Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Terminating Qualified Replacement Plan

   By Monica Barnard, June 24, 2017
   • 4 replies
   • 2.5k views
   • 
   • david rigby
   • July 6, 2017

2. 415 dollar limit and frozen plan

   By Hojo, June 16, 2017
   • 8 replies
   • 4.1k views
   • 
   • Calavera
   • July 3, 2017

3. RMD Start Date Question

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

4. Proposed Distribution Date when filing for IRS DL

   By AdKu, June 21, 2017
   • 10 replies
   • 2.8k views
   • 
   • tymesup
   • June 22, 2017

5. Another RMD Question

   By Dougsbpc, June 21, 2017
   • 5 replies
   • 1.2k views
   • 
   • My 2 cents
   • June 21, 2017

6. 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
   • 1.3k views
   • 
   • CuseFan
   • June 21, 2017

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

   By dan.jock, June 20, 2017
   • 8 replies
   • 1k views
   • 
   • Calavera
   • June 21, 2017

8. Statute of Limitations on PBGC enforcement

   By Flyboyjohn, June 7, 2017
   • 5 replies
   • 1.6k views
   • 
   • david rigby
   • June 8, 2017

9. Form 8955-SSA

   By AdKu, June 2, 2017
   • 2 replies
   • 1.1k views
   • 
   • AdKu
   • June 2, 2017

10. 436 restricted lump sum issue

    By AndyH, June 1, 2017
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • June 2, 2017

11. Fractional Accrual rule for Fresh Start w/ Add-on

    By dmb, June 2, 2017
    • 5 replies
    • 1.3k views
    • 
    • My 2 cents
    • June 2, 2017

12. AFN For EZ-Filer

    By emmetttrudy, May 24, 2017
    • 5 replies
    • 1.2k views
    • 
    • Effen
    • May 24, 2017

13. 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

14. Year #10

    By Bri, May 12, 2017   

    • 415
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • May 17, 2017

15. PBGC Premiums Software

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

16. Underpayments

    By fiona1, May 9, 2017
    • 3 replies
    • 3.3k views
    • 
    • CuseFan
    • May 10, 2017

17. 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
    • 1.3k views
    • 
    • david rigby
    • May 8, 2017

18. Safe Harbor Formula?

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

19. Stock sale - distributable event?

    By Effen, May 3, 2017
    • 5 replies
    • 2.7k views
    • 
    • Belgarath
    • May 4, 2017

20. Required Beginning Date for Cash Balance Plan

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

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

    By CharlesLeggette, April 23, 2017   

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

22. Offering Subsidized Early Retirement for a Limited-time

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

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

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

24. 415 limit question

    By dmdavala, October 13, 2015   

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

25. 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
    • 1.2k views
    • 
    • 401(k)athryn
    • April 18, 2017

26. Suspension of Benefits upon Reemployment

    By AAS2, April 5, 2017   

    • suspension
    • suspend
    • 2 replies
    • 1.4k views
    • 
    • CuseFan
    • April 6, 2017

27. Failure to Suspend Benefits

    By AAS2, March 29, 2017   

    • suspension of benefits
    • 12 replies
    • 3.2k views
    • 
    • fiona1
    • April 4, 2017

28. Failure to pay QPSA, spouse has died

    By fiona1, April 4, 2017
    • 3 replies
    • 1.1k views
    • 
    • fiona1
    • April 4, 2017

29. Sole Proprietor Deduction

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

30. Amended Form 500?

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

31. Cash Balance %pay needs stable income ?

    By John J, March 25, 2017   

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

32. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 2.1k views
    • 
    • Belgarath
    • March 29, 2017

33. Early Retirement

    By jim241, March 23, 2017   

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

34. PBGC Coverage

    By thepensionmaven, March 20, 2017   

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

35. 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
    • 2.4k views
    • 
    • Mike Preston
    • March 15, 2017

36. 411(d)(6)

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

37. "Final" AFTAP

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

38. Floor Offset Plan Participant Count

    By Cloudy, January 27, 2014
    • 10 replies
    • 3.7k views
    • 
    • dan.jock
    • March 14, 2017

39. Defined Benefit Plan RMDs

    By Vlad401k, February 24, 2017
    • 15 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 2, 2017

40. DB Plan Termination - NonPBGC - Assets Insufficient

    By Guest LDorsa, November 10, 2014   

    • DB
    • Plan Termination
    • 17 replies
    • 4.5k views
    • 
    • Mike Preston
    • February 23, 2017

41. Reversion timing issue

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

42. IRC section 415 limit

    By AdKu, February 16, 2017
    • 7 replies
    • 1.5k views
    • 
    • AdKu
    • February 16, 2017

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

    By Effen, February 14, 2011
    • 16 replies
    • 7.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 15, 2017

44. Retroactive Annuity Start Date

    By BTG, February 9, 2017
    • 3 replies
    • 4k views
    • 
    • Calavera
    • February 13, 2017

45. Effect on Lump Sum Amount - New Mortality Table

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

46. Limits on Total Compensation to Former Employees

    By rg1344, February 7, 2017
    • 7 replies
    • 1.1k views
    • 
    • david rigby
    • February 9, 2017

47. Floor Offset Deductibility Problem

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

48. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice, February 6, 2017
    • 5 replies
    • 3.4k views
    • 
    • Effen
    • February 7, 2017

49. Limit on Payments to Pension Plan Participants

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

50. Discount Rate Sensitivity

    By Brad Jacobs, January 28, 2017   

    • a dispute involving the future of californias state pension continues
    • 8 replies
    • 1.7k views
    • 
    • My 2 cents
    • February 6, 2017