Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. QDROs & Reasonable Administrative Fees

   By Guest ggbrock, January 15, 2009
   • 12 replies
   • 5k views
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   • Guest
   • January 16, 2009

2. Looking for this annuity table

   By jkharvey, January 31, 2007
   • 12 replies
   • 2.3k views
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   • jkharvey
   • February 3, 2007

3. Failure to Suspend Benefits

   By AAS2, March 29, 2017   

   • suspension of benefits
   • 12 replies
   • 2.8k views
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   • fiona1
   • April 4, 2017

4. DB termination - overfunded

   By Jakyasar, November 12, 2020
   • 12 replies
   • 2.5k views
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   • Jakyasar
   • November 17, 2020

5. 412(i) Magic Language

   By Randy Watson, March 15, 2005
   • 12 replies
   • 2k views
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   • GBurns
   • March 16, 2005

6. DB RMD related

   By Jakyasar, January 22, 2023
   • 12 replies
   • 1.5k views
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   • Lou S.
   • January 25, 2023

7. Effective date of new 415 limits

   By AndyH, May 31, 2001
   • 12 replies
   • 2.6k views
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   • David MacLennan
   • June 19, 2001

8. Refuse RMD - Now What

   By BenefitsRUs21, April 4, 2019
   • 12 replies
   • 1.9k views
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   • Mike Preston
   • April 6, 2019

9. Individually Owned Annuities in a Cash Balance Plan

   By emmetttrudy, April 6, 2015
   • 12 replies
   • 2.6k views
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   • K2retire
   • April 16, 2015

10. Funding Cost attributable to individual participant

    By flosfur, February 26, 2004
    • 12 replies
    • 1.7k views
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    • Mike Preston
    • March 1, 2004

11. If an individual has a defined benefit plan and the minimum funding re

    By Guest mbb, February 12, 2003
    • 12 replies
    • 2k views
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    • AndyH
    • March 24, 2003

12. 4980 excess asset Issue

    By VeryOldMan, June 9, 2019   

    • 4980
    • 12 replies
    • 1.5k views
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    • Mike Preston
    • June 14, 2019

13. 2 cash balance questions

    By Guest lerieleech, August 21, 2006
    • 12 replies
    • 2.9k views
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    • SteveH
    • September 11, 2006

14. contribute more than max deductible for a plan year?

    By figure 8, June 9, 2015
    • 12 replies
    • 2.3k views
    • 
    • figure 8
    • June 10, 2015

15. Cash Balance Plan - Brain Cramp

    By mwyatt, February 19, 2013
    • 12 replies
    • 1.9k views
    • 
    • Draper55
    • March 11, 2013

16. 412(i) Plans

    By Guest jig100, June 11, 2002
    • 12 replies
    • 2.1k views
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    • Belgarath
    • June 18, 2002

17. Missed 1st RMD, how do I calculate it now?

    By Guest DCquestioner, December 2, 2008
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 2009

18. Disabled Participant dies during QJSA election period

    By mal, January 17, 2005
    • 12 replies
    • 2.6k views
    • 
    • mal
    • January 19, 2005

19. Missed QPSA payments

    By hollywood, September 18, 2017   

    • qpsa late missed
    • 12 replies
    • 3.2k views
    • 
    • My 2 cents
    • October 17, 2017

20. Early Ret Factors give rise to BFTS Rights Features?

    By ak2ary, December 12, 2006
    • 12 replies
    • 2.4k views
    • 
    • Guest
    • December 17, 2006

21. Determination letter for freezing a plan?

    By Guest erisa15, March 1, 2004
    • 12 replies
    • 2.2k views
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    • Everett Moreland
    • March 2, 2004

22. Legislation re calculation of lump sum benefit

    By MarZDoates, November 11, 2004
    • 12 replies
    • 2k views
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    • mwyatt
    • January 6, 2005

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

    By SSRRS, November 6, 2018
    • 12 replies
    • 3.8k views
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    • thepensionmaven
    • October 23, 2020

24. Paying Annuities from a DC Plan--Does Norris Apply?

    By Guest Grumpy456, April 19, 2006
    • 12 replies
    • 3.4k views
    • 
    • Guest
    • April 21, 2006

25. Money Purchase Plan

    By Guest printogirl, November 12, 2009
    • 12 replies
    • 2.3k views
    • 
    • Bird
    • November 13, 2009

26. Effective Interest Rate

    By Pension RC, October 1, 2013
    • 12 replies
    • 4.7k views
    • 
    • My 2 cents
    • October 2, 2013

27. Alleged Fraudulant Social Security Offset Plan

    By Gary, October 14, 2000
    • 12 replies
    • 2.4k views
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    • Gary
    • October 27, 2000

28. Prospective clients that have funded a SEP IRA

    By SteveH, November 14, 2006
    • 12 replies
    • 2.7k views
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    • AndyH
    • November 16, 2006

29. Help Interpreting LR Increase

    By mwyatt, June 7, 2005
    • 12 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2005

30. Deductible pension plan contributions

    By Gary, June 27, 2006
    • 12 replies
    • 3k views
    • 
    • SoCalActuary
    • July 6, 2006

31. Floor Offset and 401(a)(26) - a new one

    By mwyatt, August 22, 2011
    • 12 replies
    • 2.8k views
    • 
    • AndyH
    • August 22, 2011

32. Cash Balance Plan Conversions Cause Illegal Age Discrimination?

    By Guest kp, December 30, 1998
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • August 9, 2000

33. QDRO using % of assets?

    By figure 8, July 19, 2021
    • 12 replies
    • 1.8k views
    • 
    • Effen
    • July 21, 2021

34. Annual Funding Notice

    By ac, June 29, 2009
    • 12 replies
    • 4.9k views
    • 
    • Andy the Actuary
    • August 26, 2009

35. Effect of uncashed distribution check during claim appeal

    By t.haley, June 15, 2020
    • 12 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • June 17, 2020

36. Divorce Decrees and Pension Distributions

    By Molgilny89, November 6, 2024
    • 12 replies
    • 1.8k views
    • 
    • Gina Alsdorf
    • November 18, 2024

37. Plan amendment after beginning of year valuation date - can I take freeze of accruals into account

    By Guest saeissler, July 6, 2005
    • 12 replies
    • 3.7k views
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    • Guest
    • July 26, 2005

38. Overfunded DB - Intentional Disqualification

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

39. Annual Funding Notice under HATFA

    By dmb, January 7, 2015
    • 12 replies
    • 3k views
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    • Calavera
    • July 30, 2015

40. 412(i) and 401(k)?

    By betheeg, May 23, 2006
    • 12 replies
    • 3.6k views
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    • david rigby
    • May 24, 2006

41. Final Average Salary

    By Guest Richard Scheer, September 25, 2001
    • 12 replies
    • 3.1k views
    • 
    • Guest
    • September 26, 2001

42. Form 8955-SSA vs. Form 5500

    By tuni88, August 5, 2014
    • 12 replies
    • 3.4k views
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    • BG5150
    • July 23, 2018

43. IRS disallowing a deduction taken for year of deposit although required for previous year.

    By Earl, September 24, 2003
    • 12 replies
    • 1.7k views
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    • mbozek
    • September 25, 2003

44. 2009 AFTAP and reducing balances to avoid restrictions

    By Guest TammyS, March 16, 2009
    • 12 replies
    • 2k views
    • 
    • Guest
    • March 19, 2009

45. LLC compensation issues

    By dmb, September 13, 2004
    • 12 replies
    • 2.9k views
    • 
    • E as in ERISA
    • September 15, 2004

46. Present Value of AB using Segment Rates

    By JAY21, January 3, 2008
    • 12 replies
    • 8k views
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    • David MacLennan
    • January 29, 2008

47. Reduce Benefit for Prior Lump Sum

    By jwb0323, October 19, 2015
    • 12 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 2, 2015

48. Benefits subject to 417(e)(3)

    By Guest PensionNW, February 20, 2003
    • 12 replies
    • 6.1k views
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    • MGB
    • February 24, 2003

49. Aggregated DB/DC Combo with Floor Offset

    By Guest facade, September 30, 2010
    • 12 replies
    • 3.4k views
    • 
    • SoCalActuary
    • October 4, 2010

50. limitation years

    By Belgarath, February 13, 2002
    • 12 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 15, 2002