Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. PBGC filing

   By Earl, September 5, 2019
   • 6 replies
   • 1.2k views
   • 
   • Mike Preston
   • September 7, 2019

2. 401(a)(26) design failure-how to fix it

   By VeryOldMan, August 26, 2019   

   • fixing plan defects
   • 7 replies
   • 2.2k views
   • 
   • Bill Presson
   • September 4, 2019

3. Term Certain Annuity and RMD

   By AF2019, August 26, 2019
   • 6 replies
   • 1.6k views
   • 
   • Big Tuna
   • August 30, 2019

4. Floor offset plan

   By SSRRS, August 26, 2019
   • 2 replies
   • 731 views
   • 
   • Calavera
   • August 28, 2019

5. Recoupment of overpaid withholdings

   By tja, August 22, 2019   

   • overpayment
   • recoupment
   • (and 5 more)

     Tagged with:

     • overpayment
     • recoupment
     • withholdings
     • withholding
     • form 941x
     • form 843
     • form 945x
   • 2 replies
   • 1.1k views
   • 
   • tja
   • August 26, 2019

6. Beneficiaries do not want death benefit

   By BombyxMori, August 22, 2019
   • 6 replies
   • 2.1k views
   • 
   • ESOPMomma
   • August 23, 2019

7. One man plan

   By Julie, August 21, 2019
   • 9 replies
   • 803 views
   • 
   • shERPA
   • August 22, 2019

8. Best Practices for Actuarial Equivalence Study?

   By Centerstage, August 22, 2019   

   • defined beneift
   • actuarial equivalent
   • (and 1 more)

     Tagged with:

     • defined beneift
     • actuarial equivalent
     • law suit
   • 1 reply
   • 739 views
   • 
   • CuseFan
   • August 22, 2019

9. Voluntary Contributions Cause 415 excess

   By thepensionmaven, August 20, 2019
   • 1 reply
   • 505 views
   • 
   • Lou S.
   • August 20, 2019

10. Short plan year

    By SSRRS, August 19, 2019
    • 5 replies
    • 989 views
    • 
    • Mike Preston
    • August 20, 2019

11. 133% Accrual Rule

    By VeryOldMan, August 17, 2019   

    • retroactive amendment
    • 2 replies
    • 852 views
    • 
    • david rigby
    • August 20, 2019

12. DB Pension Late Calculation

    By JL, August 19, 2019
    • 2 replies
    • 715 views
    • 
    • david rigby
    • August 19, 2019

13. Early Withdrawal Penalty

    By Pension RC, August 15, 2019
    • 6 replies
    • 2k views
    • 
    • Bri
    • August 19, 2019

14. older mortality tables

    By jeanh, August 15, 2019
    • 2 replies
    • 568 views
    • 
    • jeanh
    • August 16, 2019

15. normal retirement age forfeitures due to 415

    By Draper55, August 14, 2019
    • 5 replies
    • 1.8k views
    • 
    • Doc Ument
    • August 15, 2019

16. another combo test

    By thepensionmaven, August 14, 2019
    • 2 replies
    • 736 views
    • 
    • AndyH
    • August 15, 2019

17. DB Restatements

    By Belgarath, August 7, 2019
    • 1 reply
    • 636 views
    • 
    • CuseFan
    • August 8, 2019

18. DC/Cash Balance combo funding deadline

    By R. Butler, August 8, 2019
    • 1 reply
    • 605 views
    • 
    • ratherbereading
    • August 8, 2019

19. PBGC Missing Participants Program

    By ConnieStorer, August 5, 2019
    • 1 reply
    • 777 views
    • 
    • ConnieStorer
    • August 5, 2019

20. Buying Annuity Contracts for Terminating DB Plan

    By dpav, July 25, 2019
    • 7 replies
    • 1.8k views
    • 
    • Adam White
    • August 5, 2019

21. Impact of Poor Investment Results

    By Stash026, August 1, 2019
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • August 1, 2019

22. Life Insurance in Two Plans

    By Dougsbpc, July 19, 2019
    • 4 replies
    • 823 views
    • 
    • AndyH
    • July 30, 2019
23. QDRO Approved?

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

24. 401(h) designers & administrators?

    By tbzohar, July 27, 2019   

    • 401(h)
    • defined beneift
    • (and 4 more)

      Tagged with:

      • 401(h)
      • defined beneift
      • administration
      • testing
      • health
      • third party administrator
    • 0 replies
    • 639 views
    • 
    • tbzohar
    • July 27, 2019

25. Pro-Rate Shortfall on Short Plan Year DB Plan

    By QPEmployee, July 22, 2019
    • 1 reply
    • 792 views
    • 
    • david rigby
    • July 23, 2019

26. Definition of "retirement" under ERISA or REA

    By fmsinc, July 19, 2019
    • 9 replies
    • 2.4k views
    • 
    • fmsinc
    • July 22, 2019

27. TPA Failures Caused Problems for Client

    By SwimmingInBowelsOfERISA, July 10, 2019   

    • cash balance plan
    • funding requirements
    • 26 replies
    • 2.3k views
    • 
    • austin3515
    • July 16, 2019

28. Switching to asset smoothing (avg.)

    By SSRRS, July 11, 2019
    • 2 replies
    • 984 views
    • 
    • SSRRS
    • July 15, 2019

29. DB for 1 person S Corp

    By thepensionmaven, July 9, 2019
    • 11 replies
    • 1.8k views
    • 
    • Calavera
    • July 12, 2019

30. DB Plan - Conflicting Design - Help

    By SteveK, July 10, 2019
    • 10 replies
    • 1k views
    • 
    • JackS
    • July 11, 2019

31. Separate Interest Annuity in Cash Balance Plan

    By fmsinc, July 11, 2019
    • 2 replies
    • 1.1k views
    • 
    • fmsinc
    • July 11, 2019

32. Certain & Life benefit; change in beneficiary

    By roy819, May 23, 2019
    • 4 replies
    • 2k views
    • 
    • Fiona Miceli
    • July 9, 2019

33. Outsourcing DB / CB Plans

    By mjf06241972, July 7, 2019
    • 6 replies
    • 1k views
    • 
    • baneja
    • July 9, 2019

34. Is age 65 or 62 to be used when cross-testing a DB/DC plan?

    By AdKu, June 21, 2019
    • 7 replies
    • 1.6k views
    • 
    • AndyH
    • July 2, 2019

35. Early Participation Rule AKA OEE

    By thepensionmaven, June 29, 2019
    • 1 reply
    • 714 views
    • 
    • CuseFan
    • July 1, 2019

36. Death of Sole Owner & Trustee of Underfunded 412(e)(3) Plan

    By TPASue, June 24, 2019   

    • death of owner
    • 412(e)(3)
    • (and 1 more)

      Tagged with:

      • death of owner
      • 412(e)(3)
      • underfunded
    • 5 replies
    • 1.6k views
    • 
    • TPASue
    • June 26, 2019

37. QPSA - participants' notice

    By AdKu, June 24, 2019
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 24, 2019

38. Overfunded Pension in a Divorce

    By Richard Tate, June 19, 2019   

    • overfunded db plan
    • divorce
    • (and 3 more)

      Tagged with:

      • overfunded db plan
      • divorce
      • qdro
      • overfunded
      • overfunding
    • 9 replies
    • 2k views
    • 
    • Richard Tate
    • June 24, 2019

39. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 3.9k views
    • 
    • Belgarath
    • June 21, 2019

40. Doctor with separate Schedule C income

    By drakecohen, June 20, 2019
    • 2 replies
    • 723 views
    • 
    • CuseFan
    • June 20, 2019

41. Pension Deductions: Sec 412 vs 404(a)(6)

    By VeryOldMan, June 15, 2019   

    • year of deduction
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 15, 2019

42. 4980 excess asset Issue

    By VeryOldMan, June 9, 2019   

    • 4980
    • 12 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 14, 2019

43. High 25 Lump Sum Restriction for Terminating Plan?

    By hollywood, June 13, 2019
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • June 13, 2019

44. Changing the annual annuity date for a DB participant taking RMDs

    By David Peckham, April 16, 2019
    • 5 replies
    • 768 views
    • 
    • tymesup
    • June 13, 2019

45. Top 25 Distribution

    By Xerxes, June 6, 2019
    • 6 replies
    • 1k views
    • 
    • AndyH
    • June 12, 2019

46. Employee contributions to a frozen pension?

    By bradlymathews, June 3, 2019
    • 9 replies
    • 1.7k views
    • 
    • loserson
    • June 11, 2019

47. Change Benefit Election on Plan Termination

    By Dennis Povloski, June 10, 2019
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • June 11, 2019

48. Fair value of plan assets

    By SSRRS, June 7, 2019
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • June 10, 2019

49. Guaranteed return

    By Narith, May 29, 2019
    • 8 replies
    • 965 views
    • 
    • david rigby
    • May 30, 2019

50. sole prop cash balance plan

    By thepensionmaven, May 21, 2019
    • 11 replies
    • 2k views
    • 
    • FPGuy
    • May 24, 2019