Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Includible Contributions and 2008/2009

   By AndyH, July 22, 2009
   • 4 replies
   • 980 views
   • 
   • AndyH
   • July 23, 2009

2. Determining HC employees

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

3. Reducing Compensation Limit

   By Guest dactyl, April 9, 2003
   • 1 reply
   • 980 views
   • 
   • AndyH
   • April 9, 2003

4. Discrimination Testing for fomer employees/HCEs

   By AndyH, September 9, 2004
   • 0 replies
   • 980 views
   • 
   • AndyH
   • September 9, 2004

5. Elimination of QPSA on Residual Annuity

   By Guest ircreader, July 2, 2003
   • 0 replies
   • 980 views
   • 
   • Guest
   • July 2, 2003

6. top heavy for ER with Two plans

   By Earl, March 17, 2004
   • 2 replies
   • 980 views
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   • Earl
   • March 18, 2004

7. PPA Valuations

   By Guest Doogie61, August 29, 2009
   • 3 replies
   • 980 views
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   • carrots
   • August 31, 2009

8. Reducing owner's benefit

   By dmb, March 12, 2003
   • 2 replies
   • 980 views
   • 
   • dmb
   • March 12, 2003

9. DB Gov't "pick-up" Plan; 401(k) impact

   By JAY21, August 24, 2004
   • 1 reply
   • 980 views
   • 
   • SoCalActuary
   • August 24, 2004

10. Request to IRS for requesting change in asset method

    By LarryDavid, September 8, 2011
    • 1 reply
    • 979 views
    • 
    • Effen
    • September 9, 2011

11. Nondiscrimination

    By FAPInJax, October 14, 2004
    • 0 replies
    • 979 views
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    • FAPInJax
    • October 14, 2004

12. RMD Start Date

    By emmetttrudy, January 13, 2020
    • 3 replies
    • 979 views
    • 
    • C. B. Zeller
    • January 13, 2020

13. ERISA bonding for plan with less than 10 participants

    By Gary, April 7, 2010
    • 0 replies
    • 979 views
    • 
    • Gary
    • April 7, 2010

14. Another DB/DC Max Deductible Question

    By Lou S., September 23, 2014
    • 3 replies
    • 979 views
    • 
    • Andy the Actuary
    • September 23, 2014

15. Husband & Wife Controlled Group Question In Setting Up Plan(s)

    By metsfan026, November 18, 2024
    • 2 replies
    • 979 views
    • 
    • CuseFan
    • November 18, 2024

16. Pension Plan With a Fixed Term - Automatic Disqualification?

    By Guest dolstein, June 12, 2013
    • 4 replies
    • 978 views
    • 
    • masteff
    • June 12, 2013

17. What is considered an Affiliated Service Group for retirement plan issues.

    By Guest aincog, December 13, 2006
    • 1 reply
    • 978 views
    • 
    • Guest
    • December 13, 2006

18. DB change of Sponsor to his New LLC

    By thepensionmaven, May 3, 2024
    • 2 replies
    • 978 views
    • 
    • truphao
    • May 3, 2024

19. Restriction on Accelerated Distributions

    By Cloudy, October 22, 2015
    • 1 reply
    • 978 views
    • 
    • My 2 cents
    • October 22, 2015

20. What Is A Plan Termination

    By Andy the Actuary, June 22, 2010
    • 2 replies
    • 977 views
    • 
    • Andy the Actuary
    • June 22, 2010

21. Participant Notices required by PBGC - any exception for small plans?

    By Lynn Campbell, August 11, 2004
    • 1 reply
    • 977 views
    • 
    • AndyH
    • August 12, 2004

22. High 25 Lump Sum Restriction for Terminating Plan?

    By hollywood, June 13, 2019
    • 2 replies
    • 977 views
    • 
    • CuseFan
    • June 13, 2019

23. DB/DC Question

    By MarZDoates, January 7, 2014
    • 7 replies
    • 977 views
    • 
    • AndyH
    • January 8, 2014

24. Retiree notices for sponsor changing banks

    By abanky, July 27, 2010
    • 6 replies
    • 977 views
    • 
    • abanky
    • July 27, 2010

25. Question 8c on Form 5300

    By Guest MKE, January 20, 2011
    • 2 replies
    • 977 views
    • 
    • Guest
    • January 21, 2011

26. Reporting Cash Balance Benefit on SSA

    By CLE401kGuy, June 26, 2012
    • 2 replies
    • 977 views
    • 
    • SoCalActuary
    • June 26, 2012

27. Accrual classes by name

    By John Feldt ERPA CPC QPA, November 2, 2010
    • 0 replies
    • 977 views
    • 
    • John Feldt ERPA CPC QPA
    • November 2, 2010

28. RMD after death after RBD

    By Gary, December 15, 2010
    • 0 replies
    • 976 views
    • 
    • Gary
    • December 15, 2010

29. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 976 views
    • 
    • C. B. Zeller
    • December 13, 2018

30. Shortfall amortization election

    By Guest kmvr, January 23, 2012
    • 1 reply
    • 976 views
    • 
    • Effen
    • January 23, 2012

31. PBGC Covered?

    By stbennet, March 1, 2011
    • 0 replies
    • 976 views
    • 
    • stbennet
    • March 1, 2011

32. EOY Quarterlies

    By FAPInJax, January 8, 2009
    • 1 reply
    • 976 views
    • 
    • Mike Preston
    • January 9, 2009

33. Default Catastrophe

    By Andy the Actuary, March 13, 2010
    • 3 replies
    • 975 views
    • 
    • Effen
    • March 13, 2010

34. Loan to make contribution

    By retbenser, June 12, 2012
    • 2 replies
    • 974 views
    • 
    • SoCalActuary
    • June 12, 2012

35. Life Expectancy

    By Andy the Actuary, December 19, 2007
    • 2 replies
    • 974 views
    • 
    • tymesup
    • December 19, 2007

36. Last Day of Employment Requirement for CBP Accrual

    By Jimmy Slones, October 30, 2024
    • 4 replies
    • 974 views
    • 
    • CuseFan
    • November 4, 2024

37. Carryover contributions and PPA

    By Guest RBlaine, July 22, 2008
    • 0 replies
    • 974 views
    • 
    • Guest
    • July 22, 2008

38. Pension Plan Investments and Transactions

    By Gary, February 16, 2005
    • 0 replies
    • 974 views
    • 
    • Gary
    • February 16, 2005

39. AFTAP and -11(g) Amendments

    By Guest merlin, November 6, 2008
    • 1 reply
    • 973 views
    • 
    • ak2ary
    • November 7, 2008

40. charging for VT pension plan benefit statements

    By TPApril, April 18, 2023
    • 9 replies
    • 973 views
    • 
    • Paul I
    • April 19, 2023

41. Short PY & Min/Max contribution under PPA?

    By flosfur, February 26, 2009
    • 1 reply
    • 973 views
    • 
    • FAPInJax
    • February 26, 2009

42. Eligibility Question

    By Doghouse, December 28, 2011
    • 6 replies
    • 972 views
    • 
    • ak2ary
    • January 1, 2012

43. Terminated Employee Entitled to excess assets?

    By Dougsbpc, August 15, 2024
    • 4 replies
    • 972 views
    • 
    • truphao
    • August 16, 2024

44. Contributory multiemployer DB Plan

    By RWPHoenix, December 28, 2018
    • 5 replies
    • 972 views
    • 
    • AndyH
    • December 31, 2018

45. 3/31/09 Plan Termination

    By Penman2006, May 2, 2009
    • 2 replies
    • 972 views
    • 
    • Penman2006
    • May 3, 2009

46. PBGC Variable premium asset date

    By AndyH, March 22, 2004
    • 0 replies
    • 972 views
    • 
    • AndyH
    • March 22, 2004

47. Cash Balance Formula Question

    By metsfan026, August 16, 2023
    • 7 replies
    • 971 views
    • 
    • Lou S.
    • August 16, 2023

48. Transfer of Plan Sponsor Prior to Stock Sale of Current Sponsor

    By WestCoast, August 30, 2012
    • 0 replies
    • 971 views
    • 
    • WestCoast
    • August 30, 2012

49. Frozen cash balance plan and floating equivalency rates

    By AndyH, April 16, 2015
    • 3 replies
    • 971 views
    • 
    • Effen
    • April 16, 2015

50. Top-heavy accruals continuing after the plan falls below 60%

    By My 2 cents, July 16, 2013
    • 4 replies
    • 971 views
    • 
    • My 2 cents
    • July 22, 2013