Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. If DB Plan frozen mid-June, do plan participant credited a year of service

   By AdKu, February 25, 2016   

   • BA Freeze in June
   • YOS
   • 2 replies
   • 909 views
   • 
   • My 2 cents
   • February 25, 2016

2. 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

3. Retroactive inclusion in a defined benefit plan

   By Carol V. Calhoun, February 22, 2016
   • 8 replies
   • 1.9k views
   • 
   • Carol V. Calhoun
   • February 22, 2016

4. Th Min question DB & DC Plans

   By Earl, February 21, 2016
   • 2 replies
   • 776 views
   • 
   • Earl
   • February 22, 2016

5. Frozen Defined Benefit( Aggregated): de minimus accrual

   By rodin011, February 20, 2016   

   • frozen defined benefit
   • DB/DC minimum accrual
   • 4 replies
   • 844 views
   • 
   • rodin011
   • February 20, 2016

6. QDRO basis for Stream of Payments

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

7. Hard-frozen top-heavy defined benefit plans

   By My 2 cents, January 26, 2016   

   • Hard-freezing average comp
   • 6 replies
   • 2k views
   • 
   • tymesup
   • February 17, 2016

8. $5,000 small cashout threshold

   By dmb, February 11, 2016
   • 5 replies
   • 2.9k views
   • 
   • dmb
   • February 17, 2016

9. Proof of Hi 3 yr avg

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

10. Accrual of Benefits after age 70 1/2 - actuarial increase

    By AndyH, February 5, 2015
    • 13 replies
    • 8.6k views
    • 
    • My 2 cents
    • February 16, 2016

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

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

12. QDRO submission after Participant Retirement

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

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

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

14. RMD error

    By Mister Met, February 5, 2016
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • February 10, 2016

15. DB participation

    By Guest lerieleech, October 3, 2006
    • 21 replies
    • 3.9k views
    • 
    • figure 8
    • February 9, 2016

16. QOSA on a QPSA?

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

17. Unique situation...pension overpayment

    By adunham, February 2, 2016   

    • ERISA
    • 9 replies
    • 6.4k views
    • 
    • My 2 cents
    • February 4, 2016

18. Change in asset valuation method

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

19. 415 Limit Distributions to avoid impermissible forfeiture-taxation

    By JAY21, February 1, 2016
    • 4 replies
    • 1.9k views
    • 
    • Calavera
    • February 3, 2016

20. 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

21. Death of Plan Sponsor & Minimum Funding

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

22. No 2016 Covered Compensation Tables?

    By Übernerd, January 27, 2016
    • 15 replies
    • 3.9k views
    • 
    • Tom Poje
    • January 29, 2016

23. retroactive amendment to increase benefit formula

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

24. QJSA: Most Valuable Form of Benefit

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

25. 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

26. USERRA & service credit in pension plan

    By benefitsguru, June 8, 2015
    • 6 replies
    • 1.8k views
    • 
    • Fielding Mellish
    • January 16, 2016

27. Cash Balance Plan RFP

    By Anes2006, January 8, 2016   

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

28. Vested Terminations with Early Retirement Factors

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

29. Vesting upon plan termination

    By Blinky the 3-eyed Fish, August 12, 2004
    • 31 replies
    • 16.4k views
    • 
    • mandiev4
    • December 15, 2015

30. Required Minimum Distribution (RMD) - new plan

    By Dinosaur, November 4, 2015
    • 11 replies
    • 2.1k views
    • 
    • AndyH
    • December 10, 2015

31. Voluntary Contributions

    By luissaha, December 4, 2015
    • 6 replies
    • 2.1k views
    • 
    • My 2 cents
    • December 8, 2015

32. Controlled Group

    By AdKu, December 4, 2015   

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

33. DB/DC Combo Limit Question

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

34. Defined Benefit Plan for Sole Proprietor

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

35. annuity purchased and Form 1099R

    By Dinosaur, November 20, 2015
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • November 20, 2015

36. TH Minimum in DC Plan

    By austin3515, January 12, 2015
    • 19 replies
    • 2.5k views
    • 
    • AndyH
    • November 19, 2015

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

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

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

    By amoy, November 11, 2015
    • 0 replies
    • 1.1k views
    • 
    • amoy
    • November 11, 2015

39. Pension Buy In - Credited Service

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

40. Reduce Benefit for Prior Lump Sum

    By jwb0323, October 19, 2015
    • 12 replies
    • 1.5k views
    • 
    • My 2 cents
    • November 2, 2015

41. Increased PBGC premiums

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

42. Funding Cushion if Plan Amended for HCE accruals

    By JAY21, March 16, 2009
    • 14 replies
    • 3.6k views
    • 
    • RLR
    • October 30, 2015

43. Funding and Deductibility

    By AdKu, October 29, 2015   

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

44. Proposed Budget increases PBGC premiums

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

45. Average Compensation for High 3 Years

    By Guest JPitcl, January 20, 2000
    • 4 replies
    • 2.4k views
    • 
    • AdKu
    • October 29, 2015

46. Unfreeze 412(e)(3) plan

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

47. Mortality Table for Terminating Cash Balance Plan

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

48. 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

49. Transfer/purchase of service credits between governmental plans

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

50. Restriction on Accelerated Distributions

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