Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Signature Block is misleading

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

2. AFTAP range certification

   By Jakyasar, September 29, 2025
   • 2 replies
   • 981 views
   • 
   • Jakyasar
   • September 29, 2025

3. Change in Comp Limit after EGTRRA Amendment

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

4. Cash Balance Contribution Deductibility

   By metsfan026, September 12, 2022
   • 6 replies
   • 980 views
   • 
   • Luke Bailey
   • September 14, 2022

5. top heavy DB and comp limit

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

6. 415 Frozen Benefit without Wearaway

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

7. Happy Holidays to all the Benefitslink gang!

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

8. Amortizing Pre-Paid Expense (Plan Termination)

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

9. Protected Benefits Question

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

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

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

11. Academy Bylaw changes

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

12. Floor offset

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

13. Dates for notices of plan termination

    By drakecohen, December 29, 2022
    • 2 replies
    • 979 views
    • 
    • TheBoxMan
    • January 16, 2023

14. Successor Corp Question

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

15. Mortality Table Election

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

16. senior moment RE DB and SEP

    By thepensionmaven, September 10, 2024
    • 7 replies
    • 978 views
    • 
    • Gina Alsdorf
    • September 13, 2024

17. Government Pick-Ups

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

18. 401(a)(26) question

    By truphao, April 17, 2025
    • 2 replies
    • 978 views
    • 
    • truphao
    • April 17, 2025

19. EE Provided Accrued

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

20. Reallocating Excess Assets upon plan term

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

21. simple ira plan and qual plan

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

22. Testing Former Employees

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

23. PBGC electronic filing

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

24. plan amendment in 2008

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

25. Spreadsheets

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

26. Short plan year accrual

    By SSRRS, July 17, 2025
    • 1 reply
    • 976 views
    • 
    • Lou S.
    • July 18, 2025

27. One owner DB and 401a26 issue

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

28. Can A Statutory Employee Set Up A Plan?

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

29. Prior PBGC filings

    By Jakyasar, October 12, 2023
    • 12 replies
    • 975 views
    • 
    • Jakyasar
    • October 17, 2023

30. PBGC coverage - when does it stop?

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

31. 412(e) Plan

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

32. Ex Pat in US Plan

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

33. Excess Assets

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

34. Standing Election

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

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

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

36. Terminating DB Plan & funding issues

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

37. Funding a Cash Balance Plan

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

38. Returned Checks for Terminated Plan (Re: Form 5500)

    By metsfan026, October 12, 2025
    • 4 replies
    • 973 views
    • 
    • TheBoxMan
    • October 14, 2025

39. 5500 SF - One participant

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

40. plan assets, quarterly contributions

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

41. HATFA

    By JAY21, November 18, 2014   

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

42. 415 Limit

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

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

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

44. Failure to Issue Timely Certification

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

45. 3 Plan arrangement and top heavy

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

46. OBRA FFC Bases

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

47. Reopening Frozen Plan

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

48. 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
    • 972 views
    • 
    • EBECDC
    • October 3, 2017

49. How to make election to contribute over the maximum deductible amount.

    By Guest PSHowell, June 17, 2004
    • 1 reply
    • 972 views
    • 
    • SoCalActuary
    • June 18, 2004

50. default rollovers- DB plans

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