Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. SEP eligibility

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

2. AFTAP and distributions

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

3. How much information must be given

   By SSRRS, November 1, 2019
   • 4 replies
   • 842 views
   • 
   • SSRRS
   • November 12, 2019

4. Participants Listed on SSA

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

5. Defined Benefit/Defined Contribution Combo?

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

6. H&W - separate businesses - one plan?

   By truphao, February 8, 2024
   • 8 replies
   • 842 views
   • 
   • truphao
   • February 8, 2024

7. Possible 436 Contribution

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

8. Schedule SB - wet signature or docusign

   By Jakyasar, June 29, 2022
   • 2 replies
   • 840 views
   • 
   • truphao
   • June 30, 2022

9. 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
   • 840 views
   • 
   • david rigby
   • May 16, 2018

10. Need and Enrolled Actuary

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

11. 411 accrual limits to 415(b) max benefits

    By DanEA, May 14, 2024
    • 3 replies
    • 839 views
    • 
    • John Feldt ERPA CPC QPA
    • May 24, 2024

12. Terminating - unresponsive participants

    By Lou81, September 5, 2024
    • 2 replies
    • 838 views
    • 
    • Lou81
    • September 5, 2024

13. Fully accrued benefits - 401a26 related

    By Jakyasar, August 5, 2021
    • 3 replies
    • 838 views
    • 
    • Jakyasar
    • August 6, 2021

14. Cash Balance Maximum Contribution

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

15. 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
    • 837 views
    • 
    • Übernerd
    • April 9, 2014

16. Mortality Table for Terminating Cash Balance Plan

    By KimberlyC, October 28, 2015
    • 0 replies
    • 837 views
    • 
    • KimberlyC
    • October 28, 2015

17. Carryover of non deductible after year of term

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

18. Plan was never set up

    By Jakyasar, February 15, 2023
    • 4 replies
    • 835 views
    • 
    • Josette
    • February 17, 2023

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

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

20. Single Life DB Plan and Estate Planning

    By DanyelN, May 15, 2024
    • 4 replies
    • 832 views
    • 
    • DanyelN
    • May 20, 2024

21. Controlled Group Testing when Participant / Owner is not eligible?

    By Dougsbpc, December 28, 2022
    • 4 replies
    • 832 views
    • 
    • FPGuy
    • December 29, 2022

22. FASB Discount rate

    By SSRRS, January 7, 2020
    • 2 replies
    • 831 views
    • 
    • SSRRS
    • January 7, 2020

23. Service Requirement for Accrual

    By ERISAAPPLE, May 30, 2018
    • 5 replies
    • 831 views
    • 
    • figure 8
    • May 30, 2018

24. Annual Funding Notice

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

25. Filing SB after discovering document mistakes

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

26. Annual Funding Notice for Eligible Charity Plans

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

27. Use of Full Yield Curve

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

28. Plan termination 2007/2008 payout

    By nancy, March 6, 2008
    • 1 reply
    • 830 views
    • 
    • Andy the Actuary
    • March 7, 2008

29. Which Plan Document Covers Employee

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

30. plan termination

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

31. Gateway Cash Balance Average EAR use for non participants in CB Plan

    By CharlesLeggette, April 23, 2017   

    • gateway
    • 2 replies
    • 829 views
    • 
    • CuseFan
    • April 24, 2017

32. CB First Year Funding Question

    By Lou S., April 8, 2016
    • 3 replies
    • 828 views
    • 
    • Lou S.
    • April 11, 2016

33. 412-d-2 election

    By Jakyasar, February 15, 2021
    • 2 replies
    • 827 views
    • 
    • Jakyasar
    • February 16, 2021

34. Contribution Deduction for Participating Employer

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

35. Reportable Events and Participant Notices

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

36. Break in service, average comp

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

37. Discrimination in year of termination?

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

38. Multiple Employer Plans

    By Guest Patrick Foley, October 24, 2012
    • 0 replies
    • 824 views
    • 
    • Guest
    • October 24, 2012

39. 401(l) Offset

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

40. RMD Question

    By Dougsbpc, October 24, 2024
    • 1 reply
    • 823 views
    • 
    • CuseFan
    • October 25, 2024

41. 415 limit v accd benefit

    By Gary, May 31, 2011
    • 0 replies
    • 823 views
    • 
    • Gary
    • May 31, 2011

42. Life Insurance Limit in DB Plan

    By Dougsbpc, September 20, 2024
    • 3 replies
    • 823 views
    • 
    • ErnieG
    • September 21, 2024

43. Segment Rates For EOY Valuations

    By Guest merlin, January 9, 2009
    • 0 replies
    • 823 views
    • 
    • Guest
    • January 9, 2009

44. Documentation laws & pension plan participation

    By WhiteCollarWorker, August 5, 2024
    • 3 replies
    • 821 views
    • 
    • R Griffith
    • August 7, 2024

45. Current Year Compensation

    By Pension RC, October 22, 2014
    • 2 replies
    • 821 views
    • 
    • Mike Preston
    • October 23, 2014

46. Tax Return has been filed but contribution has not been fully made

    By truphao, April 6, 2023
    • 5 replies
    • 821 views
    • 
    • truphao
    • April 13, 2023

47. Aggregation of Different Plan Years due to plan termination

    By JustMe, June 23, 2020
    • 3 replies
    • 821 views
    • 
    • Mike Preston
    • June 24, 2020

48. 5500ez

    By Gary, March 24, 2011
    • 0 replies
    • 821 views
    • 
    • Gary
    • March 24, 2011

49. PBGC NOIT required for offset participant?

    By jane murray, October 30, 2017
    • 2 replies
    • 820 views
    • 
    • mstick
    • November 2, 2017

50. PBCG audit?

    By Guest jjren, August 28, 2008
    • 1 reply
    • 820 views
    • 
    • Effen
    • August 29, 2008