Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Frozen DB Plan - early retirement window

   By Guest ERISAk, October 7, 2013
   • 11 replies
   • 3.1k views
   • 
   • ubermax
   • October 8, 2013

2. Negative PV of S/F Installments

   By Guest raintrain19, September 27, 2013
   • 20 replies
   • 3.6k views
   • 
   • Guest
   • October 7, 2013

3. Frozen Cash Balance?

   By justanotheradmin, October 3, 2013   

   • Cash Balance
   • Amendment
   • (and 2 more)

     Tagged with:

     • Cash Balance
     • Amendment
     • frozen
     • freeze
   • 5 replies
   • 2.2k views
   • 
   • Effen
   • October 4, 2013

4. Earned Income

   By nancy, October 1, 2013
   • 4 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • October 3, 2013

5. Effective Interest Rate

   By Pension RC, October 1, 2013
   • 12 replies
   • 4.9k views
   • 
   • My 2 cents
   • October 2, 2013

6. What to do about DB plans? A Not-for-Profit Corp is acquiring 2 other Not-For-Profit facilities, one is a County facility.

   By katieinny, September 24, 2013   

   • Can we refuse the DB plans?
   • 4 replies
   • 1k views
   • 
   • katieinny
   • September 25, 2013

7. Life Expectancy on DB RMDs

   By Young Curmudgeon, September 20, 2013
   • 7 replies
   • 1.7k views
   • 
   • Effen
   • September 21, 2013

8. DB plan distribution miscalculation

   By pcbenefits007, September 20, 2013
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • September 20, 2013

9. Another contribution due date question

   By AndyH, September 12, 2013
   • 8 replies
   • 3.7k views
   • 
   • AndyH
   • September 13, 2013

10. Highest Age to Start DB Plan

    By Pension RC, September 8, 2013
    • 7 replies
    • 1.3k views
    • 
    • FAPInJax
    • September 13, 2013

11. Assumed Retirement Age for participant beyond NRA

    By dmb, September 11, 2013
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 11, 2013

12. Two wives...one retirement benefit

    By mal, September 10, 2013   

    • Participant married twice
    • 7 replies
    • 3.5k views
    • 
    • MoJo
    • September 11, 2013

13. Funding for a Single Life Annuity

    By Pension RC, July 21, 2013
    • 7 replies
    • 2.5k views
    • 
    • Draper55
    • September 11, 2013

14. 436 Prohibited Payment

    By Guest raintrain19, September 9, 2013
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 10, 2013

15. To Sue or Not To Sue, Oh Yeah?

    By Andy the Actuary, September 5, 2013
    • 2 replies
    • 1.1k views
    • 
    • jpod
    • September 6, 2013

16. 404(a)(7)

    By Andy the Actuary, August 23, 2013
    • 9 replies
    • 2.3k views
    • 
    • ubermax
    • September 3, 2013

17. Mortality Table

    By Pension RC, September 1, 2013
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • September 3, 2013

18. One day plan funding

    By SoCalActuary, January 4, 2013
    • 4 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 30, 2013

19. Application of Balances After Plan Termination?

    By Pension RC, August 29, 2013
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • August 30, 2013

20. ER Subsidy On Plan Termination

    By Andy the Actuary, August 23, 2013
    • 3 replies
    • 1.4k views
    • 
    • Rball4
    • August 27, 2013

21. Another 11(g) Amendment question

    By Trekker, August 27, 2013
    • 0 replies
    • 931 views
    • 
    • Trekker
    • August 27, 2013

22. 417(e) rates

    By Belgarath, August 26, 2013
    • 5 replies
    • 3.5k views
    • 
    • chc93
    • August 27, 2013

23. Defined benefits plan for a grantor trust

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

24. Minimum Distribution Rules/Incidental Death Benefit

    By My 2 cents, August 23, 2013   

    • Pre-retirement death benefit
    • 0 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 23, 2013

25. Schedule B and SB signature

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

26. 3rd segment rate for averaging assets

    By My 2 cents, August 21, 2013   

    • What are people doing?
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • August 22, 2013

27. Accruals and Testing

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

28. 415 limit for frozen plan

    By Calavera, August 9, 2013   

    • 415
    • frozen plan
    • 8 replies
    • 4.9k views
    • 
    • Calavera
    • August 14, 2013

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

    By Pension RC, August 11, 2013
    • 3 replies
    • 2.8k views
    • 
    • Pension RC
    • August 13, 2013

30. Underfunded PBGC covered terminated defined benefit plan funding deadline

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

31. Target Normal Cost Related to 415 Dollar Limit Increase

    By Pension RC, August 11, 2013
    • 6 replies
    • 2.2k views
    • 
    • Pension RC
    • August 12, 2013

32. Combined Gateway and DB Offset

    By emmetttrudy, August 6, 2013
    • 11 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

33. QDRO - Payment Prior to Earliest Retirement Age

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

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

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

35. Frozen plans & 401a26

    By Craig Schiller, August 5, 2013   

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

36. 2001 Compensation Limit

    By Pension RC, August 2, 2013
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • August 2, 2013

37. Early Lump Sum

    By Pension RC, August 1, 2013
    • 7 replies
    • 4.6k views
    • 
    • Effen
    • August 2, 2013

38. 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

39. 415 Comp Limit

    By Pension RC, July 30, 2013
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • July 30, 2013

40. Proposed Federal Budget for 2014

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

41. Income Rider on Annuity

    By CassandraS, July 25, 2013   

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

42. How to get IRS notices, etc.

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

43. qualified plan distributed annuity

    By Scuba 401, July 17, 2013
    • 5 replies
    • 1.6k views
    • 
    • QLAC Annuity
    • July 24, 2013

44. Advanced Contribution

    By Pension RC, July 23, 2013   

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

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

    By mwyatt, July 24, 2013
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • July 24, 2013

46. Sole Proprietor excess contribution

    By Dinosaur, July 5, 2013
    • 2 replies
    • 1.6k views
    • 
    • ScottR
    • July 24, 2013

47. Distributing Assets during plan termination process

    By dmb, July 17, 2013
    • 5 replies
    • 1.1k views
    • 
    • ScottR
    • July 24, 2013

48. Compensation - PLLC

    By retbenser, July 18, 2013
    • 2 replies
    • 1.3k views
    • 
    • ScottR
    • July 24, 2013

49. COLAs

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

50. Getting insurance out of a db plan

    By Bird, July 22, 2013
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • July 22, 2013