Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Contributions to plan

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

2. Annuity Purchase commissions or fees

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

3. blank schedule sb

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

4. MYPPA and Short Plan Year

   By Andy the Actuary, December 13, 2010
   • 2 replies
   • 958 views
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   • Andy the Actuary
   • December 13, 2010

5. Permanency Issue

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

6. Cash Balance Plan Question

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

7. Bender Prototype Plan: Early Distribution

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

8. Late quarterly contributions shown on Schedule SB

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

9. Monthly Yield Curve tables

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

10. Death Benefit Distribution

    By Cloudy, May 7, 2020
    • 2 replies
    • 957 views
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    • CuseFan
    • May 7, 2020

11. 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
    • 956 views
    • 
    • SoCalActuary
    • May 14, 2018

12. IRC 412(i) Ist Yr. issues

    By Guest Richard Field, June 2, 2003
    • 0 replies
    • 956 views
    • 
    • Guest
    • June 2, 2003

13. End of Year Valuations

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

14. Elections under MAP 21

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

15. Handy Reference

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

16. Contribution limits for employers?

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

17. Non Discrimination

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

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

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

19. Cash Balance Conversion/Document Restatement

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

20. General Tested DB + Cross-tested PS

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

21. Cash-Balance Plans

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

22. Is a partial year on leave a break in service?

    By TPApril, April 17, 2012
    • 2 replies
    • 953 views
    • 
    • QDROphile
    • April 17, 2012

23. 2011 EA Meeting Kudos

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

24. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026, October 8, 2025
    • 6 replies
    • 953 views
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    • metsfan026
    • October 9, 2025

25. DB plan terminating and valuation date change

    By Jakyasar, April 20, 2021
    • 2 replies
    • 952 views
    • 
    • Jakyasar
    • April 20, 2021

26. Employer Contributions to 401(k)/Profit Sharing Limited by Cash Balance Plan

    By metsfan026, September 3, 2025
    • 5 replies
    • 952 views
    • 
    • John Feldt ERPA CPC QPA
    • September 5, 2025

27. Top 25 Distribution

    By Xerxes, June 6, 2019
    • 6 replies
    • 951 views
    • 
    • AndyH
    • June 12, 2019

28. Elected funding relief

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

29. 2012 Schedule SB - Amend or not amend?

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

30. Required Aggregation Group

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

31. Underfunded frozen PBGC Plan

    By SSRRS, September 26, 2019
    • 4 replies
    • 950 views
    • 
    • SSRRS
    • October 2, 2019

32. When Would You Certify AFTAP?

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

33. surplus issues

    By Draper55, March 22, 2016
    • 2 replies
    • 950 views
    • 
    • AndyH
    • March 24, 2016

34. Outsourcing DB / CB Plans

    By mjf06241972, July 7, 2019
    • 6 replies
    • 950 views
    • 
    • baneja
    • July 9, 2019

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

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

36. deceased majority owner

    By SheilaD, May 23, 2011
    • 3 replies
    • 949 views
    • 
    • Andy the Actuary
    • May 23, 2011

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

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

38. Municipal/Governmental DB Plans

    By truphao, November 16, 2023
    • 9 replies
    • 949 views
    • 
    • Liz Hallam
    • November 17, 2023

39. accruing a benefit before meeting a one-year wait for eligibility to participate in a cash balance plan

    By gle318612, May 12, 2014
    • 2 replies
    • 949 views
    • 
    • My 2 cents
    • May 12, 2014

40. QPSA- Plan admin believes a divorce mayhave occurred. How do we confirm this?

    By mal, February 25, 2004
    • 1 reply
    • 948 views
    • 
    • Lame Duck
    • February 25, 2004

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

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

42. schedule sb line 12

    By Draper55, April 13, 2011
    • 0 replies
    • 948 views
    • 
    • Draper55
    • April 13, 2011

43. Short plan year

    By SSRRS, August 19, 2019
    • 5 replies
    • 948 views
    • 
    • Mike Preston
    • August 20, 2019

44. Benefit accruals after lump sum?

    By Bucklaw20, January 16, 2024
    • 4 replies
    • 948 views
    • 
    • Effen
    • January 17, 2024

45. Electronic filing of 5500

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

46. Projected Unit Credit Funding With Top Heavy Minimums

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

47. $350 to get statement of accrued benefits?

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

48. Plan aggregation

    By Guest HRD, November 6, 2008
    • 2 replies
    • 947 views
    • 
    • tymesup
    • November 6, 2008

49. 415 limit after SSRA with high pay

    By John Feldt ERPA CPC QPA, February 25, 2011
    • 2 replies
    • 947 views
    • 
    • Effen
    • February 25, 2011

50. Off cycle restatement

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