Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Election to Use COB

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

2. Actuarial Outpost

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

3. plan amendment in 2008

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

4. Deduction question when plan year different than tax year

   By Craig Schiller, July 7, 2022
   • 2 replies
   • 957 views
   • 
   • Nate S
   • July 13, 2022

5. DB/DC Limit

   By Pension RC, April 2, 2014
   • 1 reply
   • 957 views
   • 
   • AndyH
   • April 2, 2014

6. Failure to Issue Timely Certification

   By Andy the Actuary, November 6, 2009
   • 1 reply
   • 957 views
   • 
   • david rigby
   • November 6, 2009

7. Current Liability and Cash Balance Plans

   By Guest meggie, January 17, 2003
   • 0 replies
   • 957 views
   • 
   • Guest
   • January 17, 2003

8. Defining Compensation

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

9. Reopening Frozen Plan

   By Andy the Actuary, September 27, 2011
   • 2 replies
   • 957 views
   • 
   • Andy the Actuary
   • September 27, 2011

10. Additional Contribution for 2008

    By nancy, July 6, 2009
    • 2 replies
    • 957 views
    • 
    • SoCalActuary
    • July 6, 2009

11. FAS87 discount rate at 12/31/07 - MODE

    By tuni88, January 10, 2008
    • 1 reply
    • 957 views
    • 
    • Effen
    • January 10, 2008

12. Segment Rate Mechanics

    By tuni88, March 31, 2008
    • 1 reply
    • 956 views
    • 
    • Mike Preston
    • March 31, 2008

13. Company takes over a bankrupt company's DB plan

    By rodin111, February 28, 2015
    • 2 replies
    • 956 views
    • 
    • rodin111
    • March 4, 2015

14. DB/DC COMBOS

    By Guest draper, May 21, 2003
    • 0 replies
    • 955 views
    • 
    • Guest
    • May 21, 2003

15. DB Plan Term, IRA RMD Question

    By Rball4, January 14, 2014
    • 5 replies
    • 955 views
    • 
    • BG5150
    • January 14, 2014

16. PBGC coverage - when does it stop?

    By Jakyasar, November 16, 2021
    • 3 replies
    • 955 views
    • 
    • Effen
    • November 16, 2021

17. Mandatory Withholding Error

    By EBECDC, October 2, 2017   

    • mandatory withholding
    • 20%
    • (and 3 more)

      Tagged with:

      • mandatory withholding
      • 20%
      • overwitholding
      • form 941c
      • form 843
    • 2 replies
    • 955 views
    • 
    • EBECDC
    • October 3, 2017

18. Benefits Subject to taxes

    By Gary, January 24, 2007
    • 0 replies
    • 955 views
    • 
    • Gary
    • January 24, 2007

19. Calculation of most valuable benefit

    By FAPInJax, January 4, 2007
    • 0 replies
    • 954 views
    • 
    • FAPInJax
    • January 4, 2007

20. Signature Block is misleading

    By Minutiae or not?, April 20, 2020
    • 6 replies
    • 954 views
    • 
    • AndyH
    • April 23, 2020

21. Plan Compensation

    By retbenser, February 27, 2013
    • 1 reply
    • 954 views
    • 
    • SoCalActuary
    • February 27, 2013

22. Credit Balance Adjusted by Investment Return

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

23. FAS Discount Rate - What is reasonable?

    By John314, January 27, 2020   

    • fas
    • defined benefit
    • (and 1 more)

      Tagged with:

      • fas
      • defined benefit
      • asc
    • 2 replies
    • 954 views
    • 
    • david rigby
    • January 28, 2020

24. A Strange Result

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

25. Adjusting 2008 contribution to 2010

    By Guest jmrodrig, March 25, 2010
    • 4 replies
    • 953 views
    • 
    • Mike Preston
    • March 25, 2010

26. Dumb Question

    By bzorc, September 10, 2009
    • 4 replies
    • 953 views
    • 
    • Belgarath
    • September 11, 2009

27. Deduction Limit Unfunded Current Liability

    By SRM, August 5, 2003
    • 1 reply
    • 953 views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2003

28. pbgc premium filings

    By Gary, August 18, 2011
    • 1 reply
    • 953 views
    • 
    • SoCalActuary
    • August 18, 2011

29. Restate at Termination

    By Guest sommerjo, May 6, 2010
    • 1 reply
    • 953 views
    • 
    • Mike Preston
    • May 6, 2010

30. Frozen AB, Benefits restarted, late retirement

    By Guest RBlaine, March 10, 2008
    • 4 replies
    • 952 views
    • 
    • SoCalActuary
    • March 10, 2008

31. How Misunderstood Is PPA?

    By Andy the Actuary, February 27, 2009
    • 1 reply
    • 952 views
    • 
    • Guest
    • March 5, 2009

32. DB/DC combo plans - proposed 401a4 regulations

    By John Feldt ERPA CPC QPA, November 11, 2016
    • 5 replies
    • 951 views
    • 
    • SoCalActuary
    • November 11, 2016

33. Mortality Table Election

    By Andy the Actuary, April 2, 2009
    • 2 replies
    • 951 views
    • 
    • Andy the Actuary
    • April 2, 2009

34. er struggling to fund 2008 plan

    By abanky, June 4, 2010
    • 5 replies
    • 951 views
    • 
    • My 2 cents
    • June 4, 2010

35. Determination Letter

    By Guest strayhorn, June 13, 2003
    • 0 replies
    • 951 views
    • 
    • Guest
    • June 13, 2003

36. Top Heavy and change in NRA

    By AndyH, January 6, 2010
    • 6 replies
    • 950 views
    • 
    • AndyH
    • January 6, 2010

37. Financial planner and PBGC coverage

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

38. Maximum benefit of Owner 2 Companies

    By abanky, November 11, 2008
    • 2 replies
    • 950 views
    • 
    • abanky
    • November 11, 2008

39. HATFA

    By JAY21, November 18, 2014   

    • Use for 110% HCE Calc ?
    • 2 replies
    • 950 views
    • 
    • My 2 cents
    • November 18, 2014

40. Owner-only traditional DB Plan - Re-run valuation for less than 1,000 hours worked?

    By Moose, April 12, 2021
    • 4 replies
    • 949 views
    • 
    • Moose
    • April 15, 2021

41. Has anyone heard of Genesys?

    By Guest new2taxes, July 22, 2010
    • 0 replies
    • 949 views
    • 
    • Guest
    • July 22, 2010

42. blank schedule sb

    By Gary, July 7, 2011
    • 1 reply
    • 949 views
    • 
    • SoCalActuary
    • July 8, 2011

43. Academy Bylaw changes

    By Effen, November 1, 2018
    • 7 replies
    • 949 views
    • 
    • Effen
    • November 13, 2018

44. Plan Document for Government DB Plan

    By flosfur, February 29, 2004
    • 1 reply
    • 948 views
    • 
    • mbozek
    • February 29, 2004

45. Compensation ?

    By Guest penman, November 15, 2004
    • 0 replies
    • 948 views
    • 
    • Guest
    • November 15, 2004

46. CB Plan - interest crediting upon termination

    By Jakyasar, November 21, 2024
    • 7 replies
    • 948 views
    • 
    • Jakyasar
    • November 22, 2024

47. Annuity Purchase commissions or fees

    By Buzz, March 25, 2015
    • 0 replies
    • 947 views
    • 
    • Buzz
    • March 25, 2015

48. Loan to union

    By Guest NYer, January 6, 2011
    • 1 reply
    • 947 views
    • 
    • david rigby
    • January 6, 2011

49. 5500 SF - One participant

    By Pension RC, August 27, 2014
    • 1 reply
    • 947 views
    • 
    • Lou S.
    • August 27, 2014

50. Excess Assets

    By Dougsbpc, April 2, 2019
    • 3 replies
    • 947 views
    • 
    • david rigby
    • April 2, 2019