Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. H.R. 3108 What happens if this passes and is signed by W?

   By AndyH, April 8, 2004
   • 5 replies
   • 1.2k views
   • 
   • AndyH
   • April 9, 2004

2. Terminated DB plan pre PPA

   By Guest ICannotDiscloseMyIdentity, March 28, 2011
   • 4 replies
   • 1.2k views
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   • david rigby
   • April 1, 2011

3. RMDs, additional accruals and a term certain

   By Guest erisamelissa, February 1, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • February 4, 2008

4. Flat Benefit Safe Harbor with Top Heavy Accruals

   By Guest sdolce, September 27, 2001
   • 1 reply
   • 1.2k views
   • 
   • FAPInJax
   • September 27, 2001

5. Coverage/415 Limit

   By MGOAdmin, November 21, 2014   

   • Covereage
   • 415 limit
   • 2 replies
   • 1.2k views
   • 
   • Lou S.
   • November 21, 2014

6. Line 14 on 5300

   By fiona1, August 10, 2006
   • 3 replies
   • 1.2k views
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   • WDIK
   • August 10, 2006

7. 101(j) Notice

   By Andy the Actuary, February 21, 2012
   • 0 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • February 21, 2012

8. Coverage Testing

   By LIBOR, September 11, 2003
   • 4 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 12, 2003

9. Certification Blues -- The Innocent Die Young

   By Andy the Actuary, January 2, 2010
   • 5 replies
   • 1.2k views
   • 
   • chc93
   • January 5, 2010

10. Asset Valuation Method

    By Guest Texas_Acty, November 23, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • November 23, 2005

11. 415 High-3 Limit

    By JAY21, December 10, 2009
    • 6 replies
    • 1.2k views
    • 
    • JAY21
    • December 10, 2009

12. defined benefit life term pension

    By Guest jadaigle, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 17, 2002

13. ERISA FFL with term cost

    By Guest GMP, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 31, 2007

14. PPA - Restrictions on Benefit Payments

    By dmb, December 19, 2006
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • December 19, 2006

15. Waiving benefits like you just don't care.

    By Blinky the 3-eyed Fish, March 18, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • March 19, 2004

16. Plan amendment

    By Guest mike0355, March 8, 2012
    • 5 replies
    • 1.2k views
    • 
    • jpod
    • March 9, 2012

17. Plan Termination, PPA and PBGC

    By rcline46, December 28, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 28, 2011

18. Over funded DB

    By Guest charcoal89, August 4, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • August 7, 2003

19. QDRO Distribution to Ex-spouse: Partial Lump Sum - Cash & Rollover

    By AdKu, April 9, 2018   

    • qdro distribution to ex-spouse: partial lump sum - cash & rollover
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 9, 2018

20. What would it take for you to agree to sign the Schedule B?

    By John Feldt ERPA CPC QPA, July 10, 2007
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • July 10, 2007

21. MRDs with in service provision

    By Sixpack, September 27, 2019   

    • eoy val--how to adjust ft
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • September 28, 2019

22. Corrective Amendment and Top Heavy Minimum

    By Dougsbpc, September 9, 2014
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 9, 2014

23. Overfunded DB plan

    By Belgarath, November 30, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • December 1, 2011

24. Cash Balance Plan amendments

    By AndyH, December 16, 2009
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • December 17, 2009

25. Impact of PPA on annuity prices

    By AndyH, February 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 16, 2007

26. Maximum Deductible Contribution - PPA

    By Gary, November 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • November 26, 2008

27. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

28. Problems obtaining information from prior actuary

    By Hojo, June 23, 2021
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • June 24, 2021

29. Excess insurance in a frozen defined benefit plan

    By Guest SVogel, January 11, 2012
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • January 17, 2012

30. 1099-R forms for 2021

    By Cynchbeast, March 24, 2021
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • March 24, 2021

31. Fund assets and undeducted contributions

    By Guest Gary A. Luing, December 19, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 19, 2002

32. PBGC's long-term viability?

    By Guest BritishJourno, May 27, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 27, 2005

33. Change Benefit Election on Plan Termination

    By Dennis Povloski, June 10, 2019
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • June 11, 2019

34. Compensation Limit

    By ac, June 24, 2007
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • June 24, 2007

35. 204(h) Notice Needed?

    By Guest kjk, January 20, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 20, 2003

36. MAP-21 and AFTAP

    By nancy, September 26, 2012
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 26, 2012

37. Rescinding Plan Year Change

    By Guest Patrick Foley, November 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 26, 2008

38. Funding Based Limitations on Distributions: Notice

    By Guest bobolink, February 13, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 13, 2009

39. Cash Basis Corp with a DB plan

    By John Feldt ERPA CPC QPA, November 12, 2013   

    • deduction timing
    • cash basis
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • November 12, 2013

40. Newbie Question

    By Leopurrd, July 29, 2005
    • 3 replies
    • 1.2k views
    • 
    • Leopurrd
    • August 1, 2005

41. AFNs and missed quarterlies

    By Effen, August 31, 2010
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • August 31, 2010

42. 414k account & MRDs

    By D Syrett, March 22, 2010
    • 1 reply
    • 1.2k views
    • 
    • David MacLennan
    • April 1, 2010

43. underfunded plans

    By fidu, December 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • fidu
    • December 20, 2002

44. Lookback for Cash Balance account hypothetical interest crediting rate

    By John Feldt ERPA CPC QPA, March 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • March 9, 2009

45. DB/DC Combo Max Deductions Under PPA

    By Lou S., October 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • October 20, 2008

46. Excise tax penalty for the final year

    By Guest JCao, May 12, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 18, 2010

47. Can There Be Discrimination Where There's No Discrimination?

    By Andy the Actuary, June 19, 2011
    • 3 replies
    • 1.2k views
    • 
    • frizzyguy
    • June 21, 2011

48. Top Heavy Required Aggregation Group 4 Year Lookback

    By Guest Scott McHenry, February 25, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2003

49. 12/31/07 Funding Deficiency

    By Guest GMP, August 7, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 11, 2008

50. Full funding and reconciliaiton account

    By Effen, April 14, 2004
    • 4 replies
    • 1.2k views
    • 
    • Effen
    • April 15, 2004