Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 401(a)(26) question

   By Draper55, December 9, 2014
   • 1 reply
   • 856 views
   • 
   • Mike Preston
   • December 12, 2014

2. PBGC & Old Retirees

   By SoCalActuary, January 24, 2008
   • 1 reply
   • 856 views
   • 
   • JanetM
   • January 24, 2008

3. Question 11 on 5500-SF

   By Pension RC, May 14, 2015
   • 1 reply
   • 856 views
   • 
   • Lou S.
   • May 14, 2015

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

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

5. Defaulted plan loan

   By Gary, June 23, 2010
   • 0 replies
   • 855 views
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   • Gary
   • June 23, 2010

6. Deduction for Waiver of Premium Contributions-Rev. Rul. 2004-20

   By Guest Ernie Guerriero, March 12, 2004
   • 0 replies
   • 855 views
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   • Guest
   • March 12, 2004

7. Small Plan Interest Rate Alternative

   By Andy the Actuary, March 29, 2008
   • 0 replies
   • 855 views
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   • Andy the Actuary
   • March 29, 2008

8. Nondiscrimination testing and early retirement

   By FAPInJax, July 1, 2008
   • 0 replies
   • 855 views
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   • FAPInJax
   • July 1, 2008

9. Funding and Deductibility

   By AdKu, October 29, 2015   

   • Funding & Deductibility
   • 2 replies
   • 855 views
   • 
   • My 2 cents
   • October 29, 2015

10. Cash Balance Conversion Correction

    By Guest DORIGHT, February 20, 2008
    • 0 replies
    • 854 views
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    • Guest
    • February 20, 2008

11. Interest Credits After NRD

    By ERISAAPPLE, April 2, 2018
    • 3 replies
    • 854 views
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    • CuseFan
    • April 3, 2018

12. Change in corporate tax year

    By Guest jmincin, July 6, 2005
    • 0 replies
    • 854 views
    • 
    • Guest
    • July 6, 2005

13. 2009 AFTAP regs for plans with EOY valuations?

    By carrots, August 24, 2009
    • 1 reply
    • 853 views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2009

14. Fully Insured Plan terminates

    By SoCalActuary, January 12, 2011
    • 1 reply
    • 852 views
    • 
    • SoCalActuary
    • January 19, 2011

15. Need help finding correct FASB statement

    By Guest Pennysaver, January 5, 2011
    • 2 replies
    • 851 views
    • 
    • Guest
    • January 5, 2011

16. Nondeductible Contribution

    By DavidO, August 12, 2024
    • 4 replies
    • 851 views
    • 
    • DavidO
    • August 12, 2024

17. Interest on quarterly contributions

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

18. Govermental DB Plans

    By Fisher, October 30, 2012
    • 3 replies
    • 850 views
    • 
    • Effen
    • October 30, 2012

19. Affiliated Service Group Deductions

    By Guest skc, October 20, 2010
    • 0 replies
    • 849 views
    • 
    • Guest
    • October 20, 2010

20. Stopping accruals if the employee elects to start benefits at normal retirement age while employed

    By Everett Moreland, October 13, 2009
    • 1 reply
    • 848 views
    • 
    • david rigby
    • October 13, 2009

21. Unit Credit & EOY Val

    By Penman2006, February 3, 2008
    • 2 replies
    • 848 views
    • 
    • Penman2006
    • February 4, 2008

22. Plan amendment and 133% accrual rule

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

23. Additional Funding Relief

    By dmb, March 26, 2009
    • 1 reply
    • 847 views
    • 
    • Effen
    • March 26, 2009

24. 2010 Form EZ due 3/31 with Schedule SB

    By Dinosaur, March 14, 2011
    • 0 replies
    • 847 views
    • 
    • Dinosaur
    • March 14, 2011

25. 2007 Funding Deficiency-2008 Funding

    By JAY21, November 7, 2008
    • 0 replies
    • 847 views
    • 
    • JAY21
    • November 7, 2008

26. March 31, 2009 EP News application

    By Guest Xerxes, April 29, 2009
    • 0 replies
    • 847 views
    • 
    • Guest
    • April 29, 2009

27. Merger Vesting Calculations

    By Guest lawfive, June 17, 2011
    • 1 reply
    • 847 views
    • 
    • Andy the Actuary
    • June 17, 2011

28. Reversion timing issue

    By Earl, February 17, 2017
    • 5 replies
    • 846 views
    • 
    • Earl
    • February 17, 2017

29. Deemed Elections on COB and its use on MRC

    By Guest jmrodrig, March 9, 2010
    • 0 replies
    • 846 views
    • 
    • Guest
    • March 9, 2010

30. Yileld curve

    By Effen, October 8, 2009
    • 0 replies
    • 845 views
    • 
    • Effen
    • October 8, 2009

31. insurance in a defined benefit plan

    By thepensionmaven, February 15, 2008
    • 1 reply
    • 845 views
    • 
    • Belgarath
    • February 15, 2008

32. PPA

    By IRA, March 30, 2011
    • 1 reply
    • 845 views
    • 
    • FAPInJax
    • March 31, 2011

33. MP Plan - Annuity Request

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

34. Deduct 2 years' contributions in 1 tax year?

    By Flyboyjohn, February 16, 2019
    • 5 replies
    • 844 views
    • 
    • Mike Preston
    • February 25, 2019

35. Combined Deduction Limit in Year PBGC Coverage Ceases

    By SFlannery-Nova, November 2, 2021
    • 7 replies
    • 844 views
    • 
    • SFlannery-Nova
    • November 16, 2021

36. RMD after plan termination

    By Jakyasar, July 25, 2023
    • 6 replies
    • 844 views
    • 
    • CuseFan
    • July 26, 2023

37. deductions/SEP+DBP

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

38. use of s corp to solve earned income limitation

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

39. Retroactive Amendment and CARES SECURE act

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

40. Death Benefit of Main HCE

    By abanky, September 23, 2009
    • 1 reply
    • 843 views
    • 
    • Andy the Actuary
    • September 23, 2009

41. Term DB Start CB

    By Cloudy, June 3, 2016
    • 2 replies
    • 843 views
    • 
    • Effen
    • June 5, 2016

42. Accrued To Date Testing

    By Cloudy, July 6, 2016
    • 2 replies
    • 842 views
    • 
    • Cloudy
    • July 6, 2016

43. 415 lump sum--sobn 415 & SOBN

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

44. Plan Termination

    By ac, June 15, 2023
    • 6 replies
    • 841 views
    • 
    • KimberlyC
    • June 20, 2023

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

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

46. otherwise excludables and gateway

    By Draper55, May 7, 2019
    • 5 replies
    • 841 views
    • 
    • JustnERPA
    • May 10, 2019

47. Terminating Plan maximum contribution

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

48. Should every 69.5 year old 5% owner take an in-service distribution???

    By dan.jock, June 20, 2017
    • 8 replies
    • 840 views
    • 
    • Calavera
    • June 21, 2017

49. Excluded Employees and Defined Benfeit plan

    By drakecohen, July 15, 2020
    • 2 replies
    • 839 views
    • 
    • C. B. Zeller
    • July 16, 2020

50. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2, January 18
    • 5 replies
    • 838 views
    • 
    • Effen
    • January 18