Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. PBGC variable rate

   By FAPInJax, July 9, 2003
   • 3 replies
   • 1k views
   • 
   • mwyatt
   • July 11, 2003

2. Effect of IRS Notice 2015-49

   By Belgarath, January 5, 2018
   • 4 replies
   • 1k views
   • 
   • CuseFan
   • January 5, 2018

3. Help on PBGC guarantees

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

4. Uncashed Pension Checks

   By poisnivey, November 14, 2018   

   • pension
   • checks
   • (and 2 more)

     Tagged with:

     • pension
     • checks
     • uncashed
     • non responsive participant
   • 2 replies
   • 1k views
   • 
   • Doc Ument
   • November 14, 2018

5. IRS Audit of a DB Plan

   By flosfur, January 29, 2004
   • 1 reply
   • 1k views
   • 
   • david rigby
   • January 29, 2004

6. fas 158

   By Gary, March 22, 2011
   • 2 replies
   • 1k views
   • 
   • Gary
   • March 22, 2011

7. Lump sum calculation

   By Guest DBStudentAct, December 3, 2010
   • 2 replies
   • 1k views
   • 
   • david rigby
   • December 3, 2010

8. Plan Termination Question

   By Guest mingblue, March 15, 2007
   • 1 reply
   • 1k views
   • 
   • david rigby
   • March 15, 2007

9. Restricted EE also a Beneficiary

   By Guest jody303, June 18, 2003
   • 3 replies
   • 1k views
   • 
   • Guest
   • June 19, 2003

10. Schedule T question...

    By fiona1, June 21, 2005
    • 0 replies
    • 1k views
    • 
    • fiona1
    • June 21, 2005

11. New Cash-Balance Plan Approvals ?

    By Guest RSNOW, August 7, 2003
    • 2 replies
    • 1k views
    • 
    • mbozek
    • August 8, 2003

12. PBGC Annual Funding Notice

    By JAY21, March 30, 2009
    • 0 replies
    • 1k views
    • 
    • JAY21
    • March 30, 2009

13. Cash-Balance Client Profile

    By JAY21, December 3, 2004
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 6, 2004

14. Combined plan deductible limit - floor/offset

    By tymesup, January 10, 2008
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 10, 2008

15. 2008 PPA Funding

    By JAY21, October 27, 2008
    • 3 replies
    • 1k views
    • 
    • mwyatt
    • October 29, 2008

16. 401(a)(26) and document

    By retbenser, May 3, 2011
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 3, 2011

17. EGTRRA & S404/412 Funding Calculations

    By flosfur, March 24, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 24, 2003

18. Personal check used for funding corporate DB

    By Guest Nineteen, February 6, 2004
    • 4 replies
    • 1k views
    • 
    • GBurns
    • February 6, 2004

19. Misguided Guidance

    By Andy the Actuary, April 17, 2007
    • 0 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 17, 2007

20. Use of Credit Balances

    By Dougsbpc, January 26, 2009
    • 2 replies
    • 1k views
    • 
    • Penman2006
    • January 26, 2009

21. Disability Retirement and Definition of "Employment"

    By Christine Roberts, December 9, 2004
    • 2 replies
    • 1k views
    • 
    • Christine Roberts
    • December 9, 2004

22. Investment opportunity.

    By Guest SRisher, September 28, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 28, 2005

23. Waiver of Benefits under a DB Plan

    By Guest EMM118, September 8, 2006
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • September 8, 2006

24. Termination of DB Plan Insufficient Assets

    By LIBERTYKID, February 23, 2012
    • 2 replies
    • 1k views
    • 
    • Effen
    • February 23, 2012

25. Contributions to a Trust Without a Tax ID ?

    By Guest mingblue, February 9, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • February 9, 2007

26. Investment Advisory Exempt from PBGC Coverage

    By §#$%!, January 28, 2020
    • 5 replies
    • 1k views
    • 
    • Draper55
    • January 30, 2020

27. Union employees no longer in the union

    By Guest flogger, June 14, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 22, 2004

28. Protected benefit question

    By fiona1, November 22, 2016
    • 2 replies
    • 1k views
    • 
    • fiona1
    • November 22, 2016

29. 430/436 plan language

    By Guest bobolink, October 22, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 22, 2009

30. valuing a step ab

    By abanky, January 5, 2007
    • 0 replies
    • 1k views
    • 
    • abanky
    • January 5, 2007

31. New 412(i) class action

    By Guest edm32, February 25, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 25, 2008

32. What to do about DB plans? A Not-for-Profit Corp is acquiring 2 other Not-For-Profit facilities, one is a County facility.

    By katieinny, September 24, 2013   

    • Can we refuse the DB plans?
    • 4 replies
    • 1k views
    • 
    • katieinny
    • September 25, 2013

33. Benefitting determination

    By FAPInJax, March 29, 2004
    • 4 replies
    • 1k views
    • 
    • AndyH
    • March 30, 2004

34. Lumps Sums to Retirees

    By nancy, March 1, 2013
    • 3 replies
    • 1k views
    • 
    • david rigby
    • March 2, 2013

35. Variable Rate Premiums

    By Guest jazzy, September 4, 2003
    • 4 replies
    • 1k views
    • 
    • Effen
    • September 5, 2003

36. Coverage Testing of Employee Choice

    By AndyH, February 14, 2007
    • 0 replies
    • 1k views
    • 
    • AndyH
    • February 14, 2007

37. Participation

    By ombskid, April 25, 2013
    • 4 replies
    • 1k views
    • 
    • ombskid
    • April 25, 2013

38. Recent DOL audit on required disclosures defined benefit plan

    By Adam, August 31, 2017
    • 3 replies
    • 1k views
    • 
    • ESOP Guy
    • September 7, 2017

39. Over Contribution

    By Guest PAUL DUGAN, December 7, 2007
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • December 7, 2007

40. Deemed Uniformity & 401(l)

    By LIBOR, May 3, 2005
    • 0 replies
    • 1k views
    • 
    • LIBOR
    • May 3, 2005

41. PBGC Form 10 question

    By AndyH, March 23, 2012
    • 3 replies
    • 1k views
    • 
    • david rigby
    • March 24, 2012

42. MYPPA 5-27-2010

    By Andy the Actuary, May 27, 2010
    • 1 reply
    • 1k views
    • 
    • tymesup
    • June 2, 2010

43. Amend out floor-offset language?

    By Cloudy, September 10, 2018
    • 9 replies
    • 1k views
    • 
    • C. B. Zeller
    • September 14, 2018

44. Multi-Employer Question

    By Guest Happy Actuary, April 26, 2007
    • 2 replies
    • 1k views
    • 
    • Effen
    • April 26, 2007

45. Owneship % semantics

    By truphao, July 23, 2024
    • 6 replies
    • 1k views
    • 
    • Paul I
    • July 23, 2024

46. AFTAP for 12/31 Plan Year

    By nancy, October 1, 2012
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • October 1, 2012

47. Excise Tax for 2 years

    By emmetttrudy, August 13, 2010
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • August 14, 2010

48. Excess Credit Balance Election

    By Andy the Actuary, May 25, 2010
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • May 26, 2010

49. Early Retirement Pensioner Returning To Work. What Happens To Benefit?

    By Stash026, March 3, 2016
    • 4 replies
    • 1k views
    • 
    • My 2 cents
    • March 4, 2016

50. Benefit Commencement Post NRA

    By LIBERTYKID, March 11, 2011
    • 1 reply
    • 1k views
    • 
    • Effen
    • March 11, 2011