Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Incorrect Trustee in Plan Document

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

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

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

3. Applying Benefit Service Limit Across Multiple Formulas

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

4. Contributory multiemployer DB Plan

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

5. Cash Balance Plan Question

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

6. change in valuation date

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

7. Mandatory cashout at RBD interest question

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

8. Missing Participant Turns Up After Paying PBGC

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

9. Restatement of Defined Benefit Plan

   By Ted, December 13, 2018
   • 17 replies
   • 4.2k views
   • 
   • Mike Preston
   • February 18, 2020

10. 411(d)(6) and actuarial equivalence

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

11. Minimum Funding Cash Balance Plan

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

12. Nonresponsive Participants in Terminating DB Plan

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

13. RMD for not quite terminated employee

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

14. Cash balance plan termination and adoption of new one

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

15. Mortality Assumption for Actuarial Equivalence

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

16. 401h and overfunded plan

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

17. DB plan waiting for people to hit NRA

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

18. October 417(e) Interest Rates

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

19. 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

20. Allocating Contributions

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

21. Premature termination of Defined Benefit Plan

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

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

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

23. back up calculations

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

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

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

25. Frozen Plan and 401(a)(26)

    By SSRRS, November 6, 2018
    • 12 replies
    • 3.8k views
    • 
    • thepensionmaven
    • October 23, 2020

26. QPSA: def of "earliest retirement age"

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

27. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc, November 2, 2018
    • 0 replies
    • 657 views
    • 
    • Dougsbpc
    • November 2, 2018

28. Academy Bylaw changes

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

29. RMD - Vesting/Start Date Question

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

30. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 9 replies
    • 1.5k views
    • 
    • SSRRS
    • March 31, 2020

31. Paying lump sums after window expires

    By James, October 27, 2018
    • 4 replies
    • 877 views
    • 
    • Todd Flessner
    • October 30, 2018

32. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA, October 25, 2018
    • 3 replies
    • 1.1k views
    • 
    • mming
    • October 27, 2018

33. Insurance in DB/DC combo plan

    By Earl, October 25, 2018
    • 2 replies
    • 543 views
    • 
    • Earl
    • October 25, 2018

34. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 4 replies
    • 1.1k views
    • 
    • SSRRS
    • October 22, 2018

35. Initial year double deduction

    By PowerCPA, October 18, 2018
    • 4 replies
    • 714 views
    • 
    • C. B. Zeller
    • October 20, 2018

36. NOIT

    By K2, October 17, 2018
    • 2 replies
    • 568 views
    • 
    • K2
    • October 19, 2018

37. QPSA question

    By roy819, October 17, 2018
    • 2 replies
    • 2.2k views
    • 
    • roy819
    • October 17, 2018

38. Sunrise Sunset

    By tuni88, October 12, 2018
    • 4 replies
    • 674 views
    • 
    • tuni88
    • October 16, 2018

39. HATFA §2003(c) Amendment Deadline

    By TheoDawg, October 11, 2018
    • 0 replies
    • 660 views
    • 
    • TheoDawg
    • October 11, 2018

40. funding to the 415 limit at plan termination

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

41. 401(a)(26) -- meaningful benefits

    By akollman06, October 9, 2018   

    • 401(a)(26)
    • 10 replies
    • 3.1k views
    • 
    • Audrey
    • June 17, 2024

42. Minimum Funding Deadline - Florence

    By John Feldt ERPA CPC QPA, October 5, 2018
    • 2 replies
    • 787 views
    • 
    • MargeM
    • October 10, 2018

43. Is Form 5310-a necessary for DB surplus transfer to QRP?

    By cheersmate, October 1, 2018   

    • surplus transfer
    • qualified replacement plan
    • (and 1 more)

      Tagged with:

      • surplus transfer
      • qualified replacement plan
      • 5310-a
    • 4 replies
    • 1.2k views
    • 
    • cheersmate
    • October 3, 2018

44. DB deductions

    By JARichardson, September 28, 2018   

    • db
    • deduction
    • (and 1 more)

      Tagged with:

      • db
      • deduction
      • tax year
    • 1 reply
    • 594 views
    • 
    • Calavera
    • October 1, 2018

45. Company owner is also union employee

    By digger, September 26, 2018
    • 4 replies
    • 2.7k views
    • 
    • digger
    • September 27, 2018

46. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs, September 25, 2018
    • 3 replies
    • 1.1k views
    • 
    • Cloudy
    • September 26, 2018

47. Offset arrangement

    By Carol V. Calhoun, September 24, 2018
    • 5 replies
    • 1.9k views
    • 
    • CuseFan
    • September 25, 2018

48. Missed minimum funding deadline of September 15, but said date falls on a weekend.

    By Pxhesq, September 21, 2018
    • 10 replies
    • 3.3k views
    • 
    • AndyH
    • October 4, 2018

49. Control Group Spousal Attribution in Community Property State

    By sgoss, September 21, 2018   

    • controlled
    • group
    • (and 3 more)

      Tagged with:

      • controlled
      • group
      • spousal attribution
      • community property
      • exception
    • 19 replies
    • 2.5k views
    • 
    • SoCalActuary
    • October 10, 2018

50. Early Retirement Window - Eligibility Limits

    By HCE, September 19, 2018
    • 0 replies
    • 536 views
    • 
    • HCE
    • September 19, 2018