Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Normal Retirement Age

   By Gary, October 21, 2009
   • 0 replies
   • 898 views
   • 
   • Gary
   • October 21, 2009

2. Employee coverage by name

   By flosfur, March 18, 2009
   • 1 reply
   • 898 views
   • 
   • Effen
   • March 19, 2009

3. Deduction Timing

   By amcorson, March 30, 2011
   • 1 reply
   • 897 views
   • 
   • K2retire
   • March 30, 2011

4. Defined Benefit Distributions

   By Guest Nathan Kolbes, August 14, 2007
   • 0 replies
   • 897 views
   • 
   • Guest
   • August 14, 2007

5. 2003 Plan Term Date-2004 Deduction ?

   By JAY21, July 20, 2004
   • 0 replies
   • 897 views
   • 
   • JAY21
   • July 20, 2004

6. Integration and Late Retirement

   By Andy the Actuary, October 14, 2009
   • 1 reply
   • 897 views
   • 
   • SoCalActuary
   • October 15, 2009

7. In-Service Distribution

   By Dougsbpc, January 18, 2010
   • 1 reply
   • 897 views
   • 
   • Andy the Actuary
   • January 18, 2010

8. plan conversion

   By thepensionmaven, October 12, 2013
   • 1 reply
   • 897 views
   • 
   • Andy the Actuary
   • October 12, 2013

9. Excluding Service

   By goldtpa, April 21, 2010
   • 2 replies
   • 897 views
   • 
   • goldtpa
   • April 21, 2010

10. Contribution Other Than in Cash

    By Dougsbpc, February 25, 2016
    • 6 replies
    • 896 views
    • 
    • tymesup
    • February 25, 2016

11. New lump sum and cash balance rules

    By FAPInJax, March 2, 2004
    • 0 replies
    • 896 views
    • 
    • FAPInJax
    • March 2, 2004

12. Top heavy credit

    By FAPInJax, October 7, 2004
    • 1 reply
    • 896 views
    • 
    • david rigby
    • October 7, 2004

13. Help wanted: FAS 106 work

    By ScottR, June 19, 2009
    • 0 replies
    • 895 views
    • 
    • ScottR
    • June 19, 2009

14. Options Available when a CB Plan misses its Minimum Funding

    By CharlesLeggette, January 3, 2014
    • 2 replies
    • 895 views
    • 
    • Rball4
    • January 3, 2014

15. Short plan year accrual

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

16. Impermissible Manipulation of Annuity Starting Date?

    By Übernerd, November 18, 2014   

    • annuity starting date
    • 0 replies
    • 895 views
    • 
    • Übernerd
    • November 18, 2014

17. Takeover with Insurance

    By JBones, December 2, 2010
    • 0 replies
    • 895 views
    • 
    • JBones
    • December 2, 2010

18. Safe Harbor Formula?

    By Cloudy, May 5, 2017
    • 3 replies
    • 895 views
    • 
    • My 2 cents
    • May 5, 2017

19. Partial Lump Sum to avoid reversion on overfunded portion

    By SSRRS, July 21, 2020
    • 4 replies
    • 894 views
    • 
    • Jakyasar
    • July 22, 2020

20. Ineffective Amendment due to Sec 436; Anti-Cutback

    By Guest BCR, October 24, 2012
    • 3 replies
    • 894 views
    • 
    • Guest
    • October 24, 2012

21. Exiting PBGC Coverage

    By EBECatty, March 15, 2022
    • 5 replies
    • 894 views
    • 
    • EBECatty
    • March 16, 2022

22. Interest Credited on Paid-Back Distribution

    By Guest bobolink, November 18, 2009
    • 1 reply
    • 894 views
    • 
    • AndyH
    • November 19, 2009

23. TH and Gateway Distribution

    By retbenser, January 28, 2011
    • 3 replies
    • 894 views
    • 
    • SoCalActuary
    • January 28, 2011

24. Participating Employer Contribution

    By Dougsbpc, November 8, 2009
    • 2 replies
    • 893 views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009

25. DB Formula by person - HCE Only Plan

    By slburnett, February 22, 2017   

    • defined benefit
    • formula
    • (and 2 more)

      Tagged with:

      • defined benefit
      • formula
      • hce
      • nondiscrimination
    • 2 replies
    • 893 views
    • 
    • AndyH
    • July 20, 2017

26. Canadian Benefits Information

    By Guest buxbaum2, August 22, 2004
    • 0 replies
    • 893 views
    • 
    • Guest
    • August 22, 2004

27. Top Heavy requirement

    By Gary, March 1, 2011
    • 2 replies
    • 893 views
    • 
    • AndyH
    • March 1, 2011

28. 415 offset due to a prior db plan

    By Jakyasar, March 20, 2024
    • 11 replies
    • 893 views
    • 
    • CuseFan
    • March 22, 2024

29. CBA and Restrictions When Plan Year and CBA Year Are Differnt

    By Guest merlin, April 24, 2008
    • 0 replies
    • 892 views
    • 
    • Guest
    • April 24, 2008

30. Optimized account mix for max tax deferral

    By adam_mx, October 10, 2015
    • 2 replies
    • 892 views
    • 
    • ESOP Guy
    • October 12, 2015

31. Is term insurance premiums considered plan expenses

    By Guest dgee0721, January 13, 2014
    • 3 replies
    • 892 views
    • 
    • My 2 cents
    • January 15, 2014

32. RP-2000 q's

    By tymesup, June 6, 2009
    • 2 replies
    • 892 views
    • 
    • tymesup
    • June 8, 2009

33. Dividing Master Trust

    By Übernerd, October 2, 2014   

    • trusts
    • 0 replies
    • 892 views
    • 
    • Übernerd
    • October 2, 2014

34. Benefit accruals after lump sum?

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

35. Qualified Replacement Plan - "Active Participants" under 4980

    By BentoBox, July 10, 2024
    • 3 replies
    • 891 views
    • 
    • BentoBox
    • July 11, 2024

36. Valuations - Expected Form of Payment for HCEs

    By JAY21, February 18, 2010
    • 1 reply
    • 891 views
    • 
    • SoCalActuary
    • February 18, 2010

37. Excess Loan in a DB Plan - How to Handle

    By emmetttrudy, May 22, 2012
    • 1 reply
    • 891 views
    • 
    • SoCalActuary
    • May 23, 2012

38. 10/15/09 Funding Regs

    By JAY21, December 2, 2009
    • 1 reply
    • 890 views
    • 
    • david rigby
    • December 2, 2009

39. 412(i) & traditional DB Combo

    By flosfur, August 7, 2003
    • 0 replies
    • 890 views
    • 
    • flosfur
    • August 7, 2003

40. 412(i) plans

    By Guest Clain, June 30, 2003
    • 1 reply
    • 890 views
    • 
    • Guest
    • July 11, 2003

41. How to handle RMD for FT

    By Guest Doogie61, June 10, 2010
    • 1 reply
    • 890 views
    • 
    • Mike Preston
    • June 10, 2010

42. 412i conversion

    By FAPInJax, May 29, 2009
    • 0 replies
    • 889 views
    • 
    • FAPInJax
    • May 29, 2009

43. DB plan maximum service credit reduction

    By 7806akp, January 24, 2012
    • 1 reply
    • 889 views
    • 
    • SoCalActuary
    • January 25, 2012

44. COVID-19 Withdrawal

    By thepensionmaven, April 5, 2020
    • 3 replies
    • 887 views
    • 
    • digger
    • April 6, 2020

45. 204(h) notice for multiple groups

    By Jakyasar, November 21, 2022
    • 5 replies
    • 887 views
    • 
    • Jakyasar
    • November 22, 2022

46. Frozen DB Plan Question

    By Stash026, March 2, 2016
    • 3 replies
    • 887 views
    • 
    • My 2 cents
    • March 2, 2016

47. 2008 Funding Rules

    By JAY21, November 1, 2007
    • 0 replies
    • 887 views
    • 
    • JAY21
    • November 1, 2007

48. Allocation of excess assets in QRP

    By Bri, December 16, 2024
    • 4 replies
    • 886 views
    • 
    • Artie M
    • December 18, 2024

49. Section 432 notice

    By LIBERTYKID, June 18, 2009
    • 2 replies
    • 886 views
    • 
    • Effen
    • June 19, 2009

50. PBGC Reportable Events

    By AndyH, October 19, 2010
    • 0 replies
    • 886 views
    • 
    • AndyH
    • October 19, 2010