Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. Single member plan excludes employees in the controlled group

   By katieinny, September 19, 2011
   • 10 replies
   • 2.7k views
   • 
   • kerry
   • December 19, 2017

2. retirement from an employer versus controlled group

   By Draper55, December 14, 2017
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • December 15, 2017

3. Form 5500 Intranet Posting

   By AndyH, November 18, 2009
   • 5 replies
   • 4.9k views
   • 
   • TPApril
   • December 12, 2017

4. RMD in year of plan termination

   By Pension RC, December 6, 2017
   • 12 replies
   • 3.5k views
   • 
   • My 2 cents
   • December 12, 2017

5. Final Payouts from DB Plan

   By Earl, December 8, 2017
   • 5 replies
   • 1.5k views
   • 
   • chc93
   • December 9, 2017

6. PBGC coverage if non-owner terminates but is not paid out

   By Ted Munice, November 30, 2017   

   • pbgc
   • 4 replies
   • 1.7k views
   • 
   • figure 8
   • December 6, 2017

7. Plan Term - Small Annuity Purchase

   By ndj2377, December 1, 2017
   • 5 replies
   • 2.3k views
   • 
   • MSC
   • December 6, 2017

8. Adding a 401k Plan

   By coleboy, December 5, 2017
   • 2 replies
   • 1k views
   • 
   • RatherBeGolfing
   • December 6, 2017

9. Safe Harbor Floor Offsets

   By samuel winikor, December 5, 2017
   • 0 replies
   • 798 views
   • 
   • samuel winikor
   • December 5, 2017

10. Missing Participation Agreements and EPCRS

    By jim241, December 5, 2017   

    • epcrs
    • church plan
    • (and 5 more)

      Tagged with:

      • epcrs
      • church plan
      • defined benefit
      • participating employer
      • correction
      • vcp
      • scp
    • 2 replies
    • 1.7k views
    • 
    • jpod
    • December 5, 2017

11. Reduction in Accrued Benefit

    By jpod, August 19, 2010
    • 21 replies
    • 7.9k views
    • 
    • ERISAAPPLE
    • December 2, 2017

12. Impact of PPA

    By ERISAAPPLE, November 30, 2017
    • 12 replies
    • 2.7k views
    • 
    • Mike Preston
    • December 1, 2017

13. RMD - missing marital status

    By justanotheradmin, November 22, 2017   

    • required minimum distribution
    • rmd
    • (and 4 more)

      Tagged with:

      • required minimum distribution
      • rmd
      • spouse
      • missing spouse
      • pension
      • defined benefit
    • 11 replies
    • 3.9k views
    • 
    • card
    • November 29, 2017

14. 2 year eligibility question

    By Earl, March 10, 2017
    • 7 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 10, 2017

15. Defined benefit accrual for sole proprietor

    By Connie, November 8, 2017   

    • zero earned income
    • 3 replies
    • 1.7k views
    • 
    • SoCalActuary
    • November 8, 2017

16. Predecessor Employer

    By dan.jock, November 6, 2017
    • 2 replies
    • 1.8k views
    • 
    • Effen
    • November 6, 2017

17. PBGC NOIT required for offset participant?

    By jane murray, October 30, 2017
    • 2 replies
    • 1.1k views
    • 
    • mstick
    • November 2, 2017

18. Initial CB Document - "Amend" Formula?

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

19. Lump Sum From Cash Balance Plan

    By Dougsbpc, October 30, 2017
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • October 30, 2017

20. Puerto Rico - pension plan termination

    By DL1215, October 30, 2017
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • October 30, 2017

21. Pension payroll tracking system

    By david rigby, October 25, 2017
    • 5 replies
    • 1.7k views
    • 
    • Effen
    • October 26, 2017

22. 1099, no W-2 considered common law employee

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

23. From 8955-SSA

    By Janie, October 23, 2017   

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

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

    By RayJJohnsonJr, July 3, 2017
    • 15 replies
    • 2.8k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

25. IRS Model SEP

    By Cloudy, October 17, 2017
    • 11 replies
    • 2k views
    • 
    • spiritrider
    • October 19, 2017

26. Missed QPSA payments

    By hollywood, September 18, 2017   

    • qpsa late missed
    • 12 replies
    • 4.2k views
    • 
    • My 2 cents
    • October 17, 2017

27. DB Plan and SEP IRA

    By emmetttrudy, December 13, 2010
    • 18 replies
    • 18.9k views
    • 
    • Mike Preston
    • October 15, 2017

28. Defined Benefit Small Plan Audit Wiaver

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

29. PBGC re Speech Therapist

    By Cynchbeast, October 12, 2017
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • October 12, 2017

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

    By Stash026, October 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • CuseFan
    • October 6, 2017

31. Amend Plan to Purchase Annuities?

    By dmdavala, September 27, 2017
    • 10 replies
    • 2.9k views
    • 
    • My 2 cents
    • October 5, 2017

32. hurricane relief interest adjustments

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

33. Unpaid MRC - 2016

    By ActBrit, October 3, 2017
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • October 4, 2017

34. 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
    • 1.5k views
    • 
    • EBECDC
    • October 3, 2017

35. Death after benefit election but before ASD

    By CuseFan, September 29, 2017
    • 5 replies
    • 3.6k views
    • 
    • jpod
    • September 29, 2017

36. Death Benefit In Excess of QPSA Protected?

    By CuseFan, September 29, 2017
    • 3 replies
    • 1.6k views
    • 
    • CuseFan
    • September 29, 2017

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

    By Scuba 401, September 13, 2017
    • 13 replies
    • 3.4k views
    • 
    • YogaTPA
    • September 27, 2017

38. 5500 Part Count with Corrective Amendment

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

39. FTAP vs. AFTAP

    By jane murray, September 24, 2017
    • 5 replies
    • 6.5k views
    • 
    • david rigby
    • September 25, 2017

40. 2018 COLA projections

    By SoCalActuary, September 19, 2017   

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

41. Encouraging DVs past NRD to commence their pension

    By formeractuary, September 13, 2017
    • 3 replies
    • 2.1k views
    • 
    • formeractuary
    • September 19, 2017

42. New mortality tables for 2018 funding and lump sums

    By dmb, September 12, 2017
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • September 15, 2017

43. 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
    • 990 views
    • 
    • SoCalActuary
    • September 14, 2017

44. Election to Apply Balances

    By Pension RC, September 14, 2017
    • 5 replies
    • 2.2k views
    • 
    • SoCalActuary
    • September 14, 2017

45. PBGC claim against MTIA assets

    By drakecohen, September 12, 2017   

    • bankruptcy
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 13, 2017

46. Funding Relief for hurricane related areas

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

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

    By dmb, September 8, 2017
    • 3 replies
    • 1.7k views
    • 
    • dmb
    • September 8, 2017

48. Can mortality table be protected?

    By dmb, September 6, 2017
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • September 8, 2017

49. Testing Age

    By figure 8, September 7, 2017
    • 7 replies
    • 2.7k views
    • 
    • figure 8
    • September 8, 2017

50. Recent DOL audit on required disclosures defined benefit plan

    By Adam, August 31, 2017
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • September 7, 2017