Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. lump sum available only for part of benefit

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

2. Church DB contributory Plan - allocate interest if termed before vested?

   By pcbenefits007, April 22, 2014   

   • interest
   • contributory
   • (and 1 more)

     Tagged with:

     • interest
     • contributory
     • church
   • 1 reply
   • 1k views
   • 
   • My 2 cents
   • April 22, 2014

3. 2007 PBGC Schedule A

   By dmb, March 30, 2007
   • 1 reply
   • 1k views
   • 
   • SoCalActuary
   • March 30, 2007

4. troubled plan

   By Gary, June 30, 2012
   • 1 reply
   • 1k views
   • 
   • tuni88
   • June 30, 2012

5. Game Plan for DB NQPs in Light of the American Jobs Creation Act(Also Appears in Nonqualified Deferred Conpension Section)

   By Guest cjk, February 3, 2005
   • 1 reply
   • 1k views
   • 
   • Kirk Maldonado
   • February 4, 2005

6. standing elections

   By Gary, March 28, 2011
   • 0 replies
   • 1k views
   • 
   • Gary
   • March 28, 2011

7. Prohibited Transaction

   By Guest TuckerB, August 25, 2009
   • 2 replies
   • 1k views
   • 
   • david rigby
   • August 25, 2009

8. Deduction of Contribution

   By Dougsbpc, October 21, 2009
   • 0 replies
   • 1k views
   • 
   • Dougsbpc
   • October 21, 2009

9. Form 56

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

10. Valaution & Sch B for the Year of Plan Termination

    By flosfur, August 10, 2004
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • August 10, 2004

11. Adding retirees to an existing plan

    By Guest Grant, May 21, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • May 24, 2007

12. 2004 Schedule B

    By mwyatt, January 3, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • January 3, 2005

13. Advocate for participants in 412i plan - please help

    By Guest Dean2010, June 11, 2010
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • June 11, 2010

14. Deadline for deductible contribution

    By Gary, August 3, 2007
    • 0 replies
    • 1k views
    • 
    • Gary
    • August 3, 2007

15. waiver of premium

    By goldtpa, March 13, 2003
    • 0 replies
    • 1k views
    • 
    • goldtpa
    • March 13, 2003

16. SIMPLE plan to qualified plan

    By Gary, December 9, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • December 10, 2009

17. plan termination

    By Gary, April 15, 2011
    • 0 replies
    • 1k views
    • 
    • Gary
    • April 15, 2011

18. How long to get a Determination for Termination?

    By Guest sugar daddy, August 30, 2011
    • 3 replies
    • 1k views
    • 
    • emmetttrudy
    • September 7, 2011

19. Questions regarding DB valuations

    By Guest Doogie61, September 1, 2009
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • September 4, 2009

20. Defined Benefit Minimum Distributions

    By Blinky the 3-eyed Fish, May 14, 2003
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2003

21. Missed quarterly contributions - notification of participants

    By truphao, November 22, 2020   

    • missed quarterlies
    • 2 replies
    • 1k views
    • 
    • truphao
    • November 23, 2020

22. Deductible Contribution for Terminated PLan

    By emmetttrudy, January 20, 2011
    • 1 reply
    • 1k views
    • 
    • ScottR
    • January 29, 2011

23. New Plan - Existing S-Corp that has "not been used in the past"

    By JBones, August 22, 2011
    • 3 replies
    • 1k views
    • 
    • ScottR
    • August 28, 2011

24. Initial Audit

    By Guest EWESTENBERGER, July 6, 2009
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • July 6, 2009

25. IRS Late 5500 Notices

    By JAY21, January 7, 2008
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • January 8, 2008

26. calculating comp limits pre-EGTRRA method after EGTRRA

    By Guest knichols, March 9, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 9, 2005

27. PBGC Unfunded Vested Valuation Date

    By Guest osmundo, April 24, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 24, 2011

28. Rates for lump sum distributions

    By mming, October 31, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • October 31, 2003

29. 401(a)(9)-Rollovers to DB Plan

    By JAY21, December 22, 2004
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 23, 2004

30. PBGC Audit

    By Guest ccl, November 7, 2008
    • 2 replies
    • 1k views
    • 
    • tymesup
    • November 7, 2008

31. Salary reduction contributions permitted?

    By Kitty, July 2, 2013
    • 2 replies
    • 1k views
    • 
    • Kitty
    • July 5, 2013

32. Question on valuation date change

    By Guest Doogie61, November 13, 2009
    • 1 reply
    • 1k views
    • 
    • JAY21
    • November 13, 2009

33. Asset Valuation Method

    By dmb, September 30, 2009
    • 3 replies
    • 1k views
    • 
    • david rigby
    • October 7, 2009

34. distribution

    By Gary, October 13, 2011
    • 2 replies
    • 1k views
    • 
    • Gary
    • October 13, 2011

35. how to deal with a significant step in benefits after participant reaches 70 1/2

    By Hilton, March 3, 2016   

    • Accrual
    • Actuarial
    • (and 1 more)

      Tagged with:

      • Accrual
      • Actuarial
      • multiple plans
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • March 4, 2016

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

    By DW, January 30, 2021
    • 6 replies
    • 1k views
    • 
    • DW
    • February 5, 2021

37. Over Contribution

    By Dennis Povloski, March 18, 2008
    • 2 replies
    • 1k views
    • 
    • Dennis Povloski
    • March 18, 2008

38. union plans

    By Gary, June 20, 2003
    • 1 reply
    • 1k views
    • 
    • MGB
    • June 20, 2003

39. EOY Valuation & AFTAP

    By flosfur, March 10, 2009
    • 0 replies
    • 1k views
    • 
    • flosfur
    • March 10, 2009

40. Deemed Burn and SB Reporting

    By Guest Jcarolan, May 4, 2012
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • May 6, 2012

41. EGTRRA non-amenders

    By Guest guppy, May 21, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 21, 2004

42. increase accrual rate after nra

    By Guest erisa75, December 16, 2011
    • 1 reply
    • 1k views
    • 
    • Effen
    • December 16, 2011

43. Annuity Purchase

    By Andy the Actuary, October 31, 2007
    • 1 reply
    • 1k views
    • 
    • tuni88
    • October 31, 2007

44. Divorce on Annuity Starting Date

    By BTG, June 30, 2022
    • 3 replies
    • 1k views
    • 
    • BTG
    • July 4, 2022

45. 1.404(a)-14(e)(1) deductibility for 2 years of pension contributions in 1 taxable period

    By CharlesLeggette, April 22, 2016
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • April 25, 2016

46. Amendment eliminating credit for service with successor

    By Guest shelle, October 30, 2002
    • 3 replies
    • 1k views
    • 
    • david rigby
    • October 30, 2002

47. Private Annuities and related Trusts

    By Gary, June 28, 2004
    • 1 reply
    • 1k views
    • 
    • mbozek
    • June 29, 2004

48. Gateway Question

    By stbennet, March 29, 2012
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • March 30, 2012

49. Restricted HCE/New Corporate Bond Idex Rates

    By JAY21, September 10, 2004
    • 0 replies
    • 1k views
    • 
    • JAY21
    • September 10, 2004

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

    By Jakyasar, December 5, 2019
    • 4 replies
    • 1k views
    • 
    • Jakyasar
    • December 9, 2019