Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Nondiscrimination Testing in Conjunction With a Window

   By LIBOR, June 7, 2005
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   • LIBOR
   • June 7, 2005

2. Standing Election

   By nancy, May 7, 2010
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   • 963 views
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   • nancy
   • May 7, 2010

3. 412(i) conversion to tratditional DB.

   By dmb, January 12, 2001
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   • dmb
   • January 12, 2001

4. 204(h) Notice Needed?

   By Guest kjk, January 20, 2003
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   • Guest
   • January 20, 2003

5. Proposed FASB Disclosure Requirements for DB Plans

   By Guest blackdo2, November 5, 2003
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   • Guest
   • November 5, 2003

6. Money Purchase

   By Guest qualified plan, April 12, 2005
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   • Guest
   • April 12, 2005

7. Final regs under 417(a)(3)

   By Belgarath, March 24, 2006
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   • Belgarath
   • March 24, 2006

8. Qualified Employer Security

   By Gary, February 8, 2007
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   • Gary
   • February 8, 2007

9. Reporting obligation on erroneous payment?

   By Guest PMPN, September 18, 2012
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   • Guest
   • September 18, 2012

10. ERISA 101(j) Notice due date for new plan

    By AndyH, January 18, 2013
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    • AndyH
    • January 18, 2013

11. Filing for a 2007 & 2008 DB plan funding waiver

    By Guest GaryGaryGary, March 5, 2008
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    • Guest
    • March 5, 2008

12. Nondiscrimination Testing Floor Offset

    By Young Curmudgeon, October 22, 2010
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    • Young Curmudgeon
    • October 22, 2010

13. conversion to cash balance plan

    By Guest jyates, January 19, 1999
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    • Guest
    • January 19, 1999

14. Waiver of JS in 1994

    By Guest SMazliah, October 16, 2001
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    • Guest
    • October 16, 2001

15. Required minimum distributions - active over 70 1/2

    By Guest cde, December 7, 2004
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    • Guest
    • December 7, 2004

16. SSAP 102

    By dmb, January 5, 2015
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    • dmb
    • January 5, 2015

17. 412i conversion

    By FAPInJax, May 29, 2009
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    • 889 views
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    • FAPInJax
    • May 29, 2009

18. Restructuring DB Plan with different salary definitions

    By LarryDavid, May 21, 2013
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    • LarryDavid
    • May 21, 2013

19. Determination Letter User Fee Exemption?

    By justanotheradmin, November 19, 2013   

    • Cash Balance
    • 8717
    • (and 1 more)

      Tagged with:

      • Cash Balance
      • 8717
      • 7528(b)(2)
    • 0 replies
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    • justanotheradmin
    • November 19, 2013

20. Restricted HCE/New Corporate Bond Idex Rates

    By JAY21, September 10, 2004
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    • 1k views
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    • JAY21
    • September 10, 2004

21. Madoff losses on 5500

    By Guest Sus95, April 29, 2009
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    • Guest
    • April 29, 2009

22. 6% Fixed Rate Allowed in today's Regulation

    By John Feldt ERPA CPC QPA, September 18, 2014   

    • fixed rate
    • crediting rate
    • (and 3 more)

      Tagged with:

      • fixed rate
      • crediting rate
      • interest credit
      • cash balance
      • hybrid
    • 0 replies
    • 1.2k views
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    • John Feldt ERPA CPC QPA
    • September 18, 2014

23. In-Service RMD: Benefit distribution offsets

    By lees, January 10, 2017   

    • rmd
    • in-service retirement
    • (and 3 more)

      Tagged with:

      • rmd
      • in-service retirement
      • benefit payment offset
      • suspension of benefits
      • late retirement
    • 0 replies
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    • lees
    • January 10, 2017

24. Change in corporate tax year

    By Guest jmincin, July 6, 2005
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    • Guest
    • July 6, 2005

25. HATFA segment rates

    By david rigby, September 16, 2016
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    • david rigby
    • September 16, 2016

26. New lump sum and cash balance rules

    By FAPInJax, March 2, 2004
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    • 895 views
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    • FAPInJax
    • March 2, 2004

27. Life Insurance in DB Plans

    By Guest erepper, October 22, 2004
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    • Guest
    • October 22, 2004

28. Change in corporate tax year

    By Guest jmincin, July 6, 2005
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    • 854 views
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    • Guest
    • July 6, 2005

29. Plan Disqualification for violating 410b

    By Gary, November 20, 2007
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    • 1.4k views
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    • Gary
    • November 20, 2007

30. Correcting a pension deposit error

    By Sixpack, October 10, 2019   

    • minimum funding deadline
    • 0 replies
    • 393 views
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    • Sixpack
    • October 10, 2019

31. What is PBGC mortality table?

    By Gary, November 7, 2000
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    • 3.1k views
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    • Gary
    • November 7, 2000

32. Partnership of PCs-2 plans

    By Guest rickw, April 15, 2002
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    • Guest
    • April 15, 2002

33. Present Value Calculations under PPA

    By Gary, November 11, 2008
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    • Gary
    • November 11, 2008

34. Relative Value Regulations

    By Guest baxjac, September 30, 2004
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    • Guest
    • September 30, 2004

35. DB/DC combo BRF

    By Guest ICannotDiscloseMyIdentity, February 23, 2011
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    • Guest
    • February 23, 2011

36. Social Security Level Option

    By david rigby, October 12, 2022
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    • 320 views
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    • david rigby
    • October 12, 2022

37. Review of federal pension plan benefits

    By Gary, February 16, 1999
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    • Gary
    • February 16, 1999

38. 414h calculation

    By Guest pthomann, January 13, 2001
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    • Guest
    • January 13, 2001

39. Elimination of QPSA on Residual Annuity

    By Guest ircreader, July 2, 2003
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    • Guest
    • July 2, 2003

40. Can a DB plan sell employer securities to the employer?

    By Scott, July 29, 2010
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    • 983 views
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    • Scott
    • July 29, 2010

41. Pre-participation Service

    By Gary, May 11, 2005
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    • Gary
    • May 11, 2005

42. 2011 EA Meeting Kudos

    By Andy the Actuary, April 18, 2011
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    • Andy the Actuary
    • April 18, 2011

43. Affiliated Service Group

    By Guest stanlipton, April 12, 2013
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    • Guest
    • April 12, 2013

44. PBGC premium with a minimum benefit

    By david rigby, February 19, 1999
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    • david rigby
    • February 19, 1999

45. Appropriate early retirement factor

    By Gary, April 14, 2000
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    • Gary
    • April 14, 2000

46. retroactive plan amendment

    By Gary, December 11, 2002
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    • Gary
    • December 11, 2002

47. 401(a)(26)

    By Guest lerieleech, February 5, 2008
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    • Guest
    • February 5, 2008

48. Asset Management Fees

    By Guest pension222, July 23, 2001
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    • Guest
    • July 23, 2001

49. Db Rfp

    By Guest Mike Lanio, March 26, 2003
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    • Guest
    • March 26, 2003

50. determination of an annual interest rate

    By Gary, February 25, 1999
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    • 1.4k views
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    • Gary
    • February 25, 1999