Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. Restricted Employee Distribution

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

2. PPP Loan to Fund DB for 2019

   By thepensionmaven, May 11, 2020
   • 8 replies
   • 1.8k views
   • 
   • 401 Chaos
   • May 26, 2020

3. Spousal Consent

   By Pension Admin in Ohio, May 15, 2020
   • 19 replies
   • 3.2k views
   • 
   • Luke Bailey
   • May 21, 2020

4. AFTAP certifications in the age of COVID

   By david rigby, May 15, 2020   

   • ftap
   • aftap
   • 6 replies
   • 2.2k views
   • 
   • AndyH
   • May 20, 2020

5. Notice of Annuity Information

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

6. Relative Values Interest Rate

   By Andy the Actuary, May 4, 2008
   • 18 replies
   • 6.7k views
   • 
   • VeryOldMan
   • May 15, 2020

7. Aggregate 415 Limitation Question

   By VeryOldMan, May 9, 2020
   • 5 replies
   • 1.7k views
   • 
   • VeryOldMan
   • May 14, 2020

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

   By AdKu, May 12, 2020
   • 6 replies
   • 2.5k views
   • 
   • thepensionmaven
   • May 14, 2020

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

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

10. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1.7k views
    • 
    • AKowalski
    • May 12, 2020

11. Funding deficiency and extended Deadline under CARES

    By justanotheradmin, May 11, 2020
    • 5 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • May 12, 2020

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

    By VeryOldMan, March 21, 2020
    • 2 replies
    • 1.1k views
    • 
    • VeryOldMan
    • May 9, 2020

13. Outsourcing DB / CB Plans

    By mjf06241972, April 23, 2020
    • 6 replies
    • 1.3k views
    • 
    • Hojo
    • May 8, 2020

14. Death Benefit Distribution

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

15. PBGC owner only plan

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

16. PBGC Form EA-S

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

17. Distress Termination

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

18. Accrued Dividends

    By Pension RC, April 29, 2020
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 30, 2020

19. J&S for Money Purchase Plan

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

20. 5307 Applications and Covid-19 Closures

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

21. $100k loan limit and DB plans

    By Cynchbeast, April 27, 2020
    • 1 reply
    • 1.1k views
    • 
    • C. B. Zeller
    • April 27, 2020

22. Signature Block is misleading

    By Minutiae or not?, April 20, 2020
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • April 23, 2020

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

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

24. Annual Funding Notice Timing?

    By Craig Jacobs, April 10, 2020
    • 4 replies
    • 1.6k views
    • 
    • CuseFan
    • April 15, 2020

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

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

26. Required THM for Plan when CB Plan is Frozen

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

27. Delay of Minimum Funding Deadline

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

28. COVID-19 Withdrawal

    By thepensionmaven, April 5, 2020
    • 3 replies
    • 1.4k views
    • 
    • digger
    • April 6, 2020

29. PPP loan

    By SSRRS, April 2, 2020
    • 6 replies
    • 3.8k views
    • 
    • Bird
    • April 6, 2020

30. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 2k views
    • 
    • AndyH
    • April 3, 2020

31. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 9 replies
    • 2.1k views
    • 
    • SSRRS
    • March 31, 2020

32. PPA Restatement for DBs

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

33. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 3.6k views
    • 
    • RatherBeGolfing
    • March 30, 2020

34. 412 Minimum funding and Plan Disqualification

    By JGordon, March 27, 2020
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 28, 2020

35. DB Restatement deadline

    By k man, March 16, 2020
    • 16 replies
    • 2.7k views
    • 
    • figure 8
    • March 27, 2020

36. Freeze

    By DBnme, March 18, 2020
    • 2 replies
    • 1.6k views
    • 
    • Barbara
    • March 19, 2020

37. DB for S Corp while working for another physician

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

38. Top Heavy

    By Egold, March 11, 2020
    • 2 replies
    • 1.4k views
    • 
    • CuseFan
    • March 11, 2020

39. Subsidized Lump Sum Interest Rate Dilemma

    By CuseFan, March 5, 2020
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • March 6, 2020

40. Actuarial Equivalence Litigation

    By BTG, February 26, 2020
    • 3 replies
    • 1.2k views
    • 
    • Lois Baker
    • March 6, 2020

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

    By SYCS, March 3, 2020
    • 9 replies
    • 2.9k views
    • 
    • Bird
    • March 5, 2020

42. No compensation for current year

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

43. Hybrid Plan - Variable Annuity Exception

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

44. 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
    • 2k views
    • 
    • LANDO
    • March 3, 2020

45. DB Individually Designed Restatement Deadline

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

46. 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

47. Restorative Payments and Tax Deductibility

    By Chris123, January 28, 2020
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 27, 2020

48. Excess contribution due to prefunding balance

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

49. Termination of Cash Balance Plan

    By thepensionmaven, February 22, 2020
    • 9 replies
    • 4.2k views
    • 
    • Hojo
    • February 25, 2020

50. NRA vs NRD

    By toohot4tv, February 19, 2020
    • 6 replies
    • 7.2k views
    • 
    • AndyH
    • February 21, 2020