Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. plan benefits for distribution upone termination

   By Gary, July 1, 2011
   • 0 replies
   • 768 views
   • 
   • Gary
   • July 1, 2011

2. Contribution Eligibility - Profit Sharing + Cash Balance Plans

   By metsfan026, April 18, 2024
   • 2 replies
   • 768 views
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   • Jeff Hartmann
   • April 19, 2024

3. Late 5500

   By Pension RC, August 18, 2014
   • 1 reply
   • 768 views
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   • Andy the Actuary
   • August 18, 2014

4. Plan account details

   By Gary, October 7, 2009
   • 0 replies
   • 767 views
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   • Gary
   • October 7, 2009

5. Transfer of Plan Sponsorship within Control Group

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

6. Distress Termination

   By shERPA, April 30, 2020
   • 4 replies
   • 767 views
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   • shERPA
   • April 30, 2020

7. Cash Balance Plan is terminating - need to purchase 5 deferred annuities

   By truphao, November 17, 2022
   • 5 replies
   • 766 views
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   • CuseFan
   • November 18, 2022

8. RMD amount not allowable for rollover

   By Calavera, December 16, 2021
   • 3 replies
   • 766 views
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   • C. B. Zeller
   • December 16, 2021

9. Delay in putting retirees into pay status

   By CuseFan, July 18, 2017
   • 1 reply
   • 765 views
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   • fiona1
   • August 9, 2017

10. Three year average

    By SSRRS, September 1, 2021
    • 6 replies
    • 765 views
    • 
    • CuseFan
    • September 2, 2021

11. When can I set up a new plan after terminating the old one?

    By Jakyasar, October 21
    • 3 replies
    • 763 views
    • 
    • Jakyasar
    • October 21

12. Outsourcing DB / CB Plans

    By mjf06241972, April 23, 2020
    • 6 replies
    • 763 views
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    • Hojo
    • May 8, 2020

13. 401(a)(26)

    By Guest lerieleech, February 5, 2008
    • 0 replies
    • 763 views
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    • Guest
    • February 5, 2008

14. Revenue Procedure That specified assuming same hours as prior year

    By Tedterrific, December 7, 2020   

    • valuation assumptions
    • 1 reply
    • 761 views
    • 
    • Effen
    • December 8, 2020

15. Which Employer takes 25% deduction

    By Rocha, July 7, 2023
    • 3 replies
    • 761 views
    • 
    • truphao
    • July 13, 2023

16. Allocation Classes Based on Comp

    By austin3515, April 16, 2012
    • 1 reply
    • 760 views
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    • SoCalActuary
    • April 16, 2012

17. Soliciting recommendations for DB admin

    By Guest Spock, June 5, 2009
    • 0 replies
    • 760 views
    • 
    • Guest
    • June 5, 2009

18. Poll

    By jpod, July 10, 2017
    • 6 replies
    • 758 views
    • 
    • RatherBeGolfing
    • July 11, 2017

19. Plan sponsor in receivership

    By david rigby, September 22, 2022
    • 3 replies
    • 758 views
    • 
    • bito'money
    • September 26, 2022

20. Plan termination and Prepaid

    By SSRRS, January 31, 2023
    • 9 replies
    • 758 views
    • 
    • SSRRS
    • February 3, 2023

21. 2018 COLA projections

    By SoCalActuary, September 19, 2017   

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

22. RMD question

    By Belgarath, June 9, 2017
    • 3 replies
    • 758 views
    • 
    • Dougsbpc
    • August 16, 2017

23. combo plan nondiscrimination

    By Draper55, October 3, 2012
    • 2 replies
    • 758 views
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    • AndyH
    • October 3, 2012

24. Minmum contribution

    By retbenser, August 11, 2011
    • 0 replies
    • 757 views
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    • retbenser
    • August 11, 2011

25. Airline Plans and PBGC

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

26. Election to Burn Credit Balance

    By jane murray, May 4, 2019
    • 2 replies
    • 757 views
    • 
    • Calavera
    • May 8, 2019

27. Can QRP (qualified replacement plan) transfer be rolled back into a new defined benefit plan?

    By Jakyasar, January 28, 2022
    • 4 replies
    • 757 views
    • 
    • Bri
    • January 28, 2022

28. Top Heavy Minimum in DB/SHDC

    By drakecohen, February 14, 2018
    • 1 reply
    • 755 views
    • 
    • Lou S.
    • February 14, 2018

29. Starting a disturbing one

    By truphao, February 9, 2023
    • 1 reply
    • 754 views
    • 
    • Belgarath
    • February 9, 2023

30. Participant moves from non-owner to owner late in year

    By Trekker, October 14, 2015
    • 3 replies
    • 754 views
    • 
    • Tom Poje
    • October 15, 2015

31. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded, January 20, 2022
    • 3 replies
    • 754 views
    • 
    • Lou S.
    • January 21, 2022

32. Plan Termination with EE contributions

    By Hojo, August 27, 2018
    • 3 replies
    • 754 views
    • 
    • CuseFan
    • August 27, 2018

33. Terminated EE in non-SH no TH combo plans gets Cash Balance Accrual

    By CharlesLeggette, February 24, 2016
    • 2 replies
    • 753 views
    • 
    • AndyH
    • February 25, 2016

34. Salary History

    By SSRRS, December 6, 2019
    • 4 replies
    • 753 views
    • 
    • SSRRS
    • December 16, 2019

35. DB Plan Restatements

    By Stash026, April 18, 2016
    • 1 reply
    • 752 views
    • 
    • Belgarath
    • April 18, 2016

36. Distributions Resulting from Fraud - Can a DB Plan Recover Amounts Paid to IRS?

    By lrc14, January 3, 2011
    • 0 replies
    • 752 views
    • 
    • lrc14
    • January 3, 2011

37. RASD

    By still learning, November 25, 2020   

    • rasd
    • 415
    • (and 1 more)

      Tagged with:

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

38. 2020 JBEA Renewal

    By Hojo, January 23, 2020
    • 2 replies
    • 749 views
    • 
    • Hojo
    • January 23, 2020

39. 204(h) timing

    By Bri, February 25
    • 1 reply
    • 748 views
    • 
    • Effen
    • February 25

40. 1,000 Hour Requirement For Short Plan Year

    By metsfan026, August 13, 2022
    • 3 replies
    • 748 views
    • 
    • Bri
    • August 16, 2022

41. Funding Required for years with no AFTAP?

    By Dougsbpc, September 27
    • 0 replies
    • 747 views
    • 
    • Dougsbpc
    • September 27

42. early retirement - rehired - waiver of future accruals permissible

    By dixieandruby, November 8, 2019
    • 3 replies
    • 746 views
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    • Calavera
    • November 11, 2019

43. SAR/AFN Requirement for Retroactively Adopted Plans

    By rbates, March 9, 2022
    • 1 reply
    • 744 views
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    • CuseFan
    • March 10, 2022

44. business scale down ..401(a)(4)&401(a)(26)

    By Draper55, November 3, 2021
    • 3 replies
    • 744 views
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    • CuseFan
    • November 4, 2021

45. CBDB 415 limit calculation with distributions

    By Audrey, November 4, 2024
    • 4 replies
    • 744 views
    • 
    • Audrey
    • November 5, 2024

46. Floor Offset plan-uniformity

    By SZ, December 4, 2019
    • 1 reply
    • 744 views
    • 
    • AndyH
    • December 6, 2019

47. Retroactive amendment for (a)(26)

    By cathyw, September 19, 2022
    • 1 reply
    • 743 views
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    • C. B. Zeller
    • September 19, 2022

48. replacement plan qualification

    By Audrey, July 10, 2024
    • 2 replies
    • 742 views
    • 
    • Audrey
    • July 12, 2024

49. Individual CB Plan for Dr. in Control Group?

    By TPApril, November 14, 2020
    • 1 reply
    • 741 views
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    • C. B. Zeller
    • November 14, 2020

50. Do I need to restate?

    By Jakyasar, April 20, 2023
    • 4 replies
    • 741 views
    • 
    • Jakyasar
    • April 21, 2023