Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Non Discrimination

   By Gary, April 3, 2008
   • 1 reply
   • 947 views
   • 
   • Mike Preston
   • April 3, 2008

2. Prior PBGC filings

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

3. End of Year Valuations

   By Dougsbpc, November 25, 2008
   • 2 replies
   • 946 views
   • 
   • AndyH
   • November 25, 2008

4. DB/DC Deductible Limit for a one person plan

   By emmetttrudy, March 16, 2009
   • 2 replies
   • 946 views
   • 
   • carrots
   • March 16, 2009

5. Accrued To-Date Testing

   By truphao, March 20, 2024
   • 11 replies
   • 946 views
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   • CuseFan
   • March 21, 2024

6. Separate Interest Annuity in Cash Balance Plan

   By fmsinc, July 11, 2019
   • 2 replies
   • 946 views
   • 
   • fmsinc
   • July 11, 2019

7. Bender Prototype Plan: Early Distribution

   By Guest jfreeborn, September 9, 2010
   • 1 reply
   • 946 views
   • 
   • Andy the Actuary
   • September 9, 2010

8. Contributions to plan

   By Guest Chip, February 13, 2003
   • 2 replies
   • 945 views
   • 
   • Guest
   • February 14, 2003

9. Handy Reference

   By Andy the Actuary, December 20, 2007
   • 0 replies
   • 945 views
   • 
   • Andy the Actuary
   • December 20, 2007

10. Contribution limits for employers?

    By Guest Ellen Levy, February 10, 2010
    • 1 reply
    • 945 views
    • 
    • SoCalActuary
    • February 10, 2010

11. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com, November 8, 2024
    • 6 replies
    • 945 views
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    • gc@chimentowebb.com
    • November 9, 2024

12. Monthly Yield Curve tables

    By david rigby, February 3, 2009
    • 0 replies
    • 945 views
    • 
    • david rigby
    • February 3, 2009

13. Retro ASDs as an option and QJSA Relative Value

    By Guest meggie, October 29, 2004
    • 0 replies
    • 945 views
    • 
    • Guest
    • October 29, 2004

14. ERISA SECTION 204(h) NOTICE - Seriousness and options available?

    By DR245, October 1, 2024
    • 2 replies
    • 945 views
    • 
    • DR245
    • October 1, 2024

15. Permanency Issue

    By Pension RC, December 23, 2016
    • 2 replies
    • 944 views
    • 
    • Calavera
    • December 29, 2016

16. DIsqualified Plan - Minimum Funding?

    By Lou S., January 4, 2017
    • 6 replies
    • 944 views
    • 
    • Lou S.
    • January 4, 2017

17. DB Plan - one lifer - decides to roll over the assets without consulting anyone

    By Jakyasar, February 8, 2023
    • 11 replies
    • 944 views
    • 
    • Jakyasar
    • February 9, 2023

18. May I count YOS for accrual purposes?

    By Jakyasar, June 24, 2020
    • 10 replies
    • 944 views
    • 
    • Jakyasar
    • July 22, 2020

19. H.R. 1779Will this have impact to DB Plans?

    By Guest fcdeacy, April 26, 2004
    • 1 reply
    • 944 views
    • 
    • david rigby
    • April 27, 2004

20. One owner DB and 401a26 issue

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

21. Cash Balance Plan Question

    By Dougsbpc, December 28, 2018
    • 2 replies
    • 942 views
    • 
    • C. B. Zeller
    • December 28, 2018

22. Duplicate 1099-R

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

23. General Tested DB + Cross-tested PS

    By Guest RSNOW, July 30, 2003
    • 1 reply
    • 942 views
    • 
    • rcline46
    • July 30, 2003

24. 2011 EA Meeting Kudos

    By Andy the Actuary, April 18, 2011
    • 0 replies
    • 941 views
    • 
    • Andy the Actuary
    • April 18, 2011

25. Minimizing Settement Charges?

    By Effen, March 9, 2018   

    • asc accounting concerns
    • 4 replies
    • 941 views
    • 
    • Dave Rumas
    • March 13, 2018

26. 2012 Schedule SB - Amend or not amend?

    By rblum50, September 23, 2014
    • 4 replies
    • 940 views
    • 
    • david rigby
    • September 23, 2014

27. Cash Balance Conversion/Document Restatement

    By nancy, January 21, 2014
    • 0 replies
    • 940 views
    • 
    • nancy
    • January 21, 2014

28. Cash-Balance Plans

    By Guest RSNOW, May 30, 2003
    • 0 replies
    • 940 views
    • 
    • Guest
    • May 30, 2003

29. Off cycle restatement

    By Guest latwz, April 17, 2008
    • 1 reply
    • 939 views
    • 
    • SoCalActuary
    • April 17, 2008

30. DB/DC cross-tested Combo

    By retbenser, January 11, 2011
    • 1 reply
    • 939 views
    • 
    • Tom Poje
    • January 11, 2011

31. Electronic filing of 5500

    By Gary, September 27, 2007
    • 2 replies
    • 939 views
    • 
    • SoCalActuary
    • September 27, 2007

32. Reduction to 404 deduction limit for HCE amendments

    By AndrewM, February 7
    • 1 reply
    • 939 views
    • 
    • C. B. Zeller
    • February 7

33. $350 to get statement of accrued benefits?

    By Christine Roberts, August 14, 2009
    • 1 reply
    • 938 views
    • 
    • SoCalActuary
    • August 14, 2009

34. Elected funding relief

    By Effen, September 22, 2010
    • 1 reply
    • 938 views
    • 
    • Andy the Actuary
    • September 22, 2010

35. 401(h) retiree medical

    By pcbenefits007, June 12, 2015
    • 1 reply
    • 938 views
    • 
    • Mike Preston
    • June 15, 2015

36. When Would You Certify AFTAP?

    By Andy the Actuary, August 24, 2010
    • 0 replies
    • 938 views
    • 
    • Andy the Actuary
    • August 24, 2010

37. Defined Benefit Late Restatement - SCP eligible?

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

38. Projected Unit Credit Funding With Top Heavy Minimums

    By Guest merlin, August 31, 2007
    • 2 replies
    • 938 views
    • 
    • Guest
    • August 31, 2007

39. Sole Prop Contributions to DB plan

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

40. Pension Funding Equity Act 2004

    By Gary, August 14, 2009
    • 1 reply
    • 937 views
    • 
    • SoCalActuary
    • August 14, 2009

41. I didn't fund my Keough Money Purchase 2003-2006

    By Guest Dboy, March 29, 2009
    • 3 replies
    • 937 views
    • 
    • K2retire
    • March 30, 2009

42. Death benefit as part of the funding target and recalculating quarterlies

    By Pension RC, May 30, 2014
    • 4 replies
    • 937 views
    • 
    • Pension RC
    • May 30, 2014

43. DB interest rates changing from Treas rates to Bond rates

    By Lori H, April 24, 2009
    • 4 replies
    • 937 views
    • 
    • Lori H
    • April 27, 2009

44. IRS Guidance on 417(e)

    By My 2 cents, November 28, 2016
    • 0 replies
    • 937 views
    • 
    • My 2 cents
    • November 28, 2016

45. New Plan for 2008 using 12/31/07 to 12/30/08 plan year

    By YankeeFan, November 19, 2008
    • 5 replies
    • 937 views
    • 
    • tymesup
    • November 20, 2008

46. Required Aggregation Group

    By emmetttrudy, June 18, 2010
    • 1 reply
    • 936 views
    • 
    • Mike Preston
    • June 20, 2010

47. Elections under MAP 21

    By Guest DBStudentAct, October 22, 2012
    • 1 reply
    • 936 views
    • 
    • Mike Preston
    • November 12, 2012

48. Approved Vesting Schedule

    By Stash026, October 2, 2019
    • 4 replies
    • 936 views
    • 
    • SoCalActuary
    • October 2, 2019

49. Late quarterly contributions shown on Schedule SB

    By TJM, August 1, 2018
    • 1 reply
    • 936 views
    • 
    • figure 8
    • August 1, 2018

50. Local goverment retirement plan employee rights?

    By Guest walley, March 8, 2003
    • 1 reply
    • 936 views
    • 
    • david rigby
    • March 9, 2003