Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

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

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

2. Excess Assets

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

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

   By PenQ, March 27, 2019
   • 0 replies
   • 1.4k views
   • 
   • PenQ
   • March 27, 2019

4. Increase NRA?

   By Dougsbpc, March 25, 2019
   • 3 replies
   • 1k views
   • 
   • Effen
   • March 27, 2019

5. ASC 715 Report & Cash Balance Plans

   By shERPA, March 19, 2019
   • 6 replies
   • 1.8k views
   • 
   • shERPA
   • March 21, 2019

6. Signing PBGC Form 500 filing

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

7. "suspension of benefits"

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

8. DB Lump Sums and Restricted Employees

   By CuseFan, March 24, 2017
   • 9 replies
   • 1.8k views
   • 
   • Lou S.
   • March 12, 2019

9. Ton of over funding - Take over plan

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

10. Providing Top Heavy in the Cash Balance Plan

    By MLML, March 8, 2019
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • March 8, 2019

11. Deemed Burn/AFTAP Issue

    By Manatee, March 7, 2019   

    • aftap
    • deemed burn
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2019

12. Union and now Non Union

    By SSRRS, March 6, 2019
    • 5 replies
    • 1.5k views
    • 
    • SSRRS
    • March 7, 2019

13. Testing of Ineligible Employees

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

14. Cash Balance Minimum Participation and ROR ICR Plans

    By CuseFan, February 20, 2019
    • 11 replies
    • 2.3k views
    • 
    • CuseFan
    • February 27, 2019

15. Do the Attribution Rules Apply?

    By mming, October 1, 2006
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 25, 2019

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

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

17. Cross-testing with a 401(k)

    By justanotheradmin, February 21, 2019
    • 3 replies
    • 1.6k views
    • 
    • justanotheradmin
    • February 22, 2019

18. Subsidized Early Retirement

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

19. Spin-off/New Plan for FDL purposes

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

20. QJSA - Disability Auxiliary Benefit

    By RTK, October 6, 2004
    • 1 reply
    • 3.1k views
    • 
    • JPE
    • February 19, 2019

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

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

22. Initial short plan year prorate deduction?

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

23. 415 Dollar Limit - Late - Proration for Partial Years(/ages)?

    By DW, February 14, 2019   

    • defined benefit plan
    • 415(b)
    • 5 replies
    • 1.2k views
    • 
    • Calavera
    • February 15, 2019

24. QSLOB

    By Walter, January 21, 2019
    • 13 replies
    • 2.6k views
    • 
    • Walter
    • February 6, 2019

25. Surviving Spouse?

    By Newbie, August 6, 2018
    • 34 replies
    • 5.5k views
    • 
    • card
    • February 6, 2019

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

    By CuseFan, February 5, 2019
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • February 5, 2019

27. 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
    • 1.5k views
    • 
    • C. B. Zeller
    • February 5, 2019

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

    By TJM, January 29, 2019
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • February 1, 2019

29. Plan amendment and 133% accrual rule

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

30. Not PBGC Covered? Substantial Owner Plan?

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

31. DB Plan without Trustees?

    By ERISAgeek111, January 29, 2019
    • 7 replies
    • 1k views
    • 
    • Larry Starr
    • January 31, 2019

32. DB RMDs and Vesting

    By figure 8, January 22, 2019
    • 9 replies
    • 1.9k views
    • 
    • figure 8
    • January 24, 2019

33. Top-Heavy exemption

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

34. DB Funding Waiver User Fees

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

35. 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

36. Lump sum instead of monthly annuity

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

37. Duplicate 1099-R

    By BH1528, January 16, 2019
    • 2 replies
    • 1k views
    • 
    • Kristina
    • January 17, 2019

38. Defined Benefit/Defined Contribution Combo?

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

39. Incorrect Trustee in Plan Document

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

40. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

    • pension
    • 8 replies
    • 3.1k views
    • 
    • MoJo
    • January 10, 2019

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

    By With Appreciation...., January 2, 2019
    • 9 replies
    • 1.7k views
    • 
    • Larry Starr
    • January 4, 2019

42. Applying Benefit Service Limit Across Multiple Formulas

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

43. Contributory multiemployer DB Plan

    By RWPHoenix, December 28, 2018
    • 5 replies
    • 1k views
    • 
    • AndyH
    • December 31, 2018

44. Cash Balance Plan Question

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

45. change in valuation date

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

46. Mandatory cashout at RBD interest question

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

47. Missing Participant Turns Up After Paying PBGC

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

48. 411(d)(6) and actuarial equivalence

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

49. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • December 13, 2018

50. Minimum Funding Cash Balance Plan

    By ErnieG, December 7, 2018
    • 9 replies
    • 1.9k views
    • 
    • Effen
    • December 8, 2018