Defined Benefit Plans, Including Cash Balance

7,173 topics in this forum

1. 415 Lump sum limit

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

2. Incidental Death Benefit in Combo Plan

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

3. AFTAP lump sum restriction

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

4. Plan Aggregation with SEP

   By MGOAdmin, June 4, 2014   

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

5. FAS 88 Settlement Acounting

   By dmb, April 28, 2014
   • 6 replies
   • 5.4k views
   • 
   • Guest
   • June 3, 2014

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

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

7. Change in valuation date

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

8. aggregating plans for 415 limit

   By Pension RC, May 27, 2014   

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

9. Death Benefit Issues For Deferred Retiree

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

10. Minimum Gateway

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

11. New Defined Benefit Plan

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

12. Mortality Table update?

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

13. Final Contribution to a Cash Balance Plan

    By ac, May 15, 2014
    • 4 replies
    • 1.1k views
    • 
    • ac
    • May 16, 2014

14. RMD in year plan terminates

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

15. Employee Contributions in Defined Benefit Plan

    By J. Bringhurst, May 9, 2014
    • 5 replies
    • 1.4k views
    • 
    • Calavera
    • May 13, 2014

16. 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

17. Schedule SB Line 16

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

18. 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
    • 957 views
    • 
    • My 2 cents
    • May 12, 2014

19. 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

20. Benefit Election Package -- Same Sex Marriage

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

21. Rate of Return for Credit Balances Adjustment

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

22. Restricted Lump Sum

    By Pension RC, May 1, 2014
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 1, 2014

23. Death Index

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

24. Failure to make RMDs for several years

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

25. Cash Balance plan annuity calculation question

    By AndyH, April 22, 2014
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2014

26. 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

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

    By Fielding Mellish, April 23, 2014
    • 9 replies
    • 1.5k views
    • 
    • Effen
    • April 24, 2014

28. 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
    • 1k views
    • 
    • My 2 cents
    • April 22, 2014

29. Missed Quarterly Contribution Cure

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

30. Can Traditional DB Plans be Merged?

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

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

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

32. Death After Election

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

33. Rounding of MAP-21 segment rates

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

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

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

35. 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
    • 842 views
    • 
    • Übernerd
    • April 9, 2014

36. PBGC coverage

    By Earl, February 21, 2014
    • 4 replies
    • 1.6k views
    • 
    • Earl
    • April 4, 2014

37. DB/DC Limit

    By Pension RC, April 2, 2014
    • 1 reply
    • 968 views
    • 
    • AndyH
    • April 2, 2014

38. 404 prior pan year deductions

    By Draper55, March 28, 2014
    • 0 replies
    • 892 views
    • 
    • Draper55
    • March 28, 2014

39. Market Based Cash Balance investment credits

    By AndyH, March 27, 2014
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2014

40. Ineligible employee allowed to participate

    By Guest Scusi, March 26, 2014   

    • nonresident alien
    • ineleigible
    • (and 1 more)

      Tagged with:

      • nonresident alien
      • ineleigible
      • participate
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • March 26, 2014

41. Maximum accrual

    By ombskid, March 19, 2014
    • 6 replies
    • 2.4k views
    • 
    • Effen
    • March 24, 2014

42. Prohibited Transaction?

    By emmetttrudy, March 18, 2014
    • 15 replies
    • 2k views
    • 
    • jpod
    • March 24, 2014

43. Segment Rate Trend

    By Pension RC, March 21, 2014
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • March 21, 2014

44. New Floor/offset under PPA

    By rcline46, September 10, 2008
    • 9 replies
    • 2.5k views
    • 
    • Dougsbpc
    • March 21, 2014

45. Restricted Lump Sum Upon Plan Termination

    By Pension RC, March 20, 2014
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • March 20, 2014

46. Funding Target for Partially Vested Terminated Participant

    By Pension RC, March 18, 2014
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 18, 2014

47. 415 limit greater than 417(e) lump sum

    By Pension RC, March 17, 2014
    • 2 replies
    • 2.2k views
    • 
    • Calavera
    • March 18, 2014

48. Bequest to qualified defined benefit plan

    By Guest sonyasingla, October 29, 2013
    • 15 replies
    • 2.1k views
    • 
    • david rigby
    • March 12, 2014

49. Defined Benefit plan formula options

    By Belgarath, March 7, 2014
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • March 11, 2014

50. Target Normal Cost Used in Calculation of Maximum

    By Pension RC, March 11, 2014
    • 3 replies
    • 2.2k views
    • 
    • My 2 cents
    • March 11, 2014