Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Frozen Cash Balance Plan

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

2. Issues with insured takeover DB/DC combo

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

3. Resolving data error for audit

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

4. S Corp Saving Plan (Q or NQ)

   By HJ, May 22, 2018
   • 30 replies
   • 4.4k views
   • 
   • jpod
   • June 6, 2018

5. Exemption from ERISA Bond?

   By justanotheradmin, May 18, 2018   

   • pbgc
   • erisa bond
   • 8 replies
   • 4.1k views
   • 
   • justanotheradmin
   • May 31, 2018

6. Service Requirement for Accrual

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

7. Frozen DB

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

8. effective dates for ppa restatements

   By jeanh, May 23, 2018
   • 6 replies
   • 2.5k views
   • 
   • John Feldt ERPA CPC QPA
   • May 24, 2018

9. Cash Balance Formulas when Earnings Not Known

   By ERISAAPPLE, May 22, 2018
   • 5 replies
   • 1.5k views
   • 
   • Mike Preston
   • May 24, 2018

10. April 2018 rates

    By SoCalActuary, May 22, 2018   

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

11. 412e3 (or 412i)

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

12. Plan Termination - Determination Letter

    By ndj2377, May 15, 2018
    • 11 replies
    • 4.1k views
    • 
    • ESOP Guy
    • May 18, 2018

13. Attribution between husband and wife

    By CRC, April 19, 2018
    • 8 replies
    • 1.9k views
    • 
    • ACK
    • May 18, 2018

14. 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
    • 7.8k views
    • 
    • Bob the Swimmer
    • May 17, 2018

15. 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
    • 954 views
    • 
    • david rigby
    • May 16, 2018

16. 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
    • 1.1k views
    • 
    • SoCalActuary
    • May 14, 2018

17. NRA less than 62

    By justanotheradmin, May 8, 2018   

    • nra
    • determination letter
    • 3 replies
    • 1.8k views
    • 
    • Larry Starr
    • May 9, 2018

18. Distribution Deadline

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

19. Frozen DB

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

20. Offset using a hypothetical account balance?

    By C. B. Zeller, May 3, 2018
    • 5 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • May 7, 2018

21. Distribution from DB Plan

    By Sydney, April 28, 2018
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 6, 2018

22. Increase of Prefunding Balance?

    By Bob in USA, May 2, 2018   

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

23. Prefunding Balance - Timing of Creation and Use

    By dmdavala, April 4, 2017   

    • prefunding balance
    • 5 replies
    • 2.6k views
    • 
    • Lou S.
    • May 2, 2018

24. Solutions to Ridiculous PBGC Premium?

    By figure 8, May 1, 2018
    • 5 replies
    • 1.5k views
    • 
    • figure 8
    • May 2, 2018

25. Self-Employed Defined Benefit Plan

    By bzorc, April 20, 2018
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • April 23, 2018

26. PPA Restatements for DB and CB Plans

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

27. 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
    • 1.4k views
    • 
    • Larry Starr
    • April 9, 2018

28. Small Plan Excess Assets

    By Dougsbpc, April 4, 2018
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • April 6, 2018

29. Life Insurance Purchased from Plan

    By Buckoosier, April 3, 2018
    • 4 replies
    • 1.1k views
    • 
    • Buckoosier
    • April 5, 2018

30. Excess cash balance plan contribution

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

31. Early Retirement Pension converted to Disability Pension

    By kenfyoozd, March 31, 2018   

    • new election form
    • waiver new annuity starting date
    • 9 replies
    • 1.9k views
    • 
    • kenfyoozd
    • April 4, 2018

32. Interest Credits After NRD

    By ERISAAPPLE, April 2, 2018
    • 3 replies
    • 988 views
    • 
    • CuseFan
    • April 3, 2018

33. RMDs

    By John Feldt ERPA CPC QPA, March 20, 2018   

    • rmd
    • nonvested
    • (and 2 more)

      Tagged with:

      • rmd
      • nonvested
      • account balance method
      • lump sum
    • 5 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 22, 2018

34. 415 Limit Solutions

    By jim241, March 15, 2018   

    • cash balance
    • 415 limits
    • (and 3 more)

      Tagged with:

      • cash balance
      • 415 limits
      • solutions
      • annuities
      • insurance
    • 29 replies
    • 4.2k views
    • 
    • ERISAAPPLE
    • March 21, 2018

35. PVAB / Early Retirement

    By JARichardson, March 20, 2018
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • March 21, 2018

36. Retroactive Annuity Starting Date

    By Kudos26, March 16, 2018
    • 2 replies
    • 1.5k views
    • 
    • CuseFan
    • March 19, 2018

37. Annual Funding Notice

    By DL1215, March 14, 2018   

    • plan merger
    • 3 replies
    • 1.1k views
    • 
    • DL1215
    • March 19, 2018

38. Minimizing Settement Charges?

    By Effen, March 9, 2018   

    • asc accounting concerns
    • 4 replies
    • 1.1k views
    • 
    • Dave Rumas
    • March 13, 2018

39. Schedule of Reportable Transactions

    By guest_with_question, March 13, 2018
    • 0 replies
    • 800 views
    • 
    • guest_with_question
    • March 13, 2018

40. Average Compensation

    By Dougsbpc, March 12, 2018
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 12, 2018

41. Cash Balance Forfeiture Account

    By Stash026, March 9, 2018
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • March 9, 2018

42. Plan Term - Due Date ?

    By Cloudy, March 7, 2018
    • 13 replies
    • 2.9k views
    • 
    • Calavera
    • March 9, 2018

43. IRS Notice 2017-60 meaning of "adverse buisness impact greater than de minimus"

    By Pxhesq, January 10, 2018   

    • notice 2017-60
    • 5 replies
    • 1.7k views
    • 
    • Effen
    • March 8, 2018

44. Nondiscrimination Testing - Different Measurement Periods?

    By CuseFan, March 6, 2018
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • March 7, 2018

45. Mortality Tables for 2018

    By david rigby, October 3, 2017
    • 19 replies
    • 4k views
    • 
    • John314
    • March 2, 2018

46. Funding Results After Non De-Minimis Spin Off

    By John314, March 1, 2018   

    • spinoff
    • ppa
    • (and 1 more)

      Tagged with:

      • spinoff
      • ppa
      • minimum funding
    • 2 replies
    • 1.6k views
    • 
    • Calavera
    • March 1, 2018

47. increasing rmds additional accruals

    By Draper55, March 1, 2018
    • 0 replies
    • 584 views
    • 
    • Draper55
    • March 1, 2018

48. When is the best time to terminate DBP

    By gasvp230, February 26, 2018   

    • terminate dbp
    • overfunding
    • (and 1 more)

      Tagged with:

      • terminate dbp
      • overfunding
      • (415) benefit level
    • 4 replies
    • 2.4k views
    • 
    • gasvp230
    • March 1, 2018

49. Suspension of Benefits question

    By Griswold, February 21, 2018
    • 6 replies
    • 1.9k views
    • 
    • ERISAAPPLE
    • February 26, 2018

50. Involuntary Cash Out

    By jim241, February 22, 2018   

    • distributions
    • involuntary cash out
    • (and 3 more)

      Tagged with:

      • distributions
      • involuntary cash out
      • mandatory cash out
      • government plan
      • db
    • 1 reply
    • 682 views
    • 
    • jpod
    • February 22, 2018