Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Not PBGC Covered? Substantial Owner Plan?

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

2. DB Plan without Trustees?

   By ERISAgeek111, January 29, 2019
   • 7 replies
   • 1.2k views
   • 
   • Larry Starr
   • January 31, 2019

3. DB RMDs and Vesting

   By figure 8, January 22, 2019
   • 9 replies
   • 2.1k views
   • 
   • figure 8
   • January 24, 2019

4. Top-Heavy exemption

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

5. DB Funding Waiver User Fees

   By CuseFan, January 22, 2019
   • 2 replies
   • 1k views
   • 
   • CuseFan
   • January 23, 2019

6. 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
   • 1.6k views
   • 
   • MLML
   • January 23, 2019

7. Lump sum instead of monthly annuity

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

8. Duplicate 1099-R

   By BH1528, January 16, 2019
   • 2 replies
   • 1.1k views
   • 
   • Kristina
   • January 17, 2019

9. Defined Benefit/Defined Contribution Combo?

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

10. Incorrect Trustee in Plan Document

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

11. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

    • pension
    • 8 replies
    • 3.5k views
    • 
    • MoJo
    • January 10, 2019

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

    By With Appreciation...., January 2, 2019
    • 9 replies
    • 1.9k views
    • 
    • Larry Starr
    • January 4, 2019

13. Applying Benefit Service Limit Across Multiple Formulas

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

14. Contributory multiemployer DB Plan

    By RWPHoenix, December 28, 2018
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • December 31, 2018

15. Cash Balance Plan Question

    By Dougsbpc, December 28, 2018
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • December 28, 2018

16. change in valuation date

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

17. Mandatory cashout at RBD interest question

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

18. Missing Participant Turns Up After Paying PBGC

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

19. 411(d)(6) and actuarial equivalence

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

20. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • December 13, 2018

21. Minimum Funding Cash Balance Plan

    By ErnieG, December 7, 2018
    • 9 replies
    • 2.3k views
    • 
    • Effen
    • December 8, 2018

22. Nonresponsive Participants in Terminating DB Plan

    By BH1528, December 5, 2018
    • 3 replies
    • 1.4k views
    • 
    • BH1528
    • December 5, 2018

23. RMD for not quite terminated employee

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

24. funding to the 415 limit at plan termination

    By K2, October 10, 2018
    • 9 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 2, 2018

25. Cash balance plan termination and adoption of new one

    By cathyw, November 20, 2018
    • 14 replies
    • 3.8k views
    • 
    • Mike Preston
    • November 27, 2018

26. Mortality Assumption for Actuarial Equivalence

    By C. B. Zeller, November 20, 2018
    • 4 replies
    • 1.5k views
    • 
    • Effen
    • November 24, 2018

27. 401h and overfunded plan

    By K2, November 20, 2018
    • 3 replies
    • 1.2k views
    • 
    • chc93
    • November 21, 2018

28. DB plan waiting for people to hit NRA

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

29. October 417(e) Interest Rates

    By Sellarsian, November 19, 2018
    • 5 replies
    • 1.8k views
    • 
    • Sellarsian
    • November 20, 2018

30. Premature termination of Defined Benefit Plan

    By ZakOregon, November 13, 2018
    • 8 replies
    • 1.6k views
    • 
    • imchipbrown
    • November 16, 2018

31. Allocating Contributions

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

32. Uncashed Pension Checks

    By poisnivey, November 14, 2018   

    • pension
    • checks
    • (and 2 more)

      Tagged with:

      • pension
      • checks
      • uncashed
      • non responsive participant
    • 2 replies
    • 1.1k views
    • 
    • Doc Ument
    • November 14, 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
    • 1.1k views
    • 
    • AdKu
    • November 14, 2018

34. Academy Bylaw changes

    By Effen, November 1, 2018
    • 7 replies
    • 1.1k views
    • 
    • Effen
    • November 13, 2018

35. RMD - Vesting/Start Date Question

    By pensionam, October 29, 2018
    • 10 replies
    • 2.8k views
    • 
    • EMarie
    • November 8, 2018

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

    By Towanda, November 7, 2018
    • 4 replies
    • 1.2k views
    • 
    • Towanda
    • November 7, 2018

37. back up calculations

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

38. Combined Top Heavy CB/DC - Gateway?

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

39. Paying lump sums after window expires

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

40. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA, October 25, 2018
    • 3 replies
    • 1.2k views
    • 
    • mming
    • October 27, 2018

41. Insurance in DB/DC combo plan

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

42. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 4 replies
    • 1.2k views
    • 
    • SSRRS
    • October 22, 2018

43. Initial year double deduction

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

44. NOIT

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

45. 4980(d) Qualified Replacement Plan

    By JAY21, November 13, 2009
    • 4 replies
    • 2.6k views
    • 
    • DMcGovern
    • October 19, 2018

46. QPSA question

    By roy819, October 17, 2018
    • 2 replies
    • 2.4k views
    • 
    • roy819
    • October 17, 2018

47. Sunrise Sunset

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

48. HATFA §2003(c) Amendment Deadline

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

49. Minimum Funding Deadline - Florence

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

50. 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
    • 2.7k views
    • 
    • SoCalActuary
    • October 10, 2018