Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Benefit Surveys

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

2. IRS Rev. Proc. 2000-40

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

3. 436 restrictions

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

4. Implementation of new db plan

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

5. tax-exempt entity pension plans

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

6. Spin-off/New Plan for FDL purposes

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

7. Hybrid Plan - Variable Annuity Exception

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

8. Deferred Retirement Option Plan (DROP)

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

9. 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

10. Restricted Lump Sums and Deferral

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

11. Most valuable accruals

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

12. 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

13. Sungard Relius Annual Notice

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

14. Help wanted: FAS 106 work

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

15. SEP eligibility

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

16. Actuarial Certification

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

17. Has anyone heard of Genesys?

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

18. Life Insurance in DB plan

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

19. MDIB table example

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

20. Premium brain cramp check EOY valuation

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

21. 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

22. Yileld curve

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

23. FASB 87 and end of year valuations

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

24. Deductibility

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

25. 412i & 436

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

26. a4 Combo Testing in Yr of Plan Term

    By Cloudy, June 9, 2015
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    • 727 views
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    • Cloudy
    • June 9, 2015

27. Excluding pre-participation comp; when allowed?

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

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

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

29. 412e3 (formerly 412i) Plans

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

30. RMD after death after RBD

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

31. QJSA: Most Valuable Form of Benefit

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

32. Data for Non Discrimination Testing, Distributions

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

33. New PPA mortality tables

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

34. PBGC Reportable Events

    By AndyH, October 19, 2010
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    • 886 views
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    • AndyH
    • October 19, 2010

35. 2010 Form EZ due 3/31 with Schedule SB

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

36. Employee Returns to a tiered DB Plan

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

37. 415 lump sums in 2008

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

38. 415 limit v accd benefit

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

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

    By HRyan, September 29, 2015
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    • HRyan
    • September 29, 2015

40. Restricted employees again

    By KJohnson, October 31, 2002
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    • KJohnson
    • October 31, 2002

41. Re: DB Plan T'ees' authority to fund benefit that only retirees will g

    By Guest songlaw, December 26, 2002
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    • Guest
    • December 26, 2002

42. Annual Funding Notice

    By Andy the Actuary, March 8, 2009
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    • Andy the Actuary
    • March 8, 2009

43. Form 8905

    By Guest Therese, January 10, 2012
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    • Guest
    • January 10, 2012

44. Combo Plan - Late PS Contribs for Testing

    By Cloudy, July 21, 2014
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    • 700 views
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    • Cloudy
    • July 21, 2014

45. Can The Plan Administrator Rely on Employee's Information?

    By Guest hhacker, January 19, 2000
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    • Guest
    • January 19, 2000

46. Vesting and eligibility involving merged companies and merged DB plans

    By gle3186, January 14, 2005
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    • gle3186
    • January 14, 2005

47. Deadline for submitting plan for using Form 5307

    By Guest elem, February 23, 2005
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    • Guest
    • February 23, 2005

48. CBA and Restrictions When Plan Year and CBA Year Are Differnt

    By Guest merlin, April 24, 2008
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    • Guest
    • April 24, 2008

49. Combined Plans using PEO 401(k)

    By Guest pm01, December 28, 2005
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    • Guest
    • December 28, 2005

50. Top Heavy Benefit for combined BD & DC Plan

    By Guest, January 24, 2000
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    • 1.2k views
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    • Guest
    • January 24, 2000