Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. RMDs, additional accruals and a term certain

   By Guest erisamelissa, February 1, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • February 4, 2008

2. rolling over annuity payments

   By RLR, February 6, 2013
   • 12 replies
   • 2.7k views
   • 
   • Mike Preston
   • February 13, 2013

3. Rolling SEP IRA into a Cash Balance Plan?

   By metsfan026, March 14, 2024
   • 4 replies
   • 981 views
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   • CuseFan
   • March 15, 2024

4. Rollover for missing participant in non-PBGC covered plans

   By ElaineW, January 28, 2022
   • 1 reply
   • 714 views
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   • Lou S.
   • January 28, 2022

5. Rollover from DB to IRA.

   By Guest jgroves, September 29, 2000
   • 1 reply
   • 1.5k views
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   • david rigby
   • September 29, 2000

6. Rollover From DC to DB Plan

   By Guest DEK1, November 27, 2012
   • 5 replies
   • 2.1k views
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   • SoCalActuary
   • November 29, 2012

7. rollover into 401(k) plan

   By Guest cculhane, December 21, 1999
   • 2 replies
   • 2k views
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   • Guest
   • December 22, 1999

8. Rollover into a DB Plan

   By Gary, January 21, 2004
   • 16 replies
   • 3.3k views
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   • Kirk Maldonado
   • January 26, 2004

9. Rollover into DB plan - Immediate annuity

   By Guest NJ-Center of the Universe, February 23, 2012
   • 4 replies
   • 1.3k views
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   • david rigby
   • February 23, 2012

10. Rollover of Restricted Payments

    By Andy the Actuary, February 24, 2009
    • 2 replies
    • 1.3k views
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    • tymesup
    • March 25, 2009

11. Rollover options for non-spouse beneficiaries in pay status at DB plan termination

    By Pension RC, May 8, 2015
    • 4 replies
    • 1.2k views
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    • Kevin C
    • May 14, 2015

12. Rollovers from Profit Sharing Plan into DB Plan

    By dmb, October 20, 2003
    • 8 replies
    • 1.5k views
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    • Guest
    • November 6, 2003

13. rollovers into db plan

    By Guest lip, October 23, 2008
    • 10 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

14. Rollovers to Cash Balance Plans

    By IRC401, November 26, 1999
    • 5 replies
    • 2.7k views
    • 
    • richard
    • December 5, 1999

15. Rotation of Internal Actuaries- Schedule C termination?

    By AndyH, May 18, 2004
    • 9 replies
    • 2.8k views
    • 
    • AndyH
    • May 19, 2004

16. Roth IRA

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

17. Rounding of MAP-21 segment rates

    By dmb, April 11, 2014
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • April 11, 2014

18. Rounding Rules for 401(a)(26)

    By Lori Foresz, November 3, 2004
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • November 3, 2004

19. RP 2000-40 - VALID OR OBSOLETE

    By AndyH, February 12, 2008
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • February 14, 2008

20. RP 2017-56 - val date change for terminating DB Plan

    By Jakyasar, April 6, 2022
    • 3 replies
    • 703 views
    • 
    • Jakyasar
    • April 7, 2022

21. RP-2000 Mortality Table

    By Guest sdolce, July 20, 2001
    • 16 replies
    • 9.6k views
    • 
    • david rigby
    • May 15, 2003

22. RP-2000 q's

    By tymesup, June 6, 2009
    • 2 replies
    • 902 views
    • 
    • tymesup
    • June 8, 2009

23. RPA '94 Current Liability

    By Gary, January 2, 2007
    • 1 reply
    • 5.9k views
    • 
    • Penman2006
    • January 2, 2007

24. RPA Amendments - Gaat Legislation 1994

    By Guest jhengle, March 27, 1999
    • 1 reply
    • 1.6k views
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    • david rigby
    • March 29, 1999

25. RPA assumptions

    By FAPInJax, February 4, 2004
    • 6 replies
    • 1.7k views
    • 
    • FAPInJax
    • February 16, 2004

26. RPA Full funding floor for EOY valuation

    By FAPInJax, July 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • FAPInJax
    • July 12, 2005

27. RPA liability

    By FAPInJax, October 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 4, 2005

28. RPA rates

    By Guest saeissler, May 1, 2006
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • May 8, 2006

29. RPA rates for 2006

    By Effen, August 8, 2006
    • 22 replies
    • 3.8k views
    • 
    • SoCalActuary
    • August 28, 2006

30. RPA'94 CL AT B.O.Y. FOR LINE 2B OF SCHEDULE B.

    By himt4, March 28, 2005
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

31. rule of 72t??

    By Guest mam, November 29, 1999
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • November 30, 1999

32. Ruling Request under Revenue Procedure 90-49

    By Guest Edward McElroy, April 21, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 21, 1999

33. S Corp Distributions and earned income

    By Guest flogger, May 17, 2004
    • 9 replies
    • 5.8k views
    • 
    • BeckyMiller
    • May 19, 2004

34. S Corp establishing a DB plan for corporate owners to avoid capital ga

    By KJohnson, May 18, 2000
    • 1 reply
    • 2k views
    • 
    • Lorraine Dorsa
    • May 22, 2000

35. S corp income issues

    By Gary, November 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 19, 2002

36. S Corp Saving Plan (Q or NQ)

    By HJ, May 22, 2018
    • 30 replies
    • 3.7k views
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    • jpod
    • June 6, 2018

37. S-5 Table form the Actuary's Pension Handbook

    By TJM, January 29, 2019
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • February 1, 2019

38. S-Corp and timing of deduction

    By John Feldt ERPA CPC QPA, March 22, 2007
    • 4 replies
    • 2.2k views
    • 
    • wsp
    • March 27, 2007

39. S-Corp loss created by DB Contribution

    By Guest elem, August 8, 2005
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

40. S-Corp Stock

    By Guest bankergirl, February 14, 2012
    • 2 replies
    • 871 views
    • 
    • ESOP Guy
    • February 14, 2012

41. S. 1783-Pension Bill, House version ?

    By JAY21, October 3, 2005
    • 4 replies
    • 1.7k views
    • 
    • jevd
    • October 5, 2005

42. S404 deduction under PPA for a new Plan

    By flosfur, December 14, 2007
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 17, 2007

43. S412(i) DB plan going to Traditional DB plan

    By flosfur, April 19, 2004
    • 0 replies
    • 928 views
    • 
    • flosfur
    • April 19, 2004

44. S415 Final Regulations

    By flosfur, July 6, 2007
    • 10 replies
    • 1.9k views
    • 
    • flosfur
    • August 8, 2007

45. S415 Limit and Fractional Accrual Formula

    By flosfur, May 9, 2003
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • May 17, 2003

46. S417 Applicable Rates for December 2007

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

47. Safe Harbor 401(k) - Combined DB/DC

    By retbenser, March 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • retbenser
    • March 22, 2011

48. Safe Harbor 401(k) and DB Plan

    By Dougsbpc, February 22, 2008
    • 4 replies
    • 2.1k views
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    • AndyH
    • February 23, 2008

49. Safe harbor benefit formula

    By Guest saeissler, May 24, 2006
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • May 25, 2006

50. Safe Harbor design question- help requested

    By AndyH, January 27, 2004
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • February 4, 2004