Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Under withheld pretax deductions for prior years

   By BN12, April 16
   • 2 replies
   • 1.1k views
   • 
   • cathyw
   • April 18

2. Restricted Lump Sum Upon Plan Termination

   By Pension RC, March 20, 2014
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • March 20, 2014

3. Don't Squeeze the Payables!

   By Guest erisafried, March 17, 2003
   • 5 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 28, 2003

4. New Benefit Form after Participant Terminated

   By JRG, May 24, 2010
   • 5 replies
   • 1.1k views
   • 
   • JRG
   • May 25, 2010

5. Changing Funding Assumptions

   By flosfur, March 1, 2004
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 2, 2004

6. Affiliated Service Group Compensation

   By mming, February 23, 2004
   • 1 reply
   • 1.1k views
   • 
   • David MacLennan
   • February 24, 2004

7. Amort Base for change in funding method

   By Gary, May 13, 2004
   • 4 replies
   • 1.1k views
   • 
   • david rigby
   • May 13, 2004

8. Funding percentages

   By FAPInJax, May 22, 2008
   • 0 replies
   • 1.1k views
   • 
   • FAPInJax
   • May 22, 2008

9. Terminated DB Plan

   By Dougsbpc, February 16, 2018   

   • timing of distributions
   • 8 replies
   • 1.1k views
   • 
   • ERISAAPPLE
   • February 16, 2018

10. cash bal plan design

    By Gary, June 17, 2011
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 18, 2011

11. plan conversion

    By thepensionmaven, December 28, 2012
    • 4 replies
    • 1.1k views
    • 
    • frizzyguy
    • December 31, 2012

12. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts, August 16, 2002
    • 1 reply
    • 1.1k views
    • 
    • IRC401
    • August 17, 2002

13. Insurance In a Frozen DB Plan

    By Guest merlin, January 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 9, 2007

14. Deductions to a Sole-Prop DB Plan

    By Guest pension222, May 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 17, 2004

15. 415 Limit-Grandfathered AB

    By JAY21, February 23, 2010
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 23, 2010

16. PBGC premiun - when due?

    By tuni88, November 24, 2009
    • 5 replies
    • 1.1k views
    • 
    • Dinosaur
    • November 24, 2009

17. Cash Balance crediting rate and MAP 21

    By John Feldt ERPA CPC QPA, August 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • August 30, 2012

18. Do 401(a)(4)-5 restrictions apply?

    By dmb, September 8, 2017
    • 3 replies
    • 1.1k views
    • 
    • dmb
    • September 8, 2017

19. Cash-Balance Plans

    By JAY21, November 22, 2013   

    • Interest = Actual Return
    • 1 reply
    • 1.1k views
    • 
    • Grendel77
    • November 23, 2013

20. Cash Balance Plan - Cutback Issue

    By Guest pcohen, November 28, 2007
    • 1 reply
    • 1.1k views
    • 
    • J. Bringhurst
    • December 21, 2007

21. Insurance Products Vs Mutual Funds - Value to be used for Funding.

    By flosfur, March 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • flosfur
    • March 23, 2004

22. Another 404(a)(7) question

    By Guest Mike Spickard, December 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 10, 2003

23. Proposed Cash-Balance Regs (remainder)

    By Guest RSNOW, May 23, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 23, 2003

24. Early Retirement Reductions?

    By Guest jfreeborn, October 5, 2010
    • 6 replies
    • 1.1k views
    • 
    • David MacLennan
    • October 5, 2010

25. Increase of Prefunding Balance?

    By Bob in USA, May 2, 2018   

    • prefunding balance
    • 3 replies
    • 1.1k views
    • 
    • Brudestrom, FSA, EA
    • May 4, 2018

26. 2009 Contributions in 2008?

    By emmetttrudy, February 4, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • February 5, 2009

27. DOL Field Auditor with Potential Conflict of Interest

    By Guest cc1898, July 10, 2007
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 11, 2007

28. SAR to Former Participants Recieving Benefits

    By DTH, September 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 3, 2004

29. NRA - doc due today

    By HarleyBabe, April 30, 2012
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2012

30. In-service distributions

    By LIBERTYKID, December 8, 2011
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • December 8, 2011

31. reliance on quoted benefits

    By Gary, March 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • March 18, 2003

32. DB testing issue

    By Guest jig100, December 3, 2002
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • December 4, 2002

33. Fiduciary with insider information

    By Guest allisonperry, June 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • June 2, 2005

34. Return of Non-Deductible Contribution

    By Guest mingblue, June 21, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 21, 2006

35. Applying Credit Balance to Quarterly Contr Requirements

    By dmb, June 25, 2009
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 25, 2009

36. Maximum deductible contribution for the DB plan

    By amoy, August 18, 2015
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • August 19, 2015

37. Reduce monthly gross DB annuity amount?

    By Guest Nautical, July 6, 2005
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • July 7, 2005

38. excess contribution - Schedule SB

    By Dinosaur, June 15, 2010
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 15, 2010

39. Final 415 regulations re plan termination

    By Guest saeissler, November 6, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 6, 2007

40. Plan Assets

    By Gary, November 25, 2008
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • November 25, 2008

41. Conversion to Floor Offset

    By Dougsbpc, May 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 4, 2003

42. Can plan termination affect annuity already in pay status?

    By Guest TaxedToDeath, April 20, 2011
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • April 20, 2011

43. restructuring and reasonable classification

    By AndyH, May 17, 2005
    • 0 replies
    • 1.1k views
    • 
    • AndyH
    • May 17, 2005

44. Funding Waiver Applications

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

45. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones, September 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • September 30, 2009

46. Restricted Plan Paid LS

    By Penman2006, January 14, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 15, 2009

47. 1/1/09 Assets with 2008 Receivable

    By Guest Chamnix, January 14, 2009
    • 6 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 15, 2009

48. Something the actuaries might appreciate.

    By Guest smstls, February 18, 2005
    • 2 replies
    • 1.1k views
    • 
    • GBurns
    • February 18, 2005

49. QOSA Contracts for Terminated Plans

    By Guest MAO, January 26, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • January 27, 2009

50. Deduction in year of termination

    By FAPInJax, July 21, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 22, 2004