Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash Balance Plan - Interest Rate Amendment

   By metsfan026, January 29
   • 1 reply
   • 838 views
   • 
   • Bri
   • January 29

2. Encouraging Distribution

   By BFlash, December 3, 2016
   • 2 replies
   • 838 views
   • 
   • BFlash
   • December 5, 2016

3. 401(a)(4)-5 and no NHCE's

   By Guest samw, June 24, 2014
   • 0 replies
   • 837 views
   • 
   • Guest
   • June 24, 2014

4. Fiduciary Prudence?

   By Guest Spock, June 16, 2009
   • 1 reply
   • 835 views
   • 
   • Guest
   • June 17, 2009

5. When is a benefit being duplicated?

   By CTipper, October 22, 2007
   • 1 reply
   • 835 views
   • 
   • Blinky the 3-eyed Fish
   • October 23, 2007

6. Transitioanl Segment Rates for Valuation

   By flosfur, February 2, 2009
   • 1 reply
   • 835 views
   • 
   • SoCalActuary
   • February 2, 2009

7. Cash Balance Off-set Plan Participant Count

   By vrradjew, August 8, 2016   

   • PBGC
   • Cash Balance
   • (and 5 more)

     Tagged with:

     • PBGC
     • Cash Balance
     • Off-set
     • offset
     • participant count
     • flat-rate
     • premium
   • 1 reply
   • 835 views
   • 
   • Calavera
   • August 8, 2016

8. cash balance plan amendments

   By Gary, June 29, 2011
   • 1 reply
   • 834 views
   • 
   • SoCalActuary
   • June 30, 2011

9. AFTAP and distributions

   By ombskid, January 21, 2011
   • 1 reply
   • 834 views
   • 
   • david rigby
   • January 21, 2011

10. Confirmation of purchase rate for projected mortality table

    By SRM, June 7, 2004
    • 1 reply
    • 832 views
    • 
    • Guest
    • June 9, 2004

11. Participants Listed on SSA

    By Andy the Actuary, June 11, 2012
    • 1 reply
    • 831 views
    • 
    • SoCalActuary
    • June 11, 2012

12. Can Traditional DB Plans be Merged?

    By Dougsbpc, April 19, 2014
    • 2 replies
    • 831 views
    • 
    • david rigby
    • April 20, 2014

13. Entry Age Normal

    By Rball4, February 20
    • 2 replies
    • 830 views
    • 
    • david rigby
    • February 20

14. Huge increase in plan contribution due to investment losses during pandemic

    By rblum50, March 29, 2023
    • 10 replies
    • 830 views
    • 
    • gc@chimentowebb.com
    • March 31, 2023

15. Need and Enrolled Actuary

    By HarleyBabe, December 13, 2011
    • 0 replies
    • 830 views
    • 
    • HarleyBabe
    • December 13, 2011

16. IRC 404(a)(7)

    By §#$%!, March 15, 2022
    • 4 replies
    • 829 views
    • 
    • §#$%!
    • March 15, 2022

17. ProVal Rate Hike

    By Rball4, October 29, 2023
    • 2 replies
    • 827 views
    • 
    • AndyH
    • October 31, 2023

18. AFTAP range certification

    By Jakyasar, September 29
    • 2 replies
    • 827 views
    • 
    • Jakyasar
    • September 29

19. Possible 436 Contribution

    By dmb, November 9, 2016
    • 1 reply
    • 826 views
    • 
    • Mike Preston
    • November 16, 2016

20. Carryover of non deductible after year of term

    By Guest Dumb & Dumber, July 22, 2012
    • 0 replies
    • 825 views
    • 
    • Guest
    • July 22, 2012

21. PBGC Request

    By Lifer, January 9, 2020
    • 3 replies
    • 825 views
    • 
    • Lifer
    • January 13, 2020

22. Decreasing Benefit in Two-Plan Offset Arrangment

    By Übernerd, April 9, 2014   

    • 411(a)(9)
    • Early Retirement
    • (and 1 more)

      Tagged with:

      • 411(a)(9)
      • Early Retirement
      • Normal Retirement Benefit
    • 0 replies
    • 825 views
    • 
    • Übernerd
    • April 9, 2014

23. SEP eligibility

    By ScottR, November 7, 2009
    • 0 replies
    • 824 views
    • 
    • ScottR
    • November 7, 2009

24. Guaranteed return

    By Narith, May 29, 2019
    • 8 replies
    • 823 views
    • 
    • david rigby
    • May 30, 2019

25. 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, January 14, 2021
    • 3 replies
    • 823 views
    • 
    • bito'money
    • January 15, 2021

26. DB Term - 1 Man Timing

    By Lou S., November 18, 2020
    • 1 reply
    • 822 views
    • 
    • CuseFan
    • November 18, 2020

27. 4062(e) Question

    By ERISA25, August 7, 2012
    • 0 replies
    • 822 views
    • 
    • ERISA25
    • August 7, 2012

28. Interest Rate for EBAR Calculation

    By Stash026, October 23, 2019
    • 2 replies
    • 822 views
    • 
    • Cloudy
    • October 25, 2019

29. Cash Balance Maximum Contribution

    By rcline46, March 25, 2010
    • 1 reply
    • 821 views
    • 
    • FAPInJax
    • March 25, 2010

30. Defined Benefit/Defined Contribution Combo?

    By Pammie57, January 16, 2019
    • 8 replies
    • 821 views
    • 
    • jpod
    • January 17, 2019

31. Filing SB after discovering document mistakes

    By Pension RC, July 18, 2013
    • 1 reply
    • 821 views
    • 
    • Effen
    • July 18, 2013

32. Excess cash balance plan contribution

    By pensionreview, April 4, 2018
    • 2 replies
    • 820 views
    • 
    • CuseFan
    • April 4, 2018

33. Max Deduction - SEP/DB vs 401(k)/PS/DB - Self Employed

    By ubermax, November 10, 2014
    • 2 replies
    • 820 views
    • 
    • ubermax
    • November 10, 2014

34. Annual Funding Notice

    By ERISA25, August 25, 2011
    • 0 replies
    • 820 views
    • 
    • ERISA25
    • August 25, 2011

35. Cash Balance - 411d6 related

    By Jakyasar, December 26, 2022
    • 4 replies
    • 820 views
    • 
    • Jakyasar
    • December 27, 2022

36. Use of Full Yield Curve

    By Dougsbpc, January 29, 2010
    • 0 replies
    • 819 views
    • 
    • Dougsbpc
    • January 29, 2010

37. CB Retro Payment of 17 years

    By JD54, February 5, 2021
    • 9 replies
    • 818 views
    • 
    • Effen
    • February 6, 2021

38. Annual Funding Notice for Eligible Charity Plans

    By dmb, February 3, 2011
    • 0 replies
    • 818 views
    • 
    • dmb
    • February 3, 2011

39. Missing marital status

    By Trisports, May 15, 2018   

    • missing spouse
    • retroactive annuity
    • (and 1 more)

      Tagged with:

      • missing spouse
      • retroactive annuity
      • unresponsive participant
    • 2 replies
    • 817 views
    • 
    • david rigby
    • May 16, 2018

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

    By CharlesLeggette, February 12, 2016
    • 2 replies
    • 817 views
    • 
    • My 2 cents
    • February 12, 2016

41. If $0 Income, Is A Contribution Owed To Cash Balance Plan?

    By metsfan026, January 6, 2023
    • 1 reply
    • 817 views
    • 
    • C. B. Zeller
    • January 6, 2023

42. Can a Plan or Plan Administrator under ERISA be sued for mismanaging a QDRO?

    By Ms. Gloria White, February 26, 2021
    • 3 replies
    • 816 views
    • 
    • Lou S.
    • February 26, 2021

43. plan termination

    By Gary, January 13, 2011
    • 2 replies
    • 816 views
    • 
    • Gary
    • January 13, 2011

44. Reportable Events and Participant Notices

    By AndyH, October 17, 2008
    • 0 replies
    • 816 views
    • 
    • AndyH
    • October 17, 2008

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

    By Rick, July 10, 2020
    • 2 replies
    • 815 views
    • 
    • C. B. Zeller
    • July 10, 2020

46. 401(l) Offset

    By Guest Crankarm, June 8, 2010
    • 0 replies
    • 815 views
    • 
    • Guest
    • June 8, 2010

47. 401(a)(26) failsafe removed in PPA pre-approved document

    By Dalai Pookah, March 22, 2022
    • 3 replies
    • 815 views
    • 
    • Dalai Pookah
    • March 24, 2022

48. Break in service, average comp

    By Guest DBStudentAct, June 5, 2009
    • 1 reply
    • 815 views
    • 
    • Andy the Actuary
    • June 5, 2009

49. Discrimination in year of termination?

    By Dougsbpc, June 12, 2013
    • 1 reply
    • 814 views
    • 
    • Andy the Actuary
    • June 12, 2013

50. Which Plan Document Covers Employee

    By Guest jfreeborn, March 15, 2010
    • 2 replies
    • 814 views
    • 
    • SoCalActuary
    • March 15, 2010