Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

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

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

2. Must Plan Administrators have returning employee/Plan Participants "Reaffirm" Designated Beneficiary

   By pwitt, August 21, 2024
   • 4 replies
   • 990 views
   • 
   • acm_acm
   • August 22, 2024

3. Retiree notices for sponsor changing banks

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

4. Elimination of QPSA on Residual Annuity

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

5. Defining Compensation

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

6. One owner DB and 401a26 issue

   By Jakyasar, March 29, 2022
   • 5 replies
   • 990 views
   • 
   • truphao
   • March 31, 2022

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

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

8. Pension Plan Investments and Transactions

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

9. Control Group and PBGC Coverage

   By Catch22PGM, June 29, 2022
   • 8 replies
   • 989 views
   • 
   • Hojo
   • July 1, 2022

10. change in val date, look back month

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

11. Frozen cash balance plan and floating equivalency rates

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

12. Amortizing Pre-Paid Expense (Plan Termination)

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

13. Can A Statutory Employee Set Up A Plan?

    By Stash026, December 17, 2019
    • 4 replies
    • 989 views
    • 
    • Bill Presson
    • December 23, 2019

14. Life Expectancy

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

15. 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
    • 988 views
    • 
    • lees
    • January 10, 2017

16. PBGC coverage - when does it stop?

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

17. PBGC Variable premium asset date

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

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

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

19. AFTAP and -11(g) Amendments

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

20. EOY Quarterlies

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

21. Excess Assets

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

22. Credit Balance Adjusted by Investment Return

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

23. Protected Benefits Question

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

24. Government Pick-Ups

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

25. 415 Frozen Benefit without Wearaway

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

26. 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
    • 985 views
    • 
    • EBECDC
    • October 3, 2017

27. Terminating DB Plan & funding issues

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

28. Change in Comp Limit after EGTRRA Amendment

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

29. Reallocating Excess Assets upon plan term

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

30. Defined Benefit Late Restatement - SCP eligible?

    By JustMe, August 11, 2020
    • 1 reply
    • 984 views
    • 
    • Benefits Vet
    • March 8, 2021

31. Successor Corp Question

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

32. top heavy DB and comp limit

    By Tom Poje, November 4, 2004
    • 1 reply
    • 983 views
    • 
    • Blinky the 3-eyed Fish
    • November 4, 2004

33. Happy Holidays to all the Benefitslink gang!

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

34. simple ira plan and qual plan

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

35. Floor offset

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

36. Ex Pat in US Plan

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

37. When is the RMD due?

    By Jakyasar, August 10, 2021
    • 14 replies
    • 982 views
    • 
    • Mike Preston
    • August 12, 2021

38. Lump sum for late retiree owner

    By still learning, November 13, 2020   

    • 415
    • 8 replies
    • 981 views
    • 
    • david rigby
    • November 13, 2020

39. Mortality Table Election

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

40. Spreadsheets

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

41. EE Provided Accrued

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

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

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

43. Testing Former Employees

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

44. PBGC electronic filing

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

45. Currently with a solo-401k; does it make sense to add cash balance plan? Take two

    By Mike Preston, May 11, 2018   

    • cash balance
    • traditional db
    • 7 replies
    • 979 views
    • 
    • SoCalActuary
    • May 14, 2018

46. plan amendment in 2008

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

47. plan assets, quarterly contributions

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

48. Reopening Frozen Plan

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

49. Funding a Cash Balance Plan

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

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

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