Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. back up calculations

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

2. Combined Top Heavy CB/DC - Gateway?

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

3. Paying lump sums after window expires

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

4. Minimum Gateway DB/DC combo

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

5. Insurance in DB/DC combo plan

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

6. DC Contribution made to DB account

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

7. Initial year double deduction

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

8. NOIT

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

9. 4980(d) Qualified Replacement Plan

   By JAY21, November 13, 2009
   • 4 replies
   • 2.5k views
   • 
   • DMcGovern
   • October 19, 2018

10. QPSA question

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

11. Sunrise Sunset

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

12. HATFA §2003(c) Amendment Deadline

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

13. Minimum Funding Deadline - Florence

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

14. 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

15. C-Corp 10/15 1120 deadline vs 430 9/15 funding deadline

    By shERPA, September 29, 2017
    • 9 replies
    • 1.6k views
    • 
    • figure 8
    • October 10, 2018

16. 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

17. 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

18. DB deductions

    By JARichardson, September 28, 2018   

    • db
    • deduction
    • (and 1 more)

      Tagged with:

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

19. Determine Mortality Table Used

    By mctoe, September 2, 2018
    • 4 replies
    • 672 views
    • 
    • mctoe
    • September 28, 2018

20. Company owner is also union employee

    By digger, September 26, 2018
    • 4 replies
    • 2.6k views
    • 
    • digger
    • September 27, 2018

21. Nondiscrimination Testing in an Early Retirement Window

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

22. Offset arrangement

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

23. elimination of the 5 year remedial cycle

    By LM, September 18, 2018
    • 4 replies
    • 767 views
    • 
    • Ilene Ferenczy
    • September 21, 2018

24. Early Retirement Window - Eligibility Limits

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

25. Excess Contributions

    By visionaryinsight, September 18, 2018
    • 4 replies
    • 706 views
    • 
    • PensionPro
    • September 18, 2018

26. Early Retirement Window Doesn't Benefit Participants Over 65

    By HCE, September 14, 2018
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • September 18, 2018

27. Amend out floor-offset language?

    By Cloudy, September 10, 2018
    • 9 replies
    • 1k views
    • 
    • C. B. Zeller
    • September 14, 2018

28. Schedule of Reportable Transactions

    By Fred, September 13, 2018
    • 1 reply
    • 415 views
    • 
    • ERISAAPPLE
    • September 13, 2018

29. SIMPLE IRA and Cash Balance

    By Sym401k, September 5, 2018
    • 4 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 6, 2018

30. Cash Balance Plan Design - 401h and Insurance

    By PensionPro, May 24, 2013
    • 5 replies
    • 3.7k views
    • 
    • shERPA
    • September 6, 2018

31. In-service Withdrawals at Age 62 and Early Retirement Subsidies

    By ERISAAPPLE, August 27, 2018
    • 9 replies
    • 2k views
    • 
    • ERISAAPPLE
    • September 5, 2018

32. 25 Highest paid lives restrictions

    By Barbara, August 30, 2018
    • 1 reply
    • 704 views
    • 
    • Calavera
    • August 31, 2018

33. 4980F Excise Tax Waiver

    By HollyB, August 21, 2018
    • 5 replies
    • 779 views
    • 
    • Effen
    • August 29, 2018

34. Fun with Fringe....Or, a DB CB

    By Bri, August 27, 2018
    • 4 replies
    • 1.3k views
    • 
    • QP_Guy
    • August 28, 2018

35. RMD in year of distribution

    By Dougsbpc, August 24, 2018
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • August 27, 2018

36. Plan Termination with EE contributions

    By Hojo, August 27, 2018
    • 3 replies
    • 753 views
    • 
    • CuseFan
    • August 27, 2018

37. Adding Cash Balance to PS/401(k)

    By RAPD, August 16, 2018   

    • cash balance
    • 401(k)
    • (and 1 more)

      Tagged with:

      • cash balance
      • 401(k)
      • profit sharing
    • 2 replies
    • 559 views
    • 
    • RAPD
    • August 16, 2018

38. Eligibility

    By WM, August 13, 2018
    • 1 reply
    • 548 views
    • 
    • PensionPro
    • August 13, 2018

39. Clarification on DB Vs Money Purchase Vs SEP IRA etc

    By Abhishek, August 8, 2018
    • 3 replies
    • 574 views
    • 
    • ESOP Guy
    • August 8, 2018

40. Alternate Payee Benefit Fee

    By jim241, August 1, 2018   

    • defined benefit
    • alternate payee
    • (and 3 more)

      Tagged with:

      • defined benefit
      • alternate payee
      • fees
      • costs
      • benefits
    • 18 replies
    • 2k views
    • 
    • Larry Starr
    • August 7, 2018

41. Non-PBGC Plan Term with Surplus Assets

    By jpm56, August 6, 2018   

    • excess assets
    • surplus assets
    • (and 3 more)

      Tagged with:

      • excess assets
      • surplus assets
      • non-pbgc
      • pbgc
      • plan termination
    • 0 replies
    • 877 views
    • 
    • jpm56
    • August 6, 2018

42. Late quarterly contributions shown on Schedule SB

    By TJM, August 1, 2018
    • 1 reply
    • 930 views
    • 
    • figure 8
    • August 1, 2018

43. Is late retirement a protected benefit?

    By EBECDC, July 27, 2018   

    • 411(d)(6)
    • protected benefit
    • (and 4 more)

      Tagged with:

      • 411(d)(6)
      • protected benefit
      • late retirement
      • delayed retirement
      • actuarial increase
      • optional form of benefit
    • 6 replies
    • 1.9k views
    • 
    • Calavera
    • July 31, 2018

44. 5500 line 6c - PBGC coverage

    By dan.jock, July 31, 2018
    • 2 replies
    • 704 views
    • 
    • Kristina
    • July 31, 2018

45. Amendments

    By pgold, July 29, 2018
    • 2 replies
    • 526 views
    • 
    • pgold
    • July 30, 2018

46. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.7k views
    • 
    • LRC
    • July 26, 2018

47. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE, July 23, 2018
    • 2 replies
    • 370 views
    • 
    • Mike Preston
    • July 23, 2018

48. Form 8955-SSA vs. Form 5500

    By tuni88, August 5, 2014
    • 12 replies
    • 3.4k views
    • 
    • BG5150
    • July 23, 2018

49. Crediting Extra Service in DB Plan

    By CuseFan, March 29, 2018
    • 2 replies
    • 714 views
    • 
    • Draper55
    • July 20, 2018

50. Rev. Proc. 90-49

    By jpod, July 16, 2018
    • 7 replies
    • 1.6k views
    • 
    • jpod
    • July 18, 2018