Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 436 restricted lump sum issue

   By AndyH, June 1, 2017
   • 3 replies
   • 1.2k views
   • 
   • AndyH
   • June 2, 2017

2. Proposed PPA regulations

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

3. Effect of ERISA Full Funding Credit on ARA

   By Guest HaroldA, July 11, 2005
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • July 11, 2005

4. 415 DeMinimus 10k Benefit

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

5. 5330 Due date

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

6. Projecting Benefits With a Salary Scale, Funding Without

   By Guest merlin, June 1, 2005
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • June 1, 2005

7. cash balance/psp

   By mark Scherer, May 10, 2022
   • 13 replies
   • 1.2k views
   • 
   • C. B. Zeller
   • May 16, 2022

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

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

9. Ike and 412 minimum funding deadline

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

10. Optional Forms while Benefit Restrictions Apply

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

11. Actuarial Resources

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

12. 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

13. PPA benefit accrual

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

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

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

15. Def. of Comp.--does it include work comp. payments

    By Guest Maxwell, April 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 24, 2003

16. Converting a Traditional Defined Benefit Plan to a Cash Balance Plan

    By Mcomeau, September 21, 2016
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • September 21, 2016

17. Pension Relief Elections

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

18. Multiple In-Service Distributions by Participant in Same Calendar Year (Cash Balance Plan)

    By waid10, December 13, 2023
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • December 13, 2023

19. Plan Termination

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

20. rmd for dead owner

    By abanky, August 31, 2010
    • 5 replies
    • 1.2k views
    • 
    • abanky
    • December 23, 2010

21. Nondeductible contribution in plan/plan termination

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

22. Overfunded DB Plan

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

23. Operationally handling the DB/RMD

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

24. Distribution to Spouse

    By thepensionmaven, March 13, 2025
    • 8 replies
    • 1.2k views
    • 
    • Lou S.
    • March 17, 2025

25. Potential Age Disrimination

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

26. Normal Retirement Age

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

27. MAP-21 Election

    By Dougsbpc, March 24, 2013
    • 0 replies
    • 1.2k views
    • 
    • Dougsbpc
    • March 24, 2013

28. Seeking actuarial help

    By ScottR, November 7, 2008
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 12, 2008

29. Full funding Limitation

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

30. Annual Funding Notice Supplement - In Living Color

    By Andy the Actuary, April 24, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2013

31. PPA 06 Small Plan Unisex Mortality

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

32. Prior Funding Deficiency & Quarterlies

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

33. Data for Non Discrimination Testing, Distributions

    By Gary, April 23, 2009
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • April 23, 2009

34. Minimum Age for DB plans

    By CEB, September 3, 2003
    • 3 replies
    • 1.2k views
    • 
    • MGB
    • September 3, 2003

35. Reasonable?

    By Guest Partly Cloudy, December 16, 2003
    • 7 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 17, 2003

36. Floor-Offset

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

37. Plan Amendment

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

38. Is this dangerous?

    By Guest Doogie61, March 18, 2010
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • March 18, 2010

39. Plan assets and cash value

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

40. Create Amendment Base under FIL for 415 Changes?

    By Guest billkalke, September 20, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 20, 2005

41. IBM freezes DB accruals

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

42. Internal Actuarial Data - Relius

    By Lexus1, September 7, 2015
    • 6 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 8, 2015

43. 404a7 regarding split plans

    By dmb, April 21, 2003
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • April 21, 2003

44. Plan Amendments

    By Gary, October 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 2, 2009

45. Pension specific withholding taxes?

    By Guest new2taxes, July 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 2, 2010

46. SEP available for comparable benefits ?

    By JAY21, June 4, 2008
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • June 25, 2008

47. Section 415 pet peeve

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

48. determination letter submission - unsigned amendments

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

49. Under withheld pretax deductions for prior years

    By BN12, April 16, 2025
    • 2 replies
    • 1.2k views
    • 
    • cathyw
    • April 18, 2025

50. CB Offset

    By Cloudy, September 13, 2016
    • 4 replies
    • 1.2k views
    • 
    • Cloudy
    • September 14, 2016