Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Variable Income DB Plans

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

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

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

3. Bad History

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

4. Delay in putting retirees into pay status

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

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

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

6. 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
   • 782 views
   • 
   • C. B. Zeller
   • October 9, 2019

7. Late 5500

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

8. combo plan nondiscrimination

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

9. 2018 COLA projections

   By SoCalActuary, September 19, 2017   

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

10. 401(a)(26)

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

11. Retroactive amendment for (a)(26)

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

12. RMD question

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

13. Allocation Classes Based on Comp

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

14. Minmum contribution

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

15. SAR/AFN Requirement for Retroactively Adopted Plans

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

16. Frozen DB

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

17. Do I need to restate?

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

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

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

19. Different Hours Requirement to get a benefit

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

20. Funding deficiency and extended Deadline under CARES

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

21. Distribution Deadline

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

22. To terminate or to not terminate?

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

23. Airline Plans and PBGC

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

24. NO AFTAPS done few years

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

25. Soliciting recommendations for DB admin

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

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

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

27. No shortfall amortization schedule

    By SSRRS, February 4, 2025
    • 3 replies
    • 771 views
    • 
    • Lou S.
    • February 6, 2025

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

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

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

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

30. Accrued Dividends

    By Pension RC, April 29, 2020
    • 2 replies
    • 770 views
    • 
    • david rigby
    • April 30, 2020

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

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

32. Shortfall Base Q

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

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

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

34. DB Plan Restatements

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

35. Th Min question DB & DC Plans

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

36. PBGC Majority Owner Waiver

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

37. File without SB

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

38. Does anybody super-integrate CB plans?

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

39. PBGC owner only plan

    By SSRRS, May 1, 2020
    • 2 replies
    • 761 views
    • 
    • SSRRS
    • May 4, 2020

40. Plan Document Restatement + Terminating Plan

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

41. multiemployer plan summary

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

42. Schedule SB- line 19 discounted contribution attachment requirement

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

43. Suspension/resumption of benefits

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

44. Signing PBGC Form 500 filing

    By AdKu, March 19, 2019
    • 2 replies
    • 757 views
    • 
    • AdKu
    • March 21, 2019

45. Severance comp and ASD

    By Draper55, July 11, 2024
    • 2 replies
    • 754 views
    • 
    • david rigby
    • July 12, 2024

46. Paying lump sums after window expires- Part II

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

47. Standing Election

    By jane murray, September 14, 2019
    • 2 replies
    • 753 views
    • 
    • AndyH
    • September 19, 2019

48. One man plan

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

49. Early Retirement

    By jim241, March 23, 2017   

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

50. 415 Max Payout question

    By Lou S., November 21, 2023
    • 5 replies
    • 749 views
    • 
    • truphao
    • November 22, 2023