Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Eligibility for Plan

   By emmetttrudy, May 2, 2011
   • 1 reply
   • 911 views
   • 
   • Andy the Actuary
   • May 2, 2011

2. reduction of benefits

   By abanky, May 7, 2009
   • 1 reply
   • 911 views
   • 
   • Effen
   • May 7, 2009

3. DB/DC Combo Sponsored by LLC with Employees Post-PPA

   By Guest Jcarolan, March 20, 2009
   • 1 reply
   • 911 views
   • 
   • mwyatt
   • March 21, 2009

4. 401(a)(26) question

   By truphao, April 17
   • 2 replies
   • 911 views
   • 
   • truphao
   • April 17

5. EGTRRA revisit

   By Gary, January 4, 2011
   • 1 reply
   • 910 views
   • 
   • SoCalActuary
   • January 4, 2011

6. 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
   • 909 views
   • 
   • SoCalActuary
   • May 14, 2018

7. 412(i) plan contribution for a short plan year

   By Guest Carol the Writer, June 25, 2004
   • 0 replies
   • 909 views
   • 
   • Guest
   • June 25, 2004

8. DB Plan - Conflicting Design - Help

   By SteveK, July 10, 2019
   • 10 replies
   • 909 views
   • 
   • JackS
   • July 11, 2019

9. RMD for not quite terminated employee

   By BH1528, December 4, 2018
   • 2 replies
   • 909 views
   • 
   • Luke Bailey
   • December 5, 2018

10. PBGC Plan Termination Filing - Early Benefit Distributions

    By carrots, June 16, 2010
    • 1 reply
    • 908 views
    • 
    • Andy the Actuary
    • June 16, 2010

11. Quicky est. of the 2009 AFTAP

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 908 views
    • 
    • Andy the Actuary
    • April 2, 2009

12. Another 11(g) Amendment question

    By Trekker, August 27, 2013
    • 0 replies
    • 908 views
    • 
    • Trekker
    • August 27, 2013

13. Non discrimination testing

    By Gary, April 7, 2009
    • 0 replies
    • 908 views
    • 
    • Gary
    • April 7, 2009

14. Amending Actuarial Equivalent Interest

    By Dougsbpc, April 7, 2010
    • 1 reply
    • 907 views
    • 
    • Andy the Actuary
    • April 7, 2010

15. Purchasing an Annuity

    By Michael Burkow, July 23
    • 5 replies
    • 907 views
    • 
    • CuseFan
    • July 24

16. 415 lump sums in 2008

    By Gary, October 10, 2008
    • 0 replies
    • 906 views
    • 
    • Gary
    • October 10, 2008

17. FASB payment data

    By FAPInJax, March 1, 2004
    • 0 replies
    • 906 views
    • 
    • FAPInJax
    • March 1, 2004

18. Deficit Reduction Contribution for New Plan

    By Chester, February 9, 2005
    • 0 replies
    • 906 views
    • 
    • Chester
    • February 9, 2005

19. Outsourcing DB / CB Plans

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

20. PBGC Technical Advice on Plan Terminations

    By Andy the Actuary, December 4, 2007
    • 0 replies
    • 906 views
    • 
    • Andy the Actuary
    • December 4, 2007

21. AFTAP and un-paid prior contributions

    By Rob P, March 4, 2009
    • 1 reply
    • 905 views
    • 
    • Effen
    • March 4, 2009

22. 401(a)(26) meaningful benefit

    By John Feldt ERPA CPC QPA, June 30, 2011
    • 1 reply
    • 905 views
    • 
    • SoCalActuary
    • June 30, 2011

23. 412(e) and 401(k)

    By Tinman, April 3, 2015
    • 1 reply
    • 905 views
    • 
    • Mike Preston
    • April 3, 2015

24. Life Insurance Purchased from Plan

    By Buckoosier, April 3, 2018
    • 4 replies
    • 905 views
    • 
    • Buckoosier
    • April 5, 2018

25. Another Meaningful Benefit Question and -11(g) amendments

    By Trekker, April 9, 2014
    • 0 replies
    • 905 views
    • 
    • Trekker
    • April 9, 2014

26. What happens when a top hat plan participant is no longer eligible?

    By Guest newtobenefits, September 26, 2008
    • 0 replies
    • 905 views
    • 
    • Guest
    • September 26, 2008

27. Max tax after PPA

    By Gary, December 13, 2010
    • 0 replies
    • 904 views
    • 
    • Gary
    • December 13, 2010

28. 401(a)(4) testing of DB/DC

    By flosfur, December 15, 2007
    • 1 reply
    • 904 views
    • 
    • Mike Preston
    • December 15, 2007

29. DB plan with an accrual rate for non-owner HCEs

    By John Feldt ERPA CPC QPA, May 4, 2011
    • 7 replies
    • 904 views
    • 
    • John Feldt ERPA CPC QPA
    • May 4, 2011

30. Cash Balance Plans: Changing requirements

    By Guest Rachel Hamilton, March 9, 2010
    • 2 replies
    • 904 views
    • 
    • david rigby
    • March 9, 2010

31. Successor Plan

    By dan.jock, November 29, 2016
    • 1 reply
    • 904 views
    • 
    • dan.jock
    • December 1, 2016

32. Life Insurance Restrictions

    By Dougsbpc, November 25, 2014
    • 1 reply
    • 904 views
    • 
    • AndyH
    • November 26, 2014

33. Testing Query

    By Guest DBStudentAct, July 11, 2009
    • 1 reply
    • 903 views
    • 
    • WDIK
    • July 13, 2009

34. Subsidized Early Retirement

    By jane murray, February 21, 2019
    • 2 replies
    • 902 views
    • 
    • jane murray
    • February 21, 2019

35. Continue using original plan for new entity

    By SSRRS, April 11, 2019
    • 5 replies
    • 901 views
    • 
    • SSRRS
    • April 11, 2019

36. Benefit Accrual Question

    By Earl, November 28, 2016
    • 6 replies
    • 901 views
    • 
    • John Feldt ERPA CPC QPA
    • November 30, 2016

37. Credited Service for 415 Purposes

    By CuseFan, March 9, 2023
    • 4 replies
    • 900 views
    • 
    • AndyH
    • March 14, 2023

38. Sungard Relius Annual Notice

    By Andy the Actuary, February 13, 2009
    • 0 replies
    • 900 views
    • 
    • Andy the Actuary
    • February 13, 2009

39. Small Plan Excess Assets

    By Dougsbpc, April 4, 2018
    • 3 replies
    • 900 views
    • 
    • Calavera
    • April 6, 2018

40. senior moment RE DB and SEP

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

41. Oops - contribution went to the wrong place

    By Blinky the 3-eyed Fish, July 29, 2009
    • 2 replies
    • 900 views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2009

42. Meaningful benefits as an actuarial assumption

    By cathyw, July 14, 2023
    • 6 replies
    • 900 views
    • 
    • cathyw
    • July 14, 2023

43. Schedule C income after val date

    By Dinosaur, April 17, 2012
    • 3 replies
    • 899 views
    • 
    • SoCalActuary
    • April 17, 2012

44. change in funding methods

    By DMcGovern, October 29, 2008
    • 2 replies
    • 899 views
    • 
    • DMcGovern
    • October 29, 2008

45. Top 25 Distribution

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

46. Plan Doc - early retirement

    By Mister Met, June 24, 2013
    • 3 replies
    • 899 views
    • 
    • Mister Met
    • June 24, 2013

47. Terminated DB

    By Dougsbpc, January 5, 2018   

    • year of deduction
    • 3 replies
    • 899 views
    • 
    • Mike Preston
    • January 5, 2018

48. Conflict of Interest?

    By AHPension, March 7, 2014
    • 1 reply
    • 899 views
    • 
    • david rigby
    • March 7, 2014

49. Offset DB plan - refresher

    By Jakyasar, January 10, 2023
    • 5 replies
    • 898 views
    • 
    • Jakyasar
    • January 10, 2023

50. Cycle 3 Update for terminating DB Plan

    By Barbara, June 22, 2023
    • 2 replies
    • 898 views
    • 
    • pensionreview
    • June 26, 2023