Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Benefits from 2 DB Plans

   By Guest Max Power, April 13, 2004
   • 11 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • June 22, 2004

2. Remove QJSA from MP?

   By Guest adub4684, July 7, 2014   

   • money purchase
   • QJSA
   • (and 4 more)

     Tagged with:

     • money purchase
     • QJSA
     • J&S
     • 401k
     • annuity
     • remove
   • 11 replies
   • 3.4k views
   • 
   • jpod
   • July 8, 2014

3. Sponsor as Life Insurance Beneficiary

   By Dalai Pookah, September 19, 2019   

   • life insurance
   • beneficiary
   • (and 1 more)

     Tagged with:

     • life insurance
     • beneficiary
     • prohibited transaction?
   • 11 replies
   • 4.1k views
   • 
   • Larry Starr
   • September 23, 2019

4. PBGC Electronic filing

   By Guest Grant, July 18, 2006
   • 11 replies
   • 1.7k views
   • 
   • AndyH
   • July 20, 2006

5. SFAS 158 disclosure?

   By Lori H, August 11, 2008
   • 11 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • August 22, 2008

6. Minimum funding due date 9/15 or 9/17?

   By AndyH, September 13, 2001
   • 11 replies
   • 3.1k views
   • 
   • david rigby
   • September 17, 2001

7. Owner[solo] contributes $100k to DB Plan and immediately withdraws and pays taxes onit

   By CharlesLeggette, September 19, 2015
   • 11 replies
   • 1.3k views
   • 
   • Calavera
   • September 21, 2015

8. Post-EGTRRA "Good Faith" Amendment

   By JAY21, November 3, 2009
   • 11 replies
   • 2.7k views
   • 
   • AndyH
   • November 20, 2009

9. Plan Termination - Determination Letter

   By ndj2377, May 15, 2018
   • 11 replies
   • 3.3k views
   • 
   • ESOP Guy
   • May 18, 2018

10. Holding Data for Ransom

    By Rball4, June 18, 2016
    • 11 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 23, 2016

11. IRS Model SEP

    By Cloudy, October 17, 2017
    • 11 replies
    • 1.3k views
    • 
    • spiritrider
    • October 19, 2017

12. Plan Disqualification

    By Blinky the 3-eyed Fish, May 8, 2006
    • 11 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

13. Benefit Calculation Program?

    By AndyH, August 29, 2002
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • September 10, 2002

14. 412i

    By Guest rubaiyat, July 18, 2002
    • 11 replies
    • 3.1k views
    • 
    • MGB
    • July 23, 2002

15. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 11 replies
    • 2.6k views
    • 
    • Mike Preston
    • January 10, 2012

16. Cash Balance Plan - Fixed Interest Credit & Meaningful Benefits

    By Guest mcw, August 16, 2010
    • 11 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 18, 2010

17. Interest Rates for Cash Balance Plan

    By metsfan026, January 24, 2023
    • 11 replies
    • 1.2k views
    • 
    • metsfan026
    • January 25, 2023

18. Has Seventh District Court of Appeals ruled on ERISA preemption of post-distribution lawsuits?

    By pwitt, April 17, 2024
    • 11 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 21, 2024

19. PBGC Variable Premium

    By Guest Don N, December 14, 1999
    • 11 replies
    • 2k views
    • 
    • mwyatt
    • December 20, 1999

20. 401(a)(26)

    By retbenser, May 26, 2011
    • 11 replies
    • 2.3k views
    • 
    • Gary
    • May 27, 2011

21. Loan from contribution

    By SSRRS, April 19, 2024
    • 11 replies
    • 2k views
    • 
    • SSRRS
    • May 2, 2024

22. 412(i), where is the guidance?

    By Effen, January 22, 2004
    • 11 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 24, 2004

23. Combined Gateway and DB Offset

    By emmetttrudy, August 6, 2013
    • 11 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

24. In a final average pay plan, is it customary to lock in any prior year

    By Guest Linda Ursin, December 1, 1999
    • 11 replies
    • 4.9k views
    • 
    • Gary
    • May 25, 2005

25. accruals reduced going forward

    By SSRRS, October 22, 2021
    • 11 replies
    • 1.2k views
    • 
    • JM
    • October 27, 2021

26. Cash Balance Minimum Participation and ROR ICR Plans

    By CuseFan, February 20, 2019
    • 11 replies
    • 2.2k views
    • 
    • CuseFan
    • February 27, 2019

27. 412(i) Query

    By Blinky the 3-eyed Fish, May 3, 2005
    • 11 replies
    • 1.7k views
    • 
    • AndyH
    • May 13, 2005

28. Prefunding Balances

    By Effen, January 19, 2009
    • 11 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • September 3, 2009

29. Lump sum - pv of immediate or deferred benefit?

    By Gary, April 19, 2001
    • 11 replies
    • 8k views
    • 
    • Gary
    • July 5, 2001

30. Admin not consistent with document

    By Sue B, October 25, 2021
    • 11 replies
    • 1k views
    • 
    • Luke Bailey
    • October 27, 2021

31. In-Kind Contribution

    By Guest merlin, August 22, 2007
    • 11 replies
    • 3k views
    • 
    • Belgarath
    • August 23, 2007

32. Prohibited Transaction

    By eilano, February 7, 2002
    • 11 replies
    • 1.8k views
    • 
    • KJohnson
    • February 8, 2002

33. 404 Limit under PPA

    By zimbo, February 27, 2008
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • February 29, 2008

34. New FASB calculations

    By FAPInJax, June 7, 2004
    • 11 replies
    • 2.5k views
    • 
    • david rigby
    • June 25, 2004

35. Takeover plan only has a few past SSA's

    By Jim Chad, December 19, 2017
    • 11 replies
    • 1.7k views
    • 
    • ESOP Guy
    • December 27, 2017

36. DB/DC Combined Deductible Limit

    By LIBOR, June 8, 2004
    • 11 replies
    • 2.3k views
    • 
    • ERISA1
    • May 6, 2005

37. Deduction on Terminated One-Person Plan

    By Andy the Actuary, August 10, 2015
    • 11 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 11, 2015

38. Naming a non-spouse as beneficiary as part of J&S

    By AdKu, May 29, 2018   

    • naming a non-spouse as beneficiary as part of j&s
    • 11 replies
    • 3.8k views
    • 
    • CLE Pension
    • February 19, 2021

39. PBGC filing - new plan

    By Guest guppy, February 28, 2004
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • March 17, 2004

40. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026, July 22, 2022
    • 11 replies
    • 1.4k views
    • 
    • Nate S
    • July 25, 2022

41. Lyme disease mortality

    By tymesup, May 26, 2009
    • 11 replies
    • 1.6k views
    • 
    • Belgarath
    • May 27, 2009

42. Bankruptcy and payment of expenses

    By david rigby, July 26, 2017   

    • pbgc
    • distress termination
    • (and 1 more)

      Tagged with:

      • pbgc
      • distress termination
      • bankruptcy
    • 11 replies
    • 1.9k views
    • 
    • CarloCarmichael
    • September 7, 2017

43. FTAP computed using vested benefits?

    By Guest Jcarolan, May 26, 2009
    • 11 replies
    • 1.8k views
    • 
    • SoCalActuary
    • May 28, 2009

44. PBGC Beefs Up Security

    By Andy the Actuary, June 18, 2012
    • 11 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 24, 2012

45. Cash Balance Plan RMD

    By HKSUN, June 4, 2020
    • 11 replies
    • 3.6k views
    • 
    • Mike Preston
    • June 5, 2020

46. Rescinding J&S election a year after payments commence

    By EPCRSGuru, March 8, 2022
    • 11 replies
    • 1.2k views
    • 
    • EPCRSGuru
    • March 11, 2022

47. AFTAP -- The Substitution Game -- WRERA

    By Andy the Actuary, January 21, 2009
    • 11 replies
    • 1.8k views
    • 
    • tymesup
    • January 27, 2009

48. Pension Plan Investments

    By Gary, September 17, 2009
    • 11 replies
    • 1.8k views
    • 
    • Gary
    • September 22, 2009

49. PBGC Premium paid by corp

    By Guest The Pension Kid, May 24, 2007
    • 11 replies
    • 3.7k views
    • 
    • mwyatt
    • June 5, 2007

50. DB Plan - one lifer - decides to roll over the assets without consulting anyone

    By Jakyasar, February 8, 2023
    • 11 replies
    • 946 views
    • 
    • Jakyasar
    • February 9, 2023