Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Underpayments

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

2. 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

3. Safe Harbor Formula?

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

4. Stock sale - distributable event?

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

5. Required Beginning Date for Cash Balance Plan

   By emmetttrudy, May 2, 2017
   • 4 replies
   • 1.5k views
   • 
   • Calavera
   • May 3, 2017

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

   By CharlesLeggette, April 23, 2017   

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

7. Offering Subsidized Early Retirement for a Limited-time

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

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

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

9. 415 limit question

   By dmdavala, October 13, 2015   

   • 415
   • death benefit
   • 3 replies
   • 1.9k views
   • 
   • tymesup
   • April 19, 2017

10. 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

11. Suspension of Benefits upon Reemployment

    By AAS2, April 5, 2017   

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

12. Failure to Suspend Benefits

    By AAS2, March 29, 2017   

    • suspension of benefits
    • 12 replies
    • 3k views
    • 
    • fiona1
    • April 4, 2017

13. Failure to pay QPSA, spouse has died

    By fiona1, April 4, 2017
    • 3 replies
    • 1k views
    • 
    • fiona1
    • April 4, 2017

14. Sole Proprietor Deduction

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

15. Amended Form 500?

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

16. Cash Balance %pay needs stable income ?

    By John J, March 25, 2017   

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

17. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 1.9k views
    • 
    • Belgarath
    • March 29, 2017

18. Early Retirement

    By jim241, March 23, 2017   

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

19. PBGC Coverage

    By thepensionmaven, March 20, 2017   

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

20. 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

21. 411(d)(6)

    By AdKu, March 15, 2017
    • 4 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 15, 2017

22. "Final" AFTAP

    By Draper55, March 14, 2017
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • March 15, 2017

23. Floor Offset Plan Participant Count

    By Cloudy, January 27, 2014
    • 10 replies
    • 3.5k views
    • 
    • dan.jock
    • March 14, 2017

24. Defined Benefit Plan RMDs

    By Vlad401k, February 24, 2017
    • 15 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 2, 2017

25. DB Plan Termination - NonPBGC - Assets Insufficient

    By Guest LDorsa, November 10, 2014   

    • DB
    • Plan Termination
    • 17 replies
    • 4.3k views
    • 
    • Mike Preston
    • February 23, 2017

26. Reversion timing issue

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

27. IRC section 415 limit

    By AdKu, February 16, 2017
    • 7 replies
    • 1.4k views
    • 
    • AdKu
    • February 16, 2017

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

    By Effen, February 14, 2011
    • 16 replies
    • 6.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 15, 2017

29. Retroactive Annuity Start Date

    By BTG, February 9, 2017
    • 3 replies
    • 3.9k views
    • 
    • Calavera
    • February 13, 2017

30. Effect on Lump Sum Amount - New Mortality Table

    By tuni88, February 12, 2017
    • 2 replies
    • 1.5k views
    • 
    • My 2 cents
    • February 13, 2017

31. Limits on Total Compensation to Former Employees

    By rg1344, February 7, 2017
    • 7 replies
    • 1k views
    • 
    • david rigby
    • February 9, 2017

32. Floor Offset Deductibility Problem

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

33. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice, February 6, 2017
    • 5 replies
    • 3.1k views
    • 
    • Effen
    • February 7, 2017

34. Limit on Payments to Pension Plan Participants

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

35. 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

36. 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

37. DB Plans and 415 limits

    By Belgarath, January 18, 2017
    • 20 replies
    • 3k views
    • 
    • dan.jock
    • January 31, 2017

38. Combined Plan Deduction Limits

    By dan.jock, January 12, 2017
    • 11 replies
    • 3.1k views
    • 
    • dan.jock
    • January 31, 2017

39. Underpayment question

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

40. Freezing benefit service

    By fiona1, January 25, 2017
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • January 25, 2017

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

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

42. EOY val after plan termination

    By Draper55, April 2, 2015
    • 7 replies
    • 1.8k views
    • 
    • dan.jock
    • January 16, 2017

43. Different Vesting Rules Within Plan

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

44. 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
    • 1k views
    • 
    • lees
    • January 10, 2017

45. DIsqualified Plan - Minimum Funding?

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

46. 1099R Year

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

47. Permanency Issue

    By Pension RC, December 23, 2016
    • 2 replies
    • 977 views
    • 
    • Calavera
    • December 29, 2016

48. RMD for someone over 70.5

    By emmetttrudy, December 21, 2016
    • 5 replies
    • 1.6k views
    • 
    • Calavera
    • December 29, 2016

49. PBGC Form 500 - timing of filing

    By BrooklynKid88, December 29, 2016   

    • timiing plan termination
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • December 29, 2016

50. Waiver of Benefits

    By Gary, February 17, 2009
    • 20 replies
    • 7k views
    • 
    • Mike Preston
    • December 23, 2016