Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. 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

2. 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

3. current comp required for cash balance allocation?

   By gregburst, March 2, 2016
   • 7 replies
   • 1.4k views
   • 
   • AndyH
   • March 3, 2016

4. Frozen DB Plan Question

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

5. Contribution Other Than in Cash

   By Dougsbpc, February 25, 2016
   • 6 replies
   • 987 views
   • 
   • tymesup
   • February 25, 2016

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

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

7. 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
   • 929 views
   • 
   • My 2 cents
   • February 25, 2016

8. 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

9. Retroactive inclusion in a defined benefit plan

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

10. Th Min question DB & DC Plans

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

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

    By rodin011, February 20, 2016   

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

12. QDRO basis for Stream of Payments

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

13. 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

14. $5,000 small cashout threshold

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

15. Proof of Hi 3 yr avg

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

16. 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

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

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

18. QDRO submission after Participant Retirement

    By RSG15812, February 10, 2016
    • 12 replies
    • 3.9k views
    • 
    • david rigby
    • February 11, 2016

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

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

20. RMD error

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

21. DB participation

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

22. QOSA on a QPSA?

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

23. Unique situation...pension overpayment

    By adunham, February 2, 2016   

    • ERISA
    • 9 replies
    • 6.5k views
    • 
    • My 2 cents
    • February 4, 2016

24. Change in asset valuation method

    By dmb, February 2, 2016
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • February 3, 2016

25. 415 Limit Distributions to avoid impermissible forfeiture-taxation

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

26. 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

27. Death of Plan Sponsor & Minimum Funding

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

28. No 2016 Covered Compensation Tables?

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

29. retroactive amendment to increase benefit formula

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

30. QJSA: Most Valuable Form of Benefit

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

31. 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

32. USERRA & service credit in pension plan

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

33. Cash Balance Plan RFP

    By Anes2006, January 8, 2016   

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

34. Vested Terminations with Early Retirement Factors

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

35. Vesting upon plan termination

    By Blinky the 3-eyed Fish, August 12, 2004
    • 31 replies
    • 16.6k views
    • 
    • mandiev4
    • December 15, 2015

36. Required Minimum Distribution (RMD) - new plan

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

37. Voluntary Contributions

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

38. Controlled Group

    By AdKu, December 4, 2015   

    • Controlled Group
    • 13 replies
    • 1.9k views
    • 
    • AdKu
    • December 4, 2015

39. DB/DC Combo Limit Question

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

40. Defined Benefit Plan for Sole Proprietor

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

41. annuity purchased and Form 1099R

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

42. TH Minimum in DC Plan

    By austin3515, January 12, 2015
    • 19 replies
    • 2.6k views
    • 
    • AndyH
    • November 19, 2015

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

    By RayJJohnsonJr, November 10, 2015
    • 8 replies
    • 1.5k views
    • 
    • RayJJohnsonJr
    • November 15, 2015

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

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

45. Pension Buy In - Credited Service

    By Zoraster, October 1, 2015
    • 2 replies
    • 1.1k views
    • 
    • Zoraster
    • November 9, 2015

46. Reduce Benefit for Prior Lump Sum

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

47. Increased PBGC premiums

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

48. Funding Cushion if Plan Amended for HCE accruals

    By JAY21, March 16, 2009
    • 14 replies
    • 3.7k views
    • 
    • RLR
    • October 30, 2015

49. Funding and Deductibility

    By AdKu, October 29, 2015   

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

50. Proposed Budget increases PBGC premiums

    By david rigby, October 28, 2015
    • 7 replies
    • 1.3k views
    • 
    • Calavera
    • October 29, 2015