Defined Benefit Plans, Including Cash Balance

6,366 topics in this forum

1. Amendments

   By pgold, July 29, 2018
   • 2 replies
   • 206 views
   • 
   • pgold
   • July 30, 2018

2. Terminating 412i plan - question 1 2

   By Guest jc1457, July 16, 2010
   • 28 replies
   • 5,613 views
   • 
   • LRC
   • July 26, 2018

3. 401(a)(26) and Frozen Plan

   By Guest raintrain19, September 12, 2013
   • 5 replies
   • 3,784 views
   • 
   • figure 8
   • July 24, 2018

4. Reversions Post-Tax Cut Jobs Act

   By ERISAAPPLE, July 23, 2018
   • 2 replies
   • 189 views
   • 
   • Mike Preston
   • July 23, 2018

5. Form 8955-SSA vs. Form 5500

   By tuni88, August 5, 2014
   • 12 replies
   • 1,481 views
   • 
   • BG5150
   • July 23, 2018

6. Citing the applicable mortality table in a plan document

   By Bumppo23, April 8, 2018   

   • 417
   • 417(e)(3)
   • (and 8 more)

     Tagged with:

     • 417
     • 417(e)(3)
     • applicable interest rate
     • applicable mortality table
     • actuarial equivalent
     • 2001-62
     • mortality table
     • interest rate
     • distribution
     • accrued benefit
   • 5 replies
   • 337 views
   • 
   • Mike Preston
   • July 20, 2018

7. Crediting Extra Service in DB Plan

   By CuseFan, March 29, 2018
   • 2 replies
   • 355 views
   • 
   • draper1
   • July 20, 2018

8. 401a26 for frozen or terminating plan

   By Ted Munice, July 18, 2018   

   • 401a26
   • frozen
   • (and 1 more)

     Tagged with:

     • 401a26
     • frozen
     • terminating
   • 1 reply
   • 328 views
   • 
   • C. B. Zeller
   • July 19, 2018

9. Rev. Proc. 90-49

   By jpod, July 16, 2018
   • 7 replies
   • 526 views
   • 
   • jpod
   • July 18, 2018

10. 436 restriction no longer applies

    By dmb, June 15, 2018
    • 2 replies
    • 206 views
    • 
    • draper1
    • July 18, 2018

11. Basic 417(e) lump sum question

    By AndyH, July 17, 2018
    • 1 reply
    • 260 views
    • 
    • Mike Preston
    • July 17, 2018

12. PBGC Annual Premium Payment Letters - peeve

    By mwyatt, June 20, 2018
    • 3 replies
    • 300 views
    • 
    • figure 8
    • July 16, 2018

13. Correct DB 415 Failure in DC Plan

    By ERISAAPPLE, July 11, 2018
    • 3 replies
    • 205 views
    • 
    • Mike Preston
    • July 11, 2018

14. Active participant withdrawal from DC rollover in DB plan allowed?

    By Manatee, June 19, 2018   

    • rollover
    • withdrawal
    • 5 replies
    • 384 views
    • 
    • draper1
    • July 6, 2018

15. Frozen Cash Balance Plan

    By K2, June 27, 2018
    • 4 replies
    • 429 views
    • 
    • draper1
    • July 2, 2018

16. Issues with insured takeover DB/DC combo

    By AndyH, June 15, 2018
    • 4 replies
    • 307 views
    • 
    • AndyH
    • June 18, 2018

17. Resolving data error for audit

    By TPApril, June 15, 2018
    • 3 replies
    • 227 views
    • 
    • RatherBeGolfing
    • June 16, 2018

18. S Corp Saving Plan (Q or NQ) 1 2

    By HJ, May 22, 2018
    • 30 replies
    • 1,290 views
    • 
    • jpod
    • June 6, 2018

19. Exemption from ERISA Bond?

    By justanotheradmin, May 18, 2018   

    • pbgc
    • erisa bond
    • 8 replies
    • 977 views
    • 
    • justanotheradmin
    • May 31, 2018

20. Service Requirement for Accrual

    By ERISAAPPLE, May 30, 2018
    • 5 replies
    • 322 views
    • 
    • figure 8
    • May 30, 2018

21. 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
    • 4 replies
    • 592 views
    • 
    • Luke Bailey
    • May 29, 2018

22. Frozen DB

    By thepensionmaven, May 29, 2018
    • 1 reply
    • 312 views
    • 
    • Effen
    • May 29, 2018

23. effective dates for ppa restatements

    By jeanh, May 23, 2018
    • 6 replies
    • 896 views
    • 
    • John Feldt ERPA CPC QPA
    • May 24, 2018

24. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE, May 22, 2018
    • 5 replies
    • 519 views
    • 
    • Mike Preston
    • May 24, 2018

25. April 2018 rates

    By SoCalActuary, May 22, 2018   

    • 417(e)
    • 2 replies
    • 279 views
    • 
    • SoCalActuary
    • May 22, 2018