Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Funding Relief for hurricane related areas

   By Effen, September 12, 2017
   • 1 reply
   • 543 views
   • 
   • SoCalActuary
   • September 12, 2017

2. New mortality tables for 2018 funding and lump sums

   By dmb, September 12, 2017
   • 7 replies
   • 1.4k views
   • 
   • My 2 cents
   • September 15, 2017

3. Do 401(a)(4)-5 restrictions apply?

   By dmb, September 8, 2017
   • 3 replies
   • 1.1k views
   • 
   • dmb
   • September 8, 2017

4. Testing Age

   By figure 8, September 7, 2017
   • 7 replies
   • 1.9k views
   • 
   • figure 8
   • September 8, 2017

5. Can mortality table be protected?

   By dmb, September 6, 2017
   • 5 replies
   • 1.1k views
   • 
   • My 2 cents
   • September 8, 2017

6. Recent DOL audit on required disclosures defined benefit plan

   By Adam, August 31, 2017
   • 3 replies
   • 1k views
   • 
   • ESOP Guy
   • September 7, 2017

7. 10-year CC annuity

   By jpod, August 31, 2017
   • 20 replies
   • 3.5k views
   • 
   • Mike Preston
   • September 1, 2017

8. 410(b) / 401(a)(4) question

   By Effen, August 31, 2017
   • 8 replies
   • 1.9k views
   • 
   • Effen
   • August 31, 2017

9. ATFAP & Normal Cost

   By Draper55, August 30, 2017
   • 2 replies
   • 1.3k views
   • 
   • Draper55
   • August 31, 2017

10. benefit plan Where are my benefits?

    By Marti, August 27, 2017   

    • defined
    • 3 replies
    • 708 views
    • 
    • david rigby
    • August 27, 2017

11. Marti

    By Marti, August 26, 2017
    • 7 replies
    • 1.5k views
    • 
    • My 2 cents
    • September 7, 2017

12. "Guaranteed payments" for spouse?

    By Cloudy, August 24, 2017
    • 2 replies
    • 769 views
    • 
    • Cloudy
    • August 24, 2017

13. Congratulations Mike Preston

    By AndyH, August 24, 2017
    • 9 replies
    • 1.7k views
    • 
    • Dougsbpc
    • August 28, 2017

14. selling practice-cash balance plan

    By Dinosaur, August 22, 2017
    • 1 reply
    • 570 views
    • 
    • CuseFan
    • August 22, 2017

15. Majority Owner Waiver

    By dan.jock, August 18, 2017
    • 14 replies
    • 5k views
    • 
    • My 2 cents
    • August 29, 2017

16. Breach of Fiduciary Duty

    By Janie, August 15, 2017
    • 5 replies
    • 1.5k views
    • 
    • Janie
    • August 15, 2017

17. Small payment force out

    By fiona1, August 9, 2017
    • 8 replies
    • 4k views
    • 
    • CuseFan
    • August 9, 2017

18. Remedy for delay to put retirees in pay status

    By Trisports, August 4, 2017   

    • vcp
    • 1 reply
    • 711 views
    • 
    • david rigby
    • August 4, 2017

19. Bankruptcy and payment of expenses

    By david rigby, July 26, 2017   

    • pbgc
    • distress termination
    • (and 1 more)

      Tagged with:

      • pbgc
      • distress termination
      • bankruptcy
    • 11 replies
    • 1.9k views
    • 
    • CarloCarmichael
    • September 7, 2017

20. Remedy for late/missing AFN

    By John314, July 24, 2017   

    • afn
    • annual funding notice
    • (and 1 more)

      Tagged with:

      • afn
      • annual funding notice
      • penalty
    • 3 replies
    • 3.5k views
    • 
    • Peter Gulia
    • July 26, 2017

21. Delay in putting retirees into pay status

    By CuseFan, July 18, 2017
    • 1 reply
    • 765 views
    • 
    • fiona1
    • August 9, 2017

22. Unreduced Early Retirement causing forefeiture?

    By John314, July 18, 2017   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • forefeiture
      • early retirement
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • July 18, 2017

23. Unpaid minimum contributions to DB plan

    By tectulsa, July 14, 2017
    • 2 replies
    • 612 views
    • 
    • My 2 cents
    • July 17, 2017

24. Statute of Limitations

    By jpod, July 11, 2017
    • 28 replies
    • 3.7k views
    • 
    • Lou S.
    • July 23, 2020

25. Poll

    By jpod, July 10, 2017
    • 6 replies
    • 759 views
    • 
    • RatherBeGolfing
    • July 11, 2017

26. Qualifying Employer Real Property Questions

    By ERISA-Bubs, July 6, 2017
    • 4 replies
    • 2.2k views
    • 
    • CuseFan
    • July 7, 2017

27. Deductibility of one-time large contribution to fully fund and terminate DB.

    By RayJJohnsonJr, July 3, 2017
    • 15 replies
    • 1.8k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

28. Terminating Qualified Replacement Plan

    By Monica Barnard, June 24, 2017
    • 4 replies
    • 2.3k views
    • 
    • david rigby
    • July 6, 2017

29. RMD Start Date Question

    By Stash026, June 23, 2017
    • 2 replies
    • 870 views
    • 
    • CuseFan
    • June 23, 2017

30. Proposed Distribution Date when filing for IRS DL

    By AdKu, June 21, 2017
    • 10 replies
    • 2.4k views
    • 
    • tymesup
    • June 22, 2017

31. Another RMD Question

    By Dougsbpc, June 21, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 21, 2017

32. I'm trying to put together a list of employers who have made in-kind real property contributions to their pension plans.

    By ERISA-Bubs, June 20, 2017
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • June 21, 2017

33. Should every 69.5 year old 5% owner take an in-service distribution???

    By dan.jock, June 20, 2017
    • 8 replies
    • 840 views
    • 
    • Calavera
    • June 21, 2017

34. 415 dollar limit and frozen plan

    By Hojo, June 16, 2017
    • 8 replies
    • 3.8k views
    • 
    • Calavera
    • July 3, 2017

35. RMD question

    By Belgarath, June 9, 2017
    • 3 replies
    • 758 views
    • 
    • Dougsbpc
    • August 16, 2017

36. Statute of Limitations on PBGC enforcement

    By Flyboyjohn, June 7, 2017
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • June 8, 2017

37. Form 8955-SSA

    By AdKu, June 2, 2017
    • 2 replies
    • 996 views
    • 
    • AdKu
    • June 2, 2017

38. Fractional Accrual rule for Fresh Start w/ Add-on

    By dmb, June 2, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 2, 2017

39. 436 restricted lump sum issue

    By AndyH, June 1, 2017
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • June 2, 2017

40. AFN For EZ-Filer

    By emmetttrudy, May 24, 2017
    • 5 replies
    • 1.1k views
    • 
    • Effen
    • May 24, 2017

41. Funding While Waiver Application Pending

    By John314, May 23, 2017   

    • waiver
    • funding
    • (and 1 more)

      Tagged with:

      • waiver
      • funding
      • db plan
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • May 24, 2017

42. Frozen Pension Plan 1 2

    By Jim Nichols, May 15, 2017
    • 62 replies
    • 9.8k views
    • 
    • Lou S.
    • August 23, 2017

43. PBGC Premiums Software

    By austin3515, May 13, 2017
    • 2 replies
    • 573 views
    • 
    • Effen
    • May 15, 2017

44. Year #10

    By Bri, May 12, 2017   

    • 415
    • 8 replies
    • 1.1k views
    • 
    • david rigby
    • May 17, 2017

45. Underpayments

    By fiona1, May 9, 2017
    • 3 replies
    • 3k views
    • 
    • CuseFan
    • May 10, 2017

46. Converting Defined Benefit Plan into IRA

    By Alexis K, May 8, 2017   

    • defined benefit plan
    • ira
    • (and 1 more)

      Tagged with:

      • defined benefit plan
      • ira
      • pensco
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 8, 2017

47. Safe Harbor Formula?

    By Cloudy, May 5, 2017
    • 3 replies
    • 895 views
    • 
    • My 2 cents
    • May 5, 2017

48. Stock sale - distributable event?

    By Effen, May 3, 2017
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • May 4, 2017

49. Required Beginning Date for Cash Balance Plan

    By emmetttrudy, May 2, 2017
    • 4 replies
    • 1.4k views
    • 
    • Calavera
    • May 3, 2017

50. Gateway Cash Balance Average EAR use for non participants in CB Plan

    By CharlesLeggette, April 23, 2017   

    • gateway
    • 2 replies
    • 810 views
    • 
    • CuseFan
    • April 24, 2017