Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. CB/PS NC (retirement ages vary)

   By abanky, September 5, 2007
   • 2 replies
   • 1k views
   • 
   • Tom Poje
   • September 5, 2007

2. Transfer/purchase of service credits between governmental plans

   By Belgarath, October 23, 2015
   • 2 replies
   • 726 views
   • 
   • AndyH
   • October 26, 2015

3. Interest Rate for EBAR Calculation

   By Stash026, October 23, 2019
   • 2 replies
   • 823 views
   • 
   • Cloudy
   • October 25, 2019

4. Freezing of Defined Benefit Plan/Enrichment of 401k - Communications I

   By Guest SSCARO, June 10, 1999
   • 2 replies
   • 2.2k views
   • 
   • david rigby
   • June 11, 1999

5. Where to find info on pension plan's funding status

   By SMB, August 23, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • August 24, 2000

6. QJSA-Can't Locate Spouse

   By JAY21, June 17, 2004
   • 2 replies
   • 1.7k views
   • 
   • JAY21
   • June 18, 2004

7. Anyone had a 412(e) app accepted?

   By Erik Read, November 15, 2005
   • 2 replies
   • 1.5k views
   • 
   • Erik Read
   • November 22, 2005

8. Corrective amendment to pass 401(a)(4)

   By Guest sueczer, September 29, 2006
   • 2 replies
   • 1.4k views
   • 
   • AndyH
   • September 29, 2006

9. Technical Corrections Bill Passed

   By JAY21, January 8, 2008
   • 2 replies
   • 1k views
   • 
   • JAY21
   • January 8, 2008

10. Top Heavy Minimum?

    By Dougsbpc, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • Dougsbpc
    • November 4, 2011

11. 204(h) Notice Required When DB Plan Closed to New Hires?

    By rocknrolls2, March 5, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 19, 2012

12. 415 Maximum Lump Sum

    By Guest BCMarch10, March 12, 2013
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 12, 2013

13. HATFA

    By JAY21, November 18, 2014   

    • Use for 110% HCE Calc ?
    • 2 replies
    • 951 views
    • 
    • My 2 cents
    • November 18, 2014

14. RMD marital status unknown

    By CLE Pension, May 12, 2023
    • 2 replies
    • 598 views
    • 
    • truphao
    • May 12, 2023

15. Break in Service: Prohibit Lump Sum Cashout?

    By Guest RW, July 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 28, 2000

16. Nondiscrimination testing of Cash Balance plans

    By Guest TedMunice, September 29, 2006
    • 2 replies
    • 2.4k views
    • 
    • SoCalActuary
    • October 13, 2006

17. Required contribution that is not deductible

    By Earl, August 31, 2009
    • 2 replies
    • 807 views
    • 
    • david rigby
    • August 31, 2009

18. CB/PS combo testing

    By Penman2006, January 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Penman2006
    • January 22, 2007

19. Back Pay

    By BTG, July 7, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • July 10, 2009

20. Frozen plan and 401a26 testing

    By Jakyasar, November 23, 2021
    • 2 replies
    • 558 views
    • 
    • Effen
    • November 25, 2021

21. Integration rules

    By FAPInJax, January 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 27, 2005

22. prior cash outs

    By Draper55, December 22, 2006
    • 2 replies
    • 1.2k views
    • 
    • Draper55
    • December 22, 2006

23. RP-2000 q's

    By tymesup, June 6, 2009
    • 2 replies
    • 892 views
    • 
    • tymesup
    • June 8, 2009

24. Successor Corp Question

    By CLE401kGuy, January 30, 2012
    • 2 replies
    • 967 views
    • 
    • JAY21
    • January 31, 2012

25. Question on comp limit

    By AndyH, June 30, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 11, 2000

26. Section 404 Cost for DB Plan

    By flosfur, May 28, 2003
    • 2 replies
    • 1k views
    • 
    • flosfur
    • May 29, 2003

27. Funding Waiver Applications

    By Guest jerry2575, July 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • July 9, 2003

28. Safe-Harbor QNEC in DB Plan

    By JAY21, September 28, 2005
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • September 29, 2005

29. Successor Plan Issues

    By Randy Watson, April 10, 2012
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • April 11, 2012

30. DB Contribution to be made on 3/16/2016 after tax return is filed

    By CharlesLeggette, February 12, 2016
    • 2 replies
    • 819 views
    • 
    • My 2 cents
    • February 12, 2016

31. RMD Start Date Question

    By Stash026, June 23, 2017
    • 2 replies
    • 871 views
    • 
    • CuseFan
    • June 23, 2017

32. Signing PBGC Form 500 filing

    By AdKu, March 19, 2019
    • 2 replies
    • 699 views
    • 
    • AdKu
    • March 21, 2019

33. Projected Covered Compensation

    By LIBOR, December 17, 2002
    • 2 replies
    • 2.4k views
    • 
    • LIBOR
    • December 17, 2002

34. Articles on Credit Balances

    By SoCalActuary, July 7, 2008
    • 2 replies
    • 875 views
    • 
    • SoCalActuary
    • July 7, 2008

35. DB Plan With Life Insurance

    By Dougsbpc, June 7, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 8, 2009

36. Moody's Aaa Bond rates for lump sum

    By Gary, September 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 28, 2001

37. Reducing owner's benefit

    By dmb, March 12, 2003
    • 2 replies
    • 980 views
    • 
    • dmb
    • March 12, 2003

38. QDRO benefits

    By FAPInJax, August 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • August 18, 2003

39. DB/DC Aggregate Testing

    By Guest DBStudentAct, September 1, 2009
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 1, 2009

40. Non-Spouse Beneficiary for Cash Balance Plan

    By metsfan026, September 26, 2023
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • September 28, 2023

41. FASB 87 Application to a Mid-Year Merger of DB Plans

    By LIBOR, January 5, 2005
    • 2 replies
    • 1.1k views
    • 
    • LIBOR
    • January 6, 2005

42. Installment Payments and Funding Waivers

    By Guest TheShepherd, June 14, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 15, 2005

43. Cash Balance Pay Credit

    By retbenser, December 29, 2010
    • 2 replies
    • 1k views
    • 
    • retbenser
    • December 29, 2010

44. pre funding balance elections

    By Gary, July 6, 2012
    • 2 replies
    • 1.9k views
    • 
    • tymesup
    • July 9, 2012

45. Rescinding plan termination

    By Draper55, December 20, 2020
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 21, 2020

46. Funding deficiency re statute of limitations

    By Guest saeissler, September 5, 2007
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • September 5, 2007

47. A Strange Result

    By Andy the Actuary, November 15, 2012
    • 2 replies
    • 954 views
    • 
    • Andy the Actuary
    • November 15, 2012

48. Compensation - PLLC

    By retbenser, July 18, 2013
    • 2 replies
    • 1.2k views
    • 
    • ScottR
    • July 24, 2013

49. Adding Cash Balance to PS/401(k)

    By RAPD, August 16, 2018   

    • cash balance
    • 401(k)
    • (and 1 more)

      Tagged with:

      • cash balance
      • 401(k)
      • profit sharing
    • 2 replies
    • 562 views
    • 
    • RAPD
    • August 16, 2018

50. Death Benefit Distribution

    By Cloudy, May 7, 2020
    • 2 replies
    • 919 views
    • 
    • CuseFan
    • May 7, 2020