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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Spouse Waiver - Spouse out of Country

    By Hojo,
    • 4 replies
    • 1.6k views

  2. 415 Lump Sum Basic

    By retbenser,
    • 6 replies
    • 1.9k views

  3. MRD from defined benefit plan

    By Pension RC,
    • 4 replies
    • 2.5k views

  4. Cash Balance Safe Harbor Interest Rates

    By Guest D.W.,
    • 4 replies
    • 2.5k views

  5. pbgc substantial owner question

    By k man,
    • 7 replies
    • 2.9k views

  6. Am I reading the 415(b) regs correctly

    By Belgarath,
    • 4 replies
    • 1.5k views

  7. Frozen Traditional Benefit in Cash Balance Plan - Need to Count Comp from Later Years?

    By Übernerd,   
    • 2 replies
    • 1.5k views

  8. Earning a Future Benefit after Being Paid the 415 Lump Sum Limit

    By Pension RC,   
    • 5 replies
    • 1.6k views

  9. Disqualified Plan, Not-For-Profit

    By Rball4,
    • 3 replies
    • 2k views

  10. 415 lump sum and colas on comp limit

    By Draper55,
    • 1 reply
    • 930 views

  11. PBGC Plan Term - Impact of Plan Term Being Revoked

    By JAY21,
    • 2 replies
    • 1.2k views

  12. Cash Balance Plan Term - Interest Crediting Rate

    By Hojo,
    • 5 replies
    • 4.7k views

  13. Plan Termination - Annuity Purchases

    By JAY21,   
    • 8 replies
    • 7.4k views

  14. September 2013 30-year TSR rate and September 2013 Minimum Present Value Segment Rates under IRC 417(e)(3)(D)

    By gle318612,   
    • 2 replies
    • 2.4k views

  15. Contribution date

    By retbenser,
    • 14 replies
    • 3.2k views

  16. Is Contribution ever deductible?

    By Dougsbpc,
    • 7 replies
    • 1.6k views

  17. plan conversion

    By thepensionmaven,
    • 1 reply
    • 992 views

  18. Frozen DB Plan - early retirement window

    By Guest ERISAk,
    • 11 replies
    • 3.2k views

  19. Negative PV of S/F Installments

    By Guest raintrain19,
    • 20 replies
    • 3.8k views
    • Guest
    • Guest

  20. Frozen Cash Balance?

    By justanotheradmin,   
    • 5 replies
    • 2.3k views

  21. Earned Income

    By nancy,
    • 4 replies
    • 1.5k views

  22. Effective Interest Rate

    By Pension RC,
    • 12 replies
    • 5.2k views

  23. 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,   
    • 4 replies
    • 1.1k views

  24. Life Expectancy on DB RMDs

    By Young Curmudgeon,
    • 7 replies
    • 1.8k views

  25. DB plan distribution miscalculation

    By pcbenefits007,
    • 1 reply
    • 1.1k views

  26. Another contribution due date question

    By AndyH,
    • 8 replies
    • 3.8k views

  27. Highest Age to Start DB Plan

    By Pension RC,
    • 7 replies
    • 1.4k views

  28. Assumed Retirement Age for participant beyond NRA

    By dmb,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  29. Two wives...one retirement benefit

    By mal,   
    • 7 replies
    • 3.8k views
    • MoJo
    • MoJo

  30. Funding for a Single Life Annuity

    By Pension RC,
    • 7 replies
    • 2.7k views

  31. 436 Prohibited Payment

    By Guest raintrain19,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

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

    By Andy the Actuary,
    • 2 replies
    • 1.2k views

  33. 404(a)(7)

    By Andy the Actuary,
    • 9 replies
    • 2.5k views

  34. Mortality Table

    By Pension RC,
    • 3 replies
    • 1.1k views

  35. One day plan funding

    By SoCalActuary,
    • 4 replies
    • 1.6k views

  36. Application of Balances After Plan Termination?

    By Pension RC,
    • 2 replies
    • 1.4k views

  37. ER Subsidy On Plan Termination

    By Andy the Actuary,
    • 3 replies
    • 1.4k views

  38. Another 11(g) Amendment question

    By Trekker,
    • 0 replies
    • 968 views

  39. 417(e) rates

    By Belgarath,
    • 5 replies
    • 3.6k views

  40. Defined benefits plan for a grantor trust

    By Guest Jpsket,
    • 3 replies
    • 1.8k views

  41. Minimum Distribution Rules/Incidental Death Benefit

    By My 2 cents,   
    • 0 replies
    • 1.6k views

  42. Schedule B and SB signature

    By mphs77,
    • 2 replies
    • 1.2k views

  43. 3rd segment rate for averaging assets

    By My 2 cents,   
    • 4 replies
    • 1.4k views

  44. Accruals and Testing

    By retbenser,
    • 6 replies
    • 1.5k views

  45. 415 limit for frozen plan

    By Calavera,   
    • 8 replies
    • 5k views

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

    By Pension RC,
    • 3 replies
    • 2.9k views

  47. Underfunded PBGC covered terminated defined benefit plan funding deadline

    By YankeeFan,
    • 5 replies
    • 1.3k views

  48. Target Normal Cost Related to 415 Dollar Limit Increase

    By Pension RC,
    • 6 replies
    • 2.3k views

  49. Combined Gateway and DB Offset

    By emmetttrudy,
    • 11 replies
    • 3.2k views

  50. QDRO - Payment Prior to Earliest Retirement Age

    By Pension RC,
    • 4 replies
    • 3.7k views
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