Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. pre funding balance elections

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

2. Rescinding plan termination

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

3. Funding deficiency re statute of limitations

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

4. A Strange Result

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

5. Compensation - PLLC

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

6. 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
   • 598 views
   • 
   • RAPD
   • August 16, 2018

7. Death Benefit Distribution

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

8. AFTAP range certification

   By Jakyasar, September 29, 2025
   • 2 replies
   • 981 views
   • 
   • Jakyasar
   • September 29, 2025

9. Asset Valuation Method

   By Guest h20, March 8, 2005
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 8, 2005

10. sept 17 deposit

    By Gary, September 28, 2012
    • 2 replies
    • 982 views
    • 
    • Gary
    • September 28, 2012

11. To Sue or Not To Sue, Oh Yeah?

    By Andy the Actuary, September 5, 2013
    • 2 replies
    • 1.1k views
    • 
    • jpod
    • September 6, 2013

12. Minimum Funding Deadline - Florence

    By John Feldt ERPA CPC QPA, October 5, 2018
    • 2 replies
    • 817 views
    • 
    • MargeM
    • October 10, 2018

13. Asset reversion #2?

    By Guest babs51, August 9, 2006
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 10, 2006

14. Auditing a DB plan

    By lexi, October 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • JanetM
    • October 3, 2006

15. 415 limit greater than 417(e) lump sum

    By Pension RC, March 17, 2014
    • 2 replies
    • 2.2k views
    • 
    • Calavera
    • March 18, 2014

16. Funding Terminated Plan

    By Hoard1, June 25, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 29, 1999

17. DB/DC Combo Approach

    By JAY21, June 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • June 18, 2004

18. Direct Roll Over Into Same Plan

    By Guest John Comelately, December 25, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 26, 2006

19. FASB when plan is frozen

    By Guest skc, January 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 23, 2007

20. Average Compensation

    By Dougsbpc, March 12, 2018
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 12, 2018

21. What is a "cash-balance plan?

    By Guest kdickel, June 17, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 30, 1999

22. Contribution in excess of Sole prop. Earned Income

    By AdKu, April 5, 2016   

    • Contrib in excess of Earning
    • Sole Prop.
    • 2 replies
    • 1k views
    • 
    • spiritrider
    • April 9, 2016

23. Gateway or anything due EEs?

    By Earl, September 6, 2019
    • 2 replies
    • 564 views
    • 
    • Bri
    • September 12, 2019

24. ERISA SECTION 204(h) NOTICE - Seriousness and options available?

    By DR245, October 1, 2024
    • 2 replies
    • 1k views
    • 
    • DR245
    • October 1, 2024

25. XRA for reporting liabs if > $50M UVB

    By Guest HarveyC, April 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 2, 2002

26. Changing vesting

    By Guest The Pension Kid, April 21, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 21, 2005

27. Can In-Kind PT Contributions be reflected on MFSA?

    By Guest billkalke, September 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 29, 2005

28. Amend Schedule B?

    By Guest GMP, April 10, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 10, 2008

29. Gateway Question for Floor Offset

    By AndyH, April 23, 2013
    • 2 replies
    • 1.5k views
    • 
    • DMcGovern
    • May 20, 2013

30. Post NRA accruals

    By Guest actooary, July 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • August 11, 2001

31. Controlled group - is it PBGC covered?

    By Jakyasar, March 1, 2023
    • 2 replies
    • 615 views
    • 
    • truphao
    • March 13, 2023

32. How is the maximum Defined Benefit calculated for older NRA's like ages NRA 70 or NRA 85?

    By RayJJohnsonJr, October 1, 2024
    • 2 replies
    • 639 views
    • 
    • RayJJohnsonJr
    • October 1, 2024

33. Aggregation of Single with Multiemployer Plan

    By Dougsbpc, December 26, 2006
    • 2 replies
    • 1.6k views
    • 
    • Dougsbpc
    • January 17, 2007

34. Beneficiary Wants to Refuse Proceeds

    By Guest Mary Anna T. McCoy, CEBS, May 9, 2008
    • 2 replies
    • 1k views
    • 
    • masteff
    • May 9, 2008

35. Questions regarding DB valuations

    By Guest Doogie61, September 1, 2009
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • September 4, 2009

36. Defined Benefit Administrator

    By Guest DBDude, January 25, 2010
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • January 28, 2010

37. Cash Balance Projection Rate

    By nancy, May 17, 2010
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • May 18, 2010

38. Encouraging Distribution

    By BFlash, December 3, 2016
    • 2 replies
    • 861 views
    • 
    • BFlash
    • December 5, 2016

39. Separate Interest Annuity in Cash Balance Plan

    By fmsinc, July 11, 2019
    • 2 replies
    • 991 views
    • 
    • fmsinc
    • July 11, 2019

40. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar, September 27, 2023
    • 2 replies
    • 742 views
    • 
    • truphao
    • September 27, 2023

41. funding deficiency and full funding credit

    By ishi, December 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • ishi
    • December 5, 2003

42. PPA - 90 --> 180 day notice requirement

    By J. Bringhurst, December 26, 2006
    • 2 replies
    • 2.4k views
    • 
    • J. Bringhurst
    • December 27, 2006

43. Participant Notices

    By tuni88, October 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • October 5, 2007

44. Lump sum payment restrictions

    By Guest Quicksilver, December 2, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 2, 2010

45. meaningful benefit

    By Tom Poje, December 19, 2003
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • December 19, 2003

46. Top Heavy for DC and DB Offset Plan

    By Blinky the 3-eyed Fish, April 7, 2004
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 7, 2004

47. Early retiree returning to work

    By Guest p&bsteve, August 25, 2004
    • 2 replies
    • 1.6k views
    • 
    • SoCalActuary
    • August 26, 2004

48. Funding and Top Heavy

    By LIBOR, July 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • July 13, 2005

49. Law Firm Plan Non Discrimination Testing

    By Gary, June 8, 2008
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • June 9, 2008

50. AFTAP Mania

    By JAY21, September 30, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 1, 2008