Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Order of Amortization Bases

   By SRM, July 16, 2007
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • July 16, 2007

2. Minimum Lump Sums Under Standard Terminations

   By Andy the Actuary, January 17, 2009
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • January 19, 2009

3. Deduction question

   By Guest wayneiser, September 13, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 14, 2004

4. 401(a)(26) Problem?

   By Dougsbpc, March 5, 2012
   • 2 replies
   • 1.1k views
   • 
   • Dougsbpc
   • March 6, 2012

5. Death Benefit Issues For Deferred Retiree

   By mming, May 20, 2014
   • 2 replies
   • 1.1k views
   • 
   • Effen
   • May 20, 2014

6. Funding Target

   By dmb, September 15, 2008
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • October 22, 2008

7. 2007 PBGC Notice

   By AndyH, August 29, 2007
   • 1 reply
   • 1.1k views
   • 
   • tuni88
   • August 30, 2007

8. life insurance on owner only

   By SheilaD, November 8, 2011
   • 3 replies
   • 1.1k views
   • 
   • frizzyguy
   • November 14, 2011

9. LLC terminated 1st year of plan

   By RobN, March 15, 2007
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • March 16, 2007

10. Removal of DB contribution after SB filed for terminated plan

    By VeryOldMan, September 2, 2021
    • 5 replies
    • 1.1k views
    • 
    • VeryOldMan
    • September 4, 2021

11. Investment Advisory Exempt from PBGC Coverage

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

12. Use of "safety valve" provision of §1.401(a)(4)-3(C)(3) with respect to the general test for nondiscrimination in amount of benefits

    By gle318612, August 30, 2010
    • 0 replies
    • 1.1k views
    • 
    • gle318612
    • August 30, 2010

13. PPA Restrictions

    By Andy the Actuary, January 3, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 26, 2008

14. Owneship % semantics

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

15. Investment mix

    By david rigby, August 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • August 6, 2004

16. PBGC Unfunded Vested Valuation Date

    By Guest osmundo, April 24, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2011

17. beginning of year valuations

    By Guest lip, June 13, 2008
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 13, 2008

18. 415 lump sum

    By Mister Met, September 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • September 20, 2010

19. 2008 PBGC

    By abanky, July 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • abanky
    • July 23, 2008

20. Missed quarterly contributions - notification of participants

    By truphao, November 22, 2020   

    • missed quarterlies
    • 2 replies
    • 1.1k views
    • 
    • truphao
    • November 23, 2020

21. Service for Eligibility and Vesting on Foreign National

    By DTH, June 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • June 9, 2004

22. Deduction of 150% UCL, amendment in effect 2 yrs

    By Guest sueczer, December 11, 2007
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 12, 2007

23. Terminated Employee Entitled to excess assets?

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

24. 2008 PPA Funding

    By JAY21, October 27, 2008
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • October 29, 2008

25. Cash Balance to Roth IRA

    By Lou81, December 20, 2021   

    • roth ira
    • rollover
    • 2 replies
    • 1.1k views
    • 
    • Lou81
    • December 20, 2021

26. Premium brain cramp check EOY valuation

    By mwyatt, May 4, 2005
    • 0 replies
    • 1.1k views
    • 
    • mwyatt
    • May 4, 2005

27. Quarterly contributions for Short plan year

    By Guest shronesz, May 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003

28. Employee exclusions from DB Plans?

    By Lori H, June 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • June 9, 2010

29. 5500 schedule order

    By Effen, August 5, 2009
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • August 5, 2009

30. Form 56

    By Peanut Butter Man, November 7, 2007
    • 1 reply
    • 1.1k views
    • 
    • gc@chimentowebb.com
    • November 7, 2007

31. Can a 412(e)(3) plan be frozen?

    By amoy, November 11, 2015
    • 0 replies
    • 1.1k views
    • 
    • amoy
    • November 11, 2015

32. 242(b) Election at Plan Termination

    By Guest DBadmin101, August 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 21, 2011

33. TV DB participant request for information

    By Guest ArrowMatt, December 19, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 19, 2003

34. 5500 lunacy

    By ScottR, April 28, 2010
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • April 28, 2010

35. End of year valuations

    By jkdoll2, September 17, 2008
    • 2 replies
    • 1k views
    • 
    • tymesup
    • September 18, 2008

36. cash balance plan and relius

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

37. Replacement Ratios for Execs

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

38. Deduction question when plan year different than tax year

    By Craig Schiller, July 7, 2022
    • 2 replies
    • 1k views
    • 
    • Nate S
    • July 13, 2022

39. Enhanced benefits at termination

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

40. former 412i plan,

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

41. Sch SB PartIV, Line 18 - nondeductible contributions

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

42. 2 db plans for 2 companies

    By Guest lip, March 5, 2008
    • 5 replies
    • 1k views
    • 
    • Guest
    • March 7, 2008

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

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

44. Help on PBGC guarantees

    By Guest DBPension, April 30, 2009
    • 4 replies
    • 1k views
    • 
    • tymesup
    • May 1, 2009

45. DB plan distribution miscalculation

    By pcbenefits007, September 20, 2013
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • September 20, 2013

46. 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

47. Recapture of AFTAP-restricted lump sum ?

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

48. changing valuation date

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

49. Average Benefit % Test

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

50. "Rehired" if e/e comes back for 1 day as a temp?

    By erisageek1978, July 15, 2024
    • 6 replies
    • 1k views
    • 
    • C. B. Zeller
    • July 24, 2024