Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Cash Balance Plans: Changing requirements

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

2. Employee coverage by name

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

3. Excluding Service

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

4. Filing Schedule MP, Plan Termination

   By Guest DBStudentAct, March 30, 2011
   • 0 replies
   • 917 views
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   • Guest
   • March 30, 2011

5. Schedule C income after val date

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

6. Sungard Relius Annual Notice

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

7. Top heavy credit

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

8. Guaranteed return

   By Narith, May 29, 2019
   • 8 replies
   • 915 views
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   • david rigby
   • May 30, 2019

9. New lump sum and cash balance rules

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

10. Integration and Late Retirement

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

11. plan conversion

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

12. Plan amendment and 133% accrual rule

    By AndyH, January 30, 2019
    • 6 replies
    • 914 views
    • 
    • AndyH
    • February 1, 2019

13. Testing Query

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

14. MP Plan - Annuity Request

    By TPApril, February 26, 2025
    • 2 replies
    • 913 views
    • 
    • david rigby
    • March 8, 2025

15. Participating Employer Contribution

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

16. small PBGC Plan under(over) Funded

    By Guest jmrodrig, April 6, 2010
    • 2 replies
    • 913 views
    • 
    • JAY21
    • April 6, 2010

17. In-Service Distribution

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

18. Can a Plan or Plan Administrator under ERISA be sued for mismanaging a QDRO?

    By Ms. Gloria White, February 26, 2021
    • 3 replies
    • 912 views
    • 
    • Lou S.
    • February 26, 2021

19. 415 lump sum--sobn 415 & SOBN

    By Sixpack, October 5, 2019
    • 1 reply
    • 912 views
    • 
    • SoCalActuary
    • October 7, 2019

20. Top Heavy requirement

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

21. 2003 Plan Term Date-2004 Deduction ?

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

22. Plan Restatement - Cash Balance

    By Stash026, May 28, 2020
    • 3 replies
    • 911 views
    • 
    • Snapper
    • May 30, 2020

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

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

24. Normal Retirement Age

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

25. Takeover with Insurance

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

26. Defined Benefit Distributions

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

27. 412(i) & traditional DB Combo

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

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

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

29. Retroactive Amendment and CARES SECURE act

    By HC2020, March 10, 2021
    • 2 replies
    • 910 views
    • 
    • CuseFan
    • March 10, 2021

30. Interest Credited on Paid-Back Distribution

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

31. Best practices - finding missing participants and processing participant deaths

    By StaceyHelton, February 11, 2016
    • 0 replies
    • 910 views
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    • StaceyHelton
    • February 11, 2016

32. deductions/SEP+DBP

    By Jakyasar, October 28, 2019
    • 4 replies
    • 910 views
    • 
    • Earl
    • October 28, 2019

33. change in funding methods

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

34. Canadian Benefits Information

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

35. Help wanted: FAS 106 work

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

36. worked in NH for 26 years, live in kansas now

    By boomo99, May 9, 2021
    • 9 replies
    • 908 views
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    • Belgarath
    • January 5, 2022

37. Valuations - Expected Form of Payment for HCEs

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

38. Nondiscrimination Testing - Different Measurement Periods?

    By CuseFan, March 6, 2018
    • 3 replies
    • 908 views
    • 
    • Mike Preston
    • March 7, 2018

39. TH and Gateway Distribution

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

40. Is a terminating amendment needed for this individually designed DB plan?

    By MeTooToo, October 24, 2019
    • 1 reply
    • 906 views
    • 
    • Doc Ument
    • October 24, 2019

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

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

42. 412(i) plans

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

43. Is term insurance premiums considered plan expenses

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

44. DB plan maximum service credit reduction

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

45. RP-2000 q's

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

46. change in fundinging method

    By Guest NJ-EA, March 28, 2011
    • 1 reply
    • 905 views
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    • SoCalActuary
    • March 28, 2011

47. Funding cushion and expected increases in comp with 415

    By C. B. Zeller, November 12, 2020
    • 0 replies
    • 904 views
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    • C. B. Zeller
    • November 12, 2020

48. DB/DC combo BRF

    By Guest ICannotDiscloseMyIdentity, February 23, 2011
    • 0 replies
    • 904 views
    • 
    • Guest
    • February 23, 2011

49. 2008 Funding Rules

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

50. 10/15/09 Funding Regs

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