Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. Cross-testing with a 401(k)

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

2. Subsidized Early Retirement

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

3. Spin-off/New Plan for FDL purposes

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

4. QJSA - Disability Auxiliary Benefit

   By RTK, October 6, 2004
   • 1 reply
   • 3k views
   • 
   • JPE
   • February 19, 2019

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

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

6. Initial short plan year prorate deduction?

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

7. 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

8. QSLOB

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

9. Surviving Spouse?

   By Newbie, August 6, 2018
   • 34 replies
   • 5.1k views
   • 
   • card
   • February 6, 2019

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

    By CuseFan, February 5, 2019
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • February 5, 2019

11. 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

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

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

13. Plan amendment and 133% accrual rule

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

14. Not PBGC Covered? Substantial Owner Plan?

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

15. DB Plan without Trustees?

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

16. DB RMDs and Vesting

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

17. Top-Heavy exemption

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

18. DB Funding Waiver User Fees

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

19. 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
    • 1.4k views
    • 
    • MLML
    • January 23, 2019

20. Lump sum instead of monthly annuity

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

21. Duplicate 1099-R

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

22. Defined Benefit/Defined Contribution Combo?

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

23. Incorrect Trustee in Plan Document

    By kmhaab, January 7, 2019
    • 3 replies
    • 697 views
    • 
    • kmhaab
    • January 11, 2019

24. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

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

25. Non-taxable contributions in the 1099R/EPCRS correction

    By With Appreciation...., January 2, 2019
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 4, 2019

26. Applying Benefit Service Limit Across Multiple Formulas

    By CuseFan, December 28, 2018
    • 4 replies
    • 415 views
    • 
    • Mike Preston
    • January 3, 2019

27. Contributory multiemployer DB Plan

    By RWPHoenix, December 28, 2018
    • 5 replies
    • 964 views
    • 
    • AndyH
    • December 31, 2018

28. Cash Balance Plan Question

    By Dougsbpc, December 28, 2018
    • 2 replies
    • 938 views
    • 
    • C. B. Zeller
    • December 28, 2018

29. change in valuation date

    By jane murray, December 19, 2018
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 19, 2018

30. Mandatory cashout at RBD interest question

    By MichMM, December 18, 2018
    • 1 reply
    • 532 views
    • 
    • david rigby
    • December 19, 2018

31. Missing Participant Turns Up After Paying PBGC

    By BH1528, December 14, 2018
    • 1 reply
    • 701 views
    • 
    • david rigby
    • December 14, 2018

32. 411(d)(6) and actuarial equivalence

    By Draper55, December 13, 2018
    • 1 reply
    • 626 views
    • 
    • AndyH
    • December 14, 2018

33. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 965 views
    • 
    • C. B. Zeller
    • December 13, 2018

34. Minimum Funding Cash Balance Plan

    By ErnieG, December 7, 2018
    • 9 replies
    • 1.8k views
    • 
    • Effen
    • December 8, 2018

35. Nonresponsive Participants in Terminating DB Plan

    By BH1528, December 5, 2018
    • 3 replies
    • 1.3k views
    • 
    • BH1528
    • December 5, 2018

36. RMD for not quite terminated employee

    By BH1528, December 4, 2018
    • 2 replies
    • 905 views
    • 
    • Luke Bailey
    • December 5, 2018

37. funding to the 415 limit at plan termination

    By K2, October 10, 2018
    • 9 replies
    • 1k views
    • 
    • Mike Preston
    • December 2, 2018

38. Cash balance plan termination and adoption of new one

    By cathyw, November 20, 2018
    • 14 replies
    • 3.2k views
    • 
    • Mike Preston
    • November 27, 2018

39. Mortality Assumption for Actuarial Equivalence

    By C. B. Zeller, November 20, 2018
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • November 24, 2018

40. 401h and overfunded plan

    By K2, November 20, 2018
    • 3 replies
    • 1.1k views
    • 
    • chc93
    • November 21, 2018

41. DB plan waiting for people to hit NRA

    By Bri, November 19, 2018
    • 3 replies
    • 553 views
    • 
    • Bri
    • November 20, 2018

42. October 417(e) Interest Rates

    By Sellarsian, November 19, 2018
    • 5 replies
    • 1.6k views
    • 
    • Sellarsian
    • November 20, 2018

43. Premature termination of Defined Benefit Plan

    By ZakOregon, November 13, 2018
    • 8 replies
    • 1.2k views
    • 
    • imchipbrown
    • November 16, 2018

44. Allocating Contributions

    By SSRRS, November 14, 2018
    • 4 replies
    • 552 views
    • 
    • SSRRS
    • November 16, 2018

45. Uncashed Pension Checks

    By poisnivey, November 14, 2018   

    • pension
    • checks
    • (and 2 more)

      Tagged with:

      • pension
      • checks
      • uncashed
      • non responsive participant
    • 2 replies
    • 1k views
    • 
    • Doc Ument
    • November 14, 2018

46. APR at age 65 if Actuarial Assumption are 1994 GAM without setback, pre/post 7% and 5%

    By AdKu, November 12, 2018
    • 5 replies
    • 961 views
    • 
    • AdKu
    • November 14, 2018

47. Academy Bylaw changes

    By Effen, November 1, 2018
    • 7 replies
    • 944 views
    • 
    • Effen
    • November 13, 2018

48. RMD - Vesting/Start Date Question

    By pensionam, October 29, 2018
    • 10 replies
    • 2.4k views
    • 
    • EMarie
    • November 8, 2018

49. In-Service Distributions - Related Rollover from a DB Plan

    By Towanda, November 7, 2018
    • 4 replies
    • 1k views
    • 
    • Towanda
    • November 7, 2018

50. back up calculations

    By SSRRS, November 7, 2018
    • 2 replies
    • 580 views
    • 
    • SSRRS
    • November 7, 2018