Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Plan Loan from DB PLan

   By Gary, May 11, 2005
   • 0 replies
   • 1.1k views
   • 
   • Gary
   • May 11, 2005

2. 401(l) Offset

   By Guest Crankarm, June 8, 2010
   • 0 replies
   • 814 views
   • 
   • Guest
   • June 8, 2010

3. Use of "safety valve" provision of §1.401(a)(4)-3(C)(3) with respect to the general test for nondiscrimination in amount of benefits

   By gle318612, August 30, 2010
   • 0 replies
   • 1k views
   • 
   • gle318612
   • August 30, 2010

4. PBGC Asserting Novel Claim Under ERISA Section 4068 and 31 U.S.C. Section 3713

   By WestCoast, May 23, 2013
   • 0 replies
   • 1.7k views
   • 
   • WestCoast
   • May 23, 2013

5. Improperly filled out adoption agreement

   By richard, April 22, 2000
   • 0 replies
   • 1.5k views
   • 
   • richard
   • April 22, 2000

6. Reportable Events and Participant Notices

   By AndyH, October 17, 2008
   • 0 replies
   • 815 views
   • 
   • AndyH
   • October 17, 2008

7. Communication Tip

   By Andy the Actuary, May 31, 2009
   • 0 replies
   • 870 views
   • 
   • Andy the Actuary
   • May 31, 2009

8. Cash Balance Plan Conversion Assumptions

   By Gary, March 1, 1999
   • 0 replies
   • 1.4k views
   • 
   • Gary
   • March 1, 1999

9. Proposed Regulations under 430

   By Gary, November 12, 2008
   • 0 replies
   • 928 views
   • 
   • Gary
   • November 12, 2008

10. pro-rate shortfall amortization installment

    By chc93, June 8, 2010
    • 0 replies
    • 1.3k views
    • 
    • chc93
    • June 8, 2010

11. Claim of pension benefit

    By Gary, March 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • March 1, 1999

12. Deficit Reduction Contribution for New Plan

    By Chester, February 9, 2005
    • 0 replies
    • 905 views
    • 
    • Chester
    • February 9, 2005

13. Testing Former Employees

    By Guest merlin, July 1, 2008
    • 0 replies
    • 964 views
    • 
    • Guest
    • July 1, 2008

14. QJSA Most-Valuable Rule vs. Grandfathered Lump Sum

    By Übernerd, May 11, 2012
    • 0 replies
    • 1.9k views
    • 
    • Übernerd
    • May 11, 2012

15. Non-PBGC Plan Term with Surplus Assets

    By jpm56, August 6, 2018   

    • excess assets
    • surplus assets
    • (and 3 more)

      Tagged with:

      • excess assets
      • surplus assets
      • non-pbgc
      • pbgc
      • plan termination
    • 0 replies
    • 880 views
    • 
    • jpm56
    • August 6, 2018

16. Three 415 DB questions

    By Guest pjharvey, April 26, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 26, 2000

17. Cushion amount

    By Guest skc, February 10, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 10, 2007

18. Funding Waiver Application

    By mwyatt, December 9, 2011
    • 0 replies
    • 884 views
    • 
    • mwyatt
    • December 9, 2011

19. 2008 Assets For PBGC Premium Calculation

    By Andy the Actuary, August 26, 2008
    • 0 replies
    • 982 views
    • 
    • Andy the Actuary
    • August 26, 2008

20. determination letter caveat

    By Guest Laura, May 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2000

21. In-Kind Reversion To Employer

    By Guest danwintz, May 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2000

22. Compensation Question

    By Guest kjk, December 12, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 12, 2002

23. Required Minimum Distribution

    By JBones, September 23, 2008
    • 0 replies
    • 1.6k views
    • 
    • JBones
    • September 23, 2008

24. Minimum Distribution Rules/Incidental Death Benefit

    By My 2 cents, August 23, 2013   

    • Pre-retirement death benefit
    • 0 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 23, 2013

25. increasing rmds additional accruals

    By Draper55, March 1, 2018
    • 0 replies
    • 479 views
    • 
    • Draper55
    • March 1, 2018

26. PPA Benefit Restrictions

    By Guest joe9pension, January 28, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2009

27. Plans of Controlled Groups of Corporations

    By Hoard1, March 11, 1999
    • 0 replies
    • 1.4k views
    • 
    • Hoard1
    • March 11, 1999

28. 401(a)(4) Testing of Contributory DB Plan

    By Guest Doug Goelz, September 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 2001

29. Nondiscrimination testing and early retirement

    By FAPInJax, July 1, 2008
    • 0 replies
    • 855 views
    • 
    • FAPInJax
    • July 1, 2008

30. Distressed Termination, MRC and excise tax

    By abanky, August 26, 2009
    • 0 replies
    • 931 views
    • 
    • abanky
    • August 26, 2009

31. Short term military leave and USERRA

    By Guest forum4, April 14, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2005

32. PBGC issues Quarterly Contribution notice relief

    By JAY21, May 1, 2009
    • 0 replies
    • 1k views
    • 
    • JAY21
    • May 1, 2009

33. buyers of bus. sponsoring plans w/excess assets

    By Earl, May 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Earl
    • May 5, 2000

34. Changing Valuation Date

    By Dougsbpc, July 17, 2011
    • 0 replies
    • 877 views
    • 
    • Dougsbpc
    • July 17, 2011

35. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 0 replies
    • 1.4k views
    • 
    • JanetM
    • May 8, 2002

36. Window for Partial Lump Sum from Cash Balance Plan

    By Guest ircreader, August 29, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 29, 2005

37. PPA Credit Balance Elections through Email?

    By LarryDavid, September 20, 2021
    • 0 replies
    • 321 views
    • 
    • LarryDavid
    • September 20, 2021

38. 402(f) Notice

    By Andy the Actuary, September 23, 2008
    • 0 replies
    • 884 views
    • 
    • Andy the Actuary
    • September 23, 2008

39. Repymt of lump sum distribution and then rehired

    By Guest Donald H. Miller, May 15, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 15, 2000

40. Suspension Of Benefits

    By J. Bringhurst, March 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • March 27, 2003

41. Year of plan termination

    By Penman2006, February 21, 2009
    • 0 replies
    • 869 views
    • 
    • Penman2006
    • February 21, 2009

42. 1963 Buck Mortality Table

    By Guest mbklein, March 31, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 1999

43. Another 11(g) Amendment question

    By Trekker, August 27, 2013
    • 0 replies
    • 907 views
    • 
    • Trekker
    • August 27, 2013

44. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf, April 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • jlf
    • April 1, 1999

45. Cash Balance Plan Distribution as it relates to 417(e)

    By Gary, July 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • July 24, 2000

46. Demo 7 of Schedule Q - Nondiscriminatory Past Service Credits

    By Guest Ted H Munice, December 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 1, 2000

47. PPA - Restrictions on Benefit Payments

    By dmb, December 19, 2006
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • December 19, 2006

48. Annual Funding Notice

    By ERISA25, August 25, 2011
    • 0 replies
    • 820 views
    • 
    • ERISA25
    • August 25, 2011

49. 414k / 242b

    By Guest dsyrett, August 14, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 14, 2003

50. Failure to Furnish SPD

    By Guest Donaldson, October 17, 2003
    • 0 replies
    • 919 views
    • 
    • Guest
    • October 17, 2003