Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Frozen Underfunded Plan

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

2. Beneficiary Wants to Refuse Proceeds

   By Guest Mary Anna T. McCoy, CEBS, May 9, 2008
   • 2 replies
   • 1k views
   • 
   • masteff
   • May 9, 2008

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

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

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

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

5. Allowable Comp Def in 412(i)

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

6. Actuarial Standards Board

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

7. Can one file 5500-EZ before SB is signed?

   By Jakyasar, October 1, 2022
   • 4 replies
   • 1k views
   • 
   • C. B. Zeller
   • October 5, 2022

8. 415 limits

   By Belgarath, September 28, 2007
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • September 28, 2007

9. Funding Standards

   By Andy the Actuary, November 30, 2007
   • 1 reply
   • 1k views
   • 
   • tymesup
   • November 30, 2007

10. Critical Status Notice

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

11. Unpaid Minimum Required Contributions

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

12. Carryover Balance and 2008 Quarterlies

    By Guest mingblue, May 1, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • May 13, 2008

13. SFAS Interest Rates as of 6/30/2005

    By Guest BDZ, August 30, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 30, 2005

14. DB plan distribution form signed, participant dies the next day

    By katieinny, October 22, 2019   

    • spouse predeceased
    • 4 replies
    • 1k views
    • 
    • david rigby
    • October 22, 2019

15. Suspending Disbursements Upon Resumption of Employment; Perhaps With Endorsing Entity

    By Kent Allard, September 27, 2024   

    • distributions
    • retirement age
    • (and 1 more)

      Tagged with:

      • distributions
      • retirement age
      • endorisng entity
    • 5 replies
    • 1k views
    • 
    • Peter Gulia
    • September 30, 2024

16. Nondiscrimination with participant beyond NRA

    By FAPInJax, December 19, 2003
    • 0 replies
    • 1k views
    • 
    • FAPInJax
    • December 19, 2003

17. EOY-Valuations & Final Val

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

18. MAP-21

    By Dougsbpc, February 5, 2014
    • 5 replies
    • 1k views
    • 
    • Effen
    • February 6, 2014

19. DB / Simple 401(k) Plan

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

20. Cash Balance to Roth IRA

    By Lou81, December 20, 2021   

    • roth ira
    • rollover
    • 2 replies
    • 1k views
    • 
    • Lou81
    • December 20, 2021

21. Election of Lump Sum after AFTAP increases

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

22. New plan under $250k

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

23. pension deductions and controlled group

    By Gary, January 31, 2013
    • 0 replies
    • 1k views
    • 
    • Gary
    • January 31, 2013

24. Improper payout

    By ombskid, July 9, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • July 9, 2007

25. Can't project 415 limits for Funding?

    By NonObserver, November 9, 2023   

    • 415
    • asop 27
    • (and 1 more)

      Tagged with:

      • 415
      • asop 27
      • funding
    • 5 replies
    • 1k views
    • 
    • NonObserver
    • November 16, 2023

26. 2013 Earned Income Calcs

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

27. amendment

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

28. Terminated Plan Underfunded and one former owner is terminated

    By emmetttrudy, January 4, 2013
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • January 4, 2013

29. Controlled Group?

    By figure 8, April 2, 2015
    • 3 replies
    • 1k views
    • 
    • figure 8
    • April 2, 2015

30. Actuarial Certification

    By SheilaD, July 22, 2010
    • 0 replies
    • 1k views
    • 
    • SheilaD
    • July 22, 2010

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

    By VeryOldMan, September 2, 2021
    • 5 replies
    • 1k views
    • 
    • VeryOldMan
    • September 4, 2021

32. cash balance

    By jkdoll2, May 10, 2010
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 10, 2010

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

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

34. Section 404 Cost for DB Plan

    By flosfur, May 28, 2003
    • 2 replies
    • 1k views
    • 
    • flosfur
    • May 29, 2003

35. Insight Into the SE Tax - Schedule SE

    By ubermax, February 2, 2012
    • 0 replies
    • 1k views
    • 
    • ubermax
    • February 2, 2012

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

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

37. RMD's - what if employer didnt pay out in time?

    By Guest fcdeacy, June 28, 2004
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2004

38. Pension Buy In - Credited Service

    By Zoraster, October 1, 2015
    • 2 replies
    • 1k views
    • 
    • Zoraster
    • November 9, 2015

39. Actuarial Resource

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

40. Cash Balance Pay Credit

    By retbenser, December 29, 2010
    • 2 replies
    • 1k views
    • 
    • retbenser
    • December 29, 2010

41. Annual Funding Notice Timing?

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

42. Segment Rates for 1/1/2009 small DB valuation

    By carrots, April 24, 2009
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • April 24, 2009

43. Plan obligations on 2009 Lump Sum Restrictions

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

44. Participating employer/deduction issues

    By Belgarath, March 1, 2011
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • March 1, 2011

45. S417 Applicable Rates for December 2007

    By flosfur, January 11, 2008
    • 4 replies
    • 1k views
    • 
    • zimbo
    • January 13, 2008

46. Timing of contribution for fiscal year company in a controlled group with a calendar plan year

    By Guest Dressageho, July 15, 2009
    • 5 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2009

47. Valuing Previous Distributions

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

48. Neglected 412(i) plan

    By Guest lerieleech, December 19, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • December 21, 2007

49. PRA election

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

50. Annual Funding Notice for a Terminated DB Plan

    By Guest NPS Darren, September 22, 2009
    • 1 reply
    • 1k views
    • 
    • Effen
    • September 23, 2009