Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Defined benefits plan for a grantor trust

   By Guest Jpsket, August 23, 2013
   • 3 replies
   • 1.7k views
   • 
   • K2retire
   • August 23, 2013

2. Schedule B and SB signature

   By mphs77, August 23, 2013
   • 2 replies
   • 1.1k views
   • 
   • mphs77
   • August 23, 2013

3. 3rd segment rate for averaging assets

   By My 2 cents, August 21, 2013   

   • What are people doing?
   • 4 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • August 22, 2013

4. Deemed Burn of Balances When There is a Deemed Reduction of the AFTAP

   By Pension RC, August 19, 2013
   • 11 replies
   • 3.6k views
   • 
   • D Syrett
   • October 14, 2014

5. Accruals and Testing

   By retbenser, August 15, 2013
   • 6 replies
   • 1.4k views
   • 
   • BG5150
   • August 15, 2013

6. Funding Target, Target Normal Cost, and AFTAP for Plan with End of Year Valuation Date

   By Pension RC, August 11, 2013
   • 3 replies
   • 2.7k views
   • 
   • Pension RC
   • August 13, 2013

7. Target Normal Cost Related to 415 Dollar Limit Increase

   By Pension RC, August 11, 2013
   • 6 replies
   • 2.1k views
   • 
   • Pension RC
   • August 12, 2013

8. Underfunded PBGC covered terminated defined benefit plan funding deadline

   By YankeeFan, August 9, 2013
   • 5 replies
   • 1.2k views
   • 
   • Effen
   • August 13, 2013

9. 415 limit for frozen plan

   By Calavera, August 9, 2013   

   • 415
   • frozen plan
   • 8 replies
   • 4.8k views
   • 
   • Calavera
   • August 14, 2013

10. QDRO - Payment Prior to Earliest Retirement Age

    By Pension RC, August 8, 2013
    • 4 replies
    • 3.5k views
    • 
    • david rigby
    • August 8, 2013

11. Combined Gateway and DB Offset

    By emmetttrudy, August 6, 2013
    • 11 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

12. Overfunded, Termination and a wacky idea . . .

    By Guest jvgatty, August 6, 2013
    • 6 replies
    • 1.4k views
    • 
    • jpod
    • August 7, 2013

13. Frozen plans & 401a26

    By Craig Schiller, August 5, 2013   

    • 401a26 headache
    • 2 replies
    • 2.5k views
    • 
    • Craig Schiller
    • August 6, 2013

14. 2001 Compensation Limit

    By Pension RC, August 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 2, 2013

15. Early Lump Sum

    By Pension RC, August 1, 2013
    • 7 replies
    • 4.4k views
    • 
    • Effen
    • August 2, 2013

16. Waiver of IRS LOD Filing Fee and startup plan tax credit

    By CharlesLeggette, August 1, 2013
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • August 1, 2013

17. 415 Comp Limit

    By Pension RC, July 30, 2013
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • July 30, 2013

18. Proposed Federal Budget for 2014

    By Mister Met, July 29, 2013
    • 1 reply
    • 859 views
    • 
    • MoJo
    • July 29, 2013

19. Income Rider on Annuity

    By CassandraS, July 25, 2013   

    • Income rider
    • defined benefit
    • 5 replies
    • 1.9k views
    • 
    • CassandraS
    • July 26, 2013

20. How to get IRS notices, etc.

    By Mister Met, July 25, 2013
    • 2 replies
    • 813 views
    • 
    • masteff
    • July 25, 2013

21. Single Employer Union DB with scheduled benefit increases under PPA

    By mwyatt, July 24, 2013
    • 1 reply
    • 1k views
    • 
    • david rigby
    • July 24, 2013

22. Advanced Contribution

    By Pension RC, July 23, 2013   

    • DB Plan
    • Maximum Deductible
    • 4 replies
    • 1.9k views
    • 
    • My 2 cents
    • July 24, 2013

23. Getting insurance out of a db plan

    By Bird, July 22, 2013
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • July 22, 2013

24. Funding for a Single Life Annuity

    By Pension RC, July 21, 2013
    • 7 replies
    • 2.4k views
    • 
    • Draper55
    • September 11, 2013

25. Compensation - PLLC

    By retbenser, July 18, 2013
    • 2 replies
    • 1.2k views
    • 
    • ScottR
    • July 24, 2013

26. COLAs

    By jpod, July 18, 2013
    • 5 replies
    • 1.2k views
    • 
    • tymesup
    • July 23, 2013

27. Filing SB after discovering document mistakes

    By Pension RC, July 18, 2013
    • 1 reply
    • 821 views
    • 
    • Effen
    • July 18, 2013

28. Distributing Assets during plan termination process

    By dmb, July 17, 2013
    • 5 replies
    • 1k views
    • 
    • ScottR
    • July 24, 2013

29. qualified plan distributed annuity

    By Scuba 401, July 17, 2013
    • 5 replies
    • 1.5k views
    • 
    • QLAC Annuity
    • July 24, 2013

30. Top-heavy accruals continuing after the plan falls below 60%

    By My 2 cents, July 16, 2013
    • 4 replies
    • 969 views
    • 
    • My 2 cents
    • July 22, 2013

31. Terminated participant and rehiring

    By cdavis25, July 16, 2013
    • 7 replies
    • 3.4k views
    • 
    • cdavis25
    • July 17, 2013

32. 415 comp limit for frozen plan

    By dmb, July 15, 2013
    • 2 replies
    • 1.6k views
    • 
    • dmb
    • July 15, 2013

33. Mortality Table update

    By david rigby, July 12, 2013
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • July 12, 2013

34. DB/DC Combo

    By 52626, July 12, 2013
    • 2 replies
    • 929 views
    • 
    • Tom Poje
    • July 12, 2013

35. Lump Sums depleting plan assets

    By ConnieStorer, July 11, 2013   

    • partial termination payouts
    • 13 replies
    • 1.8k views
    • 
    • AndyH
    • July 17, 2013

36. IRC 4980(d) Excess Asset Transfer

    By JAY21, July 8, 2013   

    • Is A Form 5310-A needed ?
    • 6 replies
    • 3.7k views
    • 
    • chc93
    • July 12, 2013

37. Sole Proprietor excess contribution

    By Dinosaur, July 5, 2013
    • 2 replies
    • 1.5k views
    • 
    • ScottR
    • July 24, 2013

38. Salary reduction contributions permitted?

    By Kitty, July 2, 2013
    • 2 replies
    • 1k views
    • 
    • Kitty
    • July 5, 2013

39. Employer

    By Kitty, July 1, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • July 3, 2013

40. Maximum Deduction for Sole prop DB who also has a PSP

    By Pension RC, June 30, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 30, 2013

41. 415 lump sum question

    By Mister Met, June 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • July 1, 2013

42. Frozen Underfunded Plan

    By Dougsbpc, June 26, 2013
    • 0 replies
    • 1k views
    • 
    • Dougsbpc
    • June 26, 2013

43. simple 5330 question

    By Draper55, June 26, 2013   

    • applicable year
    • 0 replies
    • 913 views
    • 
    • Draper55
    • June 26, 2013

44. PBGC coverage required?

    By gregburst, June 25, 2013
    • 4 replies
    • 2.5k views
    • 
    • tymesup
    • June 28, 2013

45. Plan Doc - early retirement

    By Mister Met, June 24, 2013
    • 3 replies
    • 899 views
    • 
    • Mister Met
    • June 24, 2013

46. affiliated service group and 401(a)(26)

    By emmetttrudy, June 13, 2013
    • 1 reply
    • 928 views
    • 
    • JAY21
    • June 25, 2013

47. Discrimination in year of termination?

    By Dougsbpc, June 12, 2013
    • 1 reply
    • 813 views
    • 
    • Andy the Actuary
    • June 12, 2013

48. Shared Employees - Where are we these days on this ?

    By JAY21, June 12, 2013
    • 0 replies
    • 1k views
    • 
    • JAY21
    • June 12, 2013

49. MEP Schedule SB for the plan

    By mattmc82, June 12, 2013
    • 2 replies
    • 1.6k views
    • 
    • mattmc82
    • June 12, 2013

50. Definitely Determinable Benefit Requirement and Use of Surplus

    By Guest dolstein, June 12, 2013
    • 3 replies
    • 1.7k views
    • 
    • Hojo
    • June 12, 2013