Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Plan Termination with EE contributions

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

2. 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
   • 610 views
   • 
   • RAPD
   • August 16, 2018

3. Eligibility

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

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

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

5. 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
   • 2.1k views
   • 
   • Larry Starr
   • August 7, 2018

6. 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
   • 929 views
   • 
   • jpm56
   • August 6, 2018

7. Late quarterly contributions shown on Schedule SB

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

8. 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

9. 5500 line 6c - PBGC coverage

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

10. Amendments

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

11. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.9k views
    • 
    • LRC
    • July 26, 2018

12. Reversions Post-Tax Cut Jobs Act

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

13. Form 8955-SSA vs. Form 5500

    By tuni88, August 5, 2014
    • 12 replies
    • 3.5k views
    • 
    • BG5150
    • July 23, 2018

14. Crediting Extra Service in DB Plan

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

15. Rev. Proc. 90-49

    By jpod, July 16, 2018
    • 7 replies
    • 1.7k views
    • 
    • jpod
    • July 18, 2018

16. 436 restriction no longer applies

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

17. Basic 417(e) lump sum question

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

18. PBGC Annual Premium Payment Letters - peeve

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

19. Correct DB 415 Failure in DC Plan

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

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

    By Manatee, June 19, 2018   

    • rollover
    • withdrawal
    • 5 replies
    • 1.4k views
    • 
    • Draper55
    • July 6, 2018

21. Frozen Cash Balance Plan

    By K2, June 27, 2018
    • 4 replies
    • 1.8k views
    • 
    • Draper55
    • July 2, 2018

22. Issues with insured takeover DB/DC combo

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

23. Resolving data error for audit

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

24. S Corp Saving Plan (Q or NQ)

    By HJ, May 22, 2018
    • 30 replies
    • 3.8k views
    • 
    • jpod
    • June 6, 2018

25. Exemption from ERISA Bond?

    By justanotheradmin, May 18, 2018   

    • pbgc
    • erisa bond
    • 8 replies
    • 3.6k views
    • 
    • justanotheradmin
    • May 31, 2018

26. Service Requirement for Accrual

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

27. Frozen DB

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

28. effective dates for ppa restatements

    By jeanh, May 23, 2018
    • 6 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 24, 2018

29. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE, May 22, 2018
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 24, 2018

30. April 2018 rates

    By SoCalActuary, May 22, 2018   

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

31. 412e3 (or 412i)

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

32. Plan Termination - Determination Letter

    By ndj2377, May 15, 2018
    • 11 replies
    • 3.5k views
    • 
    • ESOP Guy
    • May 18, 2018

33. Attribution between husband and wife

    By CRC, April 19, 2018
    • 8 replies
    • 1.7k views
    • 
    • ACK
    • May 18, 2018

34. 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
    • 6.3k views
    • 
    • Bob the Swimmer
    • May 17, 2018

35. Missing marital status

    By Trisports, May 15, 2018   

    • missing spouse
    • retroactive annuity
    • (and 1 more)

      Tagged with:

      • missing spouse
      • retroactive annuity
      • unresponsive participant
    • 2 replies
    • 849 views
    • 
    • david rigby
    • May 16, 2018

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

    By Mike Preston, May 11, 2018   

    • cash balance
    • traditional db
    • 7 replies
    • 978 views
    • 
    • SoCalActuary
    • May 14, 2018

37. NRA less than 62

    By justanotheradmin, May 8, 2018   

    • nra
    • determination letter
    • 3 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 9, 2018

38. Distribution Deadline

    By jpod, May 8, 2018
    • 3 replies
    • 773 views
    • 
    • Belgarath
    • May 9, 2018

39. Frozen DB

    By thepensionmaven, May 6, 2018
    • 3 replies
    • 776 views
    • 
    • Larry Starr
    • May 8, 2018

40. Offset using a hypothetical account balance?

    By C. B. Zeller, May 3, 2018
    • 5 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • May 7, 2018

41. Distribution from DB Plan

    By Sydney, April 28, 2018
    • 10 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 6, 2018

42. Increase of Prefunding Balance?

    By Bob in USA, May 2, 2018   

    • prefunding balance
    • 3 replies
    • 1.2k views
    • 
    • Brudestrom, FSA, EA
    • May 4, 2018

43. Prefunding Balance - Timing of Creation and Use

    By dmdavala, April 4, 2017   

    • prefunding balance
    • 5 replies
    • 2.5k views
    • 
    • Lou S.
    • May 2, 2018

44. Solutions to Ridiculous PBGC Premium?

    By figure 8, May 1, 2018
    • 5 replies
    • 1.4k views
    • 
    • figure 8
    • May 2, 2018

45. Self-Employed Defined Benefit Plan

    By bzorc, April 20, 2018
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 23, 2018

46. PPA Restatements for DB and CB Plans

    By msmith, April 10, 2018
    • 5 replies
    • 1.7k views
    • 
    • Lou S.
    • April 12, 2018

47. QDRO Distribution to Ex-spouse: Partial Lump Sum - Cash & Rollover

    By AdKu, April 9, 2018   

    • qdro distribution to ex-spouse: partial lump sum - cash & rollover
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 9, 2018

48. Small Plan Excess Assets

    By Dougsbpc, April 4, 2018
    • 3 replies
    • 949 views
    • 
    • Calavera
    • April 6, 2018

49. Life Insurance Purchased from Plan

    By Buckoosier, April 3, 2018
    • 4 replies
    • 959 views
    • 
    • Buckoosier
    • April 5, 2018

50. Excess cash balance plan contribution

    By pensionreview, April 4, 2018
    • 2 replies
    • 867 views
    • 
    • CuseFan
    • April 4, 2018