Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Determination letter filing deadline of January 1, 2004

   By Guest Powers, December 8, 2003
   • 4 replies
   • 970 views
   • 
   • Guest
   • December 8, 2003

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

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

3. Protected Benefits Question

   By Guest newtobenefits, March 12, 2010
   • 2 replies
   • 970 views
   • 
   • John Feldt ERPA CPC QPA
   • March 12, 2010

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

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

5. Cash Balance Formula Question

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

6. Failure to pay QPSA, spouse has died

   By fiona1, April 4, 2017
   • 3 replies
   • 969 views
   • 
   • fiona1
   • April 4, 2017

7. Incarcerated spouse of participant receiving a distribution from a terminating pension plan

   By Cecilia Veto, May 10, 2022
   • 5 replies
   • 969 views
   • 
   • Cecilia Veto
   • May 11, 2022

8. Floor offset

   By R. Butler, October 20, 2011
   • 1 reply
   • 969 views
   • 
   • AndyH
   • October 20, 2011

9. Limits on Total Compensation to Former Employees

   By rg1344, February 7, 2017
   • 7 replies
   • 968 views
   • 
   • david rigby
   • February 9, 2017

10. 415 Frozen Benefit without Wearaway

    By Guest Dumb & Dumber, April 30, 2012
    • 0 replies
    • 968 views
    • 
    • Guest
    • April 30, 2012

11. Funding under PPA 06

    By Guest lerieleech, November 20, 2007
    • 2 replies
    • 968 views
    • 
    • mwyatt
    • November 21, 2007

12. Successor Corp Question

    By CLE401kGuy, January 30, 2012
    • 2 replies
    • 967 views
    • 
    • JAY21
    • January 31, 2012

13. Has the 412(d)(2) issue ever been solved?

    By Dougsbpc, December 11, 2014
    • 3 replies
    • 966 views
    • 
    • Andy the Actuary
    • December 11, 2014

14. Amortizing Pre-Paid Expense (Plan Termination)

    By Andy the Actuary, April 14, 2011
    • 2 replies
    • 966 views
    • 
    • Andy the Actuary
    • April 14, 2011

15. Failure to include Schedule SB

    By JustMe, October 15, 2020
    • 5 replies
    • 966 views
    • 
    • Bob the Swimmer
    • October 18, 2020

16. Tax on reversions per Section 4980 -- Handling unallocated amounts until termination of a replacement plan

    By Draper55, December 29, 2020
    • 5 replies
    • 966 views
    • 
    • Dave Baker
    • December 31, 2020

17. Reallocating Excess Assets upon plan term

    By Guest DCquestioner, October 8, 2008
    • 2 replies
    • 965 views
    • 
    • D Syrett
    • October 8, 2008

18. APR at age 65 if Actuarial Assumption are 1994 GAM without setback, pre/post 7% and 5%

    By AdKu, November 12, 2018
    • 5 replies
    • 965 views
    • 
    • AdKu
    • November 14, 2018

19. Testing Former Employees

    By Guest merlin, July 1, 2008
    • 0 replies
    • 965 views
    • 
    • Guest
    • July 1, 2008

20. Government Pick-Ups

    By LIBOR, March 10, 2003
    • 1 reply
    • 965 views
    • 
    • david rigby
    • March 12, 2003

21. CBP Comp Definition

    By Cloudy, January 20, 2015
    • 1 reply
    • 965 views
    • 
    • Effen
    • January 21, 2015

22. sept 17 deposit

    By Gary, September 28, 2012
    • 2 replies
    • 965 views
    • 
    • Gary
    • September 28, 2012

23. PBGC electronic filing

    By Guest beckys, August 25, 2004
    • 0 replies
    • 965 views
    • 
    • Guest
    • August 25, 2004

24. Ex Pat in US Plan

    By Guest Spock, April 21, 2010
    • 2 replies
    • 965 views
    • 
    • PensionPro
    • April 21, 2010

25. Spreadsheets

    By thepensionmaven, August 31, 2014
    • 0 replies
    • 964 views
    • 
    • thepensionmaven
    • August 31, 2014

26. EE Provided Accrued

    By Guest DRN, April 24, 2003
    • 0 replies
    • 964 views
    • 
    • Guest
    • April 24, 2003

27. Funding a Cash Balance Plan

    By Guest pension222, July 31, 2003
    • 0 replies
    • 964 views
    • 
    • Guest
    • July 31, 2003

28. 415 Limit

    By Guest WWPDRC, June 7, 2006
    • 1 reply
    • 963 views
    • 
    • AndyH
    • June 7, 2006

29. Puerto Rico - pension plan termination

    By DL1215, October 30, 2017
    • 1 reply
    • 963 views
    • 
    • Effen
    • October 30, 2017

30. Happy Holidays to all the Benefitslink gang!

    By Effen, December 24, 2014
    • 6 replies
    • 963 views
    • 
    • Belgarath
    • January 1, 2015

31. Standing Election

    By nancy, May 7, 2010
    • 0 replies
    • 963 views
    • 
    • nancy
    • May 7, 2010

32. In-Service RMD: Benefit distribution offsets

    By lees, January 10, 2017   

    • rmd
    • in-service retirement
    • (and 3 more)

      Tagged with:

      • rmd
      • in-service retirement
      • benefit payment offset
      • suspension of benefits
      • late retirement
    • 0 replies
    • 963 views
    • 
    • lees
    • January 10, 2017

33. 412(e) Plan

    By jkdoll2, August 6, 2009
    • 0 replies
    • 962 views
    • 
    • jkdoll2
    • August 6, 2009

34. Terminating DB Plan & funding issues

    By Guest liljunebug, March 14, 2008
    • 2 replies
    • 962 views
    • 
    • Mike Preston
    • March 14, 2008

35. Top 25 Language in DB Plans

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 962 views
    • 
    • Andy the Actuary
    • March 14, 2008

36. simple ira plan and qual plan

    By Gary, July 31, 2012
    • 1 reply
    • 961 views
    • 
    • SoCalActuary
    • July 31, 2012

37. 3 Plan arrangement and top heavy

    By Guest CadH, May 22, 2007
    • 1 reply
    • 961 views
    • 
    • Gary
    • May 22, 2007

38. plan assets, quarterly contributions

    By Gary, January 21, 2011
    • 2 replies
    • 960 views
    • 
    • Gary
    • January 25, 2011

39. OBRA FFC Bases

    By Guest Benny, March 23, 2005
    • 1 reply
    • 960 views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

40. default rollovers- DB plans

    By Guest Teddie, November 17, 2006
    • 0 replies
    • 960 views
    • 
    • Guest
    • November 17, 2006

41. Mish Mash

    By Andy the Actuary, September 27, 2014
    • 0 replies
    • 960 views
    • 
    • Andy the Actuary
    • September 27, 2014

42. Change in Comp Limit after EGTRRA Amendment

    By Guest CRC02, April 1, 2003
    • 2 replies
    • 960 views
    • 
    • Guest
    • April 1, 2003

43. exclusion language

    By jane murray, June 12, 2021
    • 3 replies
    • 959 views
    • 
    • Jakyasar
    • June 25, 2021

44. Election to Use COB

    By Dougsbpc, May 14, 2009
    • 1 reply
    • 959 views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2009

45. Actuarial Outpost

    By BG5150, September 15, 2020
    • 6 replies
    • 959 views
    • 
    • BG5150
    • September 17, 2020

46. Restriction on lump sums

    By Medusa, March 26, 2009
    • 1 reply
    • 959 views
    • 
    • Andy the Actuary
    • March 26, 2009

47. Independent Actuary for Multi Employer Union Plan

    By CTipper, July 17, 2007
    • 1 reply
    • 959 views
    • 
    • Effen
    • July 17, 2007

48. pre-contributions in valuation and AFTAP

    By Audrey, June 27, 2024
    • 2 replies
    • 959 views
    • 
    • Audrey
    • June 28, 2024

49. plan amendment in 2008

    By Guest Sus95, December 18, 2008
    • 1 reply
    • 958 views
    • 
    • Andy the Actuary
    • December 18, 2008

50. 415(b)(2) conversions

    By Guest shaul, January 6, 2009
    • 3 replies
    • 958 views
    • 
    • jpod
    • January 7, 2009