Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Cash-Balance Proposed Regs

   By JAY21, February 14, 2011
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   • JAY21
   • February 14, 2011

2. Waiver of QPSA

   By Guest Karens, December 20, 1999
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   • Guest
   • December 20, 1999

3. Distress Termination with sufficient assets to pay guaranteed benefits

   By Guest Victoria Pelletiere, July 19, 2002
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   • Guest
   • July 19, 2002

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

   By Effen, October 9, 2003
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   • Effen
   • October 9, 2003

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

   By Effen, September 14, 2009
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   • Effen
   • September 14, 2009

6. Minmum contribution

   By retbenser, August 11, 2011
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   • retbenser
   • August 11, 2011

7. Plan Amendment

   By Dougsbpc, May 10, 2013
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   • Dougsbpc
   • May 10, 2013

8. Restricted Employee Distribution

   By Cloudy, May 27, 2020
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   • Cloudy
   • May 27, 2020

9. Deemed Uniformity & 401(l)

   By LIBOR, May 3, 2005
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   • LIBOR
   • May 3, 2005

10. 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
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    • Guest
    • July 16, 2014

11. 5% "Safety Valve" Rule

    By Guest, March 7, 2001
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    • Guest
    • March 7, 2001

12. Benefit Surveys

    By Guest JimmyP, June 1, 2001
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    • Guest
    • June 1, 2001

13. IRS Rev. Proc. 2000-40

    By Andy the Actuary, June 18, 2007
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    • Andy the Actuary
    • June 18, 2007

14. 436 restrictions

    By Guest JM123, July 18, 2008
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    • Guest
    • July 18, 2008

15. Implementation of new db plan

    By Gary, December 30, 1999
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    • Gary
    • December 30, 1999

16. tax-exempt entity pension plans

    By Guest taxgurl, May 15, 2003
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    • Guest
    • May 15, 2003

17. Spin-off/New Plan for FDL purposes

    By pcbenefits007, February 20, 2019
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    • pcbenefits007
    • February 20, 2019

18. Hybrid Plan - Variable Annuity Exception

    By Kevin C, March 3, 2020
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    • 410 views
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    • Kevin C
    • March 3, 2020

19. Deferred Retirement Option Plan (DROP)

    By Felicia, January 26, 2001
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    • Felicia
    • January 26, 2001

20. Funding a DC on top of a DC in a Year

    By Guest Walt Dallas, August 28, 2001
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    • Guest
    • August 28, 2001

21. Restricted Lump Sums and Deferral

    By Guest SVP, January 18, 2009
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    • Guest
    • January 18, 2009

22. Most valuable accruals

    By FAPInJax, March 6, 2009
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    • FAPInJax
    • March 6, 2009

23. Plan Termination and Waiver of Benefits

    By Blinky the 3-eyed Fish, August 8, 2002
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    • Blinky the 3-eyed Fish
    • August 8, 2002

24. Sungard Relius Annual Notice

    By Andy the Actuary, February 13, 2009
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    • Andy the Actuary
    • February 13, 2009

25. Help wanted: FAS 106 work

    By ScottR, June 19, 2009
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    • ScottR
    • June 19, 2009

26. SEP eligibility

    By ScottR, November 7, 2009
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    • ScottR
    • November 7, 2009

27. Actuarial Certification

    By SheilaD, July 22, 2010
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    • SheilaD
    • July 22, 2010

28. Has anyone heard of Genesys?

    By Guest new2taxes, July 22, 2010
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    • Guest
    • July 22, 2010

29. Life Insurance in DB plan

    By Mister Met, April 7, 2011
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    • 935 views
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    • Mister Met
    • April 7, 2011

30. MDIB table example

    By Guest EdShill, January 9, 2012
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    • Guest
    • January 9, 2012

31. Premium brain cramp check EOY valuation

    By mwyatt, May 4, 2005
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    • mwyatt
    • May 4, 2005

32. AFTAP Percentage Drops Below 80% Before Terminee is Paid Lump Sum

    By Guest PaulL, December 1, 2008
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    • Guest
    • December 1, 2008

33. Yileld curve

    By Effen, October 8, 2009
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    • Effen
    • October 8, 2009

34. FASB 87 and end of year valuations

    By FAPInJax, May 1, 2002
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    • FAPInJax
    • May 1, 2002

35. Deductibility

    By David, May 21, 2002
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    • David
    • May 21, 2002

36. 412i & 436

    By Draper55, April 23, 2008
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    • Draper55
    • April 23, 2008

37. a4 Combo Testing in Yr of Plan Term

    By Cloudy, June 9, 2015
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    • Cloudy
    • June 9, 2015

38. Excluding pre-participation comp; when allowed?

    By AndyH, December 13, 2000
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    • AndyH
    • December 13, 2000

39. Voluntary Compliance w/r/t a 412i plan

    By Gary, December 9, 2006
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    • Gary
    • December 9, 2006

40. 412e3 (formerly 412i) Plans

    By Gary, May 17, 2007
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    • Gary
    • May 17, 2007

41. RMD after death after RBD

    By Gary, December 15, 2010
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    • 988 views
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    • Gary
    • December 15, 2010

42. QJSA: Most Valuable Form of Benefit

    By BTG, January 20, 2016
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    • BTG
    • January 20, 2016

43. Data for Non Discrimination Testing, Distributions

    By Gary, April 23, 2009
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    • Gary
    • April 23, 2009

44. New PPA mortality tables

    By FAPInJax, July 19, 2007
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    • FAPInJax
    • July 19, 2007

45. PBGC Reportable Events

    By AndyH, October 19, 2010
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    • AndyH
    • October 19, 2010

46. 2010 Form EZ due 3/31 with Schedule SB

    By Dinosaur, March 14, 2011
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    • Dinosaur
    • March 14, 2011

47. Employee Returns to a tiered DB Plan

    By Dougsbpc, March 8, 2002
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    • Dougsbpc
    • March 8, 2002

48. 415 lump sums in 2008

    By Gary, October 10, 2008
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    • 916 views
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    • Gary
    • October 10, 2008

49. 415 limit v accd benefit

    By Gary, May 31, 2011
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    • 822 views
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    • Gary
    • May 31, 2011

50. Is interest because of delayed payment also subject to 415 Limit?

    By HRyan, September 29, 2015
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    • 803 views
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    • HRyan
    • September 29, 2015