Defined Benefit Plans, Including Cash Balance

6,484 topics in this forum

1. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 9

   By Guest DBtech, January 3, 2005
   • 200 replies
   • 69,565 views
   • 
   • david rigby
   • 14 hours ago

2. First RMD before terminating plan

   By SSRRS, October 29, 2018
   • 9 replies
   • 351 views
   • 
   • SSRRS
   • Tuesday at 07:11 PM

3. 204(h) Notice

   By AdKu, Saturday at 06:33 PM
   • 2 replies
   • 117 views
   • 
   • Jakyasar
   • Tuesday at 01:17 AM

4. PPA Restatement for DBs

   By Cynchbeast, Sunday at 06:12 PM
   • 3 replies
   • 117 views
   • 
   • Patricia Neal Jensen
   • Monday at 08:45 PM

5. RMD extension?

   By SSRRS, March 20
   • 21 replies
   • 478 views
   • 
   • RatherBeGolfing
   • Monday at 05:04 PM

6. 412 Minimum funding and Plan Disqualification

   By JGordon, Friday at 03:06 PM
   • 1 reply
   • 100 views
   • 
   • Mike Preston
   • Saturday at 07:36 AM

7. DB Restatement deadline

   By k man, March 16
   • 16 replies
   • 516 views
   • 
   • figure 8
   • Friday at 09:42 PM

8. MASD and 100% of Comp Limit

   By RLR, March 12
   • 1 reply
   • 122 views
   • 
   • Mike Preston
   • March 24

9. adjusting plan assets for funding defiicency Minimum funding for plans with with prior year FD

   By VeryOldMan, March 21
   • 1 reply
   • 104 views
   • 
   • Effen
   • March 21

10. Freeze

    By DBnme, March 18
    • 2 replies
    • 141 views
    • 
    • Barbara
    • March 19

11. DB for S Corp while working for another physician

    By thepensionmaven, March 12
    • 2 replies
    • 241 views
    • 
    • thepensionmaven
    • March 12

12. Top Heavy

    By Egold, March 11
    • 2 replies
    • 108 views
    • 
    • CuseFan
    • March 11

13. Subsidized Lump Sum Interest Rate Dilemma

    By CuseFan, March 5
    • 3 replies
    • 164 views
    • 
    • Calavera
    • March 6

14. Actuarial Equivalence Litigation

    By BTG, February 26
    • 3 replies
    • 182 views
    • 
    • Lois Baker
    • March 6

15. Employer funded pension, 14 yrs old divorce with no QDRO

    By SYCS, March 3
    • 9 replies
    • 241 views
    • 
    • Bird
    • March 5

16. Allocation of Excess Assets

    By Effen, March 4
    • 1 reply
    • 134 views
    • 
    • AndyH
    • March 4

17. No compensation for current year

    By SSRRS, March 3
    • 3 replies
    • 151 views
    • 
    • Mike Preston
    • March 4

18. Hybrid Plan - Variable Annuity Exception

    By Kevin C, March 3
    • 0 replies
    • 73 views
    • 
    • Kevin C
    • March 3

19. Cash Balance Determination Letter

    By jessgaines, February 28   

    • irs
    • cb
    • (and 2 more)

      Tagged with:

      • irs
      • cb
      • preapproved plan; prototype
      • individually designed plan
    • 5 replies
    • 294 views
    • 
    • LANDO
    • March 3

20. DB Individually Designed Restatement Deadline

    By susieQ, February 28
    • 3 replies
    • 201 views
    • 
    • John Feldt ERPA CPC QPA
    • March 2

21. Divorce and pension beneficiary

    By Quinan, January 11   

    • pension
    • retired
    • (and 5 more)

      Tagged with:

      • pension
      • retired
      • divorce
      • erisa
      • 401k
      • life insurance
      • beneficiary
    • 17 replies
    • 484 views
    • 
    • Quinan
    • February 29

22. Need Names of Companies Implementing In-Service Distributions from DB Plans ('Phased Retirement')

    By GaryR, February 27
    • 3 replies
    • 168 views
    • 
    • GaryR
    • February 28

23. Restorative Payments and Tax Deductibility

    By Chris123, January 28
    • 8 replies
    • 212 views
    • 
    • Mike Preston
    • February 27

24. Excess contribution due to prefunding balance

    By dmb, February 27
    • 1 reply
    • 104 views
    • 
    • C. B. Zeller
    • February 27

25. Termination of Cash Balance Plan

    By thepensionmaven, February 22
    • 9 replies
    • 237 views
    • 
    • Hojo
    • February 25