Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. PPA Section 302 (c) Effective Date for Coll. Bargained Plans

   By Guest meeh3704, March 4, 2009
   • 1 reply
   • 1.1k views
   • 
   • Effen
   • March 4, 2009

2. Pre-Plan Year Credit Balance Election

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

3. Mandatory rated ofr actuarial equivalence

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

4. Payout in the 80's

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

5. cash balance plan calculation

   By Gary, July 7, 2011
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • July 11, 2011

6. Super Max & PFEA 2004

   By LIBOR, June 15, 2004
   • 2 replies
   • 1.1k views
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   • LIBOR
   • June 15, 2004

7. Multiple Formulas in DB Plan

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

8. Which Plan Doc Applies

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

9. plan termination

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

10. setting up DB plan recommendations for S corp

    By VA, September 23, 2020   

    • db plan
    • third party administrator
    • 3 replies
    • 1.1k views
    • 
    • Value Growth
    • December 21, 2020

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

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

12. Can't project 415 limits for Funding?

    By NonObserver, November 9, 2023   

    • 415
    • asop 27
    • (and 1 more)

      Tagged with:

      • 415
      • asop 27
      • funding
    • 5 replies
    • 1.1k views
    • 
    • NonObserver
    • November 16, 2023

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

    By LIBOR, January 5, 2005
    • 2 replies
    • 1.1k views
    • 
    • LIBOR
    • January 6, 2005

14. Beneficiary Question

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

15. 415 Dollar Limit Increase

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

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

    By JAY21, June 12, 2013
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • June 12, 2013

17. Contrib. within Deductible Limits but not deducted

    By JAY21, April 22, 2009
    • 5 replies
    • 1.1k views
    • 
    • JAY21
    • April 22, 2009

18. 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

19. Amending SPD

    By Guest Donaldson, October 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 29, 2003

20. Oopsey

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

21. 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

22. Transition Relief under Technical Corrections

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

23. Minimum Funding Standards

    By Andy the Actuary, October 31, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • October 31, 2007

24. After tax contributions prior to 1986

    By gc@chimentowebb.com, February 17, 2025
    • 3 replies
    • 1.1k views
    • 
    • Slider
    • February 17, 2025

25. deemed reduction of Funding Balance

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

26. HELP! HCE leaving Underfunded Plan

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

27. NYT - PBGC's Financial status in question

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

28. PPA 06 Higher Minimum Funding Req.

    By JAY21, October 23, 2007
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

29. IRS 736(a) income, can a db plan be set up?

    By Jakyasar, December 5, 2019
    • 4 replies
    • 1.1k views
    • 
    • Jakyasar
    • December 9, 2019

30. Projected Unit Credit plan out of balance

    By Guest lisbetf, April 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 16, 2003

31. Short Plan Year

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

32. New Defined Benefit Plan

    By ac, May 16, 2014
    • 2 replies
    • 1.1k views
    • 
    • ac
    • May 19, 2014

33. Benefit Calculation and Funding -- Re: 415

    By Andy the Actuary, September 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 9, 2009

34. MAP21 and PBGC 4010

    By Craig Jacobs, August 29, 2012
    • 0 replies
    • 1.1k views
    • 
    • Craig Jacobs
    • August 29, 2012

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

    By JAY21, November 8, 2007
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • November 8, 2007

36. Contribution To Plan - Allowable Form?

    By emmetttrudy, September 7, 2012
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 7, 2012

37. DB Annual Funding Valuations

    By JAY21, August 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • August 26, 2010

38. Inconsistent/Incomplete Late Retirement Language - What's the Default?

    By DW, January 30, 2021
    • 6 replies
    • 1.1k views
    • 
    • DW
    • February 5, 2021

39. 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

40. Distributing Assets during plan termination process

    By dmb, July 17, 2013
    • 5 replies
    • 1.1k views
    • 
    • ScottR
    • July 24, 2013

41. Loan to a Limited Partnership

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

42. Increasing Benefits to reduce contribution

    By Guest RBlaine, March 5, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 6, 2009

43. Charging ppts for benefit certifications

    By Guest Kline28, September 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 24, 2004

44. Is it possible to fund maximum benefit in db/dc combo?

    By Effen, February 27, 2008
    • 3 replies
    • 1.1k views
    • 
    • ak2ary
    • February 27, 2008

45. Credit Balance Timing

    By Guest snakeeyes, October 13, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 13, 2008

46. Interest Rate Selection (430 & 436)

    By Andy the Actuary, April 5, 2010
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • April 5, 2010

47. In-Service Distributions - Related Rollover from a DB Plan

    By Towanda, November 7, 2018
    • 4 replies
    • 1.1k views
    • 
    • Towanda
    • November 7, 2018

48. Amending to remove COLAs

    By Guest erepper, April 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 14, 2009

49. Asset Valuation

    By ubermax, August 29, 2006
    • 0 replies
    • 1.1k views
    • 
    • ubermax
    • August 29, 2006

50. AFTAP Certification: Is There A Choice

    By Andy the Actuary, January 3, 2009
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 5, 2009