Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB/DC Deduction Limit for 2008

   By YankeeFan, December 10, 2008
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • December 11, 2008

2. DB Nonelecting Church Plan

   By Barbara, January 16, 2018   

   • document
   • epcrs
   • 8 replies
   • 1.1k views
   • 
   • Barbara
   • February 10, 2018

3. PBGC filing

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

4. DB Vendor

   By Guest stevena1, April 10, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 10, 2007

5. Cash Balance Plan Termination

   By Just Me, April 13, 2004
   • 0 replies
   • 1.1k views
   • 
   • Just Me
   • April 13, 2004

6. Restricted Distributions under PPA

   By Rob P, August 24, 2007
   • 2 replies
   • 1.1k views
   • 
   • Rob P
   • August 25, 2007

7. PPA Ancillaries

   By FAPInJax, December 8, 2008
   • 2 replies
   • 1.1k views
   • 
   • SoCalActuary
   • December 10, 2008

8. Death Index

   By austin3515, April 28, 2014
   • 4 replies
   • 1.1k views
   • 
   • FormsRstillmylife
   • May 1, 2014

9. 401(a)(26) question

   By Earl, November 25, 2016
   • 10 replies
   • 1.1k views
   • 
   • SoCalActuary
   • December 2, 2016

10. non deductible contributions

    By Gary, March 2, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • March 2, 2011

11. 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

12. "Final" AFTAP

    By Draper55, March 14, 2017
    • 3 replies
    • 1.1k views
    • 
    • My 2 cents
    • March 15, 2017

13. Amend New DB Plan Retroactively

    By dpav, October 6, 2023
    • 2 replies
    • 1.1k views
    • 
    • dpav
    • October 6, 2023

14. Looking for brief overview of cash balance plans

    By fidu, January 29, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 29, 2003

15. Two non-discriminatory amendments

    By Dougsbpc, July 13, 2014
    • 4 replies
    • 1.1k views
    • 
    • Dougsbpc
    • July 14, 2014

16. Listed Transactions

    By Guest MERISA, July 17, 2008
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • July 17, 2008

17. Meaningful benefit operationally OK but no amendment

    By Trekker, February 23, 2012
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • February 23, 2012

18. -11g and discirmination

    By Bri, April 29, 2019
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 30, 2019

19. Cash Balance Min and Max?

    By retbenser, July 12, 2010
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 12, 2010

20. Ratio Percentage Test - Multiemployer Plan

    By luissaha, April 26, 2013
    • 0 replies
    • 1.1k views
    • 
    • luissaha
    • April 26, 2013

21. Use of carryover balance

    By Guest student_actuary, September 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 9, 2009

22. PBGC Covered plan with funding deficiencies

    By Guest sueczer, October 13, 2011
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • October 13, 2011

23. Flexibility re participation in cash balance plan

    By Guest Willy235, June 26, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 26, 2003

24. Coverage Test

    By Guest AKC, April 15, 2008
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • April 17, 2008

25. Plan Termination - Late Distribution

    By Dougsbpc, November 3, 2008
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • November 6, 2008

26. NRA of 62, Subsidized ERB at 55

    By JAY21, September 22, 2009
    • 5 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 23, 2009

27. cash balance plan design

    By Gary, June 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 11, 2011

28. underfunded DB and deferred comp plan limits

    By DMcGovern, April 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • DMcGovern
    • April 16, 2009

29. Combo Plans Non Discrimination

    By Gary, September 28, 2010
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • September 28, 2010

30. QJSA AS LEAST AS VALUABLE

    By Guest JBeck, March 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 16, 2005

31. New rules for late quarterly interest charges

    By Blinky the 3-eyed Fish, February 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2003

32. AFTAP Mania

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

33. PBGC Waiver of Underpayment Penalty

    By Guest Guy Incognito, February 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 26, 2008

34. Plan Termination

    By Dinosaur, June 13, 2012
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 13, 2012

35. 415 Dollar Limit Increase

    By Dougsbpc, October 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • October 22, 2012

36. Cash Balance Plans

    By abanky, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

37. Adoption of 401(a)(9) Model Amendment in Rev. Proc. 2002-29

    By Guest JCG72, February 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2005

38. Notice to Participants for an Underfunded PBGC covered Plan

    By flosfur, August 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • August 16, 2004

39. UNDER FUNDED PBGC Lumpsum Restriction

    By Guest DORIGHT, August 24, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 24, 2009

40. tiered db design

    By Guest lip, April 10, 2008
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • April 10, 2008

41. Schedule SB - line 15

    By Dinosaur, July 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • ScottR
    • July 31, 2010

42. DB/401(k) and ER Matching

    By Guest Max Power, December 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

43. Benefit Restrictions/Loan

    By Guest Sus95, March 12, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • March 12, 2009

44. conversion from a 412(i) to standard db

    By abanky, November 24, 2009
    • 3 replies
    • 1.1k views
    • 
    • abanky
    • December 1, 2009

45. Schedule B

    By nancy, October 27, 2008
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2008

46. PBGC claim against MTIA assets

    By drakecohen, September 12, 2017   

    • bankruptcy
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 13, 2017

47. Testing an early retirement window for a frozen plan

    By AndyH, September 14, 2016
    • 3 replies
    • 1.1k views
    • 
    • MWeddell
    • October 4, 2016

48. Schedule B or SB filing for Eligible Charity Plans

    By dmb, September 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • September 8, 2010

49. Variable Annuities Not Meeting 415 Requirements

    By Ananda, April 4, 2022
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • April 27, 2022

50. Septuagenerian new hire

    By Guest Etseq, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • October 5, 2006