Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Private Annuities and related Trusts

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

2. 417(e) assumptions for SECURE Act disclosure

   By gc@chimentowebb.com, November 8, 2024
   • 6 replies
   • 1k views
   • 
   • gc@chimentowebb.com
   • November 9, 2024

3. IRS Late 5500 Notices

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

4. Annuity Purchase

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

5. Amend out floor-offset language?

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

6. Adding retirees to an existing plan

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

7. Salary reduction contributions permitted?

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

8. Prohibited Transaction

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

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

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

10. Husband & Wife Controlled Group Question In Setting Up Plan(s)

    By metsfan026, November 18, 2024
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • November 18, 2024

11. Over Contribution

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

12. 2004 Schedule B

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

13. distribution

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

14. Rates for lump sum distributions

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

15. New Cash-Balance Plan Approvals ?

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

16. Question on valuation date change

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

17. Effect of IRS Notice 2015-49

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

18. fas 158

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

19. Deduction of Contribution

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

20. Initial Audit

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

21. Deadline for deductible contribution

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

22. calculating comp limits pre-EGTRRA method after EGTRRA

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

23. waiver of premium

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

24. Schedule T question...

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

25. 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

26. Incarcerated spouse of participant receiving a distribution from a terminating pension plan

    By Cecilia Veto, May 10, 2022
    • 5 replies
    • 1k views
    • 
    • Cecilia Veto
    • May 11, 2022

27. Cash-Balance Client Profile

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

28. 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

29. Questions regarding DB valuations

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

30. Lump sum calculation

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

31. 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

32. 401(a)(9)-Rollovers to DB Plan

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

33. PBGC Audit

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

34. Gateway Question

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

35. Restricted HCE/New Corporate Bond Idex Rates

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

36. Union employees no longer in the union

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

37. EGTRRA non-amenders

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

38. increase accrual rate after nra

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

39. union plans

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

40. Amendment eliminating credit for service with successor

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

41. EGTRRA & S404/412 Funding Calculations

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

42. Protected benefit question

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

43. Over Contribution

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

44. 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

45. EOY Valuation & AFTAP

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

46. Deemed Burn and SB Reporting

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

47. Plan Termination Question

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

48. Use of Credit Balances

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

49. PBGC variable rate

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

50. Combined plan deductible limit - floor/offset

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