Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Required notice to Participant regarding NRA and age 70 1/2

   By MMMBENE2000, July 15, 2014
   • 2 replies
   • 948 views
   • 
   • MMMBENE2000
   • July 15, 2014

2. Two non-discriminatory amendments

   By Dougsbpc, July 13, 2014
   • 4 replies
   • 1.1k views
   • 
   • Dougsbpc
   • July 14, 2014

3. Combined Plan Limit

   By Pension RC, July 9, 2014
   • 3 replies
   • 1.1k views
   • 
   • Pension RC
   • July 9, 2014

4. 401(a)26 Problem with Frozen Plan

   By Dougsbpc, July 8, 2014
   • 2 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • July 8, 2014

5. Remove QJSA from MP?

   By Guest adub4684, July 7, 2014   

   • money purchase
   • QJSA
   • (and 4 more)

     Tagged with:

     • money purchase
     • QJSA
     • J&S
     • 401k
     • annuity
     • remove
   • 11 replies
   • 3.5k views
   • 
   • jpod
   • July 8, 2014

6. Top-heavy benefits for hard-frozen DB plans

   By My 2 cents, June 13, 2014
   • 3 replies
   • 1.4k views
   • 
   • My 2 cents
   • July 2, 2014

7. Another Settlement Accounting question (or two)

   By dmb, July 1, 2014   

   • Settlement
   • FAS
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • July 2, 2014

8. DB/DC Combo 404(a)(7) limits and non-Roth after-tax contributions

   By Guest hk73, June 26, 2014
   • 4 replies
   • 2k views
   • 
   • Guest
   • June 26, 2014

9. Manually signed Form 5500

   By Pension RC, June 26, 2014
   • 0 replies
   • 1.1k views
   • 
   • Pension RC
   • June 26, 2014

10. IRS Rev. Proc. 2000-42

    By Andy the Actuary, June 22, 2014
    • 5 replies
    • 1.8k views
    • 
    • tymesup
    • June 26, 2014

11. Offset plan - 415 Limits

    By MGOAdmin, June 25, 2014   

    • offset
    • 415
    • (and 2 more)

      Tagged with:

      • offset
      • 415
      • limits
      • lump sum
    • 2 replies
    • 1.9k views
    • 
    • My 2 cents
    • June 25, 2014

12. 401(a)(4)-5 and no NHCE's

    By Guest samw, June 24, 2014
    • 0 replies
    • 857 views
    • 
    • Guest
    • June 24, 2014

13. Defined benefit plan and off-shoring

    By Guest Trustee, June 22, 2014   

    • DB plan
    • offshoring
    • 5 replies
    • 1.1k views
    • 
    • jpod
    • June 23, 2014

14. FAS 35 disclosures under PPA

    By AndyH, June 3, 2008
    • 22 replies
    • 7.7k views
    • 
    • My 2 cents
    • June 19, 2014

15. 415 Lump sum limit

    By Guest DBStudentAct, October 7, 2013
    • 4 replies
    • 6.5k views
    • 
    • david rigby
    • June 18, 2014

16. Incidental Death Benefit in Combo Plan

    By AndyH, June 12, 2014
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 12, 2014

17. AFTAP lump sum restriction

    By Pension RC, June 6, 2014
    • 4 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 9, 2014

18. Plan Aggregation with SEP

    By MGOAdmin, June 4, 2014   

    • aggregate
    • SEP
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • June 4, 2014

19. FAS 88 Settlement Acounting

    By dmb, April 28, 2014
    • 6 replies
    • 5.5k views
    • 
    • Guest
    • June 3, 2014

20. Death benefit as part of the funding target and recalculating quarterlies

    By Pension RC, May 30, 2014
    • 4 replies
    • 974 views
    • 
    • Pension RC
    • May 30, 2014

21. Change in valuation date

    By John Feldt ERPA CPC QPA, June 30, 2011
    • 14 replies
    • 4.7k views
    • 
    • tymesup
    • May 30, 2014

22. aggregating plans for 415 limit

    By Pension RC, May 27, 2014   

    • 415 limit
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • May 28, 2014

23. Death Benefit Issues For Deferred Retiree

    By mming, May 20, 2014
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • May 20, 2014

24. Minimum Gateway

    By Dougsbpc, December 6, 2013
    • 6 replies
    • 2k views
    • 
    • AndyH
    • May 19, 2014

25. New Defined Benefit Plan

    By ac, May 16, 2014
    • 2 replies
    • 1.1k views
    • 
    • ac
    • May 19, 2014

26. Mortality Table update?

    By david rigby, May 16, 2014
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • May 17, 2014

27. Final Contribution to a Cash Balance Plan

    By ac, May 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • ac
    • May 16, 2014

28. RMD in year plan terminates

    By YankeeFan, April 22, 2014
    • 5 replies
    • 2.9k views
    • 
    • ac
    • May 15, 2014

29. Employee Contributions in Defined Benefit Plan

    By J. Bringhurst, May 9, 2014
    • 5 replies
    • 1.5k views
    • 
    • Calavera
    • May 13, 2014

30. Is monthly benefit due to failed 110% test eligible for rollover?

    By dmb, May 9, 2014
    • 22 replies
    • 2.5k views
    • 
    • My 2 cents
    • May 13, 2014

31. Schedule SB Line 16

    By Pension RC, May 12, 2014
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • May 12, 2014

32. accruing a benefit before meeting a one-year wait for eligibility to participate in a cash balance plan

    By gle318612, May 12, 2014
    • 2 replies
    • 966 views
    • 
    • My 2 cents
    • May 12, 2014

33. PBGC suggested changes to Schedule SB

    By My 2 cents, May 5, 2014   

    • Non-vested benefits
    • 6 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • May 8, 2014

34. Benefit Election Package -- Same Sex Marriage

    By Andy the Actuary, May 5, 2014
    • 12 replies
    • 1.3k views
    • 
    • gregmk
    • May 7, 2014

35. Rate of Return for Credit Balances Adjustment

    By Calavera, May 5, 2014
    • 8 replies
    • 1.4k views
    • 
    • Calavera
    • May 6, 2014

36. Restricted Lump Sum

    By Pension RC, May 1, 2014
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • May 1, 2014

37. Death Index

    By austin3515, April 28, 2014
    • 4 replies
    • 1.1k views
    • 
    • FormsRstillmylife
    • May 1, 2014

38. Failure to make RMDs for several years

    By Dennis Povloski, April 23, 2014
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 28, 2014

39. Cash Balance plan annuity calculation question

    By AndyH, April 22, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2014

40. Disqualified Plan - HCE

    By MGOAdmin, April 25, 2014   

    • disqualified
    • cash balance
    • (and 1 more)

      Tagged with:

      • disqualified
      • cash balance
      • hce
    • 0 replies
    • 1.3k views
    • 
    • MGOAdmin
    • April 25, 2014

41. Voluntary Reduction of 411(d)(6) Benefits...

    By Fielding Mellish, April 23, 2014
    • 9 replies
    • 1.6k views
    • 
    • Effen
    • April 24, 2014

42. Church DB contributory Plan - allocate interest if termed before vested?

    By pcbenefits007, April 22, 2014   

    • interest
    • contributory
    • (and 1 more)

      Tagged with:

      • interest
      • contributory
      • church
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • April 22, 2014

43. Missed Quarterly Contribution Cure

    By Andy the Actuary, September 9, 2012
    • 8 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • April 21, 2014

44. Can Traditional DB Plans be Merged?

    By Dougsbpc, April 19, 2014
    • 2 replies
    • 874 views
    • 
    • david rigby
    • April 20, 2014

45. Should I defer at age 65? Deadline coming fast...

    By Guest RobertKnox, April 16, 2014
    • 6 replies
    • 2k views
    • 
    • Guest
    • April 17, 2014

46. Death After Election

    By LIBERTYKID, April 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • April 14, 2014

47. Rounding of MAP-21 segment rates

    By dmb, April 11, 2014
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • April 11, 2014

48. Another Meaningful Benefit Question and -11(g) amendments

    By Trekker, April 9, 2014
    • 0 replies
    • 933 views
    • 
    • Trekker
    • April 9, 2014

49. Decreasing Benefit in Two-Plan Offset Arrangment

    By Übernerd, April 9, 2014   

    • 411(a)(9)
    • Early Retirement
    • (and 1 more)

      Tagged with:

      • 411(a)(9)
      • Early Retirement
      • Normal Retirement Benefit
    • 0 replies
    • 851 views
    • 
    • Übernerd
    • April 9, 2014

50. PBGC coverage

    By Earl, February 21, 2014
    • 4 replies
    • 1.7k views
    • 
    • Earl
    • April 4, 2014