Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB Participant terminates with 800 hours of service

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

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

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

3. multiemployer plan summary

   By Beemer, April 15, 2011
   • 1 reply
   • 741 views
   • 
   • SoCalActuary
   • April 16, 2011

4. Frozen DB

   By thepensionmaven, May 6, 2018
   • 3 replies
   • 741 views
   • 
   • Larry Starr
   • May 8, 2018

5. NRA 60

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

6. Maximum Cash Balance Contribution

   By metsfan026, March 10, 2022
   • 3 replies
   • 737 views
   • 
   • CuseFan
   • March 10, 2022

7. Life Insurance in Two Plans

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

8. Frozen plan and increase in AB for increase in cola

   By SSRRS, August 19
   • 0 replies
   • 736 views
   • 
   • SSRRS
   • August 19

9. Variable Income DB Plans

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

10. Bad History

    By wally, November 13, 2019
    • 3 replies
    • 736 views
    • 
    • Socal.actuary
    • November 29, 2019

11. adding a Cash Balance before a Stock Sale

    By Chipwood 24, September 22, 2020   

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

12. Rehire into new DB plan late in year

    By Dalai Pookah, October 9, 2019   

    • 410(b)
    • rehire
    • (and 1 more)

      Tagged with:

      • 410(b)
      • rehire
      • benefiting
    • 2 replies
    • 735 views
    • 
    • C. B. Zeller
    • October 9, 2019

13. PBGC Majority Owner Waiver

    By Lou S., October 7, 2022
    • 1 reply
    • 733 views
    • 
    • C. B. Zeller
    • October 7, 2022

14. Definition of Benefit In A Cash Balance Plan

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

15. Pro-Rate Shortfall on Short Plan Year DB Plan

    By QPEmployee, July 22, 2019
    • 1 reply
    • 731 views
    • 
    • david rigby
    • July 23, 2019

16. Early Retirement

    By jim241, March 23, 2017   

    • early retirement
    • plan termination
    • 1 reply
    • 731 views
    • 
    • My 2 cents
    • March 23, 2017

17. Different Hours Requirement to get a benefit

    By truphao, May 18, 2023
    • 6 replies
    • 730 views
    • 
    • Paul I
    • May 19, 2023

18. Calculation of 415 max. lump sum benefit in year after plan termination date

    By Dinosaur, November 17, 2021
    • 2 replies
    • 729 views
    • 
    • Dinosaur
    • November 23, 2021

19. Funding deficiency and extended Deadline under CARES

    By justanotheradmin, May 11, 2020
    • 5 replies
    • 729 views
    • 
    • C. B. Zeller
    • May 12, 2020

20. Code S404(a)(3)(A)(iii) - Certain Retirement Plans?

    By flosfur, March 18, 2009
    • 0 replies
    • 728 views
    • 
    • flosfur
    • March 18, 2009

21. a4 Combo Testing in Yr of Plan Term

    By Cloudy, June 9, 2015
    • 0 replies
    • 727 views
    • 
    • Cloudy
    • June 9, 2015

22. Reporting obligation on erroneous payment?

    By Guest PMPN, September 18, 2012
    • 0 replies
    • 727 views
    • 
    • Guest
    • September 18, 2012

23. Restoration of Benefit Accruals

    By Dougsbpc, August 15
    • 2 replies
    • 727 views
    • 
    • david rigby
    • August 16

24. Transfer/purchase of service credits between governmental plans

    By Belgarath, October 23, 2015
    • 2 replies
    • 726 views
    • 
    • AndyH
    • October 26, 2015

25. Distribution Deadline

    By jpod, May 8, 2018
    • 3 replies
    • 725 views
    • 
    • Belgarath
    • May 9, 2018

26. To terminate or to not terminate?

    By ERISAgeek111, September 25, 2019
    • 4 replies
    • 724 views
    • 
    • Lou S.
    • September 26, 2019

27. Does anybody super-integrate CB plans?

    By Bri, December 13, 2022
    • 6 replies
    • 724 views
    • 
    • Bill Presson
    • December 15, 2022

28. File without SB

    By SSRRS, February 17, 2023
    • 8 replies
    • 723 views
    • 
    • SSRRS
    • February 28, 2023

29. Application of IRC §404(a)(6) When a DB Contribution Is Made After 9/15 but Before 10/15

    By Audrey, October 16
    • 8 replies
    • 722 views
    • 
    • Lou S.
    • October 20

30. Suspension/resumption of benefits

    By psmnlaw, February 15, 2018
    • 1 reply
    • 722 views
    • 
    • Effen
    • February 15, 2018

31. Terminating PBGC Covered Cash Balance Plan

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

32. Th Min question DB & DC Plans

    By Earl, February 21, 2016
    • 2 replies
    • 721 views
    • 
    • Earl
    • February 22, 2016

33. PBGC Premiums for Missing Participants and 1.411(a)-4(b)(6)

    By Joe CW, December 18, 2024
    • 1 reply
    • 720 views
    • 
    • david rigby
    • December 19, 2024

34. Schedule SB- line 19 discounted contribution attachment requirement

    By Jakyasar, September 27, 2023
    • 2 replies
    • 720 views
    • 
    • truphao
    • September 27, 2023

35. Crediting Extra Service in DB Plan

    By CuseFan, March 29, 2018
    • 2 replies
    • 718 views
    • 
    • Draper55
    • July 20, 2018

36. Amendment date under Technical Corrections

    By Guest GMP, December 19, 2008
    • 0 replies
    • 718 views
    • 
    • Guest
    • December 19, 2008

37. Correlation between 11-g and AFTAP less than 60% - 401a26 issue

    By Jakyasar, February 8, 2023
    • 5 replies
    • 717 views
    • 
    • Calavera
    • February 10, 2023

38. Shortfall Base Q

    By VeryOldMan, December 13, 2019
    • 4 replies
    • 717 views
    • 
    • VeryOldMan
    • December 13, 2019

39. NO AFTAPS done few years

    By SSRRS, July 28, 2021
    • 6 replies
    • 716 views
    • 
    • SSRRS
    • July 30, 2021

40. Initial year double deduction

    By PowerCPA, October 18, 2018
    • 4 replies
    • 715 views
    • 
    • C. B. Zeller
    • October 20, 2018

41. One man plan

    By Julie, August 21, 2019
    • 9 replies
    • 715 views
    • 
    • shERPA
    • August 22, 2019

42. Plan Document Restatement + Terminating Plan

    By metsfan026, March 19, 2024
    • 2 replies
    • 715 views
    • 
    • Lou S.
    • March 19, 2024

43. No shortfall amortization schedule

    By SSRRS, February 4
    • 3 replies
    • 714 views
    • 
    • Lou S.
    • February 6

44. Remedy for delay to put retirees in pay status

    By Trisports, August 4, 2017   

    • vcp
    • 1 reply
    • 713 views
    • 
    • david rigby
    • August 4, 2017

45. Solo 401(k) + Cash Balance for Schedule C

    By metsfan026, September 2, 2021
    • 4 replies
    • 710 views
    • 
    • CuseFan
    • September 2, 2021

46. Excess Contributions

    By visionaryinsight, September 18, 2018
    • 4 replies
    • 710 views
    • 
    • PensionPro
    • September 18, 2018

47. Paying lump sums after window expires- Part II

    By Gary1899, September 5, 2019
    • 4 replies
    • 710 views
    • 
    • Sellarsian
    • September 7, 2019

48. Schedule of Reportable Transactions

    By guest_with_question, March 13, 2018
    • 0 replies
    • 709 views
    • 
    • guest_with_question
    • March 13, 2018

49. benefit plan Where are my benefits?

    By Marti, August 27, 2017   

    • defined
    • 3 replies
    • 709 views
    • 
    • david rigby
    • August 27, 2017

50. Changing val date upon termination

    By Jakyasar, December 21, 2023
    • 2 replies
    • 708 views
    • 
    • AndyH
    • December 26, 2023