Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. DB Valuation Software Poll

   By Guest Glen, August 19, 2004
   • 32 replies
   • 15.7k views
   • 
   • Nola2016
   • March 29, 2016

2. Capping Benefits Due to 415(b)(1)(B) for Delayed Retiree

   By Eric Taylor, March 29, 2016
   • 1 reply
   • 1.1k views
   • 
   • My 2 cents
   • March 29, 2016

3. AFTAP and Distribution

   By Dougsbpc, March 29, 2016
   • 0 replies
   • 747 views
   • 
   • Dougsbpc
   • March 29, 2016

4. surplus issues

   By Draper55, March 22, 2016
   • 2 replies
   • 999 views
   • 
   • AndyH
   • March 24, 2016

5. 5500 Filing Extension Date

   By Pension RC, March 22, 2016
   • 3 replies
   • 1.1k views
   • 
   • Lou S.
   • March 22, 2016

6. Moonlighting MD

   By drakecohen, March 11, 2016
   • 1 reply
   • 937 views
   • 
   • Effen
   • March 15, 2016

7. Standard Plan Termination - NOIT & sample NOPB copies to attach

   By AdKu, March 8, 2016   

   • Std. Term
   • Sample NOIT & NOPB
   • 5 replies
   • 2.1k views
   • 
   • AdKu
   • March 8, 2016

8. PPA Restatement Deadlines

   By Pension RC, March 7, 2016
   • 2 replies
   • 3k views
   • 
   • GMK
   • March 7, 2016

9. how to deal with a significant step in benefits after participant reaches 70 1/2

   By Hilton, March 3, 2016   

   • Accrual
   • Actuarial
   • (and 1 more)

     Tagged with:

     • Accrual
     • Actuarial
     • multiple plans
   • 2 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 4, 2016

10. Early Retirement Pensioner Returning To Work. What Happens To Benefit?

    By Stash026, March 3, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • March 4, 2016

11. New IRS Position on Post-NRA Accruals? (2009 Gray Book, Q&A 39)

    By Übernerd, December 17, 2009
    • 3 replies
    • 5.3k views
    • 
    • Hilton
    • March 3, 2016

12. current comp required for cash balance allocation?

    By gregburst, March 2, 2016
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • March 3, 2016

13. Frozen DB Plan Question

    By Stash026, March 2, 2016
    • 3 replies
    • 1k views
    • 
    • My 2 cents
    • March 2, 2016

14. Contribution Other Than in Cash

    By Dougsbpc, February 25, 2016
    • 6 replies
    • 1k views
    • 
    • tymesup
    • February 25, 2016

15. Terminated EE in non-SH no TH combo plans gets Cash Balance Accrual

    By CharlesLeggette, February 24, 2016
    • 2 replies
    • 822 views
    • 
    • AndyH
    • February 25, 2016

16. 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
    • 950 views
    • 
    • My 2 cents
    • February 25, 2016

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

    By AdKu, February 18, 2016   

    • Owner RMD on Plan Termination
    • 4 replies
    • 1.6k views
    • 
    • Calavera
    • February 23, 2016

18. Retroactive inclusion in a defined benefit plan

    By Carol V. Calhoun, February 22, 2016
    • 8 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

19. Th Min question DB & DC Plans

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

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

    By rodin011, February 20, 2016   

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

21. QDRO basis for Stream of Payments

    By RSG15812, February 16, 2016
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • February 17, 2016

22. 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

23. $5,000 small cashout threshold

    By dmb, February 11, 2016
    • 5 replies
    • 3k views
    • 
    • dmb
    • February 17, 2016

24. Proof of Hi 3 yr avg

    By ombskid, February 15, 2016
    • 6 replies
    • 1.2k views
    • 
    • StaceyHelton
    • February 16, 2016

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

    By AndyH, February 5, 2015
    • 13 replies
    • 8.7k views
    • 
    • My 2 cents
    • February 16, 2016

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

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

27. QDRO submission after Participant Retirement

    By RSG15812, February 10, 2016
    • 12 replies
    • 4k views
    • 
    • david rigby
    • February 11, 2016

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

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

29. RMD error

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

30. DB participation

    By Guest lerieleech, October 3, 2006
    • 21 replies
    • 4k views
    • 
    • figure 8
    • February 9, 2016

31. QOSA on a QPSA?

    By EBECatty, February 5, 2016
    • 3 replies
    • 1.8k views
    • 
    • Effen
    • February 8, 2016

32. Unique situation...pension overpayment

    By adunham, February 2, 2016   

    • ERISA
    • 9 replies
    • 6.8k views
    • 
    • My 2 cents
    • February 4, 2016

33. Change in asset valuation method

    By dmb, February 2, 2016
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • February 3, 2016

34. 415 Limit Distributions to avoid impermissible forfeiture-taxation

    By JAY21, February 1, 2016
    • 4 replies
    • 2k views
    • 
    • Calavera
    • February 3, 2016

35. 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
    • 1.5k views
    • 
    • My 2 cents
    • February 2, 2016

36. Death of Plan Sponsor & Minimum Funding

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

37. No 2016 Covered Compensation Tables?

    By Übernerd, January 27, 2016
    • 15 replies
    • 4k views
    • 
    • Tom Poje
    • January 29, 2016

38. retroactive amendment to increase benefit formula

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

39. QJSA: Most Valuable Form of Benefit

    By BTG, January 20, 2016
    • 0 replies
    • 1.9k views
    • 
    • BTG
    • January 20, 2016

40. 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

41. USERRA & service credit in pension plan

    By benefitsguru, June 8, 2015
    • 6 replies
    • 1.9k views
    • 
    • Fielding Mellish
    • January 16, 2016

42. Cash Balance Plan RFP

    By Anes2006, January 8, 2016   

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

43. Vested Terminations with Early Retirement Factors

    By jwb0323, December 29, 2015
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • December 30, 2015

44. Vesting upon plan termination

    By Blinky the 3-eyed Fish, August 12, 2004
    • 31 replies
    • 16.9k views
    • 
    • mandiev4
    • December 15, 2015

45. Required Minimum Distribution (RMD) - new plan

    By Dinosaur, November 4, 2015
    • 11 replies
    • 2.2k views
    • 
    • AndyH
    • December 10, 2015

46. Voluntary Contributions

    By luissaha, December 4, 2015
    • 6 replies
    • 2.2k views
    • 
    • My 2 cents
    • December 8, 2015

47. Controlled Group

    By AdKu, December 4, 2015   

    • Controlled Group
    • 13 replies
    • 2k views
    • 
    • AdKu
    • December 4, 2015

48. DB/DC Combo Limit Question

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

49. Defined Benefit Plan for Sole Proprietor

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

50. annuity purchased and Form 1099R

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