Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 1099-R question

   By Guest Theresa, January 24, 2000
   • 0 replies
   • 1.5k views
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   • Guest
   • January 24, 2000

2. Divorce forces PBGC coverage?

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

3. 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

4. Voluntary Contributions to DB Plans

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

5. 412(i) & traditional DB Combo

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

6. Hybrid DB/DC Plan

   By Guest JJacobson, October 9, 1998
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   • 3k views
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   • Guest
   • October 9, 1998

7. Offsetting Benefits

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

8. PBGC Annual Funding Notice

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

9. Restricted Calculations Revisited

   By LIBOR, March 28, 2001
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   • LIBOR
   • March 28, 2001

10. 401(a) funds to purchase state DB service credits

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

11. ASPPA DB Webcourse

    By DMcGovern, August 16, 2011
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    • 986 views
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    • DMcGovern
    • August 16, 2011

12. 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
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    • Übernerd
    • April 9, 2014

13. Husband and wife each with DB Plans

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

14. Post Tax and Pretax Contributions Combined

    By Guest Lawrence_Groves, January 23, 2004
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    • 859 views
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    • Guest
    • January 23, 2004

15. Airline Plans and PBGC

    By Guest jfreeborn, August 20, 2010
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    • 757 views
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    • Guest
    • August 20, 2010

16. 415 Frozen Benefit without Wearaway

    By Guest Dumb & Dumber, April 30, 2012
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    • 968 views
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    • Guest
    • April 30, 2012

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

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

18. Amend QJSA

    By Cloudy, November 4, 2016
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    • 483 views
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    • Cloudy
    • November 4, 2016

19. Surety Bond For Restricted HCE

    By Guest Greg, October 13, 1998
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    • 2.5k views
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    • Guest
    • October 13, 1998

20. 204(h) requirement as a result of TRA '86

    By Gary, March 8, 2001
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    • 1.5k views
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    • Gary
    • March 8, 2001

21. Funding percentages

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

22. Previous company

    By ombskid, September 10, 2014
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    • 700 views
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    • ombskid
    • September 10, 2014

23. 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

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

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

25. 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

26. PBGC Funding Notice

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

27. PPA Cash Balance Plans: Notice 2007-6

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

28. 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

29. 415 Lump Sum Issues for Post age 70

    By Sixpack, October 1, 2019   

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

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

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

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

    By jpm56, January 11, 2012
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    • 1.6k views
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    • jpm56
    • January 11, 2012

32. Indian Tribal Governments

    By Guest JayB, February 3, 2000
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    • 1.3k views
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    • Guest
    • February 3, 2000

33. Determining "compensation" for DB plan contribution

    By Guest Deborah, January 28, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • January 28, 2006

34. Deduction on Terminated One-Person Plan

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

35. 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

36. social security calculations

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

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

    By Guest Letocha, February 4, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • February 4, 2000

38. 71 TPF&C mortality rates (male v female)

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

39. Flexibility re participation in cash balance plan

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

40. Return of Non-Deductible Contribution

    By Guest mingblue, June 21, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • June 21, 2006

41. PBGC Reportable Event - Missed Quarterly

    By AndyH, September 20, 2007
    • 0 replies
    • 1.1k views
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    • AndyH
    • September 20, 2007

42. Incidental DB test in 412(i)

    By Guest IndyMargaret, June 23, 2008
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    • 1.8k views
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    • Guest
    • June 23, 2008

43. Credit Balance Timing

    By Guest snakeeyes, October 13, 2008
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    • 1k views
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    • Guest
    • October 13, 2008

44. RASD

    By still learning, November 25, 2020   

    • rasd
    • 415
    • (and 1 more)

      Tagged with:

      • rasd
      • 415
      • lump sum
    • 0 replies
    • 754 views
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    • still learning
    • November 25, 2020

45. ERISA 204(h) Notice Illustrative Examples

    By Guest merlin, April 30, 2003
    • 0 replies
    • 1.7k views
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    • Guest
    • April 30, 2003

46. Frozen defined benefit plan and IRC Section 436

    By holdco, September 11, 2012
    • 0 replies
    • 1.5k views
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    • holdco
    • September 11, 2012

47. Notice for Participants Ineligibility

    By Guest wwest, February 11, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • February 11, 2000

48. Cross-Tested PS w/ DB plan

    By dmb, June 28, 2001
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    • 1.3k views
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    • dmb
    • June 28, 2001

49. Aggregating DC for owners only with larger DB. What are the issues?

    By AndyH, February 8, 2002
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    • 1.3k views
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    • AndyH
    • February 8, 2002

50. S412(i) DB plan going to Traditional DB plan

    By flosfur, April 19, 2004
    • 0 replies
    • 917 views
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    • flosfur
    • April 19, 2004