Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 2009 MRD from DB plan

   By Guest Sieve, December 14, 2009
   • 4 replies
   • 1.1k views
   • 
   • ScottR
   • December 26, 2009

2. Lump Sums

   By Gary, July 24, 2003
   • 1 reply
   • 1.1k views
   • 
   • SRM
   • July 25, 2003

3. excess compensation and benefit calc

   By Guest latwz, July 17, 2007
   • 3 replies
   • 1.1k views
   • 
   • JanetM
   • July 18, 2007

4. Plan Never Made Distribution

   By JRG, March 9, 2010
   • 4 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • March 10, 2010

5. DB Deduction

   By Christopher Wilson, August 18, 2020
   • 2 replies
   • 1.1k views
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   • C. B. Zeller
   • August 19, 2020

6. DB(k) deduction limits

   By AndrewZ, March 7, 2011
   • 2 replies
   • 1.1k views
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   • Draper55
   • April 13, 2011

7. Accrued Benefit Sweetener Prior to Plan Freeze

   By LIBOR, June 22, 2004
   • 4 replies
   • 1.1k views
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   • LIBOR
   • June 22, 2004

8. Floor Offset Plans

   By flosfur, April 28, 2003
   • 2 replies
   • 1.1k views
   • 
   • Mike Preston
   • April 29, 2003

9. Revised Annual Funding Notice

   By Just Me, March 30, 2009
   • 2 replies
   • 1.1k views
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   • JAY21
   • April 1, 2009

10. accumulated funding deficiency - participant notice

    By Guest cde, September 8, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 8, 2004

11. Mandaory Distribution at age 65?

    By Guest IRISH79, January 11, 2007
    • 1 reply
    • 1.1k views
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    • AndyH
    • January 11, 2007

12. DB offset plan and 415 limits

    By Guest Dave Peckham, June 18, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 20, 2011

13. Firm wants $1800 as Plan need to be restated in entireity

    By Guest lund, August 15, 2010
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • August 16, 2010

14. Lump Sums

    By Gary, May 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2003

15. Accrued benefit in 412(i) plan as part of a combo arrangement

    By Guest ActuaryWannabe, April 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • April 3, 2004

16. PBGC Coverage

    By Dougsbpc, December 18, 2009
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 19, 2009

17. DB & PS Combo

    By dmb, July 30, 2003
    • 4 replies
    • 1.1k views
    • 
    • WDIK
    • July 30, 2003

18. Listed Transaction

    By Randy Watson, January 13, 2009
    • 4 replies
    • 1.1k views
    • 
    • Randy Watson
    • January 13, 2009

19. PFB must be declared by prior year 5500 due date

    By Effen, September 14, 2009
    • 0 replies
    • 1.1k views
    • 
    • Effen
    • September 14, 2009

20. Determining "compensation" for DB plan contribution

    By Guest Deborah, January 28, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2006

21. Pre-84 Employee Contributions Distributions

    By RobFortin619, November 10, 2016   

    • Pre-84 Contributions
    • 0 replies
    • 1.1k views
    • 
    • RobFortin619
    • November 10, 2016

22. Simple 417e Question

    By ac, July 20, 2011
    • 2 replies
    • 1.1k views
    • 
    • ac
    • July 20, 2011

23. Retro Annutiy Start Dates

    By Guest MTC1028, February 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • February 9, 2005

24. Nondiscrimination and cash balance

    By FAPInJax, December 12, 2003
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • December 12, 2003

25. General testing a cash balance plan

    By FAPInJax, September 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • September 13, 2004

26. E-FAST 5500

    By JAY21, May 24, 2010
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • May 24, 2010

27. Cash balance with profit sharing

    By ombskid, January 16, 2009
    • 4 replies
    • 1.1k views
    • 
    • abanky
    • January 16, 2009

28. 2009 AFTAPs

    By dmb, September 16, 2009
    • 4 replies
    • 1.1k views
    • 
    • dmb
    • September 17, 2009

29. LLC - Partnership and Plan Comp in year of freeze

    By AndyH, April 30, 2009
    • 6 replies
    • 1.1k views
    • 
    • AndyH
    • May 4, 2009

30. I'm trying to put together a list of employers who have made in-kind real property contributions to their pension plans.

    By ERISA-Bubs, June 20, 2017
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • June 21, 2017

31. Sole Proprietor Employee DB deduction

    By Guest RBlaine, March 13, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 13, 2008

32. S-5 Table form the Actuary's Pension Handbook

    By TJM, January 29, 2019
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • February 1, 2019

33. Target Normal Cost

    By Gary, November 21, 2008
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • November 21, 2008

34. So Where's the Protection?

    By Andy the Actuary, April 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • dmb
    • April 21, 2009

35. Fair value of plan assets

    By SSRRS, June 7, 2019
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • June 10, 2019

36. Missed AFTAP Cert Letter on two new small EOY CB Plans

    By CharlesLeggette, October 1, 2015
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • October 1, 2015

37. Audit Risk for Late Quarterly Contributions?

    By mming, December 23, 2014
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • December 23, 2014

38. Asset Valuation - Prior Question Re-Worded

    By Guest mingblue, August 29, 2006
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • August 29, 2006

39. ERISA 101(j) Notice due date for new plan

    By AndyH, January 18, 2013
    • 0 replies
    • 1.1k views
    • 
    • AndyH
    • January 18, 2013

40. Valuation Assets

    By JBones, September 20, 2010
    • 3 replies
    • 1.1k views
    • 
    • JBones
    • September 20, 2010

41. FASB Limits

    By FAPInJax, September 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • FAPInJax
    • September 9, 2004

42. Terminating Plan & Change of Val Date to BOY

    By flosfur, December 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 10, 2004

43. Multiple DB Plans

    By Guest naveen, February 19, 2010
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • February 20, 2010

44. Projecting Retirement Age

    By dmb, December 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • December 2, 2003

45. Required Minimum Distributions

    By Andy the Actuary, January 7, 2011
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 7, 2011

46. Fundamentals of Coverage, Non Discrimination Testing

    By Gary, May 18, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 18, 2006

47. Historical Wages for DB pension

    By justasking, May 21, 2015
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 21, 2015

48. Election Package Where No Restrictions Apply

    By Andy the Actuary, April 22, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 23, 2009

49. Plan audit

    By Draper55, December 21, 2016   

    • amendment
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • December 22, 2016

50. gateway

    By abanky, March 23, 2011
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • March 23, 2011