Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

   By jane murray, December 19, 2017
   • 9 replies
   • 3.4k views
   • 
   • Mike Preston
   • December 19, 2017

2. Deminimus Benefit

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

3. Exemption from ERISA Bond?

   By justanotheradmin, May 18, 2018   

   • pbgc
   • erisa bond
   • 8 replies
   • 3.4k views
   • 
   • justanotheradmin
   • May 31, 2018

4. 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
   • 3.4k views
   • 
   • jpod
   • July 8, 2014

5. Funding Cushion if Plan Amended for HCE accruals

   By JAY21, March 16, 2009
   • 14 replies
   • 3.4k views
   • 
   • RLR
   • October 30, 2015

6. Floor Offset Plan Participant Count

   By Cloudy, January 27, 2014
   • 10 replies
   • 3.4k views
   • 
   • dan.jock
   • March 14, 2017

7. Terminated participant and rehiring

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

8. Actuary - offshore, bpo

   By Guest bill555, August 20, 2008
   • 20 replies
   • 3.4k views
   • 
   • AndyH
   • August 27, 2008

9. Plan Terminations and AFTAP

   By Guest Jcarolan, October 31, 2008
   • 7 replies
   • 3.4k views
   • 
   • JAY21
   • February 11, 2009

10. 2014 PPA Mortality Tables?

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

11. QDRO-Present Value

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

12. Suspension of Benefits - Notification

    By Guest ircreader, September 22, 2005
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • September 23, 2005

13. Form 8955-SSA vs. Form 5500

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

14. 415 application after plan freeze revisited

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

15. Plan Disqualification

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

16. Overfunded plan and excise tax

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

17. RASD vs. ASD questions

    By benefitz, August 15, 2016
    • 4 replies
    • 3.4k views
    • 
    • SoCalActuary
    • August 17, 2016

18. Actuarial Equivalence, PPA

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

19. 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

20. terminated plan, last participant not responding

    By AlbanyConsultant, August 27, 2014
    • 19 replies
    • 3.4k views
    • 
    • My 2 cents
    • December 11, 2014

21. Contingent Annuity Question

    By MarZDoates, September 30, 2014
    • 6 replies
    • 3.4k views
    • 
    • My 2 cents
    • October 1, 2014

22. Employee murdered by spouse - Spousal benefits

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

23. Cash Balance vs Defined Benefit

    By MGOAdmin, September 22, 2015   

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

24. 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
    • 3.4k views
    • 
    • My 2 cents
    • January 28, 2015

25. 5500-EZ Late Notices

    By JAY21, March 15, 2011
    • 18 replies
    • 3.4k views
    • 
    • Belgarath
    • April 25, 2011

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

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

27. Compensation used for valuation

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

28. 412i & 419 I need help

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

29. New Shortfall Amortization Base?

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

30. 411(d)(6) Protected Benefit?

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

31. PBGC Coverage

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

32. DB Admin software

    By R. Butler, July 22, 2005
    • 19 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2005

33. 2 Schedules C

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

34. QPSA waiver question

    By Kevin C, July 31, 2008
    • 2 replies
    • 3.4k views
    • 
    • Kevin C
    • August 1, 2008

35. 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

36. 417(e) rates

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

37. Post-retirement incidental death benefit

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

38. Relative Value

    By John Feldt ERPA CPC QPA, June 22, 2011
    • 9 replies
    • 3.4k views
    • 
    • Mr. T
    • June 23, 2011

39. Pension Service Buyback

    By Guest fcdeacy, February 1, 2005
    • 18 replies
    • 3.4k views
    • 
    • AndyH
    • February 3, 2005

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

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

41. Lump Sum Calculation

    By Guest mnorman, August 21, 2001
    • 12 replies
    • 3.4k views
    • 
    • david rigby
    • August 24, 2001

42. Combo plans - testing+top heavy

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

43. Aggregated DB/DC Combo with Floor Offset

    By Guest facade, September 30, 2010
    • 12 replies
    • 3.3k views
    • 
    • SoCalActuary
    • October 4, 2010

44. Maximum Deduction and Calculation of Funding Target

    By YankeeFan, November 19, 2008
    • 6 replies
    • 3.3k views
    • 
    • AndyH
    • November 19, 2008

45. In Service Distribution

    By Guest MikeMiller, June 27, 2002
    • 16 replies
    • 3.3k views
    • 
    • MGB
    • July 2, 2002

46. Multiple pension plans

    By richard, September 17, 1998
    • 2 replies
    • 3.3k views
    • 
    • Larry M
    • September 18, 1998

47. Plan Termination - Determination Letter

    By ndj2377, May 15, 2018
    • 11 replies
    • 3.3k views
    • 
    • ESOP Guy
    • May 18, 2018

48. Plan Merger pros and cons

    By AndyH, December 13, 2011
    • 8 replies
    • 3.3k views
    • 
    • david rigby
    • December 13, 2011

49. Mortality Tables, rates

    By Gary, January 9, 2007
    • 5 replies
    • 3.3k views
    • 
    • Gary
    • January 10, 2007

50. Must 204(h) notice for a DB plan state what the benefit formula used to be, or can it just say that further benefit accruals are frozen?

    By nancy, October 1, 2003
    • 8 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003