Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. NRA - doc due today

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

2. Funding percentages

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

3. Retirees Benefiting Under a COLA

   By Guest merlin, December 20, 2007
   • 5 replies
   • 1.1k views
   • 
   • Guest
   • December 21, 2007

4. Post PPA Employee Contributions

   By nancy, July 23, 2008
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • January 9, 2009

5. Non-Spouse Beneficiary for Cash Balance Plan

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

6. plan conversion

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

7. Schedule SB

   By nancy, September 1, 2009
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • September 8, 2009

8. RMD in year of distribution

   By Dougsbpc, August 24, 2018
   • 5 replies
   • 1.1k views
   • 
   • ESOP Guy
   • August 27, 2018

9. New Benefit Form after Participant Terminated

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

10. SPD Disclosure re: Cash Balance Conversion

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

11. Cash Balance Plan - Cutback Issue

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

12. FSCOB & Quarterlies & AFTAPs

    By zimbo, November 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 21, 2008

13. Filing Form 5500 for Frozen Plan

    By metsfan026, October 11, 2024
    • 6 replies
    • 1.1k views
    • 
    • Bri
    • October 11, 2024

14. 401a26 and frozen plan + top heavy

    By Jakyasar, October 20, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • October 20, 2023

15. Reporting General Test Results

    By Guest mingblue, August 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • August 20, 2008

16. Valuation and Compensation

    By retbenser, June 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 28, 2010

17. Changing Funding Assumptions

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

18. PBGC premiun - when due?

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

19. 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

20. AFTAP and Plan Amendments Effective 1/1/07

    By Guest s.c.semler, February 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2008

21. 401(a)26

    By SKC, April 27, 2025
    • 1 reply
    • 1.1k views
    • 
    • truphao
    • April 27, 2025

22. SAR to Former Participants Recieving Benefits

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

23. Deductions to a Sole-Prop DB Plan

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

24. Monkeys...

    By Guest Donkey Kong, November 17, 2006
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • November 17, 2006

25. NY Times - Pension Accounting Editorial - Comments?

    By mwyatt, October 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • October 21, 2002

26. Lump Sum Rates - Cite(s) Needed

    By ubermax, March 11, 2015
    • 7 replies
    • 1.1k views
    • 
    • ubermax
    • March 11, 2015

27. Funding Waiver Applications

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

28. Coverage for small plan

    By Gary, March 19, 2009
    • 5 replies
    • 1.1k views
    • 
    • rcline46
    • March 20, 2009

29. Benefit Form for Funding

    By Dinosaur, February 5, 2015
    • 5 replies
    • 1.1k views
    • 
    • Dinosaur
    • February 5, 2015

30. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 4 replies
    • 1.1k views
    • 
    • SSRRS
    • October 22, 2018

31. Maximum deductible contribution for the DB plan

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

32. restructuring and reasonable classification

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

33. 415 Limit-Grandfathered AB

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

34. 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

35. Insurance In a Frozen DB Plan

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

36. Fiduciary with insider information

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

37. PVAB for owners will show large decrease next year?

    By SSRRS, July 6, 2023
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • July 10, 2023

38. 110% Test

    By emmetttrudy, October 26, 2011
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • October 26, 2011

39. excess contribution - Schedule SB

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

40. New Plan After Terminated Plan

    By Dougsbpc, October 20, 2010
    • 5 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • October 27, 2010

41. PBGC filing

    By Earl, September 5, 2019
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • September 7, 2019

42. Installment Payments and Funding Waivers

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

43. Funding Deficiency

    By nancy, October 12, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 12, 2004

44. Can a QRP be used to replace a QRP?

    By My Three Sons, June 30, 2022
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • July 1, 2022

45. Another 404(a)(7) question

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

46. Conversion to Floor Offset

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

47. Reduce monthly gross DB annuity amount?

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

48. Proposed Cash-Balance Regs (remainder)

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

49. RMD error

    By Mister Met, February 5, 2016
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • February 10, 2016

50. 401(h)

    By abanky, August 31, 2011
    • 0 replies
    • 1.1k views
    • 
    • abanky
    • August 31, 2011