Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Maximum Deductible Contribution - PPA

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

2. Due date for Form 5500

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

3. 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

4. 204(h) Notice Needed?

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

5. Floor-offset DB plan - life insurance for owner only

   By Jakyasar, October 22, 2019
   • 8 replies
   • 1.2k views
   • 
   • Jakyasar
   • November 1, 2019

6. Funding Based Limitations on Distributions: Notice

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

7. Newbie Question

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

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

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

9. Ike and 412 minimum funding deadline

   By Guest esaade, September 22, 2008
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • September 22, 2008

10. Excise tax penalty for the final year

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

11. Cash Balance Plan amendments

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

12. 415 DeMinimus 10k Benefit

    By JAY21, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • September 6, 2006

13. Correction for not timely starting required minimum distributions on an active employee

    By gle318612, March 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • gle318612
    • March 24, 2009

14. Fund assets and undeducted contributions

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

15. Employer reversion impact on SFAS 87/88/158

    By D Syrett, August 12, 2008
    • 2 replies
    • 1.2k views
    • 
    • D Syrett
    • August 13, 2008

16. Adding lump sum options and/or window - discrimination issues?

    By Moose, April 22, 2021
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • April 22, 2021

17. Full funding and reconciliaiton account

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

18. Optional Forms while Benefit Restrictions Apply

    By Guest Actuary Bill, July 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 30, 2009

19. 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

20. User Fee

    By Penman2006, January 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Penman2006
    • January 17, 2006

21. Actuarial Resources

    By WDIK, February 6, 2009
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • February 12, 2009

22. Plan Termination

    By Gary, June 15, 2009
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • June 16, 2009

23. Proposed Regs 1.436-1(h)(2)

    By flosfur, April 17, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 18, 2008

24. DB/DC Combo Max Deductions Under PPA

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

25. Proposed PPA regulations

    By FAPInJax, August 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • tymesup
    • August 30, 2007

26. PPA - Restrictions on Benefit Payments

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

27. Changing EIN on Plan

    By Taffy Auditor, April 11, 2019
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 11, 2019

28. Yea! Only one more 10/15 Form 5500 to go!

    By carrots, October 13, 2009
    • 6 replies
    • 1.2k views
    • 
    • carrots
    • October 14, 2009

29. AFNs and missed quarterlies

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

30. PPA 06 Small Plan Unisex Mortality

    By carrots, October 27, 2008
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • October 27, 2008

31. PPA benefit accrual

    By FAPInJax, September 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • September 9, 2008

32. Prior Funding Deficiency & Quarterlies

    By JBones, September 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • Calavera
    • September 9, 2011

33. Overfunded DB Plan

    By PensionPro, August 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • August 17, 2010

34. PBGC's long-term viability?

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

35. Potential Age Disrimination

    By Dougsbpc, April 12, 2005
    • 2 replies
    • 1.2k views
    • 
    • Dougsbpc
    • April 13, 2005

36. Normal Retirement Age

    By luissaha, February 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 20, 2008

37. IBM freezes DB accruals

    By Guest mjb, January 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 6, 2006

38. Floor-Offset

    By Dougsbpc, September 28, 2007
    • 5 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 28, 2007

39. Plan Amendment

    By Gary, June 4, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 4, 2009

40. Plan assets and cash value

    By retbenser, May 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • May 13, 2011

41. Section 415 pet peeve

    By Gary, June 5, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 5, 2009

42. underfunded plans

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

43. 5330 Due date

    By AndyH, September 15, 2008
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • September 15, 2008

44. Pension Relief Elections

    By Effen, January 26, 2011
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • January 31, 2011

45. Full funding Limitation

    By abanky, December 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • December 17, 2003

46. determination letter submission - unsigned amendments

    By Guest just started..., January 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • January 9, 2009

47. Nondeductible contribution in plan/plan termination

    By Guest saeissler, April 28, 2006
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2006

48. Operationally handling the DB/RMD

    By Jerry Erisa, April 15, 2015
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • April 16, 2015

49. Excess insurance in a frozen defined benefit plan

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

50. AVA Method

    By david rigby, November 4, 2002
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • March 20, 2003