Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Additional Funding Relief

   By dmb, March 26, 2009
   • 1 reply
   • 848 views
   • 
   • Effen
   • March 26, 2009

2. Valaution & Sch B for the Year of Plan Termination

   By flosfur, August 10, 2004
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • August 10, 2004

3. Any Movement from the IRS under 2005-80 Settlement Initiative for 412(i) Plans?

   By Guest EMM118, May 9, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • May 14, 2006

4. Roth IRA

   By carrots, January 6, 2010
   • 1 reply
   • 986 views
   • 
   • Guest
   • January 6, 2010

5. Adopted new NRD amendment, paid in-service

   By John Feldt ERPA CPC QPA, February 2, 2010
   • 1 reply
   • 928 views
   • 
   • Andy the Actuary
   • February 2, 2010

6. Schedule SB - line 15

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

7. affiliated service group and 401(a)(26)

   By emmetttrudy, June 13, 2013
   • 1 reply
   • 928 views
   • 
   • JAY21
   • June 25, 2013

8. Interest Rate for 2005

   By Guest Bob_DB, December 20, 2004
   • 1 reply
   • 864 views
   • 
   • david rigby
   • December 20, 2004

9. Excess Credit Balance Election

   By Andy the Actuary, May 25, 2010
   • 1 reply
   • 1k views
   • 
   • Mike Preston
   • May 26, 2010

10. Change in Valuation Date

    By Guest chuckb, August 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 18, 2010

11. Employees over age 70-1/2

    By richard, November 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • November 25, 1999

12. cash balance plan early retirement subsidy?

    By Guest RBeck, August 31, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary
    • September 11, 2000

13. FICA wages used for SSLI payment option

    By Guest nic, May 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • RCK
    • May 9, 2001

14. Public Employee with outside earned income

    By Dougsbpc, August 28
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • August 28

15. Maximizing Lump Sum Distribution

    By bvhea, January 24, 2006
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • January 24, 2006

16. Pre-Plan Year Credit Balance Election

    By Andy the Actuary, May 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • May 26, 2010

17. 415 lump sum

    By Mister Met, September 20, 2010
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • September 20, 2010

18. Amendment and Cushion Amount

    By Dougsbpc, November 21, 2011
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • November 21, 2011

19. AFTAP Needed?

    By Andy the Actuary, September 2, 2012
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 3, 2012

20. How do 415 limits apply in a preretirement survivor situation of two different fae db plan benefits?

    By gle3186, June 25, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2004

21. 94 Gar Qx

    By No Name, April 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 30, 2005

22. Restriction on lump sums

    By Medusa, March 26, 2009
    • 1 reply
    • 959 views
    • 
    • Andy the Actuary
    • March 26, 2009

23. DB plan credits predecessor employer service; that provision benefits

    By Guest BJGrenier, November 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Dowist
    • November 29, 1999

24. Check this quirky pension accrual formula

    By Gary, November 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 20, 2000

25. EGTRRA & Cutbacks Under 411(d)

    By Guest nikomendy, August 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • August 27, 2001

26. db plan statistics

    By Guest cooper, September 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 19, 2002

27. Def. of Comp.--does it include work comp. payments

    By Guest Maxwell, April 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 24, 2003

28. Cost of Actuarial Services

    By Guest forum4, October 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • October 28, 2005

29. Deduction of contributions after year of termination?

    By Dennis Povloski, November 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2005

30. New Mortality Table for Current Liability

    By david rigby, November 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 10, 2006

31. 2008 PBGC

    By abanky, July 16, 2008
    • 1 reply
    • 1k views
    • 
    • abanky
    • July 23, 2008

32. 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

33. Disqualified Plan

    By Gary, January 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • January 22, 2008

34. Pension Funding Equity Act 2004

    By Gary, August 14, 2009
    • 1 reply
    • 937 views
    • 
    • SoCalActuary
    • August 14, 2009

35. SH and TH minimum

    By retbenser, February 11, 2011
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 11, 2011

36. 412(e) and 401(k)

    By Tinman, April 3, 2015
    • 1 reply
    • 905 views
    • 
    • Mike Preston
    • April 3, 2015

37. 415 ISSUE for Plan Terminations

    By Sixpack, September 24, 2019   

    • dual pension plans
    • 1 reply
    • 525 views
    • 
    • Mike Preston
    • September 24, 2019

38. Excluding HC's in the general test

    By Guest dietpepsi, September 17, 2003
    • 1 reply
    • 918 views
    • 
    • Guest
    • September 17, 2003

39. RFP for DB Plans - Trustee and/or Outsourcing of Administration

    By Guest jeanps, August 18, 2005
    • 1 reply
    • 2.3k views
    • 
    • SoCalActuary
    • August 18, 2005

40. Lump Sum restrictions in plan with employee conts.

    By Guest Xerxes, March 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • March 5, 2009

41. DB/DC cross-tested Combo

    By retbenser, January 11, 2011
    • 1 reply
    • 940 views
    • 
    • Tom Poje
    • January 11, 2011

42. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

43. Audit Cost

    By Guest Boruch, January 7, 2013
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • January 7, 2013

44. Annual Funding Notice Supplement

    By dmb, March 27, 2013
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • March 28, 2013

45. Frozen DB Plans -- EGTRRA rules

    By davef, July 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 18, 2001

46. Current Liability calculation requirements

    By Guest Marino13, June 24, 2005
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

47. Plan Loans to Owners

    By Gary, November 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • November 7, 2006

48. 11(g) Amendment

    By Dougsbpc, March 3, 2010
    • 1 reply
    • 999 views
    • 
    • Andy the Actuary
    • March 3, 2010

49. Retroactive amendment for (a)(26)

    By cathyw, September 19, 2022
    • 1 reply
    • 745 views
    • 
    • C. B. Zeller
    • September 19, 2022

50. Cash Out/Buy Back

    By Guest Powers, July 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • July 16, 2003