Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

1. Defined benefit accrual for sole proprietor

   By Connie, November 8, 2017   

   • zero earned income
   • 3 replies
   • 1.4k views
   • 
   • SoCalActuary
   • November 8, 2017

2. Predecessor Employer

   By dan.jock, November 6, 2017
   • 2 replies
   • 1.5k views
   • 
   • Effen
   • November 6, 2017

3. PBGC NOIT required for offset participant?

   By jane murray, October 30, 2017
   • 2 replies
   • 968 views
   • 
   • mstick
   • November 2, 2017

4. Initial CB Document - "Amend" Formula?

   By figure 8, October 31, 2017
   • 3 replies
   • 1.7k views
   • 
   • My 2 cents
   • October 31, 2017

5. Lump Sum From Cash Balance Plan

   By Dougsbpc, October 30, 2017
   • 1 reply
   • 997 views
   • 
   • CuseFan
   • October 30, 2017

6. Puerto Rico - pension plan termination

   By DL1215, October 30, 2017
   • 1 reply
   • 1.2k views
   • 
   • Effen
   • October 30, 2017

7. Pension payroll tracking system

   By david rigby, October 25, 2017
   • 5 replies
   • 1.4k views
   • 
   • Effen
   • October 26, 2017

8. 1099, no W-2 considered common law employee

   By pensionreview, October 25, 2017
   • 3 replies
   • 2.7k views
   • 
   • ESOP Guy
   • October 25, 2017

9. From 8955-SSA

   By Janie, October 23, 2017   

   • from 8955-ssa and section 6057(a)
   • 1 reply
   • 709 views
   • 
   • Lou S.
   • October 23, 2017

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

    By RayJJohnsonJr, July 3, 2017
    • 15 replies
    • 2.2k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

11. IRS Model SEP

    By Cloudy, October 17, 2017
    • 11 replies
    • 1.6k views
    • 
    • spiritrider
    • October 19, 2017

12. Missed QPSA payments

    By hollywood, September 18, 2017   

    • qpsa late missed
    • 12 replies
    • 3.7k views
    • 
    • My 2 cents
    • October 17, 2017

13. DB Plan and SEP IRA

    By emmetttrudy, December 13, 2010
    • 18 replies
    • 18.2k views
    • 
    • Mike Preston
    • October 15, 2017

14. Defined Benefit Small Plan Audit Wiaver

    By austin3515, September 28, 2017
    • 2 replies
    • 746 views
    • 
    • Calavera
    • October 13, 2017

15. PBGC re Speech Therapist

    By Cynchbeast, October 12, 2017
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • October 12, 2017

16. One Plan > $250,000 But Other Plan Is Not. Form 5500 Required for Other Plan?

    By Stash026, October 6, 2017
    • 4 replies
    • 1.9k views
    • 
    • CuseFan
    • October 6, 2017

17. Amend Plan to Purchase Annuities?

    By dmdavala, September 27, 2017
    • 10 replies
    • 2.5k views
    • 
    • My 2 cents
    • October 5, 2017

18. hurricane relief interest adjustments

    By Draper55, October 4, 2017
    • 0 replies
    • 523 views
    • 
    • Draper55
    • October 4, 2017

19. Unpaid MRC - 2016

    By ActBrit, October 3, 2017
    • 2 replies
    • 805 views
    • 
    • Effen
    • October 4, 2017

20. Mandatory Withholding Error

    By EBECDC, October 2, 2017   

    • mandatory withholding
    • 20%
    • (and 3 more)

      Tagged with:

      • mandatory withholding
      • 20%
      • overwitholding
      • form 941c
      • form 843
    • 2 replies
    • 1.2k views
    • 
    • EBECDC
    • October 3, 2017

21. Death after benefit election but before ASD

    By CuseFan, September 29, 2017
    • 5 replies
    • 3.3k views
    • 
    • jpod
    • September 29, 2017

22. Death Benefit In Excess of QPSA Protected?

    By CuseFan, September 29, 2017
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • September 29, 2017

23. Lost participants - terminating DB plan (Non PBGC)

    By Scuba 401, September 13, 2017
    • 13 replies
    • 2.9k views
    • 
    • YogaTPA
    • September 27, 2017

24. 5500 Part Count with Corrective Amendment

    By JAY21, September 26, 2017
    • 1 reply
    • 741 views
    • 
    • ETA Consulting LLC
    • September 26, 2017

25. FTAP vs. AFTAP

    By jane murray, September 24, 2017
    • 5 replies
    • 6.1k views
    • 
    • david rigby
    • September 25, 2017

26. 2018 COLA projections

    By SoCalActuary, September 19, 2017   

    • mercer
    • 0 replies
    • 849 views
    • 
    • SoCalActuary
    • September 19, 2017

27. Encouraging DVs past NRD to commence their pension

    By formeractuary, September 13, 2017
    • 3 replies
    • 1.7k views
    • 
    • formeractuary
    • September 19, 2017

28. New mortality tables for 2018 funding and lump sums

    By dmb, September 12, 2017
    • 7 replies
    • 1.6k views
    • 
    • My 2 cents
    • September 15, 2017

29. Non-spouse beneficiary required begin date

    By BCGEA, September 14, 2017   

    • death benefit
    • rbd
    • (and 1 more)

      Tagged with:

      • death benefit
      • rbd
      • 401(a)(9)
    • 1 reply
    • 760 views
    • 
    • SoCalActuary
    • September 14, 2017

30. Election to Apply Balances

    By Pension RC, September 14, 2017
    • 5 replies
    • 1.9k views
    • 
    • SoCalActuary
    • September 14, 2017

31. PBGC claim against MTIA assets

    By drakecohen, September 12, 2017   

    • bankruptcy
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 13, 2017

32. Funding Relief for hurricane related areas

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

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

    By dmb, September 8, 2017
    • 3 replies
    • 1.4k views
    • 
    • dmb
    • September 8, 2017

34. Can mortality table be protected?

    By dmb, September 6, 2017
    • 5 replies
    • 1.4k views
    • 
    • My 2 cents
    • September 8, 2017

35. Testing Age

    By figure 8, September 7, 2017
    • 7 replies
    • 2.4k views
    • 
    • figure 8
    • September 8, 2017

36. Recent DOL audit on required disclosures defined benefit plan

    By Adam, August 31, 2017
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • September 7, 2017

37. Marti

    By Marti, August 26, 2017
    • 7 replies
    • 1.8k views
    • 
    • My 2 cents
    • September 7, 2017

38. 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
    • 2.4k views
    • 
    • CarloCarmichael
    • September 7, 2017

39. 10-year CC annuity

    By jpod, August 31, 2017
    • 20 replies
    • 4.3k views
    • 
    • Mike Preston
    • September 1, 2017

40. 410(b) / 401(a)(4) question

    By Effen, August 31, 2017
    • 8 replies
    • 2.4k views
    • 
    • Effen
    • August 31, 2017

41. ATFAP & Normal Cost

    By Draper55, August 30, 2017
    • 2 replies
    • 1.5k views
    • 
    • Draper55
    • August 31, 2017

42. Majority Owner Waiver

    By dan.jock, August 18, 2017
    • 14 replies
    • 5.6k views
    • 
    • My 2 cents
    • August 29, 2017

43. Congratulations Mike Preston

    By AndyH, August 24, 2017
    • 9 replies
    • 2.1k views
    • 
    • Dougsbpc
    • August 28, 2017

44. benefit plan Where are my benefits?

    By Marti, August 27, 2017   

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

45. "Guaranteed payments" for spouse?

    By Cloudy, August 24, 2017
    • 2 replies
    • 1k views
    • 
    • Cloudy
    • August 24, 2017

46. Frozen Pension Plan 1 2

    By Jim Nichols, May 15, 2017
    • 62 replies
    • 12.8k views
    • 
    • Lou S.
    • August 23, 2017

47. selling practice-cash balance plan

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

48. RMD question

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

49. Breach of Fiduciary Duty

    By Janie, August 15, 2017
    • 5 replies
    • 1.8k views
    • 
    • Janie
    • August 15, 2017

50. Small payment force out

    By fiona1, August 9, 2017
    • 8 replies
    • 4.4k views
    • 
    • CuseFan
    • August 9, 2017