Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Calculating RMD to owner has attained 70.5 on Plan Termination

   By AdKu, February 18, 2016   

   • Owner RMD on Plan Termination
   • 4 replies
   • 1.5k views
   • 
   • Calavera
   • February 23, 2016

2. QDRO basis for Stream of Payments

   By RSG15812, February 16, 2016
   • 8 replies
   • 2.2k views
   • 
   • david rigby
   • February 17, 2016

3. Proof of Hi 3 yr avg

   By ombskid, February 15, 2016
   • 6 replies
   • 1.1k views
   • 
   • StaceyHelton
   • February 16, 2016

4. DB Contribution to be made on 3/16/2016 after tax return is filed

   By CharlesLeggette, February 12, 2016
   • 2 replies
   • 842 views
   • 
   • My 2 cents
   • February 12, 2016

5. $5,000 small cashout threshold

   By dmb, February 11, 2016
   • 5 replies
   • 2.8k views
   • 
   • dmb
   • February 17, 2016

6. Best practices - finding missing participants and processing participant deaths

   By StaceyHelton, February 11, 2016
   • 0 replies
   • 902 views
   • 
   • StaceyHelton
   • February 11, 2016

7. QDRO submission after Participant Retirement

   By RSG15812, February 10, 2016
   • 12 replies
   • 3.8k views
   • 
   • david rigby
   • February 11, 2016

8. RMD error

   By Mister Met, February 5, 2016
   • 3 replies
   • 1.1k views
   • 
   • jpod
   • February 10, 2016

9. QOSA on a QPSA?

   By EBECatty, February 5, 2016
   • 3 replies
   • 1.7k views
   • 
   • Effen
   • February 8, 2016

10. Unique situation...pension overpayment

    By adunham, February 2, 2016   

    • ERISA
    • 9 replies
    • 6.1k views
    • 
    • My 2 cents
    • February 4, 2016

11. Change in asset valuation method

    By dmb, February 2, 2016
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • February 3, 2016

12. Exceeded 401(a)(17) Limit DB Plan - Governmental

    By JJRetirement, February 1, 2016   

    • governmental plan
    • pick up contribution
    • (and 3 more)

      Tagged with:

      • governmental plan
      • pick up contribution
      • compensation limit
      • EPCRS
      • correction
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 2, 2016

13. 415 Limit Distributions to avoid impermissible forfeiture-taxation

    By JAY21, February 1, 2016
    • 4 replies
    • 1.8k views
    • 
    • Calavera
    • February 3, 2016

14. Death of Plan Sponsor & Minimum Funding

    By §#$%!, January 29, 2016
    • 2 replies
    • 875 views
    • 
    • david rigby
    • January 30, 2016

15. No 2016 Covered Compensation Tables?

    By Übernerd, January 27, 2016
    • 15 replies
    • 3.8k views
    • 
    • Tom Poje
    • January 29, 2016

16. Hard-frozen top-heavy defined benefit plans

    By My 2 cents, January 26, 2016   

    • Hard-freezing average comp
    • 6 replies
    • 1.9k views
    • 
    • tymesup
    • February 17, 2016

17. QJSA: Most Valuable Form of Benefit

    By BTG, January 20, 2016
    • 0 replies
    • 1.8k views
    • 
    • BTG
    • January 20, 2016

18. retroactive amendment to increase benefit formula

    By jane murray, January 19, 2016
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • January 20, 2016

19. PBGC VRP and Active non-vested participant

    By AdKu, January 19, 2016   

    • PBGC VRP and Active non-veste
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • January 19, 2016

20. Cash Balance Plan RFP

    By Anes2006, January 8, 2016   

    • Cash Balance Plan RFP
    • 0 replies
    • 1.2k views
    • 
    • Anes2006
    • January 8, 2016

21. Vested Terminations with Early Retirement Factors

    By jwb0323, December 29, 2015
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • December 30, 2015

22. Voluntary Contributions

    By luissaha, December 4, 2015
    • 6 replies
    • 2k views
    • 
    • My 2 cents
    • December 8, 2015

23. Controlled Group

    By AdKu, December 4, 2015   

    • Controlled Group
    • 13 replies
    • 1.8k views
    • 
    • AdKu
    • December 4, 2015

24. DB/DC Combo Limit Question

    By slburnett, December 2, 2015
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2015

25. annuity purchased and Form 1099R

    By Dinosaur, November 20, 2015
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 20, 2015

26. Defined Benefit Plan for Sole Proprietor

    By ac, November 20, 2015
    • 3 replies
    • 1.1k views
    • 
    • shERPA
    • November 23, 2015

27. Can a 412(e)(3) plan be frozen?

    By amoy, November 11, 2015
    • 0 replies
    • 1k views
    • 
    • amoy
    • November 11, 2015

28. Looking for a 412(e)(3) document

    By RayJJohnsonJr, November 10, 2015
    • 8 replies
    • 1.4k views
    • 
    • RayJJohnsonJr
    • November 15, 2015

29. Required Minimum Distribution (RMD) - new plan

    By Dinosaur, November 4, 2015
    • 11 replies
    • 2k views
    • 
    • AndyH
    • December 10, 2015

30. Increased PBGC premiums

    By My 2 cents, October 30, 2015
    • 2 replies
    • 935 views
    • 
    • My 2 cents
    • October 30, 2015

31. Funding and Deductibility

    By AdKu, October 29, 2015   

    • Funding & Deductibility
    • 2 replies
    • 868 views
    • 
    • My 2 cents
    • October 29, 2015

32. Unfreeze 412(e)(3) plan

    By slburnett, October 28, 2015
    • 0 replies
    • 782 views
    • 
    • slburnett
    • October 28, 2015

33. Mortality Table for Terminating Cash Balance Plan

    By KimberlyC, October 28, 2015
    • 0 replies
    • 834 views
    • 
    • KimberlyC
    • October 28, 2015

34. Proposed Budget increases PBGC premiums

    By david rigby, October 28, 2015
    • 7 replies
    • 1.2k views
    • 
    • Calavera
    • October 29, 2015

35. Transfer/purchase of service credits between governmental plans

    By Belgarath, October 23, 2015
    • 2 replies
    • 737 views
    • 
    • AndyH
    • October 26, 2015

36. Restriction on Accelerated Distributions

    By Cloudy, October 22, 2015
    • 1 reply
    • 988 views
    • 
    • My 2 cents
    • October 22, 2015

37. New Plan for a 72 Years old self-employed - Max Contr. & RMD

    By AdKu, October 22, 2015   

    • RMD & New Plan at age 72
    • New Plan at age 72 & Max
    • 8 replies
    • 1.4k views
    • 
    • tymesup
    • October 26, 2015

38. Reduce Benefit for Prior Lump Sum

    By jwb0323, October 19, 2015
    • 12 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 2, 2015

39. Participant moves from non-owner to owner late in year

    By Trekker, October 14, 2015
    • 3 replies
    • 775 views
    • 
    • Tom Poje
    • October 15, 2015

40. 415 limit question

    By dmdavala, October 13, 2015   

    • 415
    • death benefit
    • 3 replies
    • 1.8k views
    • 
    • tymesup
    • April 19, 2017

41. Lost/Missing Participant

    By Fielding Mellish, October 12, 2015
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • October 15, 2015

42. Pension Check not cashed over 30 years ago

    By alexa, October 10, 2015
    • 10 replies
    • 1.7k views
    • 
    • alexa
    • October 13, 2015

43. Optimized account mix for max tax deferral

    By adam_mx, October 10, 2015
    • 2 replies
    • 908 views
    • 
    • ESOP Guy
    • October 12, 2015

44. Annuity Purchases for Retirees

    By tuni88, October 8, 2015
    • 10 replies
    • 1.9k views
    • 
    • My 2 cents
    • June 1, 2016

45. Missed AFTAP Cert Letter on two new small EOY CB Plans

    By CharlesLeggette, October 1, 2015
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • October 1, 2015

46. Pension Buy In - Credited Service

    By Zoraster, October 1, 2015
    • 2 replies
    • 1k views
    • 
    • Zoraster
    • November 9, 2015

47. Is interest because of delayed payment also subject to 415 Limit?

    By HRyan, September 29, 2015
    • 0 replies
    • 802 views
    • 
    • HRyan
    • September 29, 2015

48. What are maximum benefit limits for older ages

    By RayJJohnsonJr, September 23, 2015
    • 6 replies
    • 1.1k views
    • 
    • Calavera
    • September 24, 2015

49. Fiscal Plan Year

    By MGOAdmin, September 22, 2015
    • 0 replies
    • 812 views
    • 
    • MGOAdmin
    • September 22, 2015

50. Cash Balance vs Defined Benefit

    By MGOAdmin, September 22, 2015   

    • CB
    • DB
    • 19 replies
    • 3.4k views
    • 
    • Effen
    • October 5, 2015