Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash balance plan termination and adoption of new one

   By cathyw, November 20, 2018
   • 14 replies
   • 3.2k views
   • 
   • Mike Preston
   • November 27, 2018

2. Missed QPSA payments

   By hollywood, September 18, 2017   

   • qpsa late missed
   • 12 replies
   • 3.2k views
   • 
   • My 2 cents
   • October 17, 2017

3. RMD in year of Plan Termination

   By Guest naveen, November 1, 2010
   • 7 replies
   • 3.2k views
   • 
   • YankeeFan
   • December 14, 2010

4. Applying 401(a)(26)

   By Guest mike0355, February 29, 2012
   • 8 replies
   • 3.2k views
   • 
   • Andy the Actuary
   • February 29, 2012

5. In service distibutions to rehired retiree

   By AndyH, February 15, 2002
   • 6 replies
   • 3.2k views
   • 
   • david rigby
   • February 15, 2002

6. Need copy of rev ruling 71-446

   By Gary, October 24, 2000
   • 5 replies
   • 3.2k views
   • 
   • Gary
   • October 25, 2000

7. Life in Prison

   By Guest The Pension Kid, September 14, 2005
   • 7 replies
   • 3.2k views
   • 
   • chris
   • September 15, 2005

8. History of Pensions

   By Gary, November 22, 2000
   • 9 replies
   • 3.2k views
   • 
   • Guest
   • December 4, 2000

9. Overfunded Solo-DB

   By Catch22PGM, May 3, 2021   

   • defined beneift
   • solo 401(k)
   • (and 1 more)

     Tagged with:

     • defined beneift
     • solo 401(k)
     • overfunded
   • 13 replies
   • 3.2k views
   • 
   • thepensionmaven
   • May 9, 2021

10. PBGC electronic form filing

    By Gary, August 31, 2006
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • October 10, 2006

11. How do break in service rules apply to service pre-ERISA?

    By chris, March 13, 2000
    • 3 replies
    • 3.2k views
    • 
    • chris
    • March 16, 2000

12. 415 Limit with respect to MASD's

    By Blinky the 3-eyed Fish, July 12, 2007
    • 13 replies
    • 3.2k views
    • 
    • David MacLennan
    • July 24, 2007

13. Required Minimum Distributions from DB Plan

    By Gary, May 26, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 8, 2004

14. Turnover table

    By FAPInJax, July 30, 2004
    • 7 replies
    • 3.2k views
    • 
    • AndyH
    • November 28, 2014

15. Immediate Lump Sums and the QJSA

    By John Feldt ERPA CPC QPA, September 13, 2006
    • 3 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2006

16. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026, April 8, 2021
    • 14 replies
    • 3.2k views
    • 
    • Jakyasar
    • April 11, 2021

17. ERISA 101(j) Notice

    By John Feldt ERPA CPC QPA, November 27, 2007
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 27, 2007

18. Excel Custom Functions for PPA Annuity Factors

    By Guest Doug Goelz, December 20, 2009
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • December 20, 2009

19. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 3.2k views
    • 
    • Belgarath
    • June 21, 2019

20. 412(e)3 Plans

    By jkdoll2, March 10, 2011
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 24, 2011

21. Reduction of Lump Sum benefits

    By Guest jhengle, August 28, 1998
    • 1 reply
    • 3.2k views
    • 
    • Wessex
    • September 1, 1998

22. Limitations On Funding In Years After Formula Was Amended Upwards

    By mming, November 4, 2009
    • 8 replies
    • 3.2k views
    • 
    • david rigby
    • December 30, 2009

23. db dc combo and top heavy

    By Tom Poje, July 7, 2005
    • 7 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2005

24. lump sum distributions

    By Gary, November 4, 1998
    • 7 replies
    • 3.1k views
    • 
    • Gary
    • November 6, 1998

25. RMDs based on final regs

    By Gary, October 18, 2006
    • 13 replies
    • 3.1k views
    • 
    • flosfur
    • November 15, 2006

26. General Tested Plans and "Fresh Start" rules

    By AndyH, July 1, 2002
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • July 12, 2002

27. Cash Balance and RMDs

    By rcline46, March 14, 2012
    • 6 replies
    • 3.1k views
    • 
    • frizzyguy
    • March 14, 2012

28. WRERA Amendment

    By Dougsbpc, February 17, 2009
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • February 17, 2009

29. What is PBGC mortality table?

    By Gary, November 7, 2000
    • 0 replies
    • 3.1k views
    • 
    • Gary
    • November 7, 2000

30. DB/DC Testing and Permitted Disparity

    By AndyH, February 25, 2010
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • March 2, 2010

31. Plan Freeze

    By Gary, February 12, 2009
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • February 23, 2009

32. Correction for not Crediting Service?

    By Guest kjk, April 4, 2002
    • 20 replies
    • 3.1k views
    • 
    • Mike Preston
    • April 9, 2002

33. Pbgc small employer cap

    By SSRRS, September 12, 2019
    • 4 replies
    • 3.1k views
    • 
    • SSRRS
    • September 15, 2019

34. Enrolled Actuary Gray Books

    By Guest laura2, December 16, 1999
    • 3 replies
    • 3.1k views
    • 
    • david rigby
    • July 28, 2003

35. Involuntary Distribution Provision: GATT Requirements

    By Guest BJGrenier, April 4, 2001
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • April 18, 2001

36. 401(a)(26) -- meaningful benefits

    By akollman06, October 9, 2018   

    • 401(a)(26)
    • 10 replies
    • 3.1k views
    • 
    • Audrey
    • June 17, 2024

37. Funding for lump sum at 415 limit under PPA

    By Blinky the 3-eyed Fish, July 7, 2008
    • 14 replies
    • 3.1k views
    • 
    • tymesup
    • September 4, 2008

38. Cash Balance Market Rate of Return

    By Dennis Povloski, January 3, 2008
    • 5 replies
    • 3.1k views
    • 
    • Effen
    • January 8, 2008

39. In-Service Distribution

    By Dougsbpc, February 11, 2005
    • 16 replies
    • 3.1k views
    • 
    • JAY21
    • February 16, 2005

40. 5-year vesting?

    By tuni88, November 9, 2008
    • 6 replies
    • 3.1k views
    • 
    • ScottR
    • November 16, 2008

41. Projection of RP2000 Mortality

    By Rolf Trautmann, February 8, 2008
    • 3 replies
    • 3.1k views
    • 
    • Rolf Trautmann
    • February 9, 2008

42. AFTAP certification for small plans

    By flosfur, May 7, 2008
    • 10 replies
    • 3.1k views
    • 
    • Dougsbpc
    • May 13, 2008

43. FASB attributable benefits

    By FAPInJax, August 29, 2005
    • 10 replies
    • 3.1k views
    • 
    • david rigby
    • September 12, 2005

44. IRA Rollover of Payouts to Restricted HCEs

    By zimbo, August 2, 2007
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • August 3, 2007

45. Pension Account

    By Gary, July 28, 2005
    • 8 replies
    • 3.1k views
    • 
    • ljr
    • August 2, 2005

46. Actuarial Increase - Interest Only Or Interest and Mortality?

    By Guest merlin, September 15, 2006
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • September 19, 2006

47. Suspension of Benefits Notification

    By Gary, May 17, 2001
    • 4 replies
    • 3.1k views
    • 
    • MGB
    • May 18, 2001

48. 415 limits and actuarial increases

    By Gary, April 5, 2011
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • April 6, 2011

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

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

50. Retroactive Annuity Starting Date (RASD)

    By Dinosaur, August 25, 2011
    • 3 replies
    • 3.1k views
    • 
    • Dinosaur
    • August 29, 2011