Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. 10-year CC annuity

   By jpod, August 31, 2017
   • 20 replies
   • 3.6k views
   • 
   • Mike Preston
   • September 1, 2017

2. 410(b) / 401(a)(4) question

   By Effen, August 31, 2017
   • 8 replies
   • 2k views
   • 
   • Effen
   • August 31, 2017

3. ATFAP & Normal Cost

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

4. Majority Owner Waiver

   By dan.jock, August 18, 2017
   • 14 replies
   • 5.1k views
   • 
   • My 2 cents
   • August 29, 2017

5. Congratulations Mike Preston

   By AndyH, August 24, 2017
   • 9 replies
   • 1.8k views
   • 
   • Dougsbpc
   • August 28, 2017

6. benefit plan Where are my benefits?

   By Marti, August 27, 2017   

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

7. "Guaranteed payments" for spouse?

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

8. Frozen Pension Plan 1 2

   By Jim Nichols, May 15, 2017
   • 62 replies
   • 10.3k views
   • 
   • Lou S.
   • August 23, 2017

9. selling practice-cash balance plan

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

10. RMD question

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

11. Breach of Fiduciary Duty

    By Janie, August 15, 2017
    • 5 replies
    • 1.6k views
    • 
    • Janie
    • August 15, 2017

12. Small payment force out

    By fiona1, August 9, 2017
    • 8 replies
    • 4.1k views
    • 
    • CuseFan
    • August 9, 2017

13. Delay in putting retirees into pay status

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

14. Remedy for delay to put retirees in pay status

    By Trisports, August 4, 2017   

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

15. 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
    • 3.6k views
    • 
    • Peter Gulia
    • July 26, 2017

16. 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
    • 920 views
    • 
    • AndyH
    • July 20, 2017

17. 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

18. Unpaid minimum contributions to DB plan

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

19. Poll

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

20. Qualifying Employer Real Property Questions

    By ERISA-Bubs, July 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • CuseFan
    • July 7, 2017

21. Terminating Qualified Replacement Plan

    By Monica Barnard, June 24, 2017
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • July 6, 2017

22. 415 dollar limit and frozen plan

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

23. RMD Start Date Question

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

24. Proposed Distribution Date when filing for IRS DL

    By AdKu, June 21, 2017
    • 10 replies
    • 2.5k views
    • 
    • tymesup
    • June 22, 2017

25. Another RMD Question

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

26. 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
    • 1.2k views
    • 
    • CuseFan
    • June 21, 2017

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

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

28. Statute of Limitations on PBGC enforcement

    By Flyboyjohn, June 7, 2017
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • June 8, 2017

29. Form 8955-SSA

    By AdKu, June 2, 2017
    • 2 replies
    • 1k views
    • 
    • AdKu
    • June 2, 2017

30. 436 restricted lump sum issue

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

31. 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

32. AFN For EZ-Filer

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

33. Funding While Waiver Application Pending

    By John314, May 23, 2017   

    • waiver
    • funding
    • (and 1 more)

      Tagged with:

      • waiver
      • funding
      • db plan
    • 2 replies
    • 1.2k views
    • 
    • CuseFan
    • May 24, 2017

34. Year #10

    By Bri, May 12, 2017   

    • 415
    • 8 replies
    • 1.2k views
    • 
    • david rigby
    • May 17, 2017

35. PBGC Premiums Software

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

36. Underpayments

    By fiona1, May 9, 2017
    • 3 replies
    • 3.1k views
    • 
    • CuseFan
    • May 10, 2017

37. 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

38. Safe Harbor Formula?

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

39. Stock sale - distributable event?

    By Effen, May 3, 2017
    • 5 replies
    • 2.5k views
    • 
    • Belgarath
    • May 4, 2017

40. Required Beginning Date for Cash Balance Plan

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

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

    By CharlesLeggette, April 23, 2017   

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

42. Offering Subsidized Early Retirement for a Limited-time

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

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

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

44. 415 limit question

    By dmdavala, October 13, 2015   

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

45. 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
    • 1.1k views
    • 
    • 401(k)athryn
    • April 18, 2017

46. Suspension of Benefits upon Reemployment

    By AAS2, April 5, 2017   

    • suspension
    • suspend
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • April 6, 2017

47. Failure to Suspend Benefits

    By AAS2, March 29, 2017   

    • suspension of benefits
    • 12 replies
    • 2.9k views
    • 
    • fiona1
    • April 4, 2017

48. Failure to pay QPSA, spouse has died

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

49. Sole Proprietor Deduction

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

50. Amended Form 500?

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