Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Funding cushion and expected increases in comp with 415

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

2. Voluntary Contributions to DB Plans

   By Guest rocnrols2, June 26, 2003
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   • Guest
   • June 26, 2003

3. Moonlighting MD

   By drakecohen, March 11, 2016
   • 1 reply
   • 872 views
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   • Effen
   • March 15, 2016

4. DB for self employed who has 403(b)

   By Guest kprhok, September 22, 2009
   • 1 reply
   • 872 views
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   • david rigby
   • September 22, 2009

5. Communication Tip

   By Andy the Actuary, May 31, 2009
   • 0 replies
   • 871 views
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   • Andy the Actuary
   • May 31, 2009

6. FASB recognition of future plan amendments(specifically EGTRRA)

   By Guest guppy, December 2, 2003
   • 1 reply
   • 871 views
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   • david rigby
   • December 2, 2003

7. RMD Start Date Question

   By Stash026, June 23, 2017
   • 2 replies
   • 871 views
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   • CuseFan
   • June 23, 2017

8. DB/DC Combined Deductibility

   By Andy the Actuary, January 2, 2011
   • 2 replies
   • 871 views
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   • Andy the Actuary
   • January 3, 2011

9. 412i & 436

   By Draper55, April 23, 2008
   • 0 replies
   • 870 views
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   • Draper55
   • April 23, 2008

10. 2010 AFTAP from 2009 EOY Val

    By Guest Jcarolan, August 27, 2010
    • 1 reply
    • 870 views
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    • Effen
    • August 30, 2010

11. Who is a participant for F5500 C/R

    By VeryOldMan, December 27, 2019
    • 4 replies
    • 869 views
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    • Mike Preston
    • December 28, 2019

12. 415 lump sum limit and several plans

    By abanky, August 24, 2010
    • 2 replies
    • 869 views
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    • abanky
    • August 24, 2010

13. Year of plan termination

    By Penman2006, February 21, 2009
    • 0 replies
    • 869 views
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    • Penman2006
    • February 21, 2009

14. New RPA Benefit Restriction Break

    By Dougsbpc, September 5, 2010
    • 0 replies
    • 869 views
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    • Dougsbpc
    • September 5, 2010

15. small plan, can we change val date from BOY to EOY?

    By Audrey, April 9
    • 1 reply
    • 869 views
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    • truphao
    • April 9

16. Decision Not To Request IRS Determination Letter

    By Andy the Actuary, August 26, 2014
    • 1 reply
    • 868 views
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    • Peter Gulia
    • August 26, 2014

17. Top Heavy

    By Egold, March 11, 2020
    • 2 replies
    • 868 views
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    • CuseFan
    • March 11, 2020

18. Elimination of payment options

    By John Feldt ERPA CPC QPA, August 2, 2010
    • 1 reply
    • 868 views
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    • Andy the Actuary
    • August 2, 2010

19. aftaps - int rates for funding vs restrictions

    By Guest ctrapatsos, September 25, 2009
    • 0 replies
    • 868 views
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    • Guest
    • September 25, 2009

20. Deductions

    By Christopher Wilson, June 29, 2020
    • 3 replies
    • 868 views
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    • C. B. Zeller
    • June 30, 2020

21. Plan Restatement - Cash Balance

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

22. Replacement Plan

    By SSRRS, January 18, 2022
    • 10 replies
    • 867 views
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    • SSRRS
    • January 20, 2022

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

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

24. Switching to asset smoothing (avg.)

    By SSRRS, July 11, 2019
    • 2 replies
    • 867 views
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    • SSRRS
    • July 15, 2019

25. Calculating Restricted Amount

    By Andy the Actuary, March 5, 2009
    • 1 reply
    • 866 views
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    • tymesup
    • March 26, 2009

26. Annual Funding Notice

    By Andy the Actuary, March 8, 2009
    • 0 replies
    • 866 views
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    • Andy the Actuary
    • March 8, 2009

27. Combined Deduction Limit and Compensation Used

    By emmetttrudy, September 17, 2012
    • 1 reply
    • 866 views
    • 
    • SoCalActuary
    • September 17, 2012

28. Death of Plan Sponsor & Minimum Funding

    By §#$%!, January 29, 2016
    • 2 replies
    • 866 views
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    • david rigby
    • January 30, 2016

29. DB Plan without Trustees?

    By ERISAgeek111, January 29, 2019
    • 7 replies
    • 866 views
    • 
    • Larry Starr
    • January 31, 2019

30. Interest Rate for 2005

    By Guest Bob_DB, December 20, 2004
    • 1 reply
    • 864 views
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    • david rigby
    • December 20, 2004

31. Suspension of benefits

    By ALG, July 9, 2020
    • 4 replies
    • 863 views
    • 
    • Calavera
    • July 10, 2020

32. Most valuable accruals

    By FAPInJax, March 6, 2009
    • 0 replies
    • 863 views
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    • FAPInJax
    • March 6, 2009

33. Reversing credit balance elections under IRC 430

    By dmb, September 17, 2014
    • 0 replies
    • 863 views
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    • dmb
    • September 17, 2014

34. 412(i) plan - reduce formula

    By jkdoll2, June 8, 2009
    • 1 reply
    • 863 views
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    • SoCalActuary
    • June 8, 2009

35. 402(f) Notice

    By Andy the Actuary, April 27, 2009
    • 0 replies
    • 862 views
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    • Andy the Actuary
    • April 27, 2009

36. GASB 27 - short fiscal year

    By Guest KennyH, January 29, 2009
    • 1 reply
    • 862 views
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    • david rigby
    • January 29, 2009

37. Max Insurance - Death Benefit Language

    By JAY21, August 20, 2014
    • 0 replies
    • 862 views
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    • JAY21
    • August 20, 2014

38. PBGC re Speech Therapist

    By Cynchbeast, October 12, 2017
    • 2 replies
    • 861 views
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    • CuseFan
    • October 12, 2017

39. 415 lump sum and colas on comp limit

    By Draper55, October 24, 2013
    • 1 reply
    • 861 views
    • 
    • Andy the Actuary
    • October 25, 2013

40. Yet Another QOSA Question

    By Guest bobolink, October 3, 2008
    • 0 replies
    • 861 views
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    • Guest
    • October 3, 2008

41. Proposed Federal Budget for 2014

    By Mister Met, July 29, 2013
    • 1 reply
    • 861 views
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    • MoJo
    • July 29, 2013

42. YOS for IRC 415(b) Purposes

    By JAY21, April 19, 2012
    • 1 reply
    • 861 views
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    • JAY21
    • April 19, 2012

43. Change in DBP Funding Method - IRS User Fee?

    By CuseFan, August 22, 2023
    • 2 replies
    • 861 views
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    • CuseFan
    • August 22, 2023

44. Plan Amendment

    By Dougsbpc, May 10, 2013
    • 0 replies
    • 861 views
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    • Dougsbpc
    • May 10, 2013

45. 401(a)(26)

    By abanky, December 15, 2010
    • 2 replies
    • 861 views
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    • abanky
    • December 15, 2010

46. Post Tax and Pretax Contributions Combined

    By Guest Lawrence_Groves, January 23, 2004
    • 0 replies
    • 860 views
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    • Guest
    • January 23, 2004

47. IRS rates for funding and 417

    By david rigby, October 6, 2009
    • 1 reply
    • 859 views
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    • dmb
    • October 6, 2009

48. S-Corp Stock

    By Guest bankergirl, February 14, 2012
    • 2 replies
    • 859 views
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    • ESOP Guy
    • February 14, 2012

49. Participant Notice When Benefits Restricted

    By Andy the Actuary, February 29, 2008
    • 0 replies
    • 859 views
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    • Andy the Actuary
    • February 29, 2008

50. Affiliated Service Group

    By Guest stanlipton, April 12, 2013
    • 0 replies
    • 859 views
    • 
    • Guest
    • April 12, 2013