Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Filing Form 5500 for Frozen Plan

   By metsfan026, October 11, 2024
   • 6 replies
   • 1k views
   • 
   • Bri
   • October 11, 2024

2. 415 lump sum

   By Mister Met, September 20, 2010
   • 1 reply
   • 1k views
   • 
   • Andy the Actuary
   • September 20, 2010

3. Impact of Poor Investment Results

   By Stash026, August 1, 2019
   • 4 replies
   • 1k views
   • 
   • CuseFan
   • August 1, 2019

4. DB-DC Aggregated;different eligibility req's

   By JAY21, December 29, 2004
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • December 29, 2004

5. 100% J & S Adjustment

   By Dougsbpc, July 7, 2009
   • 1 reply
   • 1k views
   • 
   • Andy the Actuary
   • July 7, 2009

6. Is there a website for you to search for other individual designed plan?

   By Sarah73, January 27, 2022
   • 7 replies
   • 1k views
   • 
   • CuseFan
   • January 28, 2022

7. former 412i plan,

   By Gary, April 26, 2012
   • 3 replies
   • 1k views
   • 
   • mbozek
   • April 27, 2012

8. Recapture of AFTAP-restricted lump sum ?

   By Guest DBPension, April 3, 2009
   • 2 replies
   • 1k views
   • 
   • Andy the Actuary
   • April 4, 2009

9. Prohibited Transaction

   By Guest DBadmin101, November 9, 2011
   • 4 replies
   • 1k views
   • 
   • QDROphile
   • November 9, 2011

10. PBGC Funding Notice

    By Effen, September 20, 2007
    • 0 replies
    • 1k views
    • 
    • Effen
    • September 20, 2007

11. Plan Compensation Issue

    By Guest erisafried, March 28, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 28, 2003

12. CB/PS NC (retirement ages vary)

    By abanky, September 5, 2007
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • September 5, 2007

13. TV DB participant request for information

    By Guest ArrowMatt, December 19, 2003
    • 2 replies
    • 1k views
    • 
    • david rigby
    • December 19, 2003

14. Top Heavy Minimum Benefits

    By Rball4, February 3, 2014
    • 2 replies
    • 1k views
    • 
    • Rball4
    • February 4, 2014

15. 415 and 100% of comp

    By RLR, July 25, 2012
    • 3 replies
    • 1k views
    • 
    • AndyH
    • July 25, 2012

16. SEP IRA at LLC level

    By Guest aincog, December 13, 2006
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • December 13, 2006

17. 242(b) Election at Plan Termination

    By Guest DBadmin101, August 21, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 21, 2011

18. AFTAP for 2007

    By Guest saeissler, February 4, 2008
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • February 5, 2008

19. Replacement Ratios for Execs

    By Guest smstls, May 14, 2005
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 15, 2005

20. Technical Corrections Bill Passed

    By JAY21, January 8, 2008
    • 2 replies
    • 1k views
    • 
    • JAY21
    • January 8, 2008

21. 412 Deficiency and Full Funding Limit

    By ac, February 15, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • February 15, 2005

22. Benefit Form for Funding

    By Dinosaur, February 5, 2015
    • 5 replies
    • 1k views
    • 
    • Dinosaur
    • February 5, 2015

23. Contribution To Plan - Allowable Form?

    By emmetttrudy, September 7, 2012
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • September 7, 2012

24. PBGC Premium Alternative Method

    By Lou S., September 26, 2022
    • 4 replies
    • 1k views
    • 
    • truphao
    • September 27, 2022

25. Cash Balance plan annuity calculation question

    By AndyH, April 22, 2014
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2014

26. Compensation Question

    By Guest kjk, December 12, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 12, 2002

27. Employee exclusions from DB Plans?

    By Lori H, June 9, 2010
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • June 9, 2010

28. 2007 General Test Failure

    By ubermax, May 19, 2008
    • 1 reply
    • 1k views
    • 
    • AndyH
    • May 19, 2008

29. CB/DC Combo - Differing PS % in allocation groups

    By 401(k)athryn, April 4, 2017   

    • cash balance
    • profit sharing
    • (and 2 more)

      Tagged with:

      • cash balance
      • profit sharing
      • gateway
      • rate group
    • 7 replies
    • 1k views
    • 
    • 401(k)athryn
    • April 18, 2017

30. Amortization base in first year of plan

    By Guest Deflector, September 19, 2008
    • 4 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • September 22, 2008

31. 2017 mortality - effect on annuities

    By SoCalActuary, November 15, 2016
    • 6 replies
    • 1k views
    • 
    • Calavera
    • November 16, 2016

32. aftaps

    By Guest lip, September 22, 2008
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • September 23, 2008

33. Average Benefit % Test

    By DTH, October 1, 2004
    • 2 replies
    • 1k views
    • 
    • AndyH
    • October 3, 2004

34. Enhanced benefits at termination

    By Young Curmudgeon, February 22, 2008
    • 2 replies
    • 1k views
    • 
    • Young Curmudgeon
    • February 22, 2008

35. Which salary to use when changing classifications

    By Guest g2njl@aol.com, September 21, 2007
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • September 24, 2007

36. 2008 Minimum Funding

    By zimbo, January 30, 2008
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • January 30, 2008

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

    By Towanda, November 7, 2018
    • 4 replies
    • 1k views
    • 
    • Towanda
    • November 7, 2018

38. Irregularity in Election of Form of Benefit

    By Tax Geek, August 1, 2014
    • 3 replies
    • 1k views
    • 
    • Tax Geek
    • August 1, 2014

39. 2008 Schedule SB

    By mwyatt, March 13, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • March 13, 2009

40. Cash balance regs withdrawn

    By KJohnson, June 15, 2004
    • 1 reply
    • 1k views
    • 
    • MGB
    • June 15, 2004

41. Quarterly Contribution Notice Requirement

    By emmetttrudy, August 15, 2011
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • August 30, 2011

42. changing valuation date

    By Dinosaur, July 15, 2011
    • 3 replies
    • 1k views
    • 
    • Dinosaur
    • July 18, 2011

43. Do u have to switch to UC for a frozen DB Plan?

    By himt4, March 2, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 2, 2005

44. 415 & Plan Term

    By Penman2006, December 20, 2006
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • December 21, 2006

45. Capping Benefits Due to 415(b)(1)(B) for Delayed Retiree

    By Eric Taylor, March 29, 2016
    • 1 reply
    • 1k views
    • 
    • My 2 cents
    • March 29, 2016

46. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1k views
    • 
    • AKowalski
    • May 12, 2020

47. Pension Funding

    By Belgarath, July 15, 2010
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • July 15, 2010

48. Recoupment of overpaid withholdings

    By tja, August 22, 2019   

    • overpayment
    • recoupment
    • (and 5 more)

      Tagged with:

      • overpayment
      • recoupment
      • withholdings
      • withholding
      • form 941x
      • form 843
      • form 945x
    • 2 replies
    • 1k views
    • 
    • tja
    • August 26, 2019

49. cash balance plan and relius

    By HarleyBabe, March 12, 2010
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • March 12, 2010

50. lump sum available only for part of benefit

    By Guest meggie, September 2, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • September 2, 2004