Defined Benefit Plans, Including Cash Balance

7,171 topics in this forum

1. 436 restricted lump sum issue

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

2. AFN For EZ-Filer

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

3. 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

4. Frozen Pension Plan 1 2

   By Jim Nichols, May 15, 2017
   • 62 replies
   • 10.2k views
   • 
   • Lou S.
   • August 23, 2017

5. PBGC Premiums Software

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

6. Year #10

   By Bri, May 12, 2017   

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

7. Underpayments

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

8. 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

9. Safe Harbor Formula?

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

10. Stock sale - distributable event?

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

11. Required Beginning Date for Cash Balance Plan

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

12. 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

13. Offering Subsidized Early Retirement for a Limited-time

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

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

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

15. Suspension of Benefits upon Reemployment

    By AAS2, April 5, 2017   

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

16. Prefunding Balance - Timing of Creation and Use

    By dmdavala, April 4, 2017   

    • prefunding balance
    • 5 replies
    • 2.5k views
    • 
    • Lou S.
    • May 2, 2018

17. 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

18. Failure to pay QPSA, spouse has died

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

19. Sole Proprietor Deduction

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

20. Failure to Suspend Benefits

    By AAS2, March 29, 2017   

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

21. Amended Form 500?

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

22. Cash Balance %pay needs stable income ?

    By John J, March 25, 2017   

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

23. DB Lump Sums and Restricted Employees

    By CuseFan, March 24, 2017
    • 9 replies
    • 1.8k views
    • 
    • Lou S.
    • March 12, 2019

24. Early Retirement

    By jim241, March 23, 2017   

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

25. PBGC Coverage

    By thepensionmaven, March 20, 2017   

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

26. 411(d)(6)

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

27. "Final" AFTAP

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

28. 2 year eligibility question

    By Earl, March 10, 2017
    • 7 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 10, 2017

29. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 1.8k views
    • 
    • Belgarath
    • March 29, 2017

30. Defined Benefit Plan RMDs

    By Vlad401k, February 24, 2017
    • 15 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 2, 2017

31. 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
    • 916 views
    • 
    • AndyH
    • July 20, 2017

32. Reversion timing issue

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

33. IRC section 415 limit

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

34. Effect on Lump Sum Amount - New Mortality Table

    By tuni88, February 12, 2017
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 13, 2017

35. Retroactive Annuity Start Date

    By BTG, February 9, 2017
    • 3 replies
    • 3.8k views
    • 
    • Calavera
    • February 13, 2017

36. Floor Offset Deductibility Problem

    By dan.jock, February 8, 2017
    • 1 reply
    • 520 views
    • 
    • Mike Preston
    • February 8, 2017

37. Limits on Total Compensation to Former Employees

    By rg1344, February 7, 2017
    • 7 replies
    • 991 views
    • 
    • david rigby
    • February 9, 2017

38. Limit on Payments to Pension Plan Participants

    By erisa_novice, February 7, 2017
    • 4 replies
    • 721 views
    • 
    • My 2 cents
    • February 7, 2017

39. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice, February 6, 2017
    • 5 replies
    • 2.9k views
    • 
    • Effen
    • February 7, 2017

40. Late retirement - variable rates

    By lees, February 2, 2017   

    • late retirement
    • actuarial increases
    • (and 1 more)

      Tagged with:

      • late retirement
      • actuarial increases
      • ppa
    • 1 reply
    • 6.6k views
    • 
    • Calavera
    • February 2, 2017

41. Underpayment question

    By fiona1, January 30, 2017
    • 5 replies
    • 1.9k views
    • 
    • Lou S.
    • January 30, 2017

42. Discount Rate Sensitivity

    By Brad Jacobs, January 28, 2017   

    • a dispute involving the future of californias state pension continues
    • 8 replies
    • 1.5k views
    • 
    • My 2 cents
    • February 6, 2017

43. Freezing benefit service

    By fiona1, January 25, 2017
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • January 25, 2017

44. HCE Owner received RMDS while working, then retired and received a Lump Sum

    By CharlesLeggette, January 18, 2017
    • 1 reply
    • 589 views
    • 
    • Calavera
    • January 18, 2017

45. DB Plans and 415 limits

    By Belgarath, January 18, 2017
    • 20 replies
    • 2.9k views
    • 
    • dan.jock
    • January 31, 2017

46. Different Vesting Rules Within Plan

    By Fielding Mellish, January 13, 2017
    • 1 reply
    • 679 views
    • 
    • Lou S.
    • January 13, 2017

47. Combined Plan Deduction Limits

    By dan.jock, January 12, 2017
    • 11 replies
    • 3k views
    • 
    • dan.jock
    • January 31, 2017

48. In-Service RMD: Benefit distribution offsets

    By lees, January 10, 2017   

    • rmd
    • in-service retirement
    • (and 3 more)

      Tagged with:

      • rmd
      • in-service retirement
      • benefit payment offset
      • suspension of benefits
      • late retirement
    • 0 replies
    • 986 views
    • 
    • lees
    • January 10, 2017

49. DIsqualified Plan - Minimum Funding?

    By Lou S., January 4, 2017
    • 6 replies
    • 971 views
    • 
    • Lou S.
    • January 4, 2017

50. 1099R Year

    By Pension RC, January 4, 2017
    • 1 reply
    • 538 views
    • 
    • jpod
    • January 4, 2017