, 2020
   • 5 replies
   • 1.4k views
   • 
   • FPGuy
   • May 13, 2020

9. Coronavirus-related distributions

   By Ian, May 5, 2020
   • 8 replies
   • 1.6k views
   • 
   • AKowalski
   • May 12, 2020

10. Funding deficiency and extended Deadline under CARES

    By justanotheradmin, May 11, 2020
    • 5 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • May 12, 2020

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

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

12. Outsourcing DB / CB Plans

    By mjf06241972, April 23, 2020
    • 6 replies
    • 1.2k views
    • 
    • Hojo
    • May 8, 2020

13. Death Benefit Distribution

    By Cloudy, May 7, 2020
    • 2 replies
    • 1.4k views
    • 
    • CuseFan
    • May 7, 2020

14. PBGC owner only plan

    By SSRRS, May 1, 2020
    • 2 replies
    • 1.1k views
    • 
    • SSRRS
    • May 4, 2020

15. PBGC Form EA-S

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

16. Distress Termination

    By shERPA, April 30, 2020
    • 4 replies
    • 1.2k views
    • 
    • shERPA
    • April 30, 2020

17. Accrued Dividends

    By Pension RC, April 29, 2020
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 30, 2020

18. J&S for Money Purchase Plan

    By Julia C, April 28, 2020
    • 8 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • April 29, 2020

19. 5307 Applications and Covid-19 Closures

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

20. $100k loan limit and DB plans

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

21. Signature Block is misleading

    By Minutiae or not?, April 20, 2020
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • April 23, 2020

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

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

23. Annual Funding Notice Timing?

    By Craig Jacobs, April 10, 2020
    • 4 replies
    • 1.5k views
    • 
    • CuseFan
    • April 15, 2020

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

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

25. Required THM for Plan when CB Plan is Frozen

    By JustMe, April 6, 2020
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • April 8, 2020

26. Delay of Minimum Funding Deadline

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

27. COVID-19 Withdrawal

    By thepensionmaven, April 5, 2020
    • 3 replies
    • 1.3k views
    • 
    • digger
    • April 6, 2020

28. PPP loan

    By SSRRS, April 2, 2020
    • 6 replies
    • 3.7k views
    • 
    • Bird
    • April 6, 2020

29. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • April 3, 2020

30. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 9 replies
    • 2k views
    • 
    • SSRRS
    • March 31, 2020

31. PPA Restatement for DBs

    By Cynchbeast, March 29, 2020
    • 3 replies
    • 2.2k views
    • 
    • Patricia Neal Jensen
    • March 30, 2020

32. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 3.5k views
    • 
    • RatherBeGolfing
    • March 30, 2020

33. 412 Minimum funding and Plan Disqualification

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

34. DB Restatement deadline

    By k man, March 16, 2020
    • 16 replies
    • 2.6k views
    • 
    • figure 8
    • March 27, 2020

35. Freeze

    By DBnme, March 18, 2020
    • 2 replies
    • 1.5k views
    • 
    • Barbara
    • March 19, 2020

36. DB for S Corp while working for another physician

    By thepensionmaven, March 12, 2020
    • 2 replies
    • 1.1k views
    • 
    • thepensionmaven
    • March 12, 2020

37. Top Heavy

    By Egold, March 11, 2020
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • March 11, 2020

38. Subsidized Lump Sum Interest Rate Dilemma

    By CuseFan, March 5, 2020
    • 3 replies
    • 1k views
    • 
    • Calavera
    • March 6, 2020

39. Actuarial Equivalence Litigation

    By BTG, February 26, 2020
    • 3 replies
    • 1.1k views
    • 
    • Lois Baker
    • March 6, 2020

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

    By SYCS, March 3, 2020
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • March 5, 2020

41. No compensation for current year

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

42. Hybrid Plan - Variable Annuity Exception

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

43. 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
    • 1.9k views
    • 
    • LANDO
    • March 3, 2020

44. DB Individually Designed Restatement Deadline

    By susieQ, February 28, 2020
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2020

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

    By Minutiae or not?, February 27, 2020
    • 3 replies
    • 1.8k views
    • 
    • Minutiae or not?
    • February 28, 2020

46. Restorative Payments and Tax Deductibility

    By Chris123, January 28, 2020
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 27, 2020

47. Excess contribution due to prefunding balance

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

48. Termination of Cash Balance Plan

    By thepensionmaven, February 22, 2020
    • 9 replies
    • 4.1k views
    • 
    • Hojo
    • February 25, 2020

49. NRA vs NRD

    By toohot4tv, February 19, 2020
    • 6 replies
    • 7.1k views
    • 
    • AndyH
    • February 21, 2020

50. DB Plan with separate income for partner?

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