Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Sole Prop Net Comp - Unpaid Required Contributions

   By Hojo, September 2, 2020
   • 2 replies
   • 1k views
   • 
   • AndyH
   • September 18, 2020

2. Recent DOL audit on required disclosures defined benefit plan

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

3. Restricted EE also a Beneficiary

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

4. Personal check used for funding corporate DB

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

5. Deemed Uniformity & 401(l)

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

6. Termination of DB Plan Insufficient Assets

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

7. Disability Retirement and Definition of "Employment"

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

8. Need Names of Companies Implementing In-Service Distributions from DB Plans ('Phased Retirement')

   By Minutiae or not?, February 27, 2020
   • 3 replies
   • 1k views
   • 
   • Minutiae or not?
   • February 28, 2020

9. 401(a)(26) and document

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

10. PBGC Annual Funding Notice

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

11. Contributions to a Trust Without a Tax ID ?

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

12. Investment opportunity.

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

13. Misguided Guidance

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

14. PBGC Form 10 question

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

15. Valuing Previous Distributions

    By JBones, May 13, 2013
    • 1 reply
    • 1k views
    • 
    • Grendel77
    • May 14, 2013

16. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones, October 30, 2024
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • November 4, 2024

17. 2013 Earned Income Calcs

    By stbennet, January 15, 2014
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • January 15, 2014

18. Variable Rate Premiums

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

19. TARGET PLANS (this is the closest forum I see)

    By Guest Rosemary Raymer, May 27, 2004
    • 2 replies
    • 1k views
    • 
    • AndyH
    • May 27, 2004

20. Annual Funding Notice Timing?

    By Craig Jacobs, April 10, 2020
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • April 15, 2020

21. Election of Lump Sum after AFTAP increases

    By Pension RC, October 19, 2012
    • 2 replies
    • 1k views
    • 
    • Hojo
    • October 19, 2012

22. 430/436 plan language

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

23. Waiver of Benefits under a DB Plan

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

24. Excise Tax for 2 years

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

25. Benefitting determination

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

26. Determination letter

    By Gary, March 10, 2010
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2010

27. Coverage Testing of Employee Choice

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

28. AFTAP for 12/31 Plan Year

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

29. Increase NRA?

    By Dougsbpc, March 25, 2019
    • 3 replies
    • 1k views
    • 
    • Effen
    • March 27, 2019

30. amendment

    By Gary, April 4, 2011
    • 2 replies
    • 1k views
    • 
    • David MacLennan
    • April 4, 2011

31. New 412(i) class action

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

32. Allowable Comp Def in 412(i)

    By mwyatt, September 19, 2003
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • September 19, 2003

33. New plan under $250k

    By Pension RC, September 30, 2014
    • 2 replies
    • 1k views
    • 
    • mming
    • October 2, 2014

34. Participation

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

35. EOY-Valuations & Final Val

    By JAY21, July 13, 2009
    • 3 replies
    • 1k views
    • 
    • david rigby
    • July 14, 2009

36. valuing a step ab

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

37. 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

38. Aggregate 415 Limitation Question

    By VeryOldMan, May 9, 2020
    • 5 replies
    • 1k views
    • 
    • VeryOldMan
    • May 14, 2020

39. Single Employer Union DB with scheduled benefit increases under PPA

    By mwyatt, July 24, 2013
    • 1 reply
    • 1k views
    • 
    • david rigby
    • July 24, 2013

40. DB / Simple 401(k) Plan

    By Guest elang, October 13, 2011
    • 4 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2011

41. Benefit Commencement Post NRA

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

42. Critical Status Notice

    By carrots, February 15, 2011
    • 4 replies
    • 1k views
    • 
    • carrots
    • February 15, 2011

43. Actuarial Standards Board

    By david rigby, August 8, 2003
    • 1 reply
    • 1k views
    • 
    • MGB
    • August 8, 2003

44. Frozen Underfunded Plan

    By Dougsbpc, June 26, 2013
    • 0 replies
    • 1k views
    • 
    • Dougsbpc
    • June 26, 2013

45. Defined Benefit and 501(c)(3) Inurement

    By ERISA-Bubs, January 25, 2011
    • 0 replies
    • 1k views
    • 
    • ERISA-Bubs
    • January 25, 2011

46. ASPA Summer Conference, IRS Q&A # 6

    By Guest PensionNW, August 4, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 4, 2004

47. Excess Credit Balance Election

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

48. MYPPA 5-27-2010

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

49. Unpaid Minimum Required Contributions

    By emmetttrudy, August 23, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 24, 2010

50. PRA election

    By Draper55, March 29, 2012
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 30, 2012