Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 1000 hours and last day for HCE to get contribution

   By DanaJ, May 15, 2019
   • 12 replies
   • 1.4k views
   • 
   • Mike Preston
   • May 21, 2019

2. Employee excluded from DB Plan and now a participant

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

3. otherwise excludables and gateway

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

4. Election to Burn Credit Balance

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

5. ASOP 51

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

6. -11g and discirmination

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

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

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

8. Required Restatement for Terminated Plan?

   By justanotheradmin, April 12, 2019
   • 15 replies
   • 4.3k views
   • 
   • Lou S.
   • April 16, 2019

9. 412(e) conversion

   By Draper55, April 12, 2019
   • 4 replies
   • 1.1k views
   • 
   • Draper55
   • April 25, 2019

10. Continue using original plan for new entity

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

11. Changing EIN on Plan

    By Taffy Auditor, April 11, 2019
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 11, 2019

12. Return of Non Deductible Contribution

    By ConnieStorer, April 8, 2019
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 8, 2019

13. overzealous auditors

    By chuTzPA, April 5, 2019
    • 20 replies
    • 1.6k views
    • 
    • chuTzPA
    • April 10, 2019

14. Refuse RMD - Now What

    By BenefitsRUs21, April 4, 2019
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 6, 2019

15. LLC partner can DB plan contribution create a loss?

    By ombskid, April 3, 2019
    • 2 replies
    • 658 views
    • 
    • ombskid
    • April 5, 2019

16. Excess Assets

    By Dougsbpc, April 2, 2019
    • 3 replies
    • 943 views
    • 
    • david rigby
    • April 2, 2019

17. Proper EIN Number for Form 5500 for DFE Master Trust

    By PenQ, March 27, 2019
    • 0 replies
    • 1.3k views
    • 
    • PenQ
    • March 27, 2019

18. Increase NRA?

    By Dougsbpc, March 25, 2019
    • 3 replies
    • 995 views
    • 
    • Effen
    • March 27, 2019

19. ASC 715 Report & Cash Balance Plans

    By shERPA, March 19, 2019
    • 6 replies
    • 1.7k views
    • 
    • shERPA
    • March 21, 2019

20. Signing PBGC Form 500 filing

    By AdKu, March 19, 2019
    • 2 replies
    • 697 views
    • 
    • AdKu
    • March 21, 2019

21. "suspension of benefits"

    By Belgarath, March 18, 2019
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • March 18, 2019

22. Ton of over funding - Take over plan

    By Earl, March 8, 2019
    • 6 replies
    • 615 views
    • 
    • QP_Guy
    • March 12, 2019

23. Providing Top Heavy in the Cash Balance Plan

    By MLML, March 8, 2019
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • March 8, 2019

24. Deemed Burn/AFTAP Issue

    By Manatee, March 7, 2019   

    • aftap
    • deemed burn
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 8, 2019

25. Union and now Non Union

    By SSRRS, March 6, 2019
    • 5 replies
    • 1.4k views
    • 
    • SSRRS
    • March 7, 2019

26. Testing of Ineligible Employees

    By ConnieStorer, March 1, 2019
    • 2 replies
    • 593 views
    • 
    • ConnieStorer
    • March 4, 2019

27. Cross-testing with a 401(k)

    By justanotheradmin, February 21, 2019
    • 3 replies
    • 1.5k views
    • 
    • justanotheradmin
    • February 22, 2019

28. Subsidized Early Retirement

    By jane murray, February 21, 2019
    • 2 replies
    • 902 views
    • 
    • jane murray
    • February 21, 2019

29. Cash Balance Minimum Participation and ROR ICR Plans

    By CuseFan, February 20, 2019
    • 11 replies
    • 2.2k views
    • 
    • CuseFan
    • February 27, 2019

30. Spin-off/New Plan for FDL purposes

    By pcbenefits007, February 20, 2019
    • 0 replies
    • 388 views
    • 
    • pcbenefits007
    • February 20, 2019

31. Deduct 2 years' contributions in 1 tax year?

    By Flyboyjohn, February 16, 2019
    • 5 replies
    • 844 views
    • 
    • Mike Preston
    • February 25, 2019

32. Hoping this makes sense....Change eligibility?

    By Bri, February 15, 2019
    • 2 replies
    • 483 views
    • 
    • Bri
    • February 16, 2019

33. Initial short plan year prorate deduction?

    By pensionam, February 15, 2019
    • 4 replies
    • 931 views
    • 
    • pensionam
    • February 15, 2019

34. 415 Dollar Limit - Late - Proration for Partial Years(/ages)?

    By DW, February 14, 2019   

    • defined benefit plan
    • 415(b)
    • 5 replies
    • 1.1k views
    • 
    • Calavera
    • February 15, 2019

35. Lump Sum and/or Early Retirement Window - Actuarial Equivalence

    By CuseFan, February 5, 2019
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 5, 2019

36. Not PBGC Covered? Substantial Owner Plan?

    By justanotheradmin, January 31, 2019
    • 1 reply
    • 585 views
    • 
    • Calavera
    • February 1, 2019

37. Plan amendment and 133% accrual rule

    By AndyH, January 30, 2019
    • 6 replies
    • 847 views
    • 
    • AndyH
    • February 1, 2019

38. DB Plan without Trustees?

    By ERISAgeek111, January 29, 2019
    • 7 replies
    • 866 views
    • 
    • Larry Starr
    • January 31, 2019

39. S-5 Table form the Actuary's Pension Handbook

    By TJM, January 29, 2019
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • February 1, 2019

40. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru, January 28, 2019
    • 9 replies
    • 3.6k views
    • 
    • Bri
    • July 3

41. assumptions for beginning of year valuations

    By Ted Munice, January 24, 2019   

    • defined benefit plans
    • assumptions
    • (and 1 more)

      Tagged with:

      • defined benefit plans
      • assumptions
      • beginning of year valuations
    • 8 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • February 5, 2019

42. Top-Heavy exemption

    By JustnERPA, January 23, 2019
    • 0 replies
    • 457 views
    • 
    • JustnERPA
    • January 23, 2019

43. DB RMDs and Vesting

    By figure 8, January 22, 2019
    • 9 replies
    • 1.8k views
    • 
    • figure 8
    • January 24, 2019

44. DB Funding Waiver User Fees

    By CuseFan, January 22, 2019
    • 2 replies
    • 927 views
    • 
    • CuseFan
    • January 23, 2019

45. Lump sum instead of monthly annuity

    By SSRRS, January 22, 2019
    • 2 replies
    • 665 views
    • 
    • SSRRS
    • January 22, 2019

46. QSLOB

    By Walter, January 21, 2019
    • 13 replies
    • 2.5k views
    • 
    • Walter
    • February 6, 2019

47. 31% DB/DC limit when MRC exceeds 25%

    By MLML, January 19, 2019   

    • dc contribution exceeds 6%.. db mrc exceeds 25%.. what is deduction limit?
    • 6 replies
    • 1.5k views
    • 
    • MLML
    • January 23, 2019

48. Duplicate 1099-R

    By BH1528, January 16, 2019
    • 2 replies
    • 942 views
    • 
    • Kristina
    • January 17, 2019

49. Defined Benefit/Defined Contribution Combo?

    By Pammie57, January 16, 2019
    • 8 replies
    • 819 views
    • 
    • jpod
    • January 17, 2019

50. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

    • pension
    • 8 replies
    • 2.9k views
    • 
    • MoJo
    • January 10, 2019