Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Minimum distributions following annuity purchase

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

2. What Must be Contained in Pension Benefit Statement

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

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

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

4. DB General Test

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

5. cash balance plan

   By Gary, April 24, 2003
   • 0 replies
   • 1.1k views
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   • Gary
   • April 24, 2003

6. Increased Accruals After Normal Retirement Age?

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

7. AFTAP and new plan

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

8. Prior Participation and Service

   By Guest MDG, November 5, 2003
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • November 5, 2003

9. 415 Dollar Limit under new regs

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

10. Individual Aggregate Funding in Year of Termination

    By Guest Bob_DB, November 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • November 1, 2004

11. Combined Plan Limit

    By Pension RC, July 9, 2014
    • 3 replies
    • 1.1k views
    • 
    • Pension RC
    • July 9, 2014

12. New DB - Already funded SEP for 07

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

13. DB Deductions & Employee Costs

    By JAY21, May 8, 2006
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • May 9, 2006

14. Pension Plans & Total Rewards Statements

    By TPApril, August 27, 2024
    • 6 replies
    • 1.1k views
    • 
    • TPApril
    • August 28, 2024

15. JSL PLan

    By Guest Doogie61, December 10, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2009

16. DB Plan and 401(a)4 Testing

    By Dougsbpc, October 31, 2012
    • 2 replies
    • 1.1k views
    • 
    • Hojo
    • October 31, 2012

17. Non-insured plan failure

    By Guest BruceC, June 23, 2010
    • 8 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 28, 2010

18. Annual Funding Notice for Terminated Plan

    By Guest TammyS, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • March 31, 2009

19. PFEA and Lump Sums Under RR 98-1

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

20. Participant Notices upon termination of employment

    By ac, May 2, 2012
    • 1 reply
    • 1.1k views
    • 
    • frizzyguy
    • May 3, 2012

21. 415 lump sum question

    By Mister Met, June 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • July 1, 2013

22. 1099R for benefits sent to the PBGC

    By Guest flogger, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • January 27, 2004

23. Termination date and Accrual of benefit

    By flosfur, July 5, 2005
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 6, 2005

24. Madoff losses on 5500

    By Guest Sus95, April 29, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 29, 2009

25. max deductions, allocation, application

    By Gary, September 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Calavera
    • September 8, 2011

26. 412(d)(2) Board Resolution vs. Plan Amendment

    By John314, June 17, 2024   

    • maximum deductible
    • amendment
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • June 20, 2024

27. Doc says NRA = 70 ?

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

28. Restructuring DB Plan with different salary definitions

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

29. funding to the 415 limit at plan termination

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

30. cushion amount

    By Gary, July 29, 2011
    • 1 reply
    • 1.1k views
    • 
    • FAPInJax
    • August 1, 2011

31. Excess Distribution due to PPA Change in 415 Interest Rate

    By Guest sueczer, February 23, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 23, 2007

32. Can one file 5500-EZ before SB is signed?

    By Jakyasar, October 1, 2022
    • 4 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • October 5, 2022

33. Leased Employees

    By emmetttrudy, April 29, 2009
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • April 29, 2009

34. Normal ret age amendment

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

35. Plan Loan from DB PLan

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

36. In-Service Distribution

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

37. Amendment to change procedure to apply for diability pension

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

38. 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

39. 436 Restrictions on Plan Amendments

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

40. 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

41. Restricted Benefit Payments and QDRO

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

42. Dang Acronyms - need a little help with ITO

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

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

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

44. 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

45. Massive Merger?

    By SoCalActuary, June 29, 2009
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 2, 2009

46. Reversing election to reduce credit balances due to MAP-21

    By dmb, November 26, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • November 27, 2012

47. DB/401k 415 limits

    By pgold, October 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 17, 2012

48. change in valuation date

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

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

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

50. Change in funding method

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