Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. 50% J&S benefit for young non spouse beneficiary

   By Guest crosseyedtester, March 9, 2005
   • 7 replies
   • 3.5k views
   • 
   • Guest
   • March 10, 2005

2. 5307 Applications and Covid-19 Closures

   By pb5350, April 27, 2020
   • 2 replies
   • 523 views
   • 
   • pb5350
   • April 28, 2020

3. 5310 Determination Letter Upon Termination of Cash Balance Plan

   By Guest num1, January 2, 2003
   • 1 reply
   • 1.5k views
   • 
   • MGB
   • January 3, 2003

4. 5330 Due date

   By AndyH, September 15, 2008
   • 2 replies
   • 1.2k views
   • 
   • AndyH
   • September 15, 2008

5. 5330 instructions

   By Draper55, April 5, 2007
   • 0 replies
   • 1.3k views
   • 
   • Draper55
   • April 5, 2007

6. 5330/Funding deficiency penalties-how to minimize

   By AndyH, April 4, 2007
   • 14 replies
   • 3.2k views
   • 
   • AndyH
   • April 5, 2007

7. 5500 after PGBC takeover

   By Guest mickiemurphy, November 5, 2009
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • November 6, 2009

8. 5500 Auditing - Excessive?

   By AndyH, November 1, 2007
   • 9 replies
   • 1.5k views
   • 
   • Bill Presson
   • November 2, 2007

9. 5500 EZ: To file or not to file

   By Guest jmrodrig, February 12, 2010
   • 1 reply
   • 1.7k views
   • 
   • Andy the Actuary
   • February 12, 2010

10. 5500 filing deadline - short plan year

    By richard, April 27, 1999
    • 1 reply
    • 2.8k views
    • 
    • mwyatt
    • April 27, 1999

11. 5500 Filing Extension Date

    By Pension RC, March 22, 2016
    • 3 replies
    • 984 views
    • 
    • Lou S.
    • March 22, 2016

12. 5500 Filing Issue

    By Gary, June 19, 2006
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • June 20, 2006

13. 5500 Filing Requirement

    By Gary, March 14, 2006
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • March 15, 2006

14. 5500 for terminated plan without Schedule B

    By AndyH, July 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • July 16, 2002

15. 5500 line 6c - PBGC coverage

    By dan.jock, July 31, 2018
    • 2 replies
    • 704 views
    • 
    • Kristina
    • July 31, 2018

16. 5500 lunacy

    By ScottR, April 28, 2010
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • April 28, 2010

17. 5500 Part Count with Corrective Amendment

    By JAY21, September 26, 2017
    • 1 reply
    • 601 views
    • 
    • ETA Consulting LLC
    • September 26, 2017

18. 5500 schedule order

    By Effen, August 5, 2009
    • 5 replies
    • 1k views
    • 
    • AndyH
    • August 5, 2009

19. 5500 SF - One participant

    By Pension RC, August 27, 2014
    • 1 reply
    • 944 views
    • 
    • Lou S.
    • August 27, 2014

20. 5500 SF asset vs Schedule SB asset

    By retbenser, August 25, 2010
    • 1 reply
    • 1.5k views
    • 
    • My 2 cents
    • August 25, 2010

21. 5500 with $0 funding requirement in first plan year

    By Gary, December 4, 2004
    • 3 replies
    • 1.1k views
    • 
    • Gary
    • December 6, 2004

22. 5500-EZ filing requirement

    By Gary, February 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 1, 2005

23. 5500-EZ Late Notices

    By JAY21, March 15, 2011
    • 18 replies
    • 3.4k views
    • 
    • Belgarath
    • April 25, 2011

24. 5500-EZ without schedule SB?

    By Dennis Povloski, September 15, 2011
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • October 18, 2011

25. 5500-SF Prep/Filing

    By Cloudy, October 1, 2020
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • December 30, 2020

26. 5500ez

    By Gary, September 15, 2010
    • 4 replies
    • 1.2k views
    • 
    • FAPInJax
    • September 17, 2010

27. 5500ez

    By Gary, March 24, 2011
    • 0 replies
    • 803 views
    • 
    • Gary
    • March 24, 2011

28. 5500EZ - filing required or not?

    By JBones, October 13, 2011
    • 4 replies
    • 1.6k views
    • 
    • JBones
    • October 18, 2011

29. 5500EZ filing

    By Gary, September 27, 2005
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • September 28, 2005

30. 5500ez late filing penalties

    By Gary, October 6, 2011
    • 7 replies
    • 2.2k views
    • 
    • SoCalActuary
    • October 7, 2011

31. 5th Anniv and NRA

    By Guest Richard Scheer, June 29, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • July 2, 2001

32. 6 year top-heavy graded vesting a suggestion or rule.

    By Guest Fred Maynard, February 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 15, 2005

33. 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
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2014

34. 60-80 AFTAP

    By Guest Dumb & Dumber, February 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • mattmc82
    • February 17, 2012

35. 60-80% AFTAP and Amendments

    By Blinky the 3-eyed Fish, March 20, 2008
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2008

36. 60-Day Notice of Intent to Terminate

    By Andy the Actuary, November 10, 2008
    • 9 replies
    • 3k views
    • 
    • Andy the Actuary
    • February 4, 2009

37. 64oasdi rate of disability q's needed

    By Guest, October 18, 2000
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • October 24, 2000

38. 6707A Moratorium

    By Randy Watson, June 11, 2010
    • 1 reply
    • 929 views
    • 
    • Ron Snyder
    • June 11, 2010

39. 70-1/2 MRD - special situation

    By flosfur, October 25, 2004
    • 4 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 26, 2004

40. 70.5 continued accruals and better of calc

    By Zorro1k, April 15, 2016   

    • 70.5
    • 70-1/2
    • (and 2 more)

      Tagged with:

      • 70.5
      • 70-1/2
      • continued accruals
      • better of
    • 12 replies
    • 4.3k views
    • 
    • Effen
    • April 20, 2016

41. 71 TPF&C moprtality table

    By Gary, September 27, 2001
    • 3 replies
    • 2.1k views
    • 
    • MGB
    • September 27, 2001

42. 71 TPF&C mortality rates (male v female)

    By Gary, June 28, 2001
    • 0 replies
    • 2.4k views
    • 
    • Gary
    • June 28, 2001

43. 75% Joint and Survivor

    By tuni88, May 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • tuni88
    • May 12, 2008

44. 75% QOSA

    By Miner88, October 22, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 28, 2008

45. 8.5 months after a mid month date..plan termination

    By Draper55, October 23, 2023
    • 1 reply
    • 769 views
    • 
    • CuseFan
    • October 24, 2023

46. 80% AFTAP Liability ?

    By Guest DBPension, October 31, 2009
    • 2 replies
    • 995 views
    • 
    • Effen
    • November 2, 2009

47. 8955-SSA

    By Guest megs2887, December 14, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 14, 2011

48. 92 year old family member receiving 415 limit as a J&S

    By tymesup, July 13, 2012
    • 4 replies
    • 1.1k views
    • 
    • tymesup
    • July 16, 2012

49. 94 Gar Qx

    By No Name, April 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 30, 2005

50. 94 GAR Sex distinct Annuity Purchase Rates

    By No Name, July 10, 2005
    • 32 replies
    • 11.2k views
    • 
    • No Name
    • July 15, 2005