Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. DB Plan Overpays lump sum & Participant Rolls into IRA

   By Guest jfreeborn, January 6, 2010
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • January 6, 2010

2. excess compensation and benefit calc

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

3. Plan Termination

   By Gary, July 22, 2009
   • 2 replies
   • 1.1k views
   • 
   • JAY21
   • July 22, 2009

4. Simple 417e Question

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

5. 415(b) Limit Question

   By Lou S., May 30, 2013
   • 3 replies
   • 1.1k views
   • 
   • Calavera
   • June 3, 2013

6. E-FAST 5500

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

7. 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

8. 415 Dollar Limit - Late - Proration for Partial Years(/ages)?

   By DW, February 14, 2019   

   • defined benefit plan
   • 415(b)
   • 5 replies
   • 1.1k views
   • 
   • Calavera
   • February 15, 2019

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

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

10. FASB Limits

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

11. Mandaory Distribution at age 65?

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

12. General testing a cash balance plan

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

13. -11g and discirmination

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

14. PBGC Coverage

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

15. How soon to notify vested terminated employee?

    By tuni88, August 1, 2011
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • August 1, 2011

16. 2009 AFTAPs

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

17. DC/DB Combo - Gateway

    By metsfan026, May 6, 2022
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • May 9, 2022

18. Determining "compensation" for DB plan contribution

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

19. accumulated funding deficiency - participant notice

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

20. Retro Annutiy Start Dates

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

21. Suspending Disbursements Upon Resumption of Employment; Perhaps With Endorsing Entity

    By Kent Allard, September 27, 2024   

    • distributions
    • retirement age
    • (and 1 more)

      Tagged with:

      • distributions
      • retirement age
      • endorisng entity
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 30, 2024

22. In overfunded DB Plan for Public 'Ees, could COLA for retirees' medica

    By Guest songlaw, January 9, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 9, 2003

23. Listed Transaction

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

24. Lump Sums

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

25. Revised Annual Funding Notice

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

26. 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

27. Multiple DB Plans

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

28. Valuation Assets

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

29. Audit Risk for Late Quarterly Contributions?

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

30. Pre-84 Employee Contributions Distributions

    By RobFortin619, November 10, 2016   

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

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

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

32. gateway

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

33. non deductible contributions

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

34. Terminating Plan & Change of Val Date to BOY

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

35. Projecting Retirement Age

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

36. Sole Proprietor Employee DB deduction

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

37. PPP Loan to Fund DB for 2019

    By thepensionmaven, May 11, 2020
    • 8 replies
    • 1.1k views
    • 
    • 401 Chaos
    • May 26, 2020

38. 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

39. Cash balance plan optional forms

    By CLE Pension, February 19, 2021
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • February 20, 2021

40. So Where's the Protection?

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

41. Cash balance with profit sharing

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

42. Fundamentals of Coverage, Non Discrimination Testing

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

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

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

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

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

45. DB Vendor

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

46. Asset Valuation - Prior Question Re-Worded

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

47. Meaningful benefit operationally OK but no amendment

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

48. 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

49. Use of carryover balance

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

50. 415 or other limit on Cash Balance "contribution"

    By TPApril, October 21, 2023
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • October 26, 2023