Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Leased employee covered by leasing orginizations DB plan.

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

2. 402(f) Notice

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

3. simple 5330 question

   By Draper55, June 26, 2013   

   • applicable year
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   • Draper55
   • June 26, 2013

4. plan adminstrators

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

5. Transfer of excess plan assets

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

6. 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

7. General Testing of aggregated DB/DC plans

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

8. Handy Reference

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

9. Participant Notice When Benefits Restricted

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

10. Missing Participants

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

11. plan adminstrator

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

12. 415(b) limits

    By Gary, February 18, 2000
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    • 1.8k views
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    • Gary
    • February 18, 2000

13. 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

14. Timing of Participant Notice

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

15. Carryover contributions and PPA

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

16. Minimum Required Distribution Option

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

17. FASB payment data

    By FAPInJax, March 1, 2004
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    • 905 views
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    • FAPInJax
    • March 1, 2004

18. Methods of Avoiding 436 Restrictions

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

19. FAS 158 Reference Book

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

20. Frozen Underfunded Plan

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

21. Restricted Benefits

    By Chester, November 9, 1998
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    • 2.1k views
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    • Chester
    • November 9, 1998

22. Plan Merger Timeline

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

23. Revised IRS Notice 2012-61

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

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

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

25. Early Retirement Window Non-Discrimination Testing

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

26. Affiliated Service Group Deductions

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

27. 2018 COLA projections

    By SoCalActuary, September 19, 2017   

    • mercer
    • 0 replies
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    • SoCalActuary
    • September 19, 2017

28. Transfer of Plan Sponsorship within Control Group

    By CuseFan, October 2, 2019
    • 0 replies
    • 767 views
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    • CuseFan
    • October 2, 2019

29. Corporate merger and employer stock

    By Guest PWBAer, November 13, 1998
    • 0 replies
    • 2k views
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    • Guest
    • November 13, 1998

30. Is this Plan subject to 411 accrual rules?

    By Gary, February 18, 2001
    • 0 replies
    • 1.4k views
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    • Gary
    • February 18, 2001

31. Multiple Employer Plans

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

32. Deemed Elections on COB and its use on MRC

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

33. Delayed Cash-Balance Regs

    By JAY21, October 19, 2011
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    • 796 views
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    • JAY21
    • October 19, 2011

34. Excel Custom Functions for Annuity Factors - Update

    By Guest Doug Goelz, January 8, 2014   

    • Excel Annuity Factors
    • 0 replies
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    • Guest
    • January 8, 2014

35. Phased Retirement

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

36. EOY Valuation & AFTAP

    By flosfur, March 10, 2009
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    • 1k views
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    • flosfur
    • March 10, 2009

37. Combined Top Heavy CB/DC - Gateway?

    By Dougsbpc, November 2, 2018
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    • 658 views
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    • Dougsbpc
    • November 2, 2018

38. accumulated funding deficiency - participant notice

    By Guest cde, September 8, 2004
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    • 1.1k views
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    • Guest
    • September 8, 2004

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

    By Gary, February 10, 2002
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    • 2.3k views
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    • Gary
    • February 10, 2002

40. Small Plan Interest Rate Alternative

    By Andy the Actuary, March 29, 2008
    • 0 replies
    • 855 views
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    • Andy the Actuary
    • March 29, 2008

41. 2007 Funding Deficiency-2008 Funding

    By JAY21, November 7, 2008
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    • 847 views
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    • JAY21
    • November 7, 2008

42. QOSA

    By Guest meeh3704, February 17, 2009
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    • Guest
    • February 17, 2009

43. 101(j) Notice

    By Andy the Actuary, February 21, 2012
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    • Andy the Actuary
    • February 21, 2012

44. Leased EE's - HCE definition

    By Guest Keith N, December 1, 1998
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    • Guest
    • December 1, 1998

45. Terminating DB Plan

    By Hoard1, March 2, 2000
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    • Hoard1
    • March 2, 2000

46. DB Cycle 3 FIS Document Seminars

    By MonicaS, January 8, 2024
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    • 383 views
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    • MonicaS
    • January 8, 2024

47. Do the latest "plan asset" regualations change the "Ven

    By Guest RW, July 18, 2000
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    • Guest
    • July 18, 2000

48. Flexible Plan/Cafeteria Plan

    By Guest mwhitaker, August 9, 2001
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    • Guest
    • August 9, 2001

49. 100% Excise Tax

    By Guest ctate, May 20, 2003
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    • Guest
    • May 20, 2003

50. 415(b)(1)(B)

    By Andy the Actuary, December 10, 2012
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    • 1.3k views
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    • Andy the Actuary
    • December 10, 2012