Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Small Plan Interest Rate Alternative

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

2. 2007 Funding Deficiency-2008 Funding

   By JAY21, November 7, 2008
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   • JAY21
   • November 7, 2008

3. QOSA

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

4. 101(j) Notice

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

5. Leased EE's - HCE definition

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

6. Terminating DB Plan

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

7. DB Cycle 3 FIS Document Seminars

   By MonicaS, January 8, 2024
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   • MonicaS
   • January 8, 2024

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

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

9. Flexible Plan/Cafeteria Plan

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

10. 100% Excise Tax

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

11. 415(b)(1)(B)

    By Andy the Actuary, December 10, 2012
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    • 1.4k views
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    • Andy the Actuary
    • December 10, 2012

12. Retirement - reemployment issue

    By Guest Bearlee, November 7, 2008
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    • Guest
    • November 7, 2008

13. Minimum Required Distributions

    By Guest Jonah S, March 7, 2000
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    • Guest
    • March 7, 2000

14. schedule sb line 12

    By Draper55, April 13, 2011
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    • 947 views
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    • Draper55
    • April 13, 2011

15. Is there any circumstance in which the top-heavy minimum would be base

    By Guest joanna, March 7, 2000
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    • Guest
    • March 7, 2000

16. Frozen DB Plan and 401(a)(26) Testing

    By ac, December 11, 2012
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    • 1.6k views
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    • ac
    • December 11, 2012

17. Rev.Proc. 2000-40 & Takeovers

    By LIBOR, October 13, 2001
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    • LIBOR
    • October 13, 2001

18. When Would You Certify AFTAP?

    By Andy the Actuary, August 24, 2010
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    • 950 views
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    • Andy the Actuary
    • August 24, 2010

19. Cash Balance Plans/EEOC

    By Guest pwh, March 8, 2000
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    • 1.3k views
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    • Guest
    • March 8, 2000

20. Current Liability and Cash Balance Plans

    By Guest meggie, January 17, 2003
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    • 967 views
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    • Guest
    • January 17, 2003

21. Service for Eligibility and Vesting on Foreign National

    By DTH, June 9, 2004
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    • 1.1k views
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    • DTH
    • June 9, 2004

22. 4062(e) Question

    By ERISA25, August 7, 2012
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    • 848 views
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    • ERISA25
    • August 7, 2012

23. Pre-84 Employee Contributions Distributions

    By RobFortin619, November 10, 2016   

    • Pre-84 Contributions
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    • 1.1k views
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    • RobFortin619
    • November 10, 2016

24. 404(a)(7) Limitation - DB/DC Plans

    By Guest Mike Muller, March 10, 2000
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    • Guest
    • March 10, 2000

25. Cash Balance conversion issues

    By Guest sgriff, August 15, 2000
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    • Guest
    • August 15, 2000

26. Contribution After Plan Termination

    By Dougsbpc, November 27, 2019
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    • 389 views
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    • Dougsbpc
    • November 27, 2019

27. Can a Plan compute the soc. sec. benefit (used for purposes of the off

    By Gary, November 5, 2001
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    • 1.2k views
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    • Gary
    • November 5, 2001

28. Attribution of ASG status to another member of a controlled Group

    By Lame Duck, November 19, 2007
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    • 879 views
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    • Lame Duck
    • November 19, 2007

29. Revised IRS model 402(f) special tax distribution notice?

    By Guest brsears, April 12, 2005
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    • 2k views
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    • Guest
    • April 12, 2005

30. Restricted Distributions beyond NRD

    By Guest BDZ, February 8, 2007
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    • 1.6k views
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    • Guest
    • February 8, 2007

31. Taxation of Pension Benefits Paid to Foreign Professional Athletes

    By CaliBen, May 7, 2010
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    • 892 views
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    • CaliBen
    • May 7, 2010

32. cash balance annuity conversion

    By Gary, August 30, 2001
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    • 2k views
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    • Gary
    • August 30, 2001

33. Sole proprietor with multiple Schedule C's

    By Guest Nineteen, March 15, 2004
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    • Guest
    • March 15, 2004

34. Asset Valuation

    By ubermax, August 29, 2006
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    • 1.1k views
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    • ubermax
    • August 29, 2006

35. Restricted Distribution

    By Guest BDZ, February 8, 2007
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    • 1.3k views
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    • Guest
    • February 8, 2007

36. sole proprietor DB Plan

    By Earl, March 10, 2010
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    • 1.2k views
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    • Earl
    • March 10, 2010

37. EA Meetings

    By Guest, March 16, 2000
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    • 1.4k views
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    • Guest
    • March 16, 2000

38. Section 420 Transfers--"Key Employees" after EGTRRA

    By Scott, September 26, 2002
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    • Scott
    • September 26, 2002

39. Nondiscrimination and cash balance

    By FAPInJax, December 12, 2003
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    • 1.1k views
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    • FAPInJax
    • December 12, 2003

40. Terminating DB Plan Missing Participants

    By bvhea, December 6, 2005
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    • 1.1k views
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    • bvhea
    • December 6, 2005

41. cross testing defined benefit plan with ESOP

    By YankeeFan, October 22, 2010
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    • 1.1k views
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    • YankeeFan
    • October 22, 2010

42. IRS Notice 2012-61 Table of Contents

    By Andy the Actuary, September 15, 2012
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    • Andy the Actuary
    • September 15, 2012

43. Combo Plans Non Discrimination

    By Gary, September 28, 2010
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    • 1.1k views
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    • Gary
    • September 28, 2010

44. March 31, 2009 EP News application

    By Guest Xerxes, April 29, 2009
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    • 856 views
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    • Guest
    • April 29, 2009

45. Discrimination Testing for fomer employees/HCEs

    By AndyH, September 9, 2004
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    • 988 views
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    • AndyH
    • September 9, 2004

46. Experience with Bonding/Letter of Credit in regards to HCE restricted

    By AndyH, March 21, 2000
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    • 1.5k views
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    • AndyH
    • March 21, 2000

47. Form 4010 information

    By Guest jfsinger, September 24, 2007
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    • 923 views
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    • Guest
    • September 24, 2007

48. Benefits Limitation Participant Notice

    By Andy the Actuary, April 1, 2008
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    • 930 views
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    • Andy the Actuary
    • April 1, 2008

49. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee, December 4, 2008
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    • 1.3k views
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    • Guest
    • December 4, 2008

50. ERISA bonding for plan with less than 10 participants

    By Gary, April 7, 2010
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    • 991 views
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    • Gary
    • April 7, 2010