Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. combo cross test with different eligibility requirements in DC & DB plans

   By Audrey, October 17, 2024
   • 4 replies
   • 1.1k views
   • 
   • Lou S.
   • October 22, 2024

2. excise tax due while funding waiver application is pending?

   By Guest Mariner, April 1, 2009
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • April 1, 2009

3. annuity purchase with insurer

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

4. Individual Aggregate Funding in Year of Termination

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

5. Multiple Formulas in DB Plan

   By JAY21, August 11, 2010
   • 2 replies
   • 1.1k views
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   • Mike Preston
   • August 18, 2010

6. AFTAP after Technical Corrections bill

   By dmb, January 13, 2009
   • 4 replies
   • 1.1k views
   • 
   • Mike Preston
   • January 13, 2009

7. offsetting actuarial increases against benefit accruals

   By Guest allen293, March 31, 2011
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • March 31, 2011

8. 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

9. Payout in the 80's

   By Pension RC, September 8, 2014
   • 7 replies
   • 1.1k views
   • 
   • Pension RC
   • September 11, 2014

10. ben and comp limits, year-to-year change for funding?

    By Guest Java, April 21, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 22, 2004

11. 401a17 Limit for terminating ee

    By TPApril, November 12, 2021
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • November 12, 2021

12. Amending Vals, 5500, PBGC

    By Penman2006, August 31, 2010
    • 3 replies
    • 1.1k views
    • 
    • Penman2006
    • September 1, 2010

13. Oopsey

    By Andy the Actuary, April 16, 2010
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • April 16, 2010

14. 415 Dollar Limit Increase

    By Dougsbpc, January 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • January 4, 2013

15. plan termination

    By Gary, October 10, 2011
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • October 11, 2011

16. Mandatory rated ofr actuarial equivalence

    By ombskid, October 17, 2012
    • 6 replies
    • 1.1k views
    • 
    • ombskid
    • October 17, 2012

17. Lost Participant/Terming DB Plan-moving $$ to PBGC

    By Tinman, September 7, 2012
    • 6 replies
    • 1.1k views
    • 
    • mbozek
    • September 8, 2012

18. Hours for Accrual Service vs. Vesting Service

    By metsfan026, September 10, 2021
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • September 12, 2021

19. cross testing defined benefit plan with ESOP

    By YankeeFan, October 22, 2010
    • 0 replies
    • 1.1k views
    • 
    • YankeeFan
    • October 22, 2010

20. Defined benefit plan and off-shoring

    By Guest Trustee, June 22, 2014   

    • DB plan
    • offshoring
    • 5 replies
    • 1.1k views
    • 
    • jpod
    • June 23, 2014

21. Transition Relief under Technical Corrections

    By AndyH, January 9, 2009
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • January 9, 2009

22. Interplay Between New Cash Balance Plan and Existing Defined Benefit Pension Plan

    By Guest EMM118, May 12, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2008

23. Loan to a Limited Partnership

    By Guest Judy S, April 12, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2007

24. Treatment of Life Insurance Premiums Under PPA

    By Guest s.c.semler, August 16, 2010
    • 3 replies
    • 1.1k views
    • 
    • FAPInJax
    • August 18, 2010

25. Quick 415 Question

    By JBones, August 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • JBones
    • August 11, 2011

26. Self employed defined benefit plan contribution limitations due to losses

    By Guest JimLBSC, July 16, 2014   

    • schedule C
    • NOLs
    • (and 2 more)

      Tagged with:

      • schedule C
      • NOLs
      • defined benefit plan
      • self employed
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 16, 2014

27. Defined Benefit Plan for Sole Proprietor

    By ac, November 20, 2015
    • 3 replies
    • 1.1k views
    • 
    • shERPA
    • November 23, 2015

28. 2007 AFTAP For 08 Presumption

    By Guest merlin, October 31, 2007
    • 3 replies
    • 1.1k views
    • 
    • JAY21
    • November 1, 2007

29. Beneficiary Question

    By Guest jfreeborn, March 3, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 4, 2011

30. HELP! HCE leaving Underfunded Plan

    By Guest jgordon, March 23, 2004
    • 3 replies
    • 1.1k views
    • 
    • ishi
    • March 24, 2004

31. Which Plan Doc Applies

    By Guest jfreeborn, March 25, 2010
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • March 25, 2010

32. NYT - PBGC's Financial status in question

    By JanetM, July 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • July 23, 2003

33. PPA/436 amendment signed in 2009. Need to sign another one?

    By katieinny, November 26, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 26, 2013

34. Additional Funding Charge for a Plan first Subject to ERISA in 2003

    By Rolf Trautmann, December 17, 2003
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • December 18, 2003

35. DB plan with life insurance - funding related

    By Jakyasar, February 27, 2023
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 1, 2023

36. Back Door Roth to go with Cash Balance/PS Plans

    By metsfan026, February 9, 2024
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • February 9, 2024

37. deemed reduction of Funding Balance

    By abanky, July 13, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 13, 2009

38. Short Plan Year

    By Gary, February 28, 2009
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • March 2, 2009

39. Benefit Calculation and Funding -- Re: 415

    By Andy the Actuary, September 8, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • September 9, 2009

40. Increasing Benefits to reduce contribution

    By Guest RBlaine, March 5, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • March 6, 2009

41. cash balance plan calculation

    By Gary, July 7, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • July 11, 2011

42. Credit Balance Timing

    By Guest snakeeyes, October 13, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 13, 2008

43. 401(a)26 with Floor Offset Plan

    By Dougsbpc, November 28, 2020
    • 2 replies
    • 1k views
    • 
    • Calavera
    • November 30, 2020

44. FASB 87 Application to a Mid-Year Merger of DB Plans

    By LIBOR, January 5, 2005
    • 2 replies
    • 1k views
    • 
    • LIBOR
    • January 6, 2005

45. Minimum Funding Standards

    By Andy the Actuary, October 31, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • October 31, 2007

46. Shared Employees - Where are we these days on this ?

    By JAY21, June 12, 2013
    • 0 replies
    • 1k views
    • 
    • JAY21
    • June 12, 2013

47. Escrow Arrangement -- Restriction of Lump Sum to HCEs

    By Andy the Actuary, February 9, 2014
    • 0 replies
    • 1k views
    • 
    • Andy the Actuary
    • February 9, 2014

48. Adding 401(h) Medical Expense Feature to DB Plan

    By JAY21, November 8, 2007
    • 0 replies
    • 1k views
    • 
    • JAY21
    • November 8, 2007

49. Interest & Compensation Rate Components

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • December 27, 2008

50. Lump sum when normal form isn't life and there's a table of....

    By Bri, December 27, 2021
    • 6 replies
    • 1k views
    • 
    • Bri
    • December 28, 2021