Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 415 Limits--Distributions While Still Employed?

   By EPCRSGuru, January 28, 2019
   • 9 replies
   • 3.7k views
   • 
   • Bri
   • July 3, 2025

2. 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

3. Top-Heavy exemption

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

4. DB RMDs and Vesting

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

5. DB Funding Waiver User Fees

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

6. Lump sum instead of monthly annuity

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

7. QSLOB

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

8. 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

9. Duplicate 1099-R

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

10. Defined Benefit/Defined Contribution Combo?

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

11. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

    • pension
    • 8 replies
    • 3k views
    • 
    • MoJo
    • January 10, 2019

12. Incorrect Trustee in Plan Document

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

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

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

14. Applying Benefit Service Limit Across Multiple Formulas

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

15. Contributory multiemployer DB Plan

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

16. Cash Balance Plan Question

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

17. change in valuation date

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

18. Mandatory cashout at RBD interest question

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

19. Missing Participant Turns Up After Paying PBGC

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

20. Restatement of Defined Benefit Plan

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

21. 411(d)(6) and actuarial equivalence

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

22. Minimum Funding Cash Balance Plan

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

23. Nonresponsive Participants in Terminating DB Plan

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

24. RMD for not quite terminated employee

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

25. Cash balance plan termination and adoption of new one

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

26. Mortality Assumption for Actuarial Equivalence

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

27. 401h and overfunded plan

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

28. DB plan waiting for people to hit NRA

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

29. October 417(e) Interest Rates

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

30. 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

31. Allocating Contributions

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

32. Premature termination of Defined Benefit Plan

    By ZakOregon, November 13, 2018
    • 8 replies
    • 1.3k views
    • 
    • imchipbrown
    • November 16, 2018

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

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

34. back up calculations

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

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

    By Towanda, November 7, 2018
    • 4 replies
    • 1.1k views
    • 
    • Towanda
    • November 7, 2018

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

    By SSRRS, November 6, 2018
    • 12 replies
    • 3.9k views
    • 
    • thepensionmaven
    • October 23, 2020

37. QPSA: def of "earliest retirement age"

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

38. Combined Top Heavy CB/DC - Gateway?

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

39. Academy Bylaw changes

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

40. RMD - Vesting/Start Date Question

    By pensionam, October 29, 2018
    • 10 replies
    • 2.5k views
    • 
    • EMarie
    • November 8, 2018

41. First RMD before terminating plan

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

42. Paying lump sums after window expires

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

43. Minimum Gateway DB/DC combo

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

44. Insurance in DB/DC combo plan

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

45. DC Contribution made to DB account

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

46. Initial year double deduction

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

47. NOIT

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

48. QPSA question

    By roy819, October 17, 2018
    • 2 replies
    • 2.3k views
    • 
    • roy819
    • October 17, 2018

49. Sunrise Sunset

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

50. HATFA §2003(c) Amendment Deadline

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