Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. PBGC Premium paid by corp

   By Guest The Pension Kid, May 24, 2007
   • 11 replies
   • 3.7k views
   • 
   • mwyatt
   • June 5, 2007

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

   By Jakyasar, February 8, 2023
   • 11 replies
   • 1k views
   • 
   • Jakyasar
   • February 9, 2023

3. QDRO-Present Value

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

4. I need help with distribution calcs

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

5. IBM agrees to liability in Cash balance lawsuit

   By mbozek, September 30, 2004
   • 11 replies
   • 1.8k views
   • 
   • Guest
   • October 2, 2004

6. PPA Minimum Funding

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

7. Termination Approval

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

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

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

9. 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

10. Should I get DB plan?

    By LZ, October 9, 2019
    • 11 replies
    • 1.2k views
    • 
    • LZ
    • October 12, 2019

11. actuarial equivalence

    By Gary, April 15, 2002
    • 11 replies
    • 4.4k views
    • 
    • MGB
    • April 17, 2002

12. Plan Document

    By Gary, February 11, 2010
    • 11 replies
    • 1.7k views
    • 
    • SoCalActuary
    • February 16, 2010

13. JBEA Renewal

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

14. Underfunded DB Plan/Payment of Unrestricted Amount

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

15. Comparability Review, where to start?

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

16. Maximum Deduction under 404(0)

    By Guest DCquestioner, September 22, 2008
    • 11 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 23, 2008

17. DB-DC TH min

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

18. CASH BALANCE INTEREST CREDITS - CORBEL DOC

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

19. Beneficiary opt for lump sum?

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

20. benefit restrictions - significantly underfunded plan

    By Effen, July 30, 2007
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 31, 2007

21. 412(i) funding and DC Plans

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

22. Frozen DB Plan - early retirement window

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

23. Combined Plan Deduction Limits

    By dan.jock, January 12, 2017
    • 11 replies
    • 3k views
    • 
    • dan.jock
    • January 31, 2017

24. coverage

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

25. 133-1/3 Rule and New Comparability

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

26. 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

27. Terminated Db And Top Heavy After Egtrra

    By mwyatt, March 27, 2003
    • 11 replies
    • 1.8k views
    • 
    • mwyatt
    • May 16, 2003

28. Cash-Balance Funding

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

29. Hard to value assets in one-man plan

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

30. One Election Form for 2 Cash Balance Plans

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

31. timing of remitance of manditory participant contributions

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

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

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

33. DB Plan Mandatory Cashouts

    By Hojo, May 16, 2024
    • 11 replies
    • 2.3k views
    • 
    • TheBoxMan
    • July 24, 2024

34. 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

35. 415 limits and years of participation

    By zimbo, May 1, 2007
    • 11 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • May 7, 2007

36. 415 $ limit for age less than 62

    By RLR, July 21, 2011
    • 11 replies
    • 4.4k views
    • 
    • JBones
    • August 11, 2011

37. 2009 AFTAPs < 80%

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

38. 401(a)(26) for DB with Benefit Offset

    By John Feldt ERPA CPC QPA, September 7, 2006
    • 11 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

39. 415 offset due to a prior db plan

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

40. Accrued To-Date Testing

    By truphao, March 20, 2024
    • 11 replies
    • 1k views
    • 
    • CuseFan
    • March 21, 2024

41. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 1.8k views
    • 
    • Belgarath
    • March 29, 2017

42. Top Heavy minimum exceeds 415

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

43. 415 Calculations

    By Guest Turtle_01, March 7, 2005
    • 11 replies
    • 4.2k views
    • 
    • AndyH
    • August 30, 2005

44. DB for 1 person S Corp

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

45. Combined DB/DC plan

    By scarabrad, December 28, 2012
    • 11 replies
    • 2.4k views
    • 
    • AndyH
    • January 2, 2013

46. 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
    • 2.7k views
    • 
    • card
    • November 29, 2017

47. PPA Valuation of lump sums

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

48. When are quarterlies required for 2009 plan year?

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

49. Frozen Cash Balance Plan

    By cohendrake, April 23, 2013   

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

50. Cash-Balance Plans

    By Guest RSNOW, May 8, 2003
    • 11 replies
    • 2.6k views
    • 
    • SoCalActuary
    • May 16, 2003