Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Killing 412i plan

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

2. Determination letter filing deadline of January 1, 2004

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

3. Contributory multiemployer DB Plan

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

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

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

5. Short plan year unit credit

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

6. Qualified Replacement Plan - "Active Participants" under 4980

   By BentoBox, July 10, 2024
   • 3 replies
   • 990 views
   • 
   • BentoBox
   • July 11, 2024

7. Reporting Cash Balance Benefit on SSA

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

8. Duplicate 1099-R

   By BH1528, January 16, 2019
   • 2 replies
   • 990 views
   • 
   • Kristina
   • January 17, 2019

9. DB/DC combination testing

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

10. RMD after death after RBD

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

11. Would Someone Please Check?

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

12. Reducing Compensation Limit

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

13. Another DB/DC Max Deductible Question

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

14. Restriction on Accelerated Distributions

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

15. Schedule SB for disqualified plan?

    By PensionPro, August 21, 2023
    • 5 replies
    • 988 views
    • 
    • PensionPro
    • September 20, 2023

16. Nondiscrimination

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

17. Financial planner and PBGC coverage

    By Jakyasar, November 19, 2020
    • 7 replies
    • 988 views
    • 
    • truphao
    • November 22, 2020

18. DB/DC Question

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

19. Elimination of QPSA on Residual Annuity

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

20. Default Catastrophe

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

21. 3/31/09 Plan Termination

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

22. PPA Valuations

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

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

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

24. Failure to pay QPSA, spouse has died

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

25. Question 8c on Form 5300

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

26. DB Plan without Trustees?

    By ERISAgeek111, January 29, 2019
    • 7 replies
    • 987 views
    • 
    • Larry Starr
    • January 31, 2019

27. change in val date, look back month

    By Gary, March 15, 2012
    • 1 reply
    • 986 views
    • 
    • Guest
    • March 19, 2012

28. Limits on Total Compensation to Former Employees

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

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

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

30. Loan to make contribution

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

31. Carryover contributions and PPA

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

32. Retiree notices for sponsor changing banks

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

33. PBGC Variable premium asset date

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

34. Pension Plan Investments and Transactions

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

35. exclusion language

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

36. Life Expectancy

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

37. Frozen cash balance plan and floating equivalency rates

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

38. Credit Balance Adjusted by Investment Return

    By Guest DCquestioner, March 12, 2009
    • 1 reply
    • 984 views
    • 
    • Andy the Actuary
    • March 12, 2009

39. Defining Compensation

    By jxg555, June 25, 2015
    • 0 replies
    • 984 views
    • 
    • jxg555
    • June 25, 2015

40. EOY Quarterlies

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

41. Sole Prop Contributions to DB plan

    By TPApril, March 28, 2024
    • 3 replies
    • 984 views
    • 
    • Lucky32
    • May 23, 2024

42. AFTAP and -11(g) Amendments

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

43. 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
    • 983 views
    • 
    • lees
    • January 10, 2017

44. Schedule SB, line 6 b - plan related expenses

    By Jakyasar, March 27, 2022
    • 5 replies
    • 983 views
    • 
    • jessieba
    • April 21, 2022

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

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

46. A Strange Result

    By Andy the Actuary, November 15, 2012
    • 2 replies
    • 983 views
    • 
    • Andy the Actuary
    • November 15, 2012

47. Eligibility Question

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

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

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

49. Rolling SEP IRA into a Cash Balance Plan?

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

50. sept 17 deposit

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