Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. AFTAP range certification

   By Jakyasar, September 29
   • 2 replies
   • 834 views
   • 
   • Jakyasar
   • September 29

2. Asset Valuation Method

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

3. sept 17 deposit

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

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

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

5. Minimum Funding Deadline - Florence

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

6. Asset reversion #2?

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

7. Auditing a DB plan

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

8. 415 limit greater than 417(e) lump sum

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

9. Funding Terminated Plan

   By Hoard1, June 25, 1999
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • June 29, 1999

10. DB/DC Combo Approach

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

11. Direct Roll Over Into Same Plan

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

12. FASB when plan is frozen

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

13. Average Compensation

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

14. What is a "cash-balance plan?

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

15. Contribution in excess of Sole prop. Earned Income

    By AdKu, April 5, 2016   

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

16. Gateway or anything due EEs?

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

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

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

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

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

19. Changing vesting

    By Guest The Pension Kid, April 21, 2005
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 21, 2005

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

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

21. Amend Schedule B?

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

22. Gateway Question for Floor Offset

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

23. Post NRA accruals

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

24. Controlled group - is it PBGC covered?

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

25. 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
    • 613 views
    • 
    • RayJJohnsonJr
    • October 1, 2024

26. Aggregation of Single with Multiemployer Plan

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

27. Beneficiary Wants to Refuse Proceeds

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

28. Questions regarding DB valuations

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

29. Defined Benefit Administrator

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

30. Cash Balance Projection Rate

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

31. Encouraging Distribution

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

32. Separate Interest Annuity in Cash Balance Plan

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

33. Schedule SB- line 19 discounted contribution attachment requirement

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

34. funding deficiency and full funding credit

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

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

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

36. Participant Notices

    By tuni88, October 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • October 5, 2007

37. Lump sum payment restrictions

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

38. meaningful benefit

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

39. 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

40. Early retiree returning to work

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

41. Funding and Top Heavy

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

42. Law Firm Plan Non Discrimination Testing

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

43. AFTAP Mania

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

44. non discrimination testing

    By Gary, June 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 22, 2011

45. Best merger date

    By rcline46, August 31, 2011
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • September 1, 2011

46. Agreement with PBGC to Appoint PBGC as Trustee

    By Guest pauline, July 9, 1999
    • 2 replies
    • 1.8k views
    • 
    • Dowist
    • July 13, 1999

47. Terminating DB Plan & Opening A New One

    By metsfan026, May 23, 2024
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 23, 2024

48. Investment mix

    By david rigby, August 3, 2004
    • 2 replies
    • 1k views
    • 
    • MGB
    • August 6, 2004

49. Lump sum calculation

    By Guest DBStudentAct, December 3, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • December 3, 2010

50. Age for Lump Sum distributions

    By RLR, April 11, 2012
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 12, 2012