Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Permissive Aggregation

   By JAY21, September 15, 2006
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 15, 2006

2. Cash balance plan accrued benefit

   By Belgarath, December 17, 2012
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • December 17, 2012

3. LLC Taxed as a Partnership, Owner gets a K-1

   By emmetttrudy, April 16, 2013
   • 5 replies
   • 1.2k views
   • 
   • rcline46
   • April 16, 2013

4. Eoy Val and quarterly contributions

   By abanky, April 16, 2009
   • 4 replies
   • 1.2k views
   • 
   • abanky
   • April 16, 2009

5. Amending Crediting Rate

   By MGOAdmin, February 24, 2015   

   • amend
   • crediting rate
   • (and 1 more)

     Tagged with:

     • amend
     • crediting rate
     • interest
   • 2 replies
   • 1.2k views
   • 
   • Effen
   • February 24, 2015

6. DB Plan Statistics

   By Andy the Actuary, June 15, 2011
   • 2 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • June 15, 2011

7. Renewal of Enrollment

   By Guest merlin, January 25, 2008
   • 1 reply
   • 1.2k views
   • 
   • Andy the Actuary
   • January 25, 2008

8. 401(a)(4) Question

   By Guest raintrain19, January 3, 2014
   • 4 replies
   • 1.2k views
   • 
   • Rball4
   • January 8, 2014

9. GATT Limits

   By Guest LOST ON THE LEFT COAST, May 24, 2007
   • 3 replies
   • 1.2k views
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   • AndyH
   • May 25, 2007

10. Lump Sum cashout (timing/value)

    By Guest jmrodrig, December 23, 2009
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 23, 2009

11. 401(a) funds to purchase state DB service credits

    By Guest dani_o, May 21, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 21, 2002

12. Do we need to amend our plan to reflect Sec. 303 of PPA this year?

    By Guest Benefitsrock, July 23, 2007
    • 1 reply
    • 1.2k views
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    • SoCalActuary
    • July 23, 2007

13. Voluntary Employee Contributions in Defined Benefit PlansCan they be spun off to a separate plan?

    By Guest rocnrols2, October 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 28, 2003

14. 414k account & MRDs

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

15. Schedule SB - line 23

    By Effen, May 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • May 8, 2009

16. Underfunded PBGC covered terminated defined benefit plan funding deadline

    By YankeeFan, August 9, 2013
    • 5 replies
    • 1.2k views
    • 
    • Effen
    • August 13, 2013

17. Mandated mortality rates for 2017

    By My 2 cents, September 2, 2016
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • September 2, 2016

18. Deductibility of contributions to both DB and DC plans

    By Alan Simpson, November 1, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 1, 2002

19. Expiration of PFEA re 415

    By dmb, December 12, 2005
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 13, 2005

20. 2008 Valuation

    By goldtpa, February 2, 2009
    • 4 replies
    • 1.2k views
    • 
    • goldtpa
    • February 12, 2009

21. Verification that retirees are still living

    By ScottR, July 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 9, 2009

22. PPA Mortality Tables at High Ages

    By emmetttrudy, February 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 13, 2009

23. boy val normal cost late retirement

    By Draper55, February 28, 2013
    • 4 replies
    • 1.2k views
    • 
    • chc93
    • March 1, 2013

24. H.R. 3868

    By mwyatt, October 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • October 30, 2007

25. 2011 Interim Amendments

    By ScottR, November 4, 2011
    • 0 replies
    • 1.2k views
    • 
    • ScottR
    • November 4, 2011

26. Business sale and 204(h) notice

    By AndyH, March 23, 2005
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • March 23, 2005

27. Early Retirement Windows - A More Interesting Question

    By LIBOR, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 19, 2004

28. More FAS and EGTRRA

    By Guest guppy, December 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 4, 2003

29. Cash balance fully-insured plan rules

    By SoCalActuary, August 10, 2016   

    • cash-balance fully-insured
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • August 17, 2016

30. Required CB Burn

    By JAY21, June 11, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 11, 2009

31. Initial Qualification under RAPs

    By BTG, January 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2007

32. cash balance/psp

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

33. What Hath God Wrought?

    By Andy the Actuary, May 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • mwyatt
    • May 16, 2008

34. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.2k views
    • 
    • JAY21
    • March 26, 2009

35. 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

36. more on new lump sum rates

    By Guest lerieleech, December 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 20, 2007

37. Invest in gold?

    By gregburst, July 22, 2024
    • 3 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • July 23, 2024

38. Client disclosure

    By Gary, April 19, 2005
    • 4 replies
    • 1.2k views
    • 
    • Lame Duck
    • April 20, 2005

39. What options does a plan sponsor have when plan is underfunded?

    By Lori H, November 24, 2008
    • 2 replies
    • 1.1k views
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    • tymesup
    • November 25, 2008

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

    By waid10, December 13, 2023
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • December 13, 2023

41. What resources do you use to locate deceased DB participants?

    By Guest Nautical, February 17, 2005
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 17, 2005

42. Cash Balance Plan RFP

    By Anes2006, January 8, 2016   

    • Cash Balance Plan RFP
    • 0 replies
    • 1.1k views
    • 
    • Anes2006
    • January 8, 2016

43. Defaulted loan in a DB plan-how to handle

    By AndyH, June 29, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • July 8, 2004

44. 412(e) conversion

    By Draper55, April 12, 2019
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • April 25, 2019

45. Terminating a PBGC-covered 412(i) Plan

    By Guest Carol the Writer, July 28, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2006

46. How Big Should the Cover Be?

    By Andy the Actuary, December 11, 2008
    • 3 replies
    • 1.1k views
    • 
    • dmb
    • December 15, 2008

47. Rescinding Plan Year Change

    By Guest Patrick Foley, November 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 26, 2008

48. Return to Work After Having Taken Lump Sum

    By tuni88, August 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • August 25, 2007

49. AFTAP and EOY val

    By Guest Sus95, February 11, 2008
    • 9 replies
    • 1.1k views
    • 
    • zimbo
    • February 14, 2008

50. DB/DC Combo Approach

    By JAY21, June 17, 2004
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • June 18, 2004