Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Restricted Lump Sum

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

2. Death Index

   By austin3515, April 28, 2014
   • 4 replies
   • 1.2k views
   • 
   • FormsRstillmylife
   • May 1, 2014

3. Failure to make RMDs for several years

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

4. Cash Balance plan annuity calculation question

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

5. 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

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

   By Fielding Mellish, April 23, 2014
   • 9 replies
   • 1.7k views
   • 
   • Effen
   • April 24, 2014

7. 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

8. Missed Quarterly Contribution Cure

   By Andy the Actuary, September 9, 2012
   • 8 replies
   • 2.9k views
   • 
   • Andy the Actuary
   • April 21, 2014

9. Can Traditional DB Plans be Merged?

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

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

    By Guest RobertKnox, April 16, 2014
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 17, 2014

11. Death After Election

    By LIBERTYKID, April 14, 2014
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • April 14, 2014

12. Rounding of MAP-21 segment rates

    By dmb, April 11, 2014
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • April 11, 2014

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

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

14. 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
    • 875 views
    • 
    • Übernerd
    • April 9, 2014

15. PBGC coverage

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

16. DB/DC Limit

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

17. 404 prior pan year deductions

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

18. Market Based Cash Balance investment credits

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

19. 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
    • 1.2k views
    • 
    • 12AX7
    • March 26, 2014

20. Maximum accrual

    By ombskid, March 19, 2014
    • 6 replies
    • 2.5k views
    • 
    • Effen
    • March 24, 2014

21. Prohibited Transaction?

    By emmetttrudy, March 18, 2014
    • 15 replies
    • 2.2k views
    • 
    • jpod
    • March 24, 2014

22. Segment Rate Trend

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

23. New Floor/offset under PPA

    By rcline46, September 10, 2008
    • 9 replies
    • 2.6k views
    • 
    • Dougsbpc
    • March 21, 2014

24. Restricted Lump Sum Upon Plan Termination

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

25. Funding Target for Partially Vested Terminated Participant

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

26. 415 limit greater than 417(e) lump sum

    By Pension RC, March 17, 2014
    • 2 replies
    • 2.3k views
    • 
    • Calavera
    • March 18, 2014

27. Bequest to qualified defined benefit plan

    By Guest sonyasingla, October 29, 2013
    • 15 replies
    • 2.3k views
    • 
    • david rigby
    • March 12, 2014

28. Defined Benefit plan formula options

    By Belgarath, March 7, 2014
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • March 11, 2014

29. Target Normal Cost Used in Calculation of Maximum

    By Pension RC, March 11, 2014
    • 3 replies
    • 2.4k views
    • 
    • My 2 cents
    • March 11, 2014

30. Age discrimination

    By Draper55, March 7, 2014
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • March 11, 2014

31. DB Converstion to Money Purchase

    By Saiai, March 10, 2014   

    • pension
    • conversion
    • (and 1 more)

      Tagged with:

      • pension
      • conversion
      • money purchase multiemployer
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 10, 2014

32. Benefits Commence Long After Annuity Start Date

    By ERISA-Bubs, March 17, 2011
    • 2 replies
    • 3.4k views
    • 
    • My 2 cents
    • March 10, 2014

33. PBGC Premiums for Missing Participants

    By BTG, March 10, 2014
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • March 10, 2014

34. PBGC penalties - can anything be done?

    By Guest emmaboo, March 5, 2014
    • 6 replies
    • 1.7k views
    • 
    • Calavera
    • March 7, 2014

35. Violation of Exclusive Benefit Rule?

    By AHPension, March 7, 2014
    • 1 reply
    • 2k views
    • 
    • My 2 cents
    • March 7, 2014

36. Conflict of Interest?

    By AHPension, March 7, 2014
    • 1 reply
    • 968 views
    • 
    • david rigby
    • March 7, 2014

37. 401(a)(26) for cash balance plans with low interest credits

    By AndyH, March 5, 2014
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 6, 2014

38. AFTAP in First Year of Plan

    By Pension RC, March 5, 2014
    • 4 replies
    • 2.9k views
    • 
    • david rigby
    • March 5, 2014

39. Retirees allowed to change benefit election

    By ConnieStorer, March 4, 2014
    • 2 replies
    • 1.7k views
    • 
    • My 2 cents
    • March 4, 2014

40. 1099-R Distribution Code Questions

    By Guest AnneC, February 27, 2014
    • 8 replies
    • 10.6k views
    • 
    • Lou S.
    • February 28, 2014

41. Allocation of Contribution

    By Pension RC, February 20, 2014
    • 4 replies
    • 1.8k views
    • 
    • Calavera
    • February 20, 2014

42. Multiple Crediting Rates

    By John Feldt ERPA CPC QPA, February 17, 2014   

    • crediting rates
    • interest rate credit
    • 10 replies
    • 1.9k views
    • 
    • david rigby
    • February 20, 2014

43. DB still covered under Title IV?

    By Young Curmudgeon, February 14, 2014
    • 7 replies
    • 1.7k views
    • 
    • chc93
    • February 19, 2014

44. Reporting an Actuary to the ABCD

    By Rball4, February 12, 2014
    • 10 replies
    • 3.4k views
    • 
    • My 2 cents
    • February 18, 2014

45. Escrow Arrangement -- Restriction of Lump Sum to HCEs

    By Andy the Actuary, February 9, 2014
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • February 9, 2014

46. Schedule SB in Year of Plan Termination

    By Pension RC, January 9, 2014
    • 8 replies
    • 4.3k views
    • 
    • Hojo
    • February 6, 2014

47. MAP-21

    By Dougsbpc, February 5, 2014
    • 5 replies
    • 1.1k views
    • 
    • Effen
    • February 6, 2014

48. Plan Year End

    By Pension RC, February 4, 2014
    • 2 replies
    • 1k views
    • 
    • david rigby
    • February 5, 2014

49. Top Heavy Minimum Benefits

    By Rball4, February 3, 2014
    • 2 replies
    • 1.1k views
    • 
    • Rball4
    • February 4, 2014

50. Permitted Disparity - PV Using 417e Rates

    By JAY21, January 31, 2014   

    • Any Reduction Needed ?
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 31, 2014