Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. QDRO-Present Value

   By JAY21, January 19, 2005
   • 11 replies
   • 3.4k views
   • 
   • AndyH
   • January 21, 2005

2. I need help with distribution calcs

   By SteveH, June 26, 2006
   • 11 replies
   • 1.7k views
   • 
   • JAY21
   • June 28, 2006

3. IBM agrees to liability in Cash balance lawsuit

   By mbozek, September 30, 2004
   • 11 replies
   • 1.7k views
   • 
   • Guest
   • October 2, 2004

4. PPA Minimum Funding

   By Gary, January 23, 2009
   • 11 replies
   • 2.5k views
   • 
   • ScottR
   • February 5, 2009

5. Termination Approval

   By Guest jimmybeau, May 29, 2008
   • 11 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • May 29, 2008

6. Deemed Burn of Balances When There is a Deemed Reduction of the AFTAP

   By Pension RC, August 19, 2013
   • 11 replies
   • 3.6k views
   • 
   • D Syrett
   • October 14, 2014

7. Has anyone else ever had the following situation: freeze participation

   By John A, March 24, 2000
   • 11 replies
   • 2.6k views
   • 
   • John A
   • March 29, 2000

8. Should I get DB plan?

   By LZ, October 9, 2019
   • 11 replies
   • 1.1k views
   • 
   • LZ
   • October 12, 2019

9. actuarial equivalence

   By Gary, April 15, 2002
   • 11 replies
   • 4.3k views
   • 
   • MGB
   • April 17, 2002

10. Plan Document

    By Gary, February 11, 2010
    • 11 replies
    • 1.6k views
    • 
    • SoCalActuary
    • February 16, 2010

11. JBEA Renewal

    By JAY21, December 21, 2010
    • 11 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 4, 2011

12. Underfunded DB Plan/Payment of Unrestricted Amount

    By Guest, May 17, 2001
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • June 17, 2002

13. Comparability Review, where to start?

    By Guest Hoard, February 6, 1999
    • 11 replies
    • 1.8k views
    • 
    • Hoard1
    • February 16, 1999

14. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

15. DB-DC TH min

    By Guest lerieleech, March 30, 2007
    • 11 replies
    • 2k views
    • 
    • Guest
    • April 11, 2007

16. CASH BALANCE INTEREST CREDITS - CORBEL DOC

    By AndyH, July 2, 2010
    • 11 replies
    • 2k views
    • 
    • david rigby
    • July 6, 2010

17. Beneficiary opt for lump sum?

    By SSRRS, March 16, 2021
    • 11 replies
    • 1.5k views
    • 
    • Effen
    • May 1, 2021

18. benefit restrictions - significantly underfunded plan

    By Effen, July 30, 2007
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • July 31, 2007

19. 412(i) funding and DC Plans

    By Guest Walt Dallas, July 24, 2001
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • July 26, 2001

20. Frozen DB Plan - early retirement window

    By Guest ERISAk, October 7, 2013
    • 11 replies
    • 3k views
    • 
    • ubermax
    • October 8, 2013

21. Combined Plan Deduction Limits

    By dan.jock, January 12, 2017
    • 11 replies
    • 2.9k views
    • 
    • dan.jock
    • January 31, 2017

22. coverage

    By Gary, January 23, 2012
    • 11 replies
    • 1.7k views
    • 
    • frizzyguy
    • February 10, 2012

23. 133-1/3 Rule and New Comparability

    By Randy Watson, October 4, 2004
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • October 20, 2004

24. EFAST - DB Plan 5500 Filing w/o Sch SB

    By Guest Richard Feynman, September 30, 2010
    • 11 replies
    • 2.7k views
    • 
    • My 2 cents
    • October 1, 2010

25. Terminated Db And Top Heavy After Egtrra

    By mwyatt, March 27, 2003
    • 11 replies
    • 1.7k views
    • 
    • mwyatt
    • May 16, 2003

26. Cash-Balance Funding

    By JAY21, March 7, 2008
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 12, 2008

27. Hard to value assets in one-man plan

    By Bird, January 12, 2018
    • 11 replies
    • 1.5k views
    • 
    • jpod
    • January 17, 2018

28. One Election Form for 2 Cash Balance Plans

    By Guest ircreader, May 13, 2005
    • 11 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2005

29. timing of remitance of manditory participant contributions

    By Guest JGriner, September 5, 2006
    • 11 replies
    • 2k views
    • 
    • Guest
    • September 6, 2006

30. Cross Testing - $1 PS vs $1 CB

    By carrots, June 16, 2011
    • 11 replies
    • 1.6k views
    • 
    • frizzyguy
    • June 22, 2011

31. DB Plan Mandatory Cashouts

    By Hojo, May 16, 2024
    • 11 replies
    • 2.1k views
    • 
    • TheBoxMan
    • July 24, 2024

32. Can amendment adopted 2-1/2 months after year end reduce funding?

    By Guest Glen, February 18, 2004
    • 11 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

33. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.4k views
    • 
    • Andy the Actuary
    • May 7, 2007

34. 415 $ limit for age less than 62

    By RLR, July 21, 2011
    • 11 replies
    • 4.3k views
    • 
    • JBones
    • August 11, 2011

35. 2009 AFTAPs < 80%

    By Guest DBPension, May 5, 2009
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • May 12, 2009

36. 401(a)(26) for DB with Benefit Offset

    By John Feldt ERPA CPC QPA, September 7, 2006
    • 11 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

37. 415 offset due to a prior db plan

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

38. Accrued To-Date Testing

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

39. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • March 29, 2017

40. Top Heavy minimum exceeds 415

    By Guest RRO, January 29, 2013
    • 11 replies
    • 1.2k views
    • 
    • Lou S.
    • January 30, 2013

41. 415 Calculations

    By Guest Turtle_01, March 7, 2005
    • 11 replies
    • 4.1k views
    • 
    • AndyH
    • August 30, 2005

42. DB for 1 person S Corp

    By thepensionmaven, July 9, 2019
    • 11 replies
    • 1.7k views
    • 
    • Calavera
    • July 12, 2019

43. Combined DB/DC plan

    By scarabrad, December 28, 2012
    • 11 replies
    • 2.3k views
    • 
    • AndyH
    • January 2, 2013

44. RMD - missing marital status

    By justanotheradmin, November 22, 2017   

    • required minimum distribution
    • rmd
    • (and 4 more)

      Tagged with:

      • required minimum distribution
      • rmd
      • spouse
      • missing spouse
      • pension
      • defined benefit
    • 11 replies
    • 2.6k views
    • 
    • card
    • November 29, 2017

45. PPA Valuation of lump sums

    By FAPInJax, March 13, 2008
    • 11 replies
    • 5.5k views
    • 
    • mwyatt
    • March 15, 2008

46. When are quarterlies required for 2009 plan year?

    By dmb, August 5, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 18, 2009

47. Frozen Cash Balance Plan

    By cohendrake, April 23, 2013   

    • church
    • 11 replies
    • 2.9k views
    • 
    • Grendel77
    • April 26, 2013

48. Cash-Balance Plans

    By Guest RSNOW, May 8, 2003
    • 11 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 16, 2003

49. Failed 401(a)(26)

    By John Feldt ERPA CPC QPA, June 8, 2009
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • June 12, 2009

50. Death of nonhighly compensation employee

    By Egold, November 30, 2023
    • 11 replies
    • 1.2k views
    • 
    • Egold
    • December 1, 2023