Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. First Year Cash Balance Contribution

   By Penman2006, February 13, 2009
   • 2 replies
   • 992 views
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   • Penman2006
   • February 14, 2009

2. Sch SB PartIV, Line 18 - nondeductible contributions

   By justanotheradmin, February 29, 2024
   • 4 replies
   • 992 views
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   • C. B. Zeller
   • March 1, 2024

3. Limiting Compensation in Year Prior to Effective Date

   By emmetttrudy, September 11, 2014
   • 9 replies
   • 992 views
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   • Effen
   • September 11, 2014

4. Estate Payment Potential Issue

   By Guest mmaggs, April 24, 2013
   • 3 replies
   • 992 views
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   • david rigby
   • April 26, 2013

5. New Plan - First Year Funding Inflexibility

   By carrots, October 30, 2008
   • 2 replies
   • 991 views
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   • david rigby
   • October 30, 2008

6. Disqualified alleged qualified plan

   By Gary, June 11, 2008
   • 1 reply
   • 990 views
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   • david rigby
   • June 11, 2008

7. High-3 415 Limit

   By JAY21, October 7, 2009
   • 1 reply
   • 990 views
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   • David MacLennan
   • October 7, 2009

8. db accrual contingent on 403(b) deferral.Can you do this?

   By Effen, December 30, 2003
   • 0 replies
   • 990 views
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   • Effen
   • December 30, 2003

9. Quarterly Contributions

   By Guest D450, June 27, 2008
   • 2 replies
   • 990 views
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   • Guest
   • June 27, 2008

10. Restricted Payment Issue - Assets at MVA or AVA?

    By AndyH, May 19, 2004
    • 1 reply
    • 990 views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

11. Latest on release of 412(i) regs, (that I've seen) for those who are interested

    By Belgarath, February 3, 2004
    • 0 replies
    • 990 views
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    • Belgarath
    • February 3, 2004

12. Aggregate 415 Limitation Question

    By VeryOldMan, May 9, 2020
    • 5 replies
    • 990 views
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    • VeryOldMan
    • May 14, 2020

13. Benefit Statements

    By dmb, January 4, 2007
    • 0 replies
    • 989 views
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    • dmb
    • January 4, 2007

14. Non discrimination compensation in controlled group

    By Gary, July 18, 2007
    • 1 reply
    • 989 views
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    • Gary
    • July 18, 2007

15. Sale of Ins. Policy to Participant

    By Randy Watson, June 30, 2009
    • 2 replies
    • 989 views
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    • SoCalActuary
    • June 30, 2009

16. Plan Expenses added to TNC

    By nancy, August 28, 2009
    • 4 replies
    • 989 views
    • 
    • david rigby
    • August 29, 2009

17. Plan Aggregation and timing of contributions

    By AndyH, January 27, 2010
    • 4 replies
    • 988 views
    • 
    • AndyH
    • February 5, 2010

18. Sch SB - Change in lookback month

    By retbenser, June 30, 2011
    • 3 replies
    • 988 views
    • 
    • Dinosaur
    • July 1, 2011

19. Annual Funding Notice $50 Million or Not?

    By Just Me, April 9, 2013
    • 2 replies
    • 988 views
    • 
    • Just Me
    • April 10, 2013

20. Eligibility Question

    By emmetttrudy, June 4, 2009
    • 2 replies
    • 988 views
    • 
    • tymesup
    • June 8, 2009

21. DB-403b testing

    By dmb, September 28, 2011
    • 1 reply
    • 988 views
    • 
    • AndyH
    • September 28, 2011

22. Annual Funding Notice

    By Guest pcohen, March 27, 2009
    • 0 replies
    • 987 views
    • 
    • Guest
    • March 27, 2009

23. Proposed FASB Disclosure Requirements for DB Plans

    By Guest blackdo2, November 5, 2003
    • 0 replies
    • 987 views
    • 
    • Guest
    • November 5, 2003

24. 5500 Filing Extension Date

    By Pension RC, March 22, 2016
    • 3 replies
    • 987 views
    • 
    • Lou S.
    • March 22, 2016

25. Restriction Question

    By Penman2006, March 11, 2008
    • 1 reply
    • 987 views
    • 
    • Effen
    • March 11, 2008

26. Sole Prop Net Comp - Unpaid Required Contributions

    By Hojo, September 2, 2020
    • 2 replies
    • 987 views
    • 
    • AndyH
    • September 18, 2020

27. Roth IRA

    By carrots, January 6, 2010
    • 1 reply
    • 986 views
    • 
    • Guest
    • January 6, 2010

28. 2009 RMDs

    By Gary, February 12, 2009
    • 3 replies
    • 986 views
    • 
    • Mike Preston
    • February 26, 2009

29. ASPPA DB Webcourse

    By DMcGovern, August 16, 2011
    • 0 replies
    • 986 views
    • 
    • DMcGovern
    • August 16, 2011

30. Partial Plan Termination

    By JAY21, March 9, 2010
    • 1 reply
    • 986 views
    • 
    • Andy the Actuary
    • March 9, 2010

31. General Testing of aggregated DB/DC plans

    By flosfur, June 30, 2005
    • 0 replies
    • 985 views
    • 
    • flosfur
    • June 30, 2005

32. HCE excluded from allocation

    By Jakyasar, November 22, 2023
    • 9 replies
    • 985 views
    • 
    • CuseFan
    • November 29, 2023

33. change in valuation date 2011

    By abanky, April 27, 2011
    • 4 replies
    • 984 views
    • 
    • abanky
    • May 2, 2011

34. Protected Benefits

    By Gary, December 10, 2008
    • 2 replies
    • 984 views
    • 
    • AndyH
    • December 11, 2008

35. Plan Sponsored by More than One Company

    By Gary, April 12, 2008
    • 2 replies
    • 984 views
    • 
    • Gary
    • April 15, 2008

36. plan termination

    By Guest basilb, August 11, 2010
    • 1 reply
    • 984 views
    • 
    • Andy the Actuary
    • August 11, 2010

37. Paired Plan - Form 5307

    By retbenser, April 14, 2011
    • 1 reply
    • 983 views
    • 
    • John Feldt ERPA CPC QPA
    • April 14, 2011

38. Can a DB plan sell employer securities to the employer?

    By Scott, July 29, 2010
    • 0 replies
    • 983 views
    • 
    • Scott
    • July 29, 2010

39. 2024 Annual Funding Notices Due in 2025

    By Rick, January 31
    • 0 replies
    • 983 views
    • 
    • Rick
    • January 31

40. Match in Cash Balance based on 403(b) deferral

    By Guest Grant, July 14, 2008
    • 0 replies
    • 982 views
    • 
    • Guest
    • July 14, 2008

41. New funding deficiency and excise taxes

    By rcline46, November 10, 2010
    • 1 reply
    • 982 views
    • 
    • david rigby
    • November 10, 2010

42. 2008 Assets For PBGC Premium Calculation

    By Andy the Actuary, August 26, 2008
    • 0 replies
    • 982 views
    • 
    • Andy the Actuary
    • August 26, 2008

43. Maximum monthly benefit, Retirement age 55, as of 12/31/11

    By RayJJohnsonJr, March 26, 2012
    • 4 replies
    • 981 views
    • 
    • RayJJohnsonJr
    • March 26, 2012

44. Would Someone Please Check?

    By Andy the Actuary, March 8, 2009
    • 2 replies
    • 981 views
    • 
    • Andy the Actuary
    • March 9, 2009

45. Purchasing Additional Benefit Service

    By RCK, February 25, 2005
    • 2 replies
    • 981 views
    • 
    • Guest
    • February 25, 2005

46. Short plan year unit credit

    By FAPInJax, November 21, 2007
    • 3 replies
    • 981 views
    • 
    • JAY21
    • November 21, 2007

47. Schedule SB questions (Part 2)

    By dmb, October 7, 2010
    • 0 replies
    • 981 views
    • 
    • dmb
    • October 7, 2010

48. Killing 412i plan

    By FAPInJax, December 7, 2007
    • 1 reply
    • 980 views
    • 
    • SoCalActuary
    • December 7, 2007

49. DB/DC combination testing

    By emmetttrudy, September 8, 2011
    • 2 replies
    • 980 views
    • 
    • emmetttrudy
    • September 28, 2011

50. Determining HC employees

    By fiona1, April 20, 2004
    • 1 reply
    • 980 views
    • 
    • Mike Preston
    • April 21, 2004