Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. management company - PBGC coverage?

   By Belgarath, March 21, 2013
   • 4 replies
   • 1.1k views
   • 
   • Belgarath
   • March 22, 2013

2. Coming out of Full Funding

   By Guest guppy, July 15, 2003
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • July 15, 2003

3. Can mortality table be protected?

   By dmb, September 6, 2017
   • 5 replies
   • 1.1k views
   • 
   • My 2 cents
   • September 8, 2017

4. Sole prop DB plan tax isssues

   By dmb, June 24, 2005
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • June 24, 2005

5. 412i plan compliance

   By Gary, November 17, 2007
   • 2 replies
   • 1.1k views
   • 
   • SoCalActuary
   • November 19, 2007

6. Funding Deficiency

   By nancy, December 29, 2008
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • December 31, 2008

7. Distribution from DB Plan

   By Sydney, April 28, 2018
   • 10 replies
   • 1.1k views
   • 
   • Mike Preston
   • May 6, 2018

8. Discrimination on Cashing Out DB Pension Plans

   By Guest moginsberg, February 2, 2004
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • February 3, 2004

9. Cash Balance Spin-off

   By Guest guppy, January 16, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • January 16, 2004

10. Madoff impacted plans

    By mwyatt, March 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • March 7, 2009

11. Actuarial Valuations

    By Gary, April 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • April 19, 2007

12. Sources of internet Mast documents / Personal guarantee of Bus contribution.

    By Guest ApolloBed, January 19, 2005
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 19, 2005

13. Unterminate - a saga of the life of a DB Plan

    By Blinky the 3-eyed Fish, December 13, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 13, 2002

14. Does soft freeze meet safe harbor

    By dmb, April 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • April 27, 2006

15. Return Shown On SB

    By Andy the Actuary, March 7, 2011
    • 4 replies
    • 1.1k views
    • 
    • tymesup
    • March 17, 2011

16. PBGC VRP and Active non-vested participant

    By AdKu, January 19, 2016   

    • PBGC VRP and Active non-veste
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • January 19, 2016

17. 436 versus 401(a)(9)

    By Guest Bevans7, September 16, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 23, 2011

18. 415 - annual accrual vs total benefit

    By figure 8, December 26, 2014
    • 2 replies
    • 1.1k views
    • 
    • figure 8
    • December 28, 2014

19. Cash Balance "Pension Benefit Statements"

    By stbennet, October 21, 2011
    • 2 replies
    • 1.1k views
    • 
    • emmetttrudy
    • October 26, 2011

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

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

21. DB plan and exclude HCE

    By Lotrfan1, January 31, 2020
    • 2 replies
    • 1.1k views
    • 
    • justanotheradmin
    • January 31, 2020

22. PPA 06 Funding Method

    By JAY21, February 5, 2009
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 10, 2009

23. Pro Ration of Contribution?

    By Dougsbpc, January 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • zimbo
    • January 5, 2010

24. Pension Plan Audit & Sponsor's tax return

    By flosfur, January 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 29, 2004

25. who are participants for purposes of receiving the first annual funding notice no later than 120 days into 2009 (for the 2008 plan/calendar year)

    By gle318612, February 24, 2009
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 24, 2009

26. FIL method, UAL < 0, No FFC, RP 2000-40

    By Effen, April 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 30, 2004

27. 101(d) Notice for EOY Val

    By stbennet, April 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • April 26, 2010

28. Annuities as Investments - Plan Funding

    By Rob P, February 25, 2013
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • February 25, 2013

29. Funding of Defined Benefit Plans

    By John K, November 14, 2024
    • 4 replies
    • 1.1k views
    • 
    • John K
    • November 15, 2024

30. Cash Balance - Lump Sums

    By Guest wecoyote, December 20, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2006

31. Three (3) Employee Categories Within Same Plan

    By LIBOR, February 11, 2005
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 14, 2005

32. Schedule F Income & a new DBP

    By Guest Max Power, October 8, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 12, 2004

33. New PPA regs?

    By carrots, July 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • July 14, 2009

34. Required year end deliveries

    By Audrey, July 2
    • 4 replies
    • 1.1k views
    • 
    • Audrey
    • July 2

35. proposed cash balance regs

    By Gary, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 3, 2003

36. What Must be Contained in Pension Benefit Statement

    By Guest jfreeborn, August 25, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 26, 2011

37. 415 Dollar Limit under new regs

    By Dougsbpc, February 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • February 7, 2008

38. Another RMD Question

    By Dougsbpc, June 21, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 21, 2017

39. 404(a)(7) Limit For Different Plan/Fiscal Years

    By Guest merlin, February 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 14, 2005

40. Minimum distributions following annuity purchase

    By AndyH, January 9, 2012
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • January 9, 2012

41. Son in Plan

    By emmetttrudy, February 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 9, 2010

42. Distribution Calculation for Mandatory Contributory DB Plan

    By Guest lsh, January 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 9, 2004

43. Valuation of Plans Pre-Merger

    By Guest blackacre, August 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 13, 2003

44. AFTAP and new plan

    By AndyH, February 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Penman2006
    • February 12, 2008

45. Late First Year PBGC Filing

    By vrradjew, August 5, 2016   

    • PBGC
    • Filing
    • (and 4 more)

      Tagged with:

      • PBGC
      • Filing
      • Fees
      • Penalties
      • late
      • due date
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • August 5, 2016

46. DB General Test

    By Guest RSNOW, July 16, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 21, 2003

47. earned income and 401(k) deferrals

    By Draper55, August 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2010

48. Does anyone know of a site regarding single life DB plans?

    By Guest jhilliard, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

49. New DB - Already funded SEP for 07

    By Guest erepper, November 9, 2007
    • 4 replies
    • 1.1k views
    • 
    • jevd
    • November 13, 2007

50. Increased Accruals After Normal Retirement Age?

    By ERISA-Bubs, August 18, 2011
    • 3 replies
    • 1.1k views
    • 
    • eeyore
    • August 19, 2011