Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Restricted employees again

   By KJohnson, October 31, 2002
   • 0 replies
   • 1.4k views
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   • KJohnson
   • October 31, 2002

2. 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

3. Annual Funding Notice

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

4. Form 8905

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

5. Combo Plan - Late PS Contribs for Testing

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

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

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

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

   By gle3186, January 14, 2005
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   • 1.1k views
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   • gle3186
   • January 14, 2005

8. Deadline for submitting plan for using Form 5307

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

9. 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

10. Combined Plans using PEO 401(k)

    By Guest pm01, December 28, 2005
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    • 1.4k views
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    • Guest
    • December 28, 2005

11. 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

12. 1099-R question

    By Guest Theresa, January 24, 2000
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    • Guest
    • January 24, 2000

13. Divorce forces PBGC coverage?

    By David MacLennan, June 4, 2001
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    • David MacLennan
    • June 4, 2001

14. Correction of misallocation of assets when dividing a master trust

    By JDuns, June 27, 2001
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    • 1.6k views
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    • JDuns
    • June 27, 2001

15. Voluntary Contributions to DB Plans

    By Guest rocnrols2, June 26, 2003
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    • Guest
    • June 26, 2003

16. 412(i) & traditional DB Combo

    By flosfur, August 7, 2003
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    • 906 views
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    • flosfur
    • August 7, 2003

17. Hybrid DB/DC Plan

    By Guest JJacobson, October 9, 1998
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    • Guest
    • October 9, 1998

18. Offsetting Benefits

    By Guest Sabadee!, April 24, 2008
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    • 1.3k views
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    • Guest
    • April 24, 2008

19. PBGC Annual Funding Notice

    By JAY21, March 30, 2009
    • 0 replies
    • 1k views
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    • JAY21
    • March 30, 2009

20. Restricted Calculations Revisited

    By LIBOR, March 28, 2001
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    • 1.4k views
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    • LIBOR
    • March 28, 2001

21. 401(a) funds to purchase state DB service credits

    By Guest dani_o, May 21, 2002
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    • Guest
    • May 21, 2002

22. ASPPA DB Webcourse

    By DMcGovern, August 16, 2011
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    • 1k views
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    • DMcGovern
    • August 16, 2011

23. 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
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    • Übernerd
    • April 9, 2014

24. Husband and wife each with DB Plans

    By Earl, June 10, 2015
    • 0 replies
    • 713 views
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    • Earl
    • June 10, 2015

25. Post Tax and Pretax Contributions Combined

    By Guest Lawrence_Groves, January 23, 2004
    • 0 replies
    • 870 views
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    • Guest
    • January 23, 2004

26. Airline Plans and PBGC

    By Guest jfreeborn, August 20, 2010
    • 0 replies
    • 768 views
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    • Guest
    • August 20, 2010

27. 415 Frozen Benefit without Wearaway

    By Guest Dumb & Dumber, April 30, 2012
    • 0 replies
    • 980 views
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    • Guest
    • April 30, 2012

28. Another Meaningful Benefit Question and -11(g) amendments

    By Trekker, April 9, 2014
    • 0 replies
    • 916 views
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    • Trekker
    • April 9, 2014

29. Amend QJSA

    By Cloudy, November 4, 2016
    • 0 replies
    • 510 views
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    • Cloudy
    • November 4, 2016

30. Surety Bond For Restricted HCE

    By Guest Greg, October 13, 1998
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    • Guest
    • October 13, 1998

31. 204(h) requirement as a result of TRA '86

    By Gary, March 8, 2001
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    • 1.6k views
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    • Gary
    • March 8, 2001

32. Funding percentages

    By FAPInJax, May 22, 2008
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    • 1.1k views
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    • FAPInJax
    • May 22, 2008

33. Previous company

    By ombskid, September 10, 2014
    • 0 replies
    • 711 views
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    • ombskid
    • September 10, 2014

34. Annuity Puchase after age 70-1/2

    By Guest LC Brosio, January 28, 2000
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    • 1.3k views
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    • Guest
    • January 28, 2000

35. transfer of defined benefit plan assets to defined contribution plan

    By Guest JBeck, January 31, 2000
    • 0 replies
    • 2k views
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    • Guest
    • January 31, 2000

36. Miscoding on IRS Form 1099-R

    By J. Bringhurst, May 11, 2004
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    • 1.3k views
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    • J. Bringhurst
    • May 11, 2004

37. PBGC Funding Notice

    By Effen, September 20, 2007
    • 0 replies
    • 1k views
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    • Effen
    • September 20, 2007

38. PPA Cash Balance Plans: Notice 2007-6

    By ERISA25, November 10, 2009
    • 0 replies
    • 814 views
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    • ERISA25
    • November 10, 2009

39. Coverage Testing Frozen Plan

    By Guest mcfeldman, November 11, 2013   

    • coverage
    • soft freeze
    • (and 1 more)

      Tagged with:

      • coverage
      • soft freeze
      • excludable employees
    • 0 replies
    • 1.4k views
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    • Guest
    • November 11, 2013

40. 415 Lump Sum Issues for Post age 70

    By Sixpack, October 1, 2019   

    • 415 ls post age 70
    • 0 replies
    • 435 views
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    • Sixpack
    • October 1, 2019

41. accrual rules Fractional Accrual Rule-411(b)(1)(C)

    By VeryOldMan, January 17, 2020
    • 0 replies
    • 475 views
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    • VeryOldMan
    • January 17, 2020

42. Post NRA Actuarial Increase - 401(a)(26) and 401(a)(4)

    By jpm56, January 11, 2012
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    • jpm56
    • January 11, 2012

43. Indian Tribal Governments

    By Guest JayB, February 3, 2000
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    • Guest
    • February 3, 2000

44. Determining "compensation" for DB plan contribution

    By Guest Deborah, January 28, 2006
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    • Guest
    • January 28, 2006

45. Deduction on Terminated One-Person Plan

    By Andy the Actuary, August 10, 2015
    • 0 replies
    • 691 views
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    • Andy the Actuary
    • August 10, 2015

46. Looking for a sample form for RMD that incorporates any spousal consent, options, etc.

    By Guest shronesz, December 11, 2003
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    • 1.3k views
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    • Guest
    • December 11, 2003

47. social security calculations

    By Gary, November 4, 1998
    • 0 replies
    • 2.3k views
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    • Gary
    • November 4, 1998

48. Lump sum death benefits question (follow-up to July '99 thread on this

    By Guest Letocha, February 4, 2000
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    • Guest
    • February 4, 2000

49. 71 TPF&C mortality rates (male v female)

    By Gary, June 28, 2001
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    • 2.5k views
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    • Gary
    • June 28, 2001

50. Flexibility re participation in cash balance plan

    By Guest Willy235, June 26, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • June 26, 2003