Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Compensation Improvement Assumtpion

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

2. plan benefits for distribution upone termination

   By Gary, July 1, 2011
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   • 769 views
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   • Gary
   • July 1, 2011

3. new plan, coverage and non discrimination

   By Gary, February 10, 2012
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   • 772 views
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   • Gary
   • February 10, 2012
4. QDRO Approved?

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

5. Change from BOY val to EOY Val Date

   By JAY21, March 26, 2009
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   • 1.1k views
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   • JAY21
   • March 26, 2009

6. Fiscal Plan Year

   By MGOAdmin, September 22, 2015
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   • 803 views
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   • MGOAdmin
   • September 22, 2015

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

   By Guest sam w, June 22, 2001
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   • 1.2k views
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   • Guest
   • June 22, 2001

8. Calculation of most valuable benefit

   By FAPInJax, January 4, 2007
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   • 954 views
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   • FAPInJax
   • January 4, 2007

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

   By Übernerd, May 7, 2013   

   • QJSA
   • Lump Sum
   • 0 replies
   • 1.7k views
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   • Übernerd
   • May 7, 2013

10. PBGC audit

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

11. 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

12. 412(i) plan contribution for a short plan year

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

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

    By amoy, November 11, 2015
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    • 1k views
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    • amoy
    • November 11, 2015

14. 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

15. Nondiscrimination

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

16. Amendment date under Technical Corrections

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

17. Max tax after PPA

    By Gary, December 13, 2010
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    • 904 views
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    • Gary
    • December 13, 2010

18. Opening balance wear away issues.

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

19. AFTAP <80%

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

20. Contribution Deduction for Participating Employer

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

21. 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

22. CRT as beneficiary of DB plan

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

23. valuing a step ab

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

24. DB 70.5 Minimum Distributions - 2006

    By zimbo, July 21, 2006
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    • 1.2k views
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    • zimbo
    • July 21, 2006

25. Plan account details

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

26. Disability Benefit Question

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

27. newly covered employees and prior benefit stucture

    By Draper55, March 24, 2023
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    • 374 views
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    • Draper55
    • March 24, 2023

28. Misguided Guidance

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

29. cash balance plan

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

30. QJSA AS LEAST AS VALUABLE

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

31. Defaulted plan loan

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

32. Revised AFTAP

    By dmb, January 12, 2011
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    • 926 views
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    • dmb
    • January 12, 2011

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

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

34. 2003 Plan Term Date-2004 Deduction ?

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

35. New 412(i) class action

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

36. Benefit-Focused-Retirement Plans?

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

37. Failure to deduct mandatory employee contributions

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

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

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

39. Annual Funding Notice

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

40. Cash-Balance Proposed Regs

    By JAY21, February 14, 2011
    • 0 replies
    • 923 views
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    • JAY21
    • February 14, 2011

41. Waiver of QPSA

    By Guest Karens, December 20, 1999
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    • 2.4k views
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    • Guest
    • December 20, 1999

42. Distress Termination with sufficient assets to pay guaranteed benefits

    By Guest Victoria Pelletiere, July 19, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • July 19, 2002

43. Reorganization Index for Multi-Employer Plans - Market value or Actuarial value?

    By Effen, October 9, 2003
    • 0 replies
    • 1.1k views
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    • Effen
    • October 9, 2003

44. PFB must be declared by prior year 5500 due date

    By Effen, September 14, 2009
    • 0 replies
    • 1.1k views
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    • Effen
    • September 14, 2009

45. Minmum contribution

    By retbenser, August 11, 2011
    • 0 replies
    • 758 views
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    • retbenser
    • August 11, 2011

46. Plan Amendment

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

47. Restricted Employee Distribution

    By Cloudy, May 27, 2020
    • 0 replies
    • 481 views
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    • Cloudy
    • May 27, 2020

48. Deemed Uniformity & 401(l)

    By LIBOR, May 3, 2005
    • 0 replies
    • 1k views
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    • LIBOR
    • May 3, 2005

49. Self employed defined benefit plan contribution limitations due to losses

    By Guest JimLBSC, July 16, 2014   

    • schedule C
    • NOLs
    • (and 2 more)

      Tagged with:

      • schedule C
      • NOLs
      • defined benefit plan
      • self employed
    • 0 replies
    • 1.1k views
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    • Guest
    • July 16, 2014

50. 5% "Safety Valve" Rule

    By Guest, March 7, 2001
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    • 1.5k views
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    • Guest
    • March 7, 2001