Defined Benefit Plans, Including Cash Balance

7,164 topics in this forum

1. Ton of over funding - Take over plan

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

2. Providing Top Heavy in the Cash Balance Plan

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

3. Deemed Burn/AFTAP Issue

   By Manatee, March 7, 2019   

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

4. Union and now Non Union

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

5. Testing of Ineligible Employees

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

6. Cash Balance Minimum Participation and ROR ICR Plans

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

7. Do the Attribution Rules Apply?

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

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

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

9. Cross-testing with a 401(k)

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

10. Subsidized Early Retirement

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

11. Spin-off/New Plan for FDL purposes

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

12. QJSA - Disability Auxiliary Benefit

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

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

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

14. Initial short plan year prorate deduction?

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

15. 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

16. QSLOB

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

17. Surviving Spouse?

    By Newbie, August 6, 2018
    • 34 replies
    • 5.3k views
    • 
    • card
    • February 6, 2019

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

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

19. 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

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

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

21. Plan amendment and 133% accrual rule

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

22. Not PBGC Covered? Substantial Owner Plan?

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

23. DB Plan without Trustees?

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

24. DB RMDs and Vesting

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

25. Top-Heavy exemption

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

26. DB Funding Waiver User Fees

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

27. 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

28. Lump sum instead of monthly annuity

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

29. Duplicate 1099-R

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

30. Defined Benefit/Defined Contribution Combo?

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

31. Incorrect Trustee in Plan Document

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

32. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

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

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

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

34. Applying Benefit Service Limit Across Multiple Formulas

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

35. Contributory multiemployer DB Plan

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

36. Cash Balance Plan Question

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

37. change in valuation date

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

38. Mandatory cashout at RBD interest question

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

39. Missing Participant Turns Up After Paying PBGC

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

40. 411(d)(6) and actuarial equivalence

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

41. QPSA: def of "earliest retirement age"

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

42. Minimum Funding Cash Balance Plan

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

43. Nonresponsive Participants in Terminating DB Plan

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

44. RMD for not quite terminated employee

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

45. funding to the 415 limit at plan termination

    By K2, October 10, 2018
    • 9 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 2, 2018

46. Cash balance plan termination and adoption of new one

    By cathyw, November 20, 2018
    • 14 replies
    • 3.3k views
    • 
    • Mike Preston
    • November 27, 2018

47. Mortality Assumption for Actuarial Equivalence

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

48. 401h and overfunded plan

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

49. DB plan waiting for people to hit NRA

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

50. October 417(e) Interest Rates

    By Sellarsian, November 19, 2018
    • 5 replies
    • 1.7k views
    • 
    • Sellarsian
    • November 20, 2018