Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. MAP21 and PBGC 4010

   By Craig Jacobs, August 29, 2012
   • 0 replies
   • 1.1k views
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   • Craig Jacobs
   • August 29, 2012

2. 415 (e) repeal transition

   By Guest, October 14, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • October 14, 1999

3. Merger of underfunded Defined Benefit Plans

   By ac, September 12, 2005
   • 0 replies
   • 1.5k views
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   • ac
   • September 12, 2005

4. IRC 412(i) Ist Yr. issues

   By Guest Richard Field, June 2, 2003
   • 0 replies
   • 956 views
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   • Guest
   • June 2, 2003

5. Katrina Relief?

   By Guest Arlingtonray, October 4, 2005
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   • 1.2k views
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   • Guest
   • October 4, 2005

6. Yet Another QOSA Question

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

7. Match in Cash Balance based on 403(b) deferral

   By Guest Grant, July 14, 2008
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   • 992 views
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   • Guest
   • July 14, 2008

8. Asset Valuation Method

   By Guest Texas_Acty, November 23, 2005
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   • 1.2k views
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   • Guest
   • November 23, 2005

9. Cash Balance Plan RFP

   By Anes2006, January 8, 2016   

   • Cash Balance Plan RFP
   • 0 replies
   • 1.2k views
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   • Anes2006
   • January 8, 2016

10. Cash Balance Plan Termination

    By Just Me, April 13, 2004
    • 0 replies
    • 1.1k views
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    • Just Me
    • April 13, 2004

11. Attribution for Projected Unit Credit/FAS 87

    By Guest Texas_Acty, May 5, 2006
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    • 1.3k views
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    • Guest
    • May 5, 2006

12. Excess Distribution due to PPA Change in 415 Interest Rate

    By Guest sueczer, February 23, 2007
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    • 1.1k views
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    • Guest
    • February 23, 2007

13. E-FAST 5500

    By JAY21, May 24, 2010
    • 0 replies
    • 1.1k views
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    • JAY21
    • May 24, 2010

14. use of s corp to solve earned income limitation

    By Draper55, December 9, 2010
    • 0 replies
    • 856 views
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    • Draper55
    • December 9, 2010

15. Terminating Plan maximum contribution

    By Guest RBlaine, March 25, 2009
    • 0 replies
    • 851 views
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    • Guest
    • March 25, 2009

16. MAP-21 Election

    By Dougsbpc, March 24, 2013
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    • 1.2k views
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    • Dougsbpc
    • March 24, 2013

17. Interest on quarterly contributions

    By Guest Dan Moore, May 15, 2008
    • 0 replies
    • 858 views
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    • Guest
    • May 15, 2008

18. Shared Employees - Where are we these days on this ?

    By JAY21, June 12, 2013
    • 0 replies
    • 1.1k views
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    • JAY21
    • June 12, 2013

19. flip flop funding

    By Guest, July 11, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • July 11, 2000

20. Implications of catch-up contributions on the general test and on safe

    By JDuns, June 6, 2002
    • 0 replies
    • 1.3k views
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    • JDuns
    • June 6, 2002

21. Why 83 GAM considered a current table.

    By Gary, December 9, 2000
    • 0 replies
    • 1.6k views
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    • Gary
    • December 9, 2000

22. cash balance plan lump sums

    By Gary, October 27, 1999
    • 0 replies
    • 1.5k views
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    • Gary
    • October 27, 1999

23. 415(e) and terminated DB Plans

    By KJohnson, November 3, 1999
    • 0 replies
    • 1.4k views
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    • KJohnson
    • November 3, 1999

24. What requires same mort table for females and males for act equiv?

    By Gary, December 9, 2000
    • 0 replies
    • 1.3k views
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    • Gary
    • December 9, 2000

25. Suspension of benefits notice

    By Guest Rae, April 3, 2003
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    • 1.8k views
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    • Guest
    • April 3, 2003

26. Unfunded accrued liability

    By FAPInJax, September 15, 2003
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    • 1.5k views
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    • FAPInJax
    • September 15, 2003

27. Escrow Arrangement -- Restriction of Lump Sum to HCEs

    By Andy the Actuary, February 9, 2014
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    • 1.1k views
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    • Andy the Actuary
    • February 9, 2014

28. 404 prior pan year deductions

    By Draper55, March 28, 2014
    • 0 replies
    • 885 views
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    • Draper55
    • March 28, 2014

29. 401(h) designers & administrators?

    By tbzohar, July 27, 2019   

    • 401(h)
    • defined beneift
    • (and 4 more)

      Tagged with:

      • 401(h)
      • defined beneift
      • administration
      • testing
      • health
      • third party administrator
    • 0 replies
    • 610 views
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    • tbzohar
    • July 27, 2019

30. PBGC premiums for 2024 with a lookback

    By truphao, October 12, 2023
    • 0 replies
    • 529 views
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    • truphao
    • October 12, 2023

31. FASB 87 Average future lifetime

    By FAPInJax, January 23, 2001
    • 0 replies
    • 2.2k views
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    • FAPInJax
    • January 23, 2001

32. Benefit Statements

    By dmb, January 4, 2007
    • 0 replies
    • 1k views
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    • dmb
    • January 4, 2007

33. 401(a)(26) if frozen for HCEs

    By John Feldt ERPA CPC QPA, August 19, 2016   

    • minimum participation
    • 401(a)(26)
    • (and 1 more)

      Tagged with:

      • minimum participation
      • 401(a)(26)
      • meaningful benefit
    • 0 replies
    • 1.5k views
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    • John Feldt ERPA CPC QPA
    • August 19, 2016

34. For DB plans determining the highest 3-year average compensation after

    By John A, November 9, 1999
    • 0 replies
    • 1.3k views
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    • John A
    • November 9, 1999

35. When testing a DB under 401(a)(4) on a benefits basis and the measurem

    By AndyH, October 26, 2000
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    • 1.4k views
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    • AndyH
    • October 26, 2000

36. Adding 401(h) Medical Expense Feature to DB Plan

    By JAY21, November 8, 2007
    • 0 replies
    • 1.1k views
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    • JAY21
    • November 8, 2007

37. Annual Funding Notice - Initial Plan Year

    By AdKu, December 15, 2016   

    • Annual Funding Notice - Initi
    • 0 replies
    • 640 views
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    • AdKu
    • December 15, 2016

38. Survivor Annuity Distribution Options

    By Guest wwest, November 12, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • November 12, 1999

39. Do 401(h) participants count for DB 5500 purposes?

    By Guest kjk, November 30, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • November 30, 2004

40. Aggregating Plans With Different Retirement Ages

    By Guest merlin, July 20, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • July 20, 2005

41. Spreadsheets

    By thepensionmaven, August 31, 2014
    • 0 replies
    • 975 views
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    • thepensionmaven
    • August 31, 2014

42. Form 5300 question - definition of term "benefits"

    By Guest clgenn, May 17, 2002
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    • 1.3k views
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    • Guest
    • May 17, 2002

43. Variable Annuity Plan

    By AndyH, February 26, 2007
    • 0 replies
    • 1.4k views
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    • AndyH
    • February 26, 2007

44. Timing of DB plan contributions: annual or quarterly?

    By Guest siredwardcoke, December 26, 2003
    • 0 replies
    • 1.4k views
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    • Guest
    • December 26, 2003

45. Quarterly Contributions in 2008

    By Guest Teddie, May 11, 2007
    • 0 replies
    • 938 views
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    • Guest
    • May 11, 2007

46. 401(a)(26)

    By Guest nedie, September 13, 2007
    • 0 replies
    • 1.7k views
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    • Guest
    • September 13, 2007

47. Transfer of Plan Sponsor Prior to Stock Sale of Current Sponsor

    By WestCoast, August 30, 2012
    • 0 replies
    • 981 views
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    • WestCoast
    • August 30, 2012

48. Funding cushion and expected increases in comp with 415

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

49. Pension Consulting Firm for Sale (or merger)

    By drakecohen, December 15, 2021
    • 0 replies
    • 628 views
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    • drakecohen
    • December 15, 2021

50. Funding Method Change

    By Guest Don N, November 19, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • November 19, 1999