Defined Benefit Plans, Including Cash Balance

6,343 topics in this forum

1. Is age 65 or 62 to be used when cross-testing a DB/DC plan?

   By AdKu, Friday at 03:02 PM
   • 6 replies
   • 124 views
   • 
   • Tom Poje
   • 20 hours ago

2. Death of Sole Owner & Trustee of Underfunded 412(e)(3) Plan

   By TPASue, 22 hours ago   

   • death of owner
   • 412(e)(3)
   • (and 1 more)

     Tagged with:

     • death of owner
     • 412(e)(3)
     • underfunded
   • 0 replies
   • 23 views
   • 
   • TPASue
   • 22 hours ago

3. QPSA - participants' notice

   By AdKu, yesterday at 01:00 PM
   • 1 reply
   • 61 views
   • 
   • Bird
   • Yesterday at 01:29 PM

4. Overfunded Pension in a Divorce

   By Richard Tate, June 19   

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

     Tagged with:

     • overfunded db plan
     • divorce
     • qdro
     • overfunded
     • overfunding
   • 9 replies
   • 187 views
   • 
   • Richard Tate
   • Yesterday at 02:27 AM

5. Trust named as beneficiary for post retirement death benefits

   By Belgarath, June 18
   • 19 replies
   • 217 views
   • 
   • Belgarath
   • Friday at 10:31 AM

6. Doctor with separate Schedule C income

   By drakecohen, Thursday at 02:37 PM
   • 2 replies
   • 106 views
   • 
   • CuseFan
   • Thursday at 05:50 PM

7. 415(b) Increases and Governmental Plan

   By John314, June 19   

   • government plan
   • 415(b)
   • (and 2 more)

     Tagged with:

     • government plan
     • 415(b)
     • cola
     • pension
   • 0 replies
   • 37 views
   • 
   • John314
   • June 19

8. Pension Deductions: Sec 412 vs 404(a)(6)

   By VeryOldMan, June 15   

   • year of deduction
   • 5 replies
   • 172 views
   • 
   • Mike Preston
   • June 15

9. 4980 excess asset Issue

   By VeryOldMan, June 9   

   • 4980
   • 12 replies
   • 261 views
   • 
   • Mike Preston
   • June 14

10. High 25 Lump Sum Restriction for Terminating Plan?

    By hollywood, June 13
    • 2 replies
    • 105 views
    • 
    • CuseFan
    • June 13

11. Changing the annual annuity date for a DB participant taking RMDs

    By David Peckham, April 16
    • 5 replies
    • 211 views
    • 
    • tymesup
    • June 13

12. Top 25 Distribution

    By Xerxes, June 6
    • 6 replies
    • 232 views
    • 
    • AndyH
    • June 12

13. Employee contributions to a frozen pension?

    By bradlymathews, June 3
    • 9 replies
    • 249 views
    • 
    • loserson
    • June 11

14. Change Benefit Election on Plan Termination

    By Dennis Povloski, June 10
    • 3 replies
    • 212 views
    • 
    • Effen
    • June 11

15. Fair value of plan assets

    By SSRRS, June 7
    • 4 replies
    • 149 views
    • 
    • Bird
    • June 10

16. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 8

    By Guest DBtech, January 3, 2005
    • 190 replies
    • 66,072 views
    • 
    • david rigby
    • June 3

17. Guaranteed return

    By Narith, May 29
    • 8 replies
    • 201 views
    • 
    • david rigby
    • May 30

18. Over Funded, Single Member DB Plan

    By DeltaAir, May 29
    • 6 replies
    • 206 views
    • 
    • Mike Preston
    • May 30

19. sole prop cash balance plan

    By thepensionmaven, May 21
    • 11 replies
    • 329 views
    • 
    • FPGuy
    • May 24

20. Certain & Life benefit; change in beneficiary

    By roy515, May 23
    • 3 replies
    • 277 views
    • 
    • david rigby
    • May 23

21. What defines a retirement plan account?

    By AndyH, May 22
    • 3 replies
    • 161 views
    • 
    • AndyH
    • May 22

22. 1000 hours and last day for HCE to get contribution

    By DanaJ, May 15
    • 12 replies
    • 382 views
    • 
    • Mike Preston
    • May 21

23. Employee excluded from DB Plan and now a participant

    By SSRRS, May 14
    • 2 replies
    • 189 views
    • 
    • SSRRS
    • May 17

24. PPA § 303, PFEA and Situation with Eligible Employers per IRC § 408

    By Bumppo23, May 15   

    • pfea
    • ppa
    • (and 4 more)

      Tagged with:

      • pfea
      • ppa
      • actuarial equivalent
      • § 417(e)(3)
      • applicable interest rate
      • applicable mortality table
    • 1 reply
    • 87 views
    • 
    • Mike Preston
    • May 16

25. assumptions used to calculate withdrawal liability

    By Fletch, May 8, 2018
    • 3 replies
    • 372 views
    • 
    • AnActuary
    • May 13