Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Options Available when a CB Plan misses its Minimum Funding

   By CharlesLeggette, January 3, 2014
   • 2 replies
   • 911 views
   • 
   • Rball4
   • January 3, 2014

2. Options for funds transferred to a QRP following overfunded DB plan termination?

   By kmhaab, February 14, 2024
   • 3 replies
   • 2.1k views
   • 
   • Effen
   • February 15, 2024

3. Order of Amortization Bases

   By SRM, July 16, 2007
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • July 16, 2007

4. Otherwise Excludable Employees and 401(a)(26)

   By stbennet, April 30, 2013
   • 1 reply
   • 2.3k views
   • 
   • Bri
   • August 23, 2023

5. otherwise excludables and gateway

   By Draper55, May 7, 2019
   • 5 replies
   • 876 views
   • 
   • JustnERPA
   • May 10, 2019

6. Out with the old and in with the new

   By Hoard1, January 18, 2000
   • 1 reply
   • 1.4k views
   • 
   • Lorraine Dorsa
   • January 18, 2000

7. Outsourcing DB / CB Plans

   By mjf06241972, April 23, 2020
   • 6 replies
   • 791 views
   • 
   • Hojo
   • May 8, 2020

8. Outsourcing DB / CB Plans

   By mjf06241972, July 7, 2019
   • 6 replies
   • 971 views
   • 
   • baneja
   • July 9, 2019

9. Ovefunded Plan and no participants

   By SSRRS, October 20, 2021
   • 6 replies
   • 834 views
   • 
   • SSRRS
   • October 22, 2021

10. over age 65 accruals

    By Gary, August 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 16, 1999

11. Over Contribution

    By Dennis Povloski, March 18, 2008
    • 2 replies
    • 1k views
    • 
    • Dennis Povloski
    • March 18, 2008

12. Over Contribution

    By Guest PAUL DUGAN, December 7, 2007
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • December 7, 2007

13. Over funded DB

    By Guest charcoal89, August 4, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • August 7, 2003

14. Over funded Defined Benefit Plan

    By ConnieStorer, September 9, 2020
    • 4 replies
    • 1.2k views
    • 
    • arthurkagan
    • September 11, 2020

15. Over Funded, Single Member DB Plan

    By guestdelta, May 29, 2019
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • August 4, 2020

16. Overfund CB

    By thepensionmaven, July 22, 2023
    • 2 replies
    • 633 views
    • 
    • truphao
    • July 23, 2023

17. Overfunded 1-part DB, Maybe

    By Lou S., June 17, 2008
    • 7 replies
    • 1.2k views
    • 
    • Effen
    • June 18, 2008

18. Overfunded DB

    By k man, April 19, 2002
    • 14 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 23, 2002

19. Overfunded DB - Intentional Disqualification

    By dan.jock, January 8, 2018
    • 12 replies
    • 2.3k views
    • 
    • ERISAAPPLE
    • January 10, 2018

20. Overfunded DB Plan

    By PensionPro, August 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • August 17, 2010

21. Overfunded DB plan

    By Belgarath, November 30, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • December 1, 2011

22. Overfunded DB Plan

    By 12AX7, December 11, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • December 12, 2006

23. Overfunded DB Plan

    By JBones, June 3, 2010
    • 8 replies
    • 3.9k views
    • 
    • JAY21
    • June 29, 2010

24. Overfunded DB Plan

    By sobrienTPS, June 2, 2025   

    • qrp
    • db
    • (and 3 more)

      Tagged with:

      • qrp
      • db
      • overfunded
      • overfunded db plan
      • sale of stock
    • 14 replies
    • 3.5k views
    • 
    • Lou S.
    • June 11, 2025

25. overfunded DB plan

    By thepensionmaven, January 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • January 8, 2003

26. overfunded DB plan

    By David, August 2, 1999
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 13, 2002

27. Overfunded DB Plan - Company to purchase?

    By HarleyBabe, April 9, 2021
    • 0 replies
    • 412 views
    • 
    • HarleyBabe
    • April 9, 2021

28. Overfunded DB seeks creative solution

    By Flyboyjohn, August 6, 2014
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • August 7, 2014

29. Overfunded DB seeks Underfunded DB for possible LTR

    By Flyboyjohn, July 31, 2014
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • October 6, 2014

30. Overfunded Defined Benefit Plan Termination

    By Doghouse, December 22, 2011
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • December 27, 2011

31. Overfunded Frozen DB Plan

    By Doghouse, September 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • September 2, 2010

32. Overfunded one man DB Plan

    By k man, May 20, 2003
    • 8 replies
    • 3.3k views
    • 
    • Mike Preston
    • May 24, 2003

33. Overfunded one man plan and PPA maximum deduction

    By Guest DCquestioner, December 15, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2008

34. Overfunded Pension in a Divorce

    By Richard Tate, June 19, 2019   

    • overfunded db plan
    • divorce
    • (and 3 more)

      Tagged with:

      • overfunded db plan
      • divorce
      • qdro
      • overfunded
      • overfunding
    • 9 replies
    • 1.9k views
    • 
    • Richard Tate
    • June 24, 2019

35. Overfunded Plan

    By Lori Foresz, August 3, 2004
    • 18 replies
    • 3.4k views
    • 
    • mbozek
    • August 5, 2004

36. Overfunded plan and excise tax

    By retbenser, July 4, 2011
    • 6 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • July 5, 2011

37. Overfunded plan with a credit balance; how to establish new bases each year?

    By Blinky the 3-eyed Fish, October 2, 2003
    • 12 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2003

38. Overfunded plan; sole (very ill) proprietor

    By Guest Penelope, August 20, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2008

39. Overfunded single beneficiary DB plan planning

    By Guest Duberstein, July 10, 2003
    • 6 replies
    • 2.5k views
    • 
    • egrodan
    • January 19, 2020

40. Overfunded Solo-DB

    By Catch22PGM, May 3, 2021   

    • defined beneift
    • solo 401(k)
    • (and 1 more)

      Tagged with:

      • defined beneift
      • solo 401(k)
      • overfunded
    • 13 replies
    • 3.7k views
    • 
    • thepensionmaven
    • May 9, 2021

41. Overfunded Union Plan - how to terminat/merge/convert?

    By Guest Dressageho, April 15, 2009
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • April 21, 2009

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

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

43. Overfunding a CB plan and the 6% rule

    By xtide, November 17, 2025
    • 3 replies
    • 417 views
    • 
    • Lou S.
    • November 20, 2025

44. Overlap and plan year and fiscal year

    By Guest saeissler, October 27, 2005
    • 8 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

45. Overpayment by DB Plan.

    By mal, April 26, 2006
    • 5 replies
    • 2.1k views
    • 
    • mal
    • May 3, 2006

46. Overpayment of Pension Benefits

    By Guest chlomer, December 5, 2001
    • 5 replies
    • 3.7k views
    • 
    • jpod
    • December 10, 2001

47. overzealous auditors

    By chuTzPA, April 5, 2019
    • 20 replies
    • 1.7k views
    • 
    • chuTzPA
    • April 10, 2019

48. owner employee within controlled group

    By Guest meggie, April 1, 2002
    • 7 replies
    • 2k views
    • 
    • AndyH
    • April 4, 2002

49. Owner-Only Cash Balance Plan - Investment in Collectibles

    By ehayden27, May 12, 2021
    • 3 replies
    • 553 views
    • 
    • Luke Bailey
    • May 14, 2021

50. Owner-only DB plan to freeze

    By John Feldt ERPA CPC QPA, September 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • September 20, 2010