Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. new plan and 133-1/3 accrual rule

   By jane murray, December 19, 2017
   • 9 replies
   • 3.5k views
   • 
   • Mike Preston
   • December 19, 2017

2. Where and when is the 30-YR Treasury Rate published?

   By Guest Grumpy455, October 4, 2005
   • 7 replies
   • 3.5k views
   • 
   • david rigby
   • October 6, 2005

3. 401(a)(17) proration

   By Guest JDL, March 24, 2003
   • 2 replies
   • 3.5k views
   • 
   • Guest
   • March 24, 2003

4. Lump Sum Calculation

   By Guest mnorman, August 21, 2001
   • 12 replies
   • 3.5k views
   • 
   • david rigby
   • August 24, 2001

5. terminated plan, last participant not responding

   By AlbanyConsultant, August 27, 2014
   • 19 replies
   • 3.5k views
   • 
   • My 2 cents
   • December 11, 2014

6. Extended Wear Away Benefit Calc

   By Guest kp, December 15, 1998
   • 1 reply
   • 3.5k views
   • 
   • david rigby
   • December 16, 1998

7. Cash Balance + Profit Sharing 6% Deductibility

   By Stash026, April 8, 2021
   • 14 replies
   • 3.5k views
   • 
   • Jakyasar
   • April 11, 2021

8. Pension Service Buyback

   By Guest fcdeacy, February 1, 2005
   • 18 replies
   • 3.5k views
   • 
   • AndyH
   • February 3, 2005

9. RASD vs. ASD questions

   By benefitz, August 15, 2016
   • 4 replies
   • 3.5k views
   • 
   • SoCalActuary
   • August 17, 2016

10. Frozen Top Heavy DB

    By Dougsbpc, July 15, 2003
    • 9 replies
    • 3.5k views
    • 
    • Dougsbpc
    • July 16, 2003

11. Plan Terminations and AFTAP

    By Guest Jcarolan, October 31, 2008
    • 7 replies
    • 3.5k views
    • 
    • JAY21
    • February 11, 2009

12. Suspension of Benefits - Notification

    By Guest ircreader, September 22, 2005
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • September 23, 2005

13. Remove QJSA from MP?

    By Guest adub4684, July 7, 2014   

    • money purchase
    • QJSA
    • (and 4 more)

      Tagged with:

      • money purchase
      • QJSA
      • J&S
      • 401k
      • annuity
      • remove
    • 11 replies
    • 3.5k views
    • 
    • jpod
    • July 8, 2014

14. QDRO - Payment Prior to Earliest Retirement Age

    By Pension RC, August 8, 2013
    • 4 replies
    • 3.5k views
    • 
    • david rigby
    • August 8, 2013

15. Excess Assets upon Termination

    By Blinky the 3-eyed Fish, February 20, 2008
    • 6 replies
    • 3.5k views
    • 
    • david rigby
    • February 20, 2008

16. Floor Offset Plan Participant Count

    By Cloudy, January 27, 2014
    • 10 replies
    • 3.5k views
    • 
    • dan.jock
    • March 14, 2017

17. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 3.5k views
    • 
    • Belgarath
    • June 21, 2019

18. Form 8955-SSA vs. Form 5500

    By tuni88, August 5, 2014
    • 12 replies
    • 3.5k views
    • 
    • BG5150
    • July 23, 2018

19. Contingent Annuity Question

    By MarZDoates, September 30, 2014
    • 6 replies
    • 3.5k views
    • 
    • My 2 cents
    • October 1, 2014

20. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • May 7, 2007

21. Plan Termination - Determination Letter

    By ndj2377, May 15, 2018
    • 11 replies
    • 3.5k views
    • 
    • ESOP Guy
    • May 18, 2018

22. Terminating DB Plan - lump sum window

    By waid10, January 27, 2015   

    • termination
    • lump sum
    • (and 2 more)

      Tagged with:

      • termination
      • lump sum
      • window
      • active participants
    • 3 replies
    • 3.5k views
    • 
    • My 2 cents
    • January 28, 2015

23. 5500-EZ Late Notices

    By JAY21, March 15, 2011
    • 18 replies
    • 3.5k views
    • 
    • Belgarath
    • April 25, 2011

24. Actuary - offshore, bpo

    By Guest bill555, August 20, 2008
    • 20 replies
    • 3.5k views
    • 
    • AndyH
    • August 27, 2008

25. Combo plans - testing+top heavy

    By Jakyasar, August 8, 2019
    • 7 replies
    • 3.4k views
    • 
    • Lou S.
    • April 9, 2024

26. Deminimus Benefit

    By Dougsbpc, November 25, 2003
    • 4 replies
    • 3.4k views
    • 
    • David MacLennan
    • November 30, 2003

27. Terminated participant and rehiring

    By cdavis25, July 16, 2013
    • 7 replies
    • 3.4k views
    • 
    • cdavis25
    • July 17, 2013

28. 415 application after plan freeze revisited

    By Gary, June 30, 2011
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • July 13, 2011

29. Multiple pension plans

    By richard, September 17, 1998
    • 2 replies
    • 3.4k views
    • 
    • Larry M
    • September 18, 1998

30. 2 Schedules C

    By Penman2006, June 20, 2008
    • 15 replies
    • 3.4k views
    • 
    • Vinny
    • April 15, 2023

31. Plan Disqualification

    By Blinky the 3-eyed Fish, May 8, 2006
    • 11 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

32. Compensation used for valuation

    By ac, January 14, 2003
    • 19 replies
    • 3.4k views
    • 
    • David MacLennan
    • January 15, 2003

33. QDRO-Present Value

    By JAY21, January 19, 2005
    • 11 replies
    • 3.4k views
    • 
    • AndyH
    • January 21, 2005

34. Employee murdered by spouse - Spousal benefits

    By Guest Julie, September 17, 2004
    • 10 replies
    • 3.4k views
    • 
    • Harwood
    • January 27, 2005

35. 2014 PPA Mortality Tables?

    By dmb, March 26, 2012
    • 6 replies
    • 3.4k views
    • 
    • dmb
    • June 1, 2012

36. Actuarial Equivalence, PPA

    By Guest DBStudentAct, February 27, 2009
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • December 4, 2009

37. Overfunded plan and excise tax

    By retbenser, July 4, 2011
    • 6 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • July 5, 2011

38. Frozen DB - Safe Harbor 401(k) - Top-heavy

    By Lou S., September 25, 2009
    • 7 replies
    • 3.4k views
    • 
    • AndyH
    • September 25, 2009

39. Should ignore actuaries comments and still make a 2012 contribution?

    By Guest gshane, January 13, 2013   

    • dbf
    • overfunded
    • (and 2 more)

      Tagged with:

      • dbf
      • overfunded
      • qualified plan
      • tax penalties
    • 7 replies
    • 3.4k views
    • 
    • frizzyguy
    • January 17, 2013

40. Minimum coverage - some employees covered by Davis-Bacon Act already

    By Guest zimmer, September 14, 1998
    • 5 replies
    • 3.4k views
    • 
    • richard
    • September 22, 1998

41. Cash Balance vs Defined Benefit

    By MGOAdmin, September 22, 2015   

    • CB
    • DB
    • 19 replies
    • 3.4k views
    • 
    • Effen
    • October 5, 2015

42. Pension $ paid back retroactively due to policy change

    By June Shoji, October 12, 2022
    • 10 replies
    • 3.4k views
    • 
    • Luke Bailey
    • October 18, 2022

43. PBGC Coverage

    By Guest GG, December 20, 2002
    • 13 replies
    • 3.4k views
    • 
    • AndyH
    • September 10, 2015

44. Post-retirement incidental death benefit

    By Guest Edward McElroy, September 28, 1998
    • 2 replies
    • 3.4k views
    • 
    • Alonzo
    • September 29, 1998

45. New Shortfall Amortization Base?

    By My 2 cents, June 17, 2010
    • 3 replies
    • 3.4k views
    • 
    • My 2 cents
    • June 17, 2010

46. 412i & 419 I need help

    By Guest SaulAlbom, January 4, 2005
    • 15 replies
    • 3.4k views
    • 
    • Ron Snyder
    • January 12, 2005

47. 417(e) rates

    By Belgarath, August 26, 2013
    • 5 replies
    • 3.4k views
    • 
    • chc93
    • August 27, 2013

48. 411(d)(6) Protected Benefit?

    By Dougsbpc, June 7, 2006
    • 12 replies
    • 3.4k views
    • 
    • Dougsbpc
    • June 12, 2006

49. Considering Service for a prior company.

    By Earl, January 10, 2001
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • January 11, 2001

50. How is benefit calculated when participant continues working past norm

    By Guest cwood, October 17, 2001
    • 5 replies
    • 3.4k views
    • 
    • MGB
    • October 26, 2001