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Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

  1. Freezing Plans; How/If Does a Plan Freeze Affect the Reckoning of Years of Participation and/or Years of Service, and the High Three Year Streak for § 415(b) Deliberations

    By Kent Allard,   
    • 4 replies
    • 865 views

  2. PBGC & Old Retirees

    By SoCalActuary,
    • 1 reply
    • 865 views

  3. 2009 AFTAP regs for plans with EOY valuations?

    By carrots,
    • 1 reply
    • 865 views

  4. Nondiscrimination testing and early retirement

    By FAPInJax,
    • 0 replies
    • 865 views

  5. otherwise excludables and gateway

    By Draper55,
    • 5 replies
    • 865 views

  6. Question 11 on 5500-SF

    By Pension RC,
    • 1 reply
    • 865 views

  7. Fully Insured Plan terminates

    By SoCalActuary,
    • 1 reply
    • 864 views

  8. DB Term - 1 Man Timing

    By Lou S.,
    • 1 reply
    • 864 views

  9. Small Plan Interest Rate Alternative

    By Andy the Actuary,
    • 0 replies
    • 864 views

  10. Merger Vesting Calculations

    By Guest lawfive,
    • 1 reply
    • 864 views

  11. PBGC Request

    By Lifer,
    • 3 replies
    • 863 views

  12. Retroactive adoption of pension plan for 2023

    By cathyw,
    • 3 replies
    • 863 views

  13. Reversion timing issue

    By Earl,
    • 5 replies
    • 862 views

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

    By Everett Moreland,
    • 1 reply
    • 862 views

  15. Three year average

    By SSRRS,
    • 6 replies
    • 861 views

  16. Encouraging Distribution

    By BFlash,
    • 2 replies
    • 861 views

  17. Is 401(a)(9) late retirement actuarial increase required to start at 4/1 after 70 1/2 for vested participant who hasn't attained NRA by then?

    By bito'money,
    • 3 replies
    • 860 views

  18. When is a benefit being duplicated?

    By CTipper,
    • 1 reply
    • 860 views

  19. Interest on quarterly contributions

    By Guest Dan Moore,
    • 0 replies
    • 859 views
    • Guest
    • Guest

  20. Unit Credit & EOY Val

    By Penman2006,
    • 2 replies
    • 859 views

  21. Interest Rate for EBAR Calculation

    By Stash026,
    • 2 replies
    • 859 views

  22. CARES Act Delayed Contributions - Credit Balance Elections, Schedule SB, and PBGC filing

    By Rick,
    • 2 replies
    • 858 views

  23. use of s corp to solve earned income limitation

    By Draper55,
    • 0 replies
    • 858 views

  24. PPA

    By IRA,
    • 1 reply
    • 858 views

  25. 2007 Funding Deficiency-2008 Funding

    By JAY21,
    • 0 replies
    • 857 views

  26. March 31, 2009 EP News application

    By Guest Xerxes,
    • 0 replies
    • 857 views
    • Guest
    • Guest

  27. Yileld curve

    By Effen,
    • 0 replies
    • 856 views

  28. Can Traditional DB Plans be Merged?

    By Dougsbpc,
    • 2 replies
    • 856 views

  29. insurance in a defined benefit plan

    By thepensionmaven,
    • 1 reply
    • 856 views

  30. Additional Funding Relief

    By dmb,
    • 1 reply
    • 855 views

  31. Term DB Start CB

    By Cloudy,
    • 2 replies
    • 855 views

  32. Death Benefit of Main HCE

    By abanky,
    • 1 reply
    • 854 views

  33. Terminating Plan maximum contribution

    By Guest RBlaine,
    • 0 replies
    • 852 views
    • Guest
    • Guest

  34. Excess cash balance plan contribution

    By pensionreview,
    • 2 replies
    • 852 views

  35. Accrued To Date Testing

    By Cloudy,
    • 2 replies
    • 852 views

  36. Reporting for Lost Participant Money Sent to PBGC

    By justanotheradmin,   
    • 3 replies
    • 852 views

  37. Withholding for Local Taxation (market practice)

    By ERISA25,
    • 4 replies
    • 851 views

  38. Cash Balance Off-set Plan Participant Count

    By vrradjew,   
    • 1 reply
    • 851 views

  39. 401(a)(4)-5 and no NHCE's

    By Guest samw,
    • 0 replies
    • 850 views
    • Guest
    • Guest

  40. cash balance plan amendments

    By Gary,
    • 1 reply
    • 849 views

  41. 4062(e) Question

    By ERISA25,
    • 0 replies
    • 849 views

  42. Fiduciary Prudence?

    By Guest Spock,
    • 1 reply
    • 847 views
    • Guest
    • Guest

  43. Cash Balance - 411d6 related

    By Jakyasar,
    • 4 replies
    • 847 views

  44. Definition of Compensation for CB Plan

    By metsfan026,
    • 2 replies
    • 846 views

  45. Confirmation of purchase rate for projected mortality table

    By SRM,
    • 1 reply
    • 845 views
    • Guest
    • Guest

  46. DB Contribution to be made on 3/16/2016 after tax return is filed

    By CharlesLeggette,
    • 2 replies
    • 845 views

  47. Transitioanl Segment Rates for Valuation

    By flosfur,
    • 1 reply
    • 844 views

  48. How to get IRS notices, etc.

    By Mister Met,
    • 2 replies
    • 843 views

  49. Required THM for Plan when CB Plan is Frozen

    By JustMe,
    • 3 replies
    • 843 views

  50. Additional distribution to RMD and no in-service allowed under DB plan

    By Jakyasar,
    • 2 replies
    • 843 views
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