Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. another combo test

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

2. DB Restatements

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

3. DC/Cash Balance combo funding deadline

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

4. PBGC Missing Participants Program

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

5. Buying Annuity Contracts for Terminating DB Plan

   By dpav, July 25, 2019
   • 7 replies
   • 1.7k views
   • 
   • Adam White
   • August 5, 2019

6. Impact of Poor Investment Results

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

7. Life Insurance in Two Plans

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

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

9. 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
   • 623 views
   • 
   • tbzohar
   • July 27, 2019

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

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

11. Definition of "retirement" under ERISA or REA

    By fmsinc, July 19, 2019
    • 9 replies
    • 2.3k views
    • 
    • fmsinc
    • July 22, 2019

12. TPA Failures Caused Problems for Client

    By SwimmingInBowelsOfERISA, July 10, 2019   

    • cash balance plan
    • funding requirements
    • 26 replies
    • 2.1k views
    • 
    • austin3515
    • July 16, 2019

13. Switching to asset smoothing (avg.)

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

14. DB for 1 person S Corp

    By thepensionmaven, July 9, 2019
    • 11 replies
    • 1.7k views
    • 
    • Calavera
    • July 12, 2019

15. DB Plan - Conflicting Design - Help

    By SteveK, July 10, 2019
    • 10 replies
    • 973 views
    • 
    • JackS
    • July 11, 2019

16. Separate Interest Annuity in Cash Balance Plan

    By fmsinc, July 11, 2019
    • 2 replies
    • 1k views
    • 
    • fmsinc
    • July 11, 2019

17. Certain & Life benefit; change in beneficiary

    By roy819, May 23, 2019
    • 4 replies
    • 1.9k views
    • 
    • Fiona Miceli
    • July 9, 2019

18. Outsourcing DB / CB Plans

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

19. 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

20. Early Participation Rule AKA OEE

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

21. 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
    • 1.5k views
    • 
    • TPASue
    • June 26, 2019

22. QPSA - participants' notice

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

23. 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
    • 1.9k views
    • 
    • Richard Tate
    • June 24, 2019

24. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 3.6k views
    • 
    • Belgarath
    • June 21, 2019

25. Doctor with separate Schedule C income

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

26. 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

27. 4980 excess asset Issue

    By VeryOldMan, June 9, 2019   

    • 4980
    • 12 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 14, 2019

28. High 25 Lump Sum Restriction for Terminating Plan?

    By hollywood, June 13, 2019
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • June 13, 2019

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

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

30. Top 25 Distribution

    By Xerxes, June 6, 2019
    • 6 replies
    • 960 views
    • 
    • AndyH
    • June 12, 2019

31. Employee contributions to a frozen pension?

    By bradlymathews, June 3, 2019
    • 9 replies
    • 1.6k views
    • 
    • loserson
    • June 11, 2019

32. Change Benefit Election on Plan Termination

    By Dennis Povloski, June 10, 2019
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • June 11, 2019

33. Fair value of plan assets

    By SSRRS, June 7, 2019
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • June 10, 2019

34. Guaranteed return

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

35. sole prop cash balance plan

    By thepensionmaven, May 21, 2019
    • 11 replies
    • 1.9k views
    • 
    • FPGuy
    • May 24, 2019

36. What defines a retirement plan account?

    By AndyH, May 22, 2019
    • 3 replies
    • 683 views
    • 
    • AndyH
    • May 22, 2019

37. 1000 hours and last day for HCE to get contribution

    By DanaJ, May 15, 2019
    • 12 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 21, 2019

38. Employee excluded from DB Plan and now a participant

    By SSRRS, May 14, 2019
    • 2 replies
    • 683 views
    • 
    • SSRRS
    • May 17, 2019

39. assumptions used to calculate withdrawal liability

    By Fletch, May 8, 2018
    • 3 replies
    • 1.3k views
    • 
    • AnActuary
    • May 13, 2019

40. otherwise excludables and gateway

    By Draper55, May 7, 2019
    • 5 replies
    • 876 views
    • 
    • JustnERPA
    • May 10, 2019

41. Election to Burn Credit Balance

    By jane murray, May 4, 2019
    • 2 replies
    • 805 views
    • 
    • Calavera
    • May 8, 2019

42. ASOP 51

    By dmb, May 2, 2019
    • 2 replies
    • 819 views
    • 
    • david rigby
    • May 3, 2019

43. -11g and discirmination

    By Bri, April 29, 2019
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 30, 2019

44. 412(e) conversion

    By Draper55, April 12, 2019
    • 4 replies
    • 1.2k views
    • 
    • Draper55
    • April 25, 2019

45. Required Restatement for Terminated Plan?

    By justanotheradmin, April 12, 2019
    • 15 replies
    • 4.4k views
    • 
    • Lou S.
    • April 16, 2019

46. Changing EIN on Plan

    By Taffy Auditor, April 11, 2019
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 11, 2019

47. Continue using original plan for new entity

    By SSRRS, April 11, 2019
    • 5 replies
    • 933 views
    • 
    • SSRRS
    • April 11, 2019

48. overzealous auditors

    By chuTzPA, April 5, 2019
    • 20 replies
    • 1.7k views
    • 
    • chuTzPA
    • April 10, 2019

49. Return of Non Deductible Contribution

    By ConnieStorer, April 8, 2019
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 8, 2019

50. Refuse RMD - Now What

    By BenefitsRUs21, April 4, 2019
    • 12 replies
    • 2k views
    • 
    • Mike Preston
    • April 6, 2019