Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. 2001 Compensation Limit

   By Pension RC, August 2, 2013
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • August 2, 2013

2. Early Lump Sum

   By Pension RC, August 1, 2013
   • 7 replies
   • 4.8k views
   • 
   • Effen
   • August 2, 2013

3. 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

4. 415 Comp Limit

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

5. Proposed Federal Budget for 2014

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

6. Income Rider on Annuity

   By CassandraS, July 25, 2013   

   • Income rider
   • defined benefit
   • 5 replies
   • 2k views
   • 
   • CassandraS
   • July 26, 2013

7. How to get IRS notices, etc.

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

8. qualified plan distributed annuity

   By Scuba 401, July 17, 2013
   • 5 replies
   • 1.7k views
   • 
   • QLAC Annuity
   • July 24, 2013

9. Advanced Contribution

   By Pension RC, July 23, 2013   

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

10. 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

11. Sole Proprietor excess contribution

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

12. Distributing Assets during plan termination process

    By dmb, July 17, 2013
    • 5 replies
    • 1.2k views
    • 
    • ScottR
    • July 24, 2013

13. Compensation - PLLC

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

14. COLAs

    By jpod, July 18, 2013
    • 5 replies
    • 1.3k views
    • 
    • tymesup
    • July 23, 2013

15. Getting insurance out of a db plan

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

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

    By My 2 cents, July 16, 2013
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • July 22, 2013

17. Filing SB after discovering document mistakes

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

18. Terminated participant and rehiring

    By cdavis25, July 16, 2013
    • 7 replies
    • 3.6k views
    • 
    • cdavis25
    • July 17, 2013

19. Lump Sums depleting plan assets

    By ConnieStorer, July 11, 2013   

    • partial termination payouts
    • 13 replies
    • 2k views
    • 
    • AndyH
    • July 17, 2013

20. 415 comp limit for frozen plan

    By dmb, July 15, 2013
    • 2 replies
    • 1.7k views
    • 
    • dmb
    • July 15, 2013

21. Mortality Table update

    By david rigby, July 12, 2013
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • July 12, 2013

22. DB/DC Combo

    By 52626, July 12, 2013
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • July 12, 2013

23. IRC 4980(d) Excess Asset Transfer

    By JAY21, July 8, 2013   

    • Is A Form 5310-A needed ?
    • 6 replies
    • 3.9k views
    • 
    • chc93
    • July 12, 2013

24. Funding for DB plan with life insurance policy

    By carrots, February 12, 2013
    • 18 replies
    • 8.7k views
    • 
    • Effen
    • July 10, 2013

25. Salary reduction contributions permitted?

    By Kitty, July 2, 2013
    • 2 replies
    • 1.1k views
    • 
    • Kitty
    • July 5, 2013

26. Employer

    By Kitty, July 1, 2013
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • July 3, 2013

27. 110% Test - Restricted Lump Sum

    By emmetttrudy, November 4, 2011
    • 4 replies
    • 2.5k views
    • 
    • Benefits to all
    • July 2, 2013

28. 415 lump sum question

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

29. 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

30. PBGC coverage required?

    By gregburst, June 25, 2013
    • 4 replies
    • 2.6k views
    • 
    • tymesup
    • June 28, 2013

31. Frozen Underfunded Plan

    By Dougsbpc, June 26, 2013
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • June 26, 2013

32. simple 5330 question

    By Draper55, June 26, 2013   

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

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

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

34. Plan Doc - early retirement

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

35. 2 Year PS Eligibility for DB/DC Combo

    By emmetttrudy, June 3, 2013
    • 3 replies
    • 1.6k views
    • 
    • emmetttrudy
    • June 13, 2013

36. Discrimination in year of termination?

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

37. Pension Plan With a Fixed Term - Automatic Disqualification?

    By Guest dolstein, June 12, 2013
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • June 12, 2013

38. Suspension notice failure

    By Guest Philip2, June 7, 2013
    • 6 replies
    • 5.3k views
    • 
    • Guest
    • June 12, 2013

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

    By JAY21, June 12, 2013
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • June 12, 2013

40. MEP Schedule SB for the plan

    By mattmc82, June 12, 2013
    • 2 replies
    • 1.7k views
    • 
    • mattmc82
    • June 12, 2013

41. Definitely Determinable Benefit Requirement and Use of Surplus

    By Guest dolstein, June 12, 2013
    • 3 replies
    • 1.8k views
    • 
    • Hojo
    • June 12, 2013

42. BOY val and freeze

    By ombskid, June 11, 2013
    • 4 replies
    • 2.9k views
    • 
    • david rigby
    • June 11, 2013

43. Deduction Timing

    By CarolineK, June 6, 2013
    • 3 replies
    • 1.3k views
    • 
    • CarolineK
    • June 7, 2013

44. Limit Funding Target by 415 LS limit?

    By Guest raintrain19, May 23, 2013   

    • Funding Target
    • 415
    • 4 replies
    • 2.6k views
    • 
    • Calavera
    • June 3, 2013

45. Annual Funding Notice Supplement - In Living Color

    By Andy the Actuary, April 24, 2013
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • June 3, 2013

46. 415(b) Limit Question

    By Lou S., May 30, 2013
    • 3 replies
    • 1.2k views
    • 
    • Calavera
    • June 3, 2013

47. PBGC Asserting Novel Claim Under ERISA Section 4068 and 31 U.S.C. Section 3713

    By WestCoast, May 23, 2013
    • 0 replies
    • 1.7k views
    • 
    • WestCoast
    • May 23, 2013

48. Compensation Limit under 415

    By ac, May 15, 2013
    • 8 replies
    • 1.6k views
    • 
    • JAY21
    • May 21, 2013

49. Restructuring DB Plan with different salary definitions

    By LarryDavid, May 21, 2013
    • 0 replies
    • 1.1k views
    • 
    • LarryDavid
    • May 21, 2013

50. Is a 5329 Filing Necessary?

    By Guest temmert326, June 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • TPApril
    • May 20, 2013