Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Filing without a Signed SB

   By Nate X, October 15, 2021
   • 0 replies
   • 379 views
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   • Nate X
   • October 15, 2021

2. underfunded plans

   By fidu, December 20, 2002
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   • 1.2k views
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   • fidu
   • December 20, 2002

3. EE Provided Accrued

   By Guest DRN, April 24, 2003
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   • 977 views
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   • Guest
   • April 24, 2003

4. Cash Balance Terminations

   By Guest PGH.ERISA, June 16, 2008
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   • 890 views
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   • Guest
   • June 16, 2008

5. QPSA charge

   By alexa, January 12, 2005
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   • alexa
   • January 12, 2005

6. McKay Hochman Document

   By Effen, October 14, 2010
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   • 1.5k views
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   • Effen
   • October 14, 2010

7. Carryover of non deductible after year of term

   By Guest Dumb & Dumber, July 22, 2012
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   • 835 views
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   • Guest
   • July 22, 2012

8. Frozen DB plan and SPD/SMM requirements

   By alexa, June 20, 2021
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   • 443 views
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   • alexa
   • June 20, 2021

9. 412i plans

   By Guest NPaleveda, October 8, 2001
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   • Guest
   • October 8, 2001

10. Participant Disclosure under ERISA

    By Gary, November 23, 1999
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    • 1.6k views
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    • Gary
    • November 23, 1999

11. Coverage (410(b)) Testing

    By LIBOR, January 13, 2003
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    • 1.3k views
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    • LIBOR
    • January 13, 2003

12. Compensation Improvement Assumtpion

    By Andy the Actuary, January 21, 2008
    • 0 replies
    • 793 views
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    • Andy the Actuary
    • January 21, 2008

13. plan benefits for distribution upone termination

    By Gary, July 1, 2011
    • 0 replies
    • 783 views
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    • Gary
    • July 1, 2011

14. new plan, coverage and non discrimination

    By Gary, February 10, 2012
    • 0 replies
    • 787 views
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    • Gary
    • February 10, 2012
15. QDRO Approved?

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

16. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.2k views
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    • JAY21
    • March 26, 2009

17. Fiscal Plan Year

    By MGOAdmin, September 22, 2015
    • 0 replies
    • 813 views
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    • MGOAdmin
    • September 22, 2015

18. New law limitations applied to FYE 6/30/01

    By Guest sam w, June 22, 2001
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    • 1.3k views
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    • Guest
    • June 22, 2001

19. Calculation of most valuable benefit

    By FAPInJax, January 4, 2007
    • 0 replies
    • 964 views
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    • FAPInJax
    • January 4, 2007

20. Can a Grandfathered Benefit Trump the QJSA Most-Valuable Rule?

    By Übernerd, May 7, 2013   

    • QJSA
    • Lump Sum
    • 0 replies
    • 1.8k views
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    • Übernerd
    • May 7, 2013

21. PBGC audit

    By Jakyasar, May 5, 2025
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    • 1.3k views
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    • Jakyasar
    • May 5, 2025

22. Multiple Employer Plan -- Sharing Excess Assets

    By davef, January 17, 2002
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    • 1.4k views
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    • davef
    • January 17, 2002

23. 412(i) plan contribution for a short plan year

    By Guest Carol the Writer, June 25, 2004
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    • 920 views
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    • Guest
    • June 25, 2004

24. Can a 412(e)(3) plan be frozen?

    By amoy, November 11, 2015
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    • 1.1k views
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    • amoy
    • November 11, 2015

25. Experience With DOL Audit of Converted Cash Balance Plan?

    By Guest DJK, February 14, 2001
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    • 1.5k views
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    • Guest
    • February 14, 2001

26. Nondiscrimination

    By FAPInJax, October 14, 2004
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    • 988 views
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    • FAPInJax
    • October 14, 2004

27. Amendment date under Technical Corrections

    By Guest GMP, December 19, 2008
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    • 728 views
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    • Guest
    • December 19, 2008

28. Max tax after PPA

    By Gary, December 13, 2010
    • 0 replies
    • 917 views
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    • Gary
    • December 13, 2010

29. Opening balance wear away issues.

    By Gary, August 7, 2000
    • 0 replies
    • 1.7k views
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    • Gary
    • August 7, 2000

30. AFTAP <80%

    By Dougsbpc, December 19, 2008
    • 0 replies
    • 929 views
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    • Dougsbpc
    • December 19, 2008

31. Contribution Deduction for Participating Employer

    By Dougsbpc, December 13, 2010
    • 0 replies
    • 827 views
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    • Dougsbpc
    • December 13, 2010

32. Law against no legible, current plan doc

    By Gary, August 7, 2000
    • 0 replies
    • 1.4k views
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    • Gary
    • August 7, 2000

33. CRT as beneficiary of DB plan

    By Guest Matt Tuttle, October 27, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • October 27, 2000

34. valuing a step ab

    By abanky, January 5, 2007
    • 0 replies
    • 1k views
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    • abanky
    • January 5, 2007

35. DB 70.5 Minimum Distributions - 2006

    By zimbo, July 21, 2006
    • 0 replies
    • 1.3k views
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    • zimbo
    • July 21, 2006

36. Plan account details

    By Gary, October 7, 2009
    • 0 replies
    • 782 views
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    • Gary
    • October 7, 2009

37. Disability Benefit Question

    By Guest lvegas, February 17, 2006
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    • 1.3k views
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    • Guest
    • February 17, 2006

38. newly covered employees and prior benefit stucture

    By Draper55, March 24, 2023
    • 0 replies
    • 397 views
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    • Draper55
    • March 24, 2023

39. Misguided Guidance

    By Andy the Actuary, April 17, 2007
    • 0 replies
    • 1k views
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    • Andy the Actuary
    • April 17, 2007

40. cash balance plan

    By Gary, April 24, 2003
    • 0 replies
    • 1.1k views
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    • Gary
    • April 24, 2003

41. QJSA AS LEAST AS VALUABLE

    By Guest JBeck, March 16, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • March 16, 2005

42. Defaulted plan loan

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

43. Revised AFTAP

    By dmb, January 12, 2011
    • 0 replies
    • 938 views
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    • dmb
    • January 12, 2011

44. db accrual contingent on 403(b) deferral.Can you do this?

    By Effen, December 30, 2003
    • 0 replies
    • 999 views
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    • Effen
    • December 30, 2003

45. 2003 Plan Term Date-2004 Deduction ?

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

46. New 412(i) class action

    By Guest edm32, February 25, 2008
    • 0 replies
    • 1k views
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    • Guest
    • February 25, 2008

47. Benefit-Focused-Retirement Plans?

    By Guest nidusjr, October 7, 2009
    • 0 replies
    • 2k views
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    • Guest
    • October 7, 2009

48. Failure to deduct mandatory employee contributions

    By MikeD, January 24, 2023
    • 0 replies
    • 282 views
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    • MikeD
    • January 24, 2023

49. Cash Balance Plans with different levels of benefits and backloading issue.

    By Guest ymoore, May 27, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • May 27, 2005

50. Annual Funding Notice

    By Guest pcohen, March 27, 2009
    • 0 replies
    • 997 views
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    • Guest
    • March 27, 2009