Defined Benefit Plans, Including Cash Balance

7,161 topics in this forum

1. Academy Bylaw changes

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

2. RMD - Vesting/Start Date Question

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

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

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

4. back up calculations

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

5. Combined Top Heavy CB/DC - Gateway?

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

6. Paying lump sums after window expires

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

7. Minimum Gateway DB/DC combo

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

8. Insurance in DB/DC combo plan

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

9. DC Contribution made to DB account

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

10. Initial year double deduction

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

11. NOIT

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

12. 4980(d) Qualified Replacement Plan

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

13. QPSA question

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

14. Sunrise Sunset

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

15. HATFA §2003(c) Amendment Deadline

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

16. Minimum Funding Deadline - Florence

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

17. 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

18. 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

19. 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

20. 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

21. DB deductions

    By JARichardson, September 28, 2018   

    • db
    • deduction
    • (and 1 more)

      Tagged with:

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

22. Determine Mortality Table Used

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

23. Company owner is also union employee

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

24. Nondiscrimination Testing in an Early Retirement Window

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

25. Offset arrangement

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

26. elimination of the 5 year remedial cycle

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

27. Early Retirement Window - Eligibility Limits

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

28. Excess Contributions

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

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

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

30. Amend out floor-offset language?

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

31. Schedule of Reportable Transactions

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

32. SIMPLE IRA and Cash Balance

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

33. Cash Balance Plan Design - 401h and Insurance

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

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

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

35. 25 Highest paid lives restrictions

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

36. 4980F Excise Tax Waiver

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

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

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

38. RMD in year of distribution

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

39. Plan Termination with EE contributions

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

40. 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
    • 573 views
    • 
    • RAPD
    • August 16, 2018

41. Eligibility

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

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

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

43. 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

44. 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
    • 891 views
    • 
    • jpm56
    • August 6, 2018

45. Late quarterly contributions shown on Schedule SB

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

46. 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

47. 5500 line 6c - PBGC coverage

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

48. Amendments

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

49. Terminating 412i plan - question

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

50. Reversions Post-Tax Cut Jobs Act

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