Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Return of Non-Deductible Contribution

   By Guest mingblue, June 21, 2006
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   • Guest
   • June 21, 2006

2. PBGC Reportable Event - Missed Quarterly

   By AndyH, September 20, 2007
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   • AndyH
   • September 20, 2007

3. Incidental DB test in 412(i)

   By Guest IndyMargaret, June 23, 2008
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   • Guest
   • June 23, 2008

4. Credit Balance Timing

   By Guest snakeeyes, October 13, 2008
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   • Guest
   • October 13, 2008

5. RASD

   By still learning, November 25, 2020   

   • rasd
   • 415
   • (and 1 more)

     Tagged with:

     • rasd
     • 415
     • lump sum
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   • still learning
   • November 25, 2020

6. ERISA 204(h) Notice Illustrative Examples

   By Guest merlin, April 30, 2003
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   • Guest
   • April 30, 2003

7. Frozen defined benefit plan and IRC Section 436

   By holdco, September 11, 2012
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   • holdco
   • September 11, 2012

8. Notice for Participants Ineligibility

   By Guest wwest, February 11, 2000
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   • Guest
   • February 11, 2000

9. Cross-Tested PS w/ DB plan

   By dmb, June 28, 2001
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   • dmb
   • June 28, 2001

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

    By AndyH, February 8, 2002
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    • AndyH
    • February 8, 2002

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

    By flosfur, April 19, 2004
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    • flosfur
    • April 19, 2004

12. Leased employee covered by leasing orginizations DB plan.

    By Guest Larry McNamara, February 16, 2000
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    • Guest
    • February 16, 2000

13. 402(f) Notice

    By Andy the Actuary, April 27, 2009
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    • Andy the Actuary
    • April 27, 2009

14. simple 5330 question

    By Draper55, June 26, 2013   

    • applicable year
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    • Draper55
    • June 26, 2013

15. plan adminstrators

    By Guest pic, November 6, 1998
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    • Guest
    • November 6, 1998

16. Transfer of excess plan assets

    By Guest MAP, January 29, 2001
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    • Guest
    • January 29, 2001

17. Deduction for Waiver of Premium Contributions-Rev. Rul. 2004-20

    By Guest Ernie Guerriero, March 12, 2004
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    • Guest
    • March 12, 2004

18. General Testing of aggregated DB/DC plans

    By flosfur, June 30, 2005
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    • flosfur
    • June 30, 2005

19. Handy Reference

    By Andy the Actuary, December 20, 2007
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    • Andy the Actuary
    • December 20, 2007

20. Participant Notice When Benefits Restricted

    By Andy the Actuary, February 29, 2008
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    • Andy the Actuary
    • February 29, 2008

21. Missing Participants

    By BTG, August 23, 2010
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    • BTG
    • August 23, 2010

22. plan adminstrator

    By Guest pic, November 6, 1998
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    • Guest
    • November 6, 1998

23. 415(b) limits

    By Gary, February 18, 2000
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    • Gary
    • February 18, 2000

24. Has anyone been through a recent DOL audit on plan expenses?

    By Guest Scaf, December 14, 2000
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    • Guest
    • December 14, 2000

25. Timing of Participant Notice

    By Andy the Actuary, February 29, 2008
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    • Andy the Actuary
    • February 29, 2008

26. Carryover contributions and PPA

    By Guest RBlaine, July 22, 2008
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    • Guest
    • July 22, 2008

27. Minimum Required Distribution Option

    By jlf, November 6, 1998
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    • jlf
    • November 6, 1998

28. FASB payment data

    By FAPInJax, March 1, 2004
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    • FAPInJax
    • March 1, 2004

29. Methods of Avoiding 436 Restrictions

    By Guest merlin, February 29, 2008
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    • 895 views
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    • Guest
    • February 29, 2008

30. FAS 158 Reference Book

    By Guest mingblue, August 20, 2008
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    • Guest
    • August 20, 2008

31. Frozen Underfunded Plan

    By Dougsbpc, June 26, 2013
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    • 1k views
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    • Dougsbpc
    • June 26, 2013

32. Restricted Benefits

    By Chester, November 9, 1998
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    • Chester
    • November 9, 1998

33. Plan Merger Timeline

    By Guest smstls, November 3, 2005
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    • Guest
    • November 3, 2005

34. Revised IRS Notice 2012-61

    By Andy the Actuary, September 12, 2012
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    • Andy the Actuary
    • September 12, 2012

35. Davis Bacon Prevailing Wage Benefits in a DB Plan?

    By Guest cascigm, October 13, 2003
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    • Guest
    • October 13, 2003

36. Early Retirement Window Non-Discrimination Testing

    By ubermax, May 6, 2005
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    • ubermax
    • May 6, 2005

37. Affiliated Service Group Deductions

    By Guest skc, October 20, 2010
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    • Guest
    • October 20, 2010

38. 2018 COLA projections

    By SoCalActuary, September 19, 2017   

    • mercer
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    • SoCalActuary
    • September 19, 2017

39. Transfer of Plan Sponsorship within Control Group

    By CuseFan, October 2, 2019
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    • CuseFan
    • October 2, 2019

40. Corporate merger and employer stock

    By Guest PWBAer, November 13, 1998
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    • Guest
    • November 13, 1998

41. Is this Plan subject to 411 accrual rules?

    By Gary, February 18, 2001
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    • Gary
    • February 18, 2001

42. Multiple Employer Plans

    By Guest Patrick Foley, October 24, 2012
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    • Guest
    • October 24, 2012

43. Deemed Elections on COB and its use on MRC

    By Guest jmrodrig, March 9, 2010
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    • Guest
    • March 9, 2010

44. Delayed Cash-Balance Regs

    By JAY21, October 19, 2011
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    • JAY21
    • October 19, 2011

45. Excel Custom Functions for Annuity Factors - Update

    By Guest Doug Goelz, January 8, 2014   

    • Excel Annuity Factors
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    • Guest
    • January 8, 2014

46. Phased Retirement

    By Guest Peter, November 16, 1998
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    • Guest
    • November 16, 1998

47. EOY Valuation & AFTAP

    By flosfur, March 10, 2009
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    • flosfur
    • March 10, 2009

48. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc, November 2, 2018
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    • Dougsbpc
    • November 2, 2018

49. accumulated funding deficiency - participant notice

    By Guest cde, September 8, 2004
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    • Guest
    • September 8, 2004

50. comuting the accrued benefit by using a project and prorate method

    By Gary, February 10, 2002
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    • Gary
    • February 10, 2002