Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance Plans with different levels of benefits and backloading issue.

   By Guest ymoore, May 27, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 27, 2005

2. Doc says NRA = 70 ?

   By Guest Partly Cloudy, February 12, 2004
   • 3 replies
   • 1.1k views
   • 
   • AndyH
   • February 12, 2004

3. Cutbacks 411(d) - COLA and ASDs

   By Guest Eris@rab, September 18, 2008
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • September 18, 2008

4. Does a Nondeductible Contribution Considered a Basis On Distribution?

   By Guest amadeus, December 24, 2004
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • December 27, 2004

5. looking for a disability table and a withdrawal table

   By abanky, October 22, 2010
   • 4 replies
   • 1.1k views
   • 
   • My 2 cents
   • October 29, 2010

6. Normal ret age amendment

   By Gary, December 22, 2010
   • 6 replies
   • 1.1k views
   • 
   • Gary
   • December 23, 2010

7. Is an offset plan the best here?

   By rcline46, June 11, 2010
   • 3 replies
   • 1.1k views
   • 
   • rcline46
   • June 14, 2010

8. Can a salary scale be used with Level Dollar Individual Aggregate funding method?

   By Guest billkalke, April 19, 2005
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • April 19, 2005

9. Prohibited Payments and Plan Aggregation

   By Guest Aaron Pierce, March 25, 2011
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • March 25, 2011

10. Segment Rate Trend

    By Pension RC, March 21, 2014
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • March 21, 2014

11. Amendment to change procedure to apply for diability pension

    By alexa, November 19, 2011
    • 5 replies
    • 1.1k views
    • 
    • alexa
    • November 20, 2011

12. AFTAP - One Person Plan

    By Andy the Actuary, January 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 22, 2009

13. 436 Restrictions on Plan Amendments

    By IRA, September 29, 2014
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • September 29, 2014

14. silly question about pbgc

    By abanky, September 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

15. Maximum Deduction for Sole prop DB who also has a PSP

    By Pension RC, June 30, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 30, 2013

16. In-Service Distribution

    By Dougsbpc, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • December 22, 2010

17. Mortality Table

    By Pension RC, September 1, 2013
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • September 3, 2013

18. Benefits, rights and features

    By FAPInJax, March 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • March 18, 2009

19. Non-discrimination Participation Test

    By Pension RC, December 6, 2013
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 9, 2013

20. Restricted Benefit Payments and QDRO

    By Dougsbpc, March 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 25, 2009

21. Dang Acronyms - need a little help with ITO

    By 2muchstress, April 5, 2005
    • 2 replies
    • 1.1k views
    • 
    • 2muchstress
    • April 5, 2005

22. Vesting and eligibility involving merged companies and merged DB plans

    By gle3186, January 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • gle3186
    • January 14, 2005

23. Change in funding method

    By dmb, June 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • June 2, 2005

24. Restructuring DB Plan with different salary definitions

    By LarryDavid, May 21, 2013
    • 0 replies
    • 1.1k views
    • 
    • LarryDavid
    • May 21, 2013

25. New PPA mortality tables

    By FAPInJax, July 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • July 19, 2007

26. Fractional Accrual rule for Fresh Start w/ Add-on

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

27. NRA & Notice 2007-69

    By Penman2006, November 21, 2007
    • 4 replies
    • 1.1k views
    • 
    • Penman2006
    • November 23, 2007

28. When is contribution credited?

    By Hojo, September 28, 2023
    • 6 replies
    • 1.1k views
    • 
    • truphao
    • October 2, 2023

29. AFN For EZ-Filer

    By emmetttrudy, May 24, 2017
    • 5 replies
    • 1.1k views
    • 
    • Effen
    • May 24, 2017

30. change in valuation date

    By jane murray, December 19, 2018
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 19, 2018

31. DB accountant's report rules

    By AndyH, August 27, 2003
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • August 28, 2003

32. Plan that never reported FAS

    By Guest saeissler, January 10, 2007
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 10, 2007

33. Schedule SB, line 38

    By Mister Met, September 16, 2009
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • September 16, 2009

34. first year eoy CB funding whipsaw

    By abanky, January 18, 2010
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 18, 2010

35. Deduction for Short Taxable Year

    By RLR, January 6, 2015
    • 2 replies
    • 1.1k views
    • 
    • RLR
    • January 8, 2015

36. Schedule B and SB signature

    By mphs77, August 23, 2013
    • 2 replies
    • 1.1k views
    • 
    • mphs77
    • August 23, 2013

37. Crediting Service

    By Young Curmudgeon, April 11, 2008
    • 4 replies
    • 1.1k views
    • 
    • Effen
    • April 12, 2008

38. Current Liability calculation requirements

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

39. Duplicate DB benefit payments

    By Guest Blueglass, December 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 10, 2003

40. two plan top heavy question

    By himt4, January 11, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 11, 2007

41. What limits are combined when Employer maintains 401k/PS and Cash Balance Plan

    By jkharvey, July 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

42. Resuming accruals after a freeze

    By Guest tomc, April 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 15, 2010

43. 206(g) Notice Required?

    By mwyatt, November 20, 2008
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • November 21, 2008

44. Required Beginning Date

    By Michael Burkow, December 14, 2023
    • 5 replies
    • 1.1k views
    • 
    • Michael Burkow
    • December 18, 2023

45. Pre-Plan Year Credit Balance Election

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

46. valuation deadline

    By abanky, November 20, 2007
    • 5 replies
    • 1.1k views
    • 
    • mwyatt
    • November 20, 2007

47. statutory amendments

    By Gary, March 29, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • March 29, 2012

48. Plan Loan from DB PLan

    By Gary, May 11, 2005
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • May 11, 2005

49. funding to the 415 limit at plan termination

    By K2, October 10, 2018
    • 9 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 2, 2018

50. annuity purchase with insurer

    By Gary, September 21, 2011
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 21, 2011