Defined Benefit Plans, Including Cash Balance

7,171 topics in this forum

1. 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

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

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

3. 92 year old family member receiving 415 limit as a J&S

   By tymesup, July 13, 2012
   • 4 replies
   • 1.1k views
   • 
   • tymesup
   • July 16, 2012

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

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

5. Schedule B and SB signature

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

6. Resuming accruals after a freeze

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

7. 206(g) Notice Required?

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

8. Interest & Compensation Rate Components

   By Andy the Actuary, December 19, 2008
   • 3 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • December 27, 2008

9. cash balance plan calculation

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

10. Accrued To-Date Testing

    By truphao, March 20, 2024
    • 11 replies
    • 1.1k views
    • 
    • CuseFan
    • March 21, 2024

11. Lump sum payment restrictions

    By Guest Quicksilver, December 2, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 2, 2010

12. plan termination

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

13. Pre-Plan Year Credit Balance Election

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

14. Quick 415 Question

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

15. first year eoy CB funding whipsaw

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

16. Amending Vals, 5500, PBGC

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

17. Crediting Service

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

18. Multiple Formulas in DB Plan

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

19. Which Plan Doc Applies

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

20. 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

21. Contrib. within Deductible Limits but not deducted

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

22. Mandatory rated ofr actuarial equivalence

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

23. Payout in the 80's

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

24. Investment Advisory Exempt from PBGC Coverage

    By §#$%!, January 28, 2020
    • 5 replies
    • 1.1k views
    • 
    • Draper55
    • January 30, 2020

25. Super Max & PFEA 2004

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

26. Oopsey

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

27. HELP! HCE leaving Underfunded Plan

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

28. 415 Dollar Limit Increase

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

29. Amending SPD

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

30. Owneship % semantics

    By truphao, July 23, 2024
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • July 23, 2024

31. Beneficiary Question

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

32. MAP21 and PBGC 4010

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

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

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

34. Transition Relief under Technical Corrections

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

35. Minimum Funding Standards

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

36. New Defined Benefit Plan

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

37. 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

38. 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

39. NYT - PBGC's Financial status in question

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

40. AFTAP Certification: Is There A Choice

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

41. 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

42. Projected Unit Credit plan out of balance

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

43. New company sponsor and adopt old plan

    By SSRRS, September 15, 2019
    • 8 replies
    • 1.1k views
    • 
    • SSRRS
    • September 20, 2019

44. Benefit Calculation and Funding -- Re: 415

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

45. Terminated Employee Entitled to excess assets?

    By Dougsbpc, August 15, 2024
    • 4 replies
    • 1.1k views
    • 
    • truphao
    • August 16, 2024

46. Contribution To Plan - Allowable Form?

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

47. Sch SB PartIV, Line 18 - nondeductible contributions

    By justanotheradmin, February 29, 2024
    • 4 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • March 1, 2024

48. PPA 06 Higher Minimum Funding Req.

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

49. Distributing Assets during plan termination process

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

50. deemed reduction of Funding Balance

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