Defined Benefit Plans, Including Cash Balance

6,613 topics in this forum

1. Can a Plan or Plan Administrator under ERISA be sued for mismanaging a QDRO?

   By Ms. Gloria White, Friday at 04:45 PM
   • 3 replies
   • 81 views
   • 
   • Lou S.
   • Friday at 07:24 PM

2. Warrant Exercises in a Cash Balance Plan

   By Dawn Marlar, Thursday at 05:05 PM
   • 2 replies
   • 101 views
   • 
   • CuseFan
   • Thursday at 06:11 PM

3. 401(a)(26) and 436

   By Draper55, Tuesday at 09:52 PM
   • 7 replies
   • 183 views
   • 
   • Mike Preston
   • Thursday at 02:26 AM

4. Cash Balance / Profit Sharing Plans Rate Group Testing

   By Stash026, February 22
   • 7 replies
   • 123 views
   • 
   • chc93
   • February 23

5. Cash balance plan optional forms

   By CLE Pension, February 19
   • 4 replies
   • 100 views
   • 
   • Effen
   • February 20

6. Naming a non-spouse as beneficiary as part of J&S

   By AdKu, May 29, 2018   

   • naming a non-spouse as beneficiary as part of j&s
   • 11 replies
   • 1.3k views
   • 
   • CLE Pension
   • February 19

7. MASD and 100% of Comp Limit

   By RLR, March 12, 2020
   • 4 replies
   • 322 views
   • 
   • ishi
   • February 17

8. 412-d-2 election

   By Jakyasar, February 15
   • 2 replies
   • 93 views
   • 
   • Jakyasar
   • February 16

9. DB benefit calculation question

   By PDNguyen, February 12
   • 4 replies
   • 151 views
   • 
   • PDNguyen
   • February 12

10. Distribution Error From DB to DC Plan

    By VeryOldMan, January 19
    • 6 replies
    • 260 views
    • 
    • VeryOldMan
    • February 6

11. CB Retro Payment of 17 years

    By JD54, February 5
    • 9 replies
    • 146 views
    • 
    • Effen
    • February 6

12. Inconsistent/Incomplete Late Retirement Language - What's the Default?

    By DW, January 30
    • 6 replies
    • 188 views
    • 
    • DW
    • February 5

13. CB credit for ex-employees?

    By Bri, February 3
    • 2 replies
    • 127 views
    • 
    • Bri
    • February 4

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

    By Guest DBtech, January 3, 2005
    • 214 replies
    • 73k views
    • 
    • Zach
    • February 1

15. 415 Limits & Bifurcated Benefits

    By CuseFan, January 26
    • 2 replies
    • 122 views
    • 
    • CuseFan
    • January 26

16. Amending cash balance contribution credits annually

    By JARichardson, January 19
    • 14 replies
    • 338 views
    • 
    • Big Tuna
    • January 21

17. Is 401(a)(9) late retirement actuarial increase required to start at 4/1 after 70 1/2 for vested participant who hasn't attained NRA by then?

    By bito'money, January 14
    • 3 replies
    • 158 views
    • 
    • bito'money
    • January 15

18. What would you do? Sketchy accountant

    By figure 8, January 13
    • 12 replies
    • 337 views
    • 
    • BFlash
    • January 14

19. DB/DC combined deduction limit (controlled group)

    By B21, January 7
    • 8 replies
    • 290 views
    • 
    • Mike Preston
    • January 13

20. Path to Enrolled Actuary 1 2

    By BG5150, June 12, 2014
    • 29 replies
    • 5.3k views
    • 
    • AndyH
    • January 8

21. RMD to charity

    By Bri, December 30, 2020
    • 3 replies
    • 215 views
    • 
    • Effen
    • December 31, 2020

22. Tax on reversions per Section 4980 -- Handling unallocated amounts until termination of a replacement plan

    By Draper55, December 29, 2020
    • 5 replies
    • 194 views
    • 
    • Dave Baker
    • December 31, 2020

23. 5500-SF Prep/Filing

    By Cloudy, October 1, 2020
    • 4 replies
    • 421 views
    • 
    • Effen
    • December 30, 2020

24. 110% test

    By Jakyasar, December 19, 2020
    • 8 replies
    • 220 views
    • 
    • Jakyasar
    • December 30, 2020

25. Interest Due on Non-RASD, Delayed Payments?

    By BenefitsCounsel, December 18, 2020   

    • interest
    • rasd
    • (and 1 more)

      Tagged with:

      • interest
      • rasd
      • pension
    • 6 replies
    • 271 views
    • 
    • Todd Flessner
    • December 28, 2020