Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. DB Formula by person - HCE Only Plan

   By slburnett, February 22, 2017   

   • defined benefit
   • formula
   • (and 2 more)

     Tagged with:

     • defined benefit
     • formula
     • hce
     • nondiscrimination
   • 2 replies
   • 892 views
   • 
   • AndyH
   • July 20, 2017

2. 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

3. Unpaid minimum contributions to DB plan

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

4. Poll

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

5. Qualifying Employer Real Property Questions

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

6. Terminating Qualified Replacement Plan

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

7. 415 dollar limit and frozen plan

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

8. RMD Start Date Question

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

9. Proposed Distribution Date when filing for IRS DL

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

10. Another RMD Question

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

11. 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

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

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

13. Statute of Limitations on PBGC enforcement

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

14. Form 8955-SSA

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

15. 436 restricted lump sum issue

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

16. 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

17. AFN For EZ-Filer

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

18. 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

19. Year #10

    By Bri, May 12, 2017   

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

20. PBGC Premiums Software

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

21. Underpayments

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

22. 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

23. Safe Harbor Formula?

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

24. SSA Notice of Potential Private Pension Benefit Information

    By Guest jhall, April 23, 2008
    • 10 replies
    • 31.9k views
    • 
    • My 2 cents
    • May 5, 2017

25. Stock sale - distributable event?

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

26. Required Beginning Date for Cash Balance Plan

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

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

    By CharlesLeggette, April 23, 2017   

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

28. Offering Subsidized Early Retirement for a Limited-time

    By JRG, April 20, 2017
    • 3 replies
    • 781 views
    • 
    • david rigby
    • April 21, 2017

29. When can a sole member/participant have a DB plan?

    By Lori H, April 19, 2017
    • 4 replies
    • 767 views
    • 
    • Calavera
    • April 20, 2017

30. 415 limit question

    By dmdavala, October 13, 2015   

    • 415
    • death benefit
    • 3 replies
    • 1.8k views
    • 
    • tymesup
    • April 19, 2017

31. CB/DC Combo - Differing PS % in allocation groups

    By 401(k)athryn, April 4, 2017   

    • cash balance
    • profit sharing
    • (and 2 more)

      Tagged with:

      • cash balance
      • profit sharing
      • gateway
      • rate group
    • 7 replies
    • 1k views
    • 
    • 401(k)athryn
    • April 18, 2017

32. Suspension of Benefits upon Reemployment

    By AAS2, April 5, 2017   

    • suspension
    • suspend
    • 2 replies
    • 1.2k views
    • 
    • CuseFan
    • April 6, 2017

33. Failure to Suspend Benefits

    By AAS2, March 29, 2017   

    • suspension of benefits
    • 12 replies
    • 2.8k views
    • 
    • fiona1
    • April 4, 2017

34. Failure to pay QPSA, spouse has died

    By fiona1, April 4, 2017
    • 3 replies
    • 966 views
    • 
    • fiona1
    • April 4, 2017

35. Sole Proprietor Deduction

    By Dougsbpc, March 30, 2017
    • 2 replies
    • 767 views
    • 
    • Mike Preston
    • March 31, 2017

36. Amended Form 500?

    By Pension RC, March 28, 2017
    • 2 replies
    • 675 views
    • 
    • Effen
    • March 31, 2017

37. Cash Balance %pay needs stable income ?

    By John J, March 25, 2017   

    • cash balance stable db
    • 4 replies
    • 681 views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2017

38. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • March 29, 2017

39. Early Retirement

    By jim241, March 23, 2017   

    • early retirement
    • plan termination
    • 1 reply
    • 729 views
    • 
    • My 2 cents
    • March 23, 2017

40. PBGC Coverage

    By thepensionmaven, March 20, 2017   

    • 1st year filing
    • 3 replies
    • 649 views
    • 
    • david rigby
    • March 21, 2017

41. Cash Balance plan vesting & IRC section 411(a)(4)(A)

    By AdKu, August 18, 2016   

    • cash balance plan vesting
    • irc section 411(a)(4)(a)
    • 16 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 15, 2017

42. 411(d)(6)

    By AdKu, March 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • My 2 cents
    • March 15, 2017

43. "Final" AFTAP

    By Draper55, March 14, 2017
    • 3 replies
    • 1.1k views
    • 
    • My 2 cents
    • March 15, 2017

44. Floor Offset Plan Participant Count

    By Cloudy, January 27, 2014
    • 10 replies
    • 3.4k views
    • 
    • dan.jock
    • March 14, 2017

45. Defined Benefit Plan RMDs

    By Vlad401k, February 24, 2017
    • 15 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 2, 2017

46. DB Plan Termination - NonPBGC - Assets Insufficient

    By Guest LDorsa, November 10, 2014   

    • DB
    • Plan Termination
    • 17 replies
    • 4.2k views
    • 
    • Mike Preston
    • February 23, 2017

47. Reversion timing issue

    By Earl, February 17, 2017
    • 5 replies
    • 845 views
    • 
    • Earl
    • February 17, 2017

48. IRC section 415 limit

    By AdKu, February 16, 2017
    • 7 replies
    • 1.3k views
    • 
    • AdKu
    • February 16, 2017

49. NO 412(d)(2) elections for amends after PYE

    By Effen, February 14, 2011
    • 16 replies
    • 6.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 15, 2017

50. Retroactive Annuity Start Date

    By BTG, February 9, 2017
    • 3 replies
    • 3.7k views
    • 
    • Calavera
    • February 13, 2017