Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Company owner is also union employee

   By digger, September 26, 2018
   • 4 replies
   • 3k views
   • 
   • digger
   • September 27, 2018

2. Nondiscrimination Testing in an Early Retirement Window

   By ERISA-Bubs, September 25, 2018
   • 3 replies
   • 1.2k views
   • 
   • Cloudy
   • September 26, 2018

3. Offset arrangement

   By Carol V. Calhoun, September 24, 2018
   • 5 replies
   • 2.1k views
   • 
   • CuseFan
   • September 25, 2018

4. elimination of the 5 year remedial cycle

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

5. Early Retirement Window - Eligibility Limits

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

6. Excess Contributions

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

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

   By HCE, September 14, 2018
   • 5 replies
   • 1.5k views
   • 
   • david rigby
   • September 18, 2018

8. Amend out floor-offset language?

   By Cloudy, September 10, 2018
   • 9 replies
   • 1.2k views
   • 
   • C. B. Zeller
   • September 14, 2018

9. Schedule of Reportable Transactions

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

10. SIMPLE IRA and Cash Balance

    By Sym401k, September 5, 2018
    • 4 replies
    • 2.4k views
    • 
    • Mike Preston
    • September 6, 2018

11. Cash Balance Plan Design - 401h and Insurance

    By PensionPro, May 24, 2013
    • 5 replies
    • 3.8k views
    • 
    • shERPA
    • September 6, 2018

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

    By ERISAAPPLE, August 27, 2018
    • 9 replies
    • 2.1k views
    • 
    • ERISAAPPLE
    • September 5, 2018

13. 25 Highest paid lives restrictions

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

14. 4980F Excise Tax Waiver

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

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

    By Bri, August 27, 2018
    • 4 replies
    • 1.5k views
    • 
    • QP_Guy
    • August 28, 2018

16. RMD in year of distribution

    By Dougsbpc, August 24, 2018
    • 5 replies
    • 1.2k views
    • 
    • ESOP Guy
    • August 27, 2018

17. Plan Termination with EE contributions

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

18. 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
    • 679 views
    • 
    • RAPD
    • August 16, 2018

19. Eligibility

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

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

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

21. 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
    • 2.3k views
    • 
    • Larry Starr
    • August 7, 2018

22. 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
    • 978 views
    • 
    • jpm56
    • August 6, 2018

23. Late quarterly contributions shown on Schedule SB

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

24. 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
    • 2.1k views
    • 
    • Calavera
    • July 31, 2018

25. 5500 line 6c - PBGC coverage

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

26. Amendments

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

27. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 9.1k views
    • 
    • LRC
    • July 26, 2018

28. Reversions Post-Tax Cut Jobs Act

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

29. Form 8955-SSA vs. Form 5500

    By tuni88, August 5, 2014
    • 12 replies
    • 3.7k views
    • 
    • BG5150
    • July 23, 2018

30. Crediting Extra Service in DB Plan

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

31. Rev. Proc. 90-49

    By jpod, July 16, 2018
    • 7 replies
    • 1.8k views
    • 
    • jpod
    • July 18, 2018

32. 436 restriction no longer applies

    By dmb, June 15, 2018
    • 2 replies
    • 660 views
    • 
    • Draper55
    • July 18, 2018

33. Basic 417(e) lump sum question

    By AndyH, July 17, 2018
    • 1 reply
    • 856 views
    • 
    • Mike Preston
    • July 17, 2018

34. PBGC Annual Premium Payment Letters - peeve

    By mwyatt, June 20, 2018
    • 3 replies
    • 886 views
    • 
    • figure 8
    • July 16, 2018

35. Correct DB 415 Failure in DC Plan

    By ERISAAPPLE, July 11, 2018
    • 3 replies
    • 641 views
    • 
    • Mike Preston
    • July 11, 2018

36. Active participant withdrawal from DC rollover in DB plan allowed?

    By Manatee, June 19, 2018   

    • rollover
    • withdrawal
    • 5 replies
    • 1.5k views
    • 
    • Draper55
    • July 6, 2018

37. Frozen Cash Balance Plan

    By K2, June 27, 2018
    • 4 replies
    • 1.9k views
    • 
    • Draper55
    • July 2, 2018

38. Issues with insured takeover DB/DC combo

    By AndyH, June 15, 2018
    • 4 replies
    • 764 views
    • 
    • AndyH
    • June 18, 2018

39. Resolving data error for audit

    By TPApril, June 15, 2018
    • 3 replies
    • 597 views
    • 
    • RatherBeGolfing
    • June 16, 2018

40. S Corp Saving Plan (Q or NQ)

    By HJ, May 22, 2018
    • 30 replies
    • 4.2k views
    • 
    • jpod
    • June 6, 2018

41. Exemption from ERISA Bond?

    By justanotheradmin, May 18, 2018   

    • pbgc
    • erisa bond
    • 8 replies
    • 3.9k views
    • 
    • justanotheradmin
    • May 31, 2018

42. Service Requirement for Accrual

    By ERISAAPPLE, May 30, 2018
    • 5 replies
    • 889 views
    • 
    • figure 8
    • May 30, 2018

43. Frozen DB

    By thepensionmaven, May 29, 2018
    • 1 reply
    • 765 views
    • 
    • Effen
    • May 29, 2018

44. effective dates for ppa restatements

    By jeanh, May 23, 2018
    • 6 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 24, 2018

45. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE, May 22, 2018
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 24, 2018

46. April 2018 rates

    By SoCalActuary, May 22, 2018   

    • 417(e)
    • 2 replies
    • 689 views
    • 
    • SoCalActuary
    • May 22, 2018

47. 412e3 (or 412i)

    By cdavis25, May 21, 2018
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • May 22, 2018

48. Plan Termination - Determination Letter

    By ndj2377, May 15, 2018
    • 11 replies
    • 3.8k views
    • 
    • ESOP Guy
    • May 18, 2018

49. Attribution between husband and wife

    By CRC, April 19, 2018
    • 8 replies
    • 1.8k views
    • 
    • ACK
    • May 18, 2018

50. Currently with a solo-401k; does it make sense to add cash balance plan?

    By xilex, May 5, 2018   

    • 401k
    • cash balance plan
    • 19 replies
    • 7.1k views
    • 
    • Bob the Swimmer
    • May 17, 2018