Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. FSCOB - Any benefit to maintaining?

   By Guest jmrodrig, September 3, 2009
   • 1 reply
   • 809 views
   • 
   • david rigby
   • September 3, 2009

2. Contribution Count for future year

   By SKC, September 15, 2020
   • 2 replies
   • 808 views
   • 
   • david rigby
   • September 15, 2020

3. retirement from an employer versus controlled group

   By Draper55, December 14, 2017
   • 1 reply
   • 808 views
   • 
   • ETA Consulting LLC
   • December 15, 2017

4. Terminated Plan and RMD

   By Dougsbpc, May 1, 2015
   • 1 reply
   • 808 views
   • 
   • Andy the Actuary
   • May 1, 2015

5. presumptive burn

   By jane murray, October 27, 2016
   • 1 reply
   • 807 views
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   • Mike Preston
   • November 13, 2016

6. Is interest because of delayed payment also subject to 415 Limit?

   By HRyan, September 29, 2015
   • 0 replies
   • 806 views
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   • HRyan
   • September 29, 2015

7. Use of 2008 EZ until 2009 forms released

   By Guest jmrodrig, April 19, 2010
   • 0 replies
   • 806 views
   • 
   • Guest
   • April 19, 2010

8. affiliated service group/ controlled group

   By mefrancis1729, October 4, 2016
   • 1 reply
   • 806 views
   • 
   • Mr Bagwell
   • October 5, 2016

9. Election to Burn Credit Balance

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

10. Plan sponsor in receivership

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

11. Distress Termination

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

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

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

13. Cash Balance Offset arrangments

    By Guest RMcCord, October 21, 2010
    • 1 reply
    • 803 views
    • 
    • SoCalActuary
    • October 21, 2010

14. DB Plan Investments

    By Guest YATPA, September 13, 2009
    • 1 reply
    • 802 views
    • 
    • SoCalActuary
    • September 13, 2009

15. Corporate DB plan funding

    By Guest joe9pension, December 13, 2010
    • 1 reply
    • 801 views
    • 
    • david rigby
    • December 13, 2010

16. CBDB 415 limit calculation with distributions

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

17. 1,000 Hour Requirement For Short Plan Year

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

18. PLLC and testing

    By retbenser, February 27, 2011
    • 0 replies
    • 801 views
    • 
    • retbenser
    • February 27, 2011

19. RASD

    By still learning, November 25, 2020   

    • rasd
    • 415
    • (and 1 more)

      Tagged with:

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

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

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

21. Compensation Improvement Assumtpion

    By Andy the Actuary, January 21, 2008
    • 0 replies
    • 797 views
    • 
    • Andy the Actuary
    • January 21, 2008

22. PBGC Coverage

    By Renee H, October 22, 2025
    • 5 replies
    • 797 views
    • 
    • Renee H
    • November 5, 2025

23. Plan Amendment and Vesting

    By Guest jfreeborn, November 30, 2010
    • 1 reply
    • 797 views
    • 
    • Andy the Actuary
    • November 30, 2010

24. SEP and DB Plan

    By truphao, March 18, 2024
    • 1 reply
    • 796 views
    • 
    • Lou S.
    • March 18, 2024

25. NRA 60

    By SSRRS, May 31, 2024
    • 5 replies
    • 796 views
    • 
    • CuseFan
    • June 3, 2024

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

    By Tedterrific, December 7, 2020   

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

27. Salary History

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

28. Outsourcing DB / CB Plans

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

29. Which Employer takes 25% deduction

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

30. Life Insurance in Two Plans

    By Dougsbpc, July 19, 2019
    • 4 replies
    • 793 views
    • 
    • AndyH
    • July 30, 2019

31. Top Heavy Minimum in DB/SHDC

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

32. Terminating PBGC Covered Cash Balance Plan

    By ac, January 13, 2022
    • 5 replies
    • 791 views
    • 
    • Bri
    • January 13, 2022

33. new plan, coverage and non discrimination

    By Gary, February 10, 2012
    • 0 replies
    • 790 views
    • 
    • Gary
    • February 10, 2012

34. Poll

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

35. Sole Proprietor Deduction

    By Dougsbpc, March 30, 2017
    • 2 replies
    • 789 views
    • 
    • Mike Preston
    • March 31, 2017

36. Definition of Benefit In A Cash Balance Plan

    By metsfan026, March 18, 2022
    • 6 replies
    • 789 views
    • 
    • Nate S
    • March 21, 2022

37. "Guaranteed payments" for spouse?

    By Cloudy, August 24, 2017
    • 2 replies
    • 789 views
    • 
    • Cloudy
    • August 24, 2017

38. adding a Cash Balance before a Stock Sale

    By Chipwood 24, September 22, 2020   

    • adding a cash balance before a stock sale
    • 3 replies
    • 788 views
    • 
    • Chipwood 24
    • October 7, 2020

39. Floor Offset plan-uniformity

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

40. When can a sole member/participant have a DB plan?

    By Lori H, April 19, 2017
    • 4 replies
    • 788 views
    • 
    • Calavera
    • April 20, 2017

41. plan benefits for distribution upone termination

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

42. Plan account details

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

43. Starting a disturbing one

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

44. Unfreeze 412(e)(3) plan

    By slburnett, October 28, 2015
    • 0 replies
    • 787 views
    • 
    • slburnett
    • October 28, 2015

45. 2020 JBEA Renewal

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

46. DB Partial Term or not?

    By Panda, September 14, 2023
    • 5 replies
    • 786 views
    • 
    • Panda
    • September 14, 2023

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

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

48. Plan Termination with EE contributions

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

49. DB Participant terminates with 800 hours of service

    By SSRRS, September 11, 2020
    • 4 replies
    • 783 views
    • 
    • Bill Presson
    • September 16, 2020

50. Variable Income DB Plans

    By PKB2055, March 21, 2023
    • 4 replies
    • 783 views
    • 
    • PKB2055
    • April 19, 2023