Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. employee communications

   By Gary, May 14, 2002
   • 11 replies
   • 3k views
   • 
   • Mike Preston
   • May 16, 2002

2. The Case of the Estranged Spousette

   By Andy the Actuary, September 10, 2008
   • 20 replies
   • 3k views
   • 
   • tymesup
   • September 19, 2008

3. IRC 1.411(b)-2

   By Guest Janet, November 20, 1998
   • 1 reply
   • 3k views
   • 
   • Lorraine Dorsa
   • December 2, 1998

4. Change in Asset Valuation Method

   By dmb, February 15, 2011
   • 7 replies
   • 3k views
   • 
   • david rigby
   • March 7, 2011

5. Retiree Wants to Stop Receiving Pension

   By TimR, January 8, 2019   

   • pension
   • 8 replies
   • 3k views
   • 
   • MoJo
   • January 10, 2019

6. QJSA - Disability Auxiliary Benefit

   By RTK, October 6, 2004
   • 1 reply
   • 3k views
   • 
   • JPE
   • February 19, 2019

7. Pension Funding Equity Act

   By david rigby, April 13, 2004
   • 21 replies
   • 3k views
   • 
   • MGB
   • May 7, 2004

8. Death after benefit election but before ASD

   By CuseFan, September 29, 2017
   • 5 replies
   • 3k views
   • 
   • jpod
   • September 29, 2017

9. A US DB plan holds Canadian real estate

   By katieinny, June 27, 2007
   • 18 replies
   • 3k views
   • 
   • John Feldt ERPA CPC QPA
   • June 28, 2007

10. DB/DC COmbined Plan Limits

    By Gary, October 5, 2006
    • 8 replies
    • 3k views
    • 
    • AndyH
    • November 17, 2006

11. COLAs

    By DTH, October 14, 2004
    • 8 replies
    • 3k views
    • 
    • MGB
    • October 18, 2004

12. Perspective On Congress Discussing Pension Cutback Legislation

    By Andy the Actuary, December 21, 2014
    • 31 replies
    • 3k views
    • 
    • Effen
    • May 8, 2016

13. Frequent Plan Amendments

    By richard, August 24, 1999
    • 6 replies
    • 3k views
    • 
    • SoCalActuary
    • September 23, 1999

14. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3k views
    • 
    • Guest
    • October 16, 2008

15. Frozen DB Plan - early retirement window

    By Guest ERISAk, October 7, 2013
    • 11 replies
    • 3k views
    • 
    • ubermax
    • October 8, 2013

16. lump sum versus monthly payments?

    By Lori H, December 10, 2003
    • 9 replies
    • 3k views
    • 
    • mwyatt
    • December 13, 2003

17. partial plan termination???

    By Guest Dan Shea, October 2, 1998
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 3, 1998

18. AFTAP and new plan

    By Guest Sus95, March 25, 2008
    • 14 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

19. Cash Balance Contribution Deduction

    By Catch22PGM, April 18, 2022   

    • cash balance
    • tax-treatment
    • 8 replies
    • 3k views
    • 
    • Dare Johnson
    • April 25, 2022

20. Deductible pension plan contributions

    By Gary, June 27, 2006
    • 12 replies
    • 3k views
    • 
    • SoCalActuary
    • July 6, 2006

21. Accured Benefit on Plan effective date

    By flosfur, March 30, 2004
    • 25 replies
    • 3k views
    • 
    • AndyH
    • April 20, 2004

22. Treatment of Funding Deficiency

    By AndyH, April 10, 2009
    • 14 replies
    • 3k views
    • 
    • dmb
    • June 30, 2009

23. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3k views
    • 
    • mwyatt
    • August 22, 2008

24. Combined Plan Deduction Limits

    By dan.jock, January 12, 2017
    • 11 replies
    • 3k views
    • 
    • dan.jock
    • January 31, 2017

25. Offset Plan

    By Gary, May 25, 2003
    • 8 replies
    • 3k views
    • 
    • mbozek
    • May 29, 2003

26. Hybrid DB/DC Plan

    By Guest JJacobson, October 9, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • October 9, 1998

27. present value of nonqualified DB benefit for FICA tax

    By Guest Keith N, June 8, 2001
    • 7 replies
    • 3k views
    • 
    • Guest
    • June 11, 2001

28. PPA Amendment

    By Gary, October 19, 2009
    • 19 replies
    • 3k views
    • 
    • mwyatt
    • October 23, 2009

29. Normal retirement age and accruals

    By Gary, December 20, 2004
    • 16 replies
    • 3k views
    • 
    • mbozek
    • December 23, 2004

30. QDROs and IRC 415

    By richard, February 20, 1999
    • 3 replies
    • 3k views
    • 
    • Guest
    • February 24, 1999

31. FASB liability on balance sheet

    By FAPInJax, July 13, 2006
    • 12 replies
    • 3k views
    • 
    • SoCalActuary
    • July 18, 2006

32. Top Heavy COmbined Test DB/DC

    By emmetttrudy, April 6, 2010
    • 6 replies
    • 3k views
    • 
    • emmetttrudy
    • June 18, 2010

33. Cash Balance- 414(k)

    By Randy Watson, October 25, 2011
    • 1 reply
    • 3k views
    • 
    • mbozek
    • October 25, 2011

34. QJSA Rules and New BCD

    By Guest Hawkeye, June 6, 2011
    • 1 reply
    • 3k views
    • 
    • Andy the Actuary
    • June 7, 2011

35. Excise tax on nondeductible contributions

    By Belgarath, September 10, 2003
    • 12 replies
    • 3k views
    • 
    • Belgarath
    • September 12, 2003

36. Single member LLC- taxed as sole prop- W2 or Schedule C?

    By mefrancis1729, August 18, 2016   

    • sole proprietorship
    • compensation
    • (and 2 more)

      Tagged with:

      • sole proprietorship
      • compensation
      • W2
      • Schedule C
    • 9 replies
    • 3k views
    • 
    • SoCalActuary
    • September 19, 2016

37. FASB 87 Measurement Date

    By Guest Marino13, August 11, 2003
    • 8 replies
    • 3k views
    • 
    • david rigby
    • August 11, 2003

38. 412i or Not?

    By Guest merlin, April 21, 2006
    • 17 replies
    • 3k views
    • 
    • Guest
    • May 4, 2006

39. LLC compensation issues

    By dmb, September 13, 2004
    • 12 replies
    • 3k views
    • 
    • E as in ERISA
    • September 15, 2004

40. Protected Benefits & PIA Offset DB Plan

    By Guest Grumpy456, August 4, 2006
    • 1 reply
    • 3k views
    • 
    • david rigby
    • August 4, 2006

41. AFTAP post plan term date

    By dmb, June 14, 2010
    • 6 replies
    • 3k views
    • 
    • dmb
    • June 14, 2010

42. Notice of Plan Benefits

    By Just Me, March 15, 2005
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 16, 2005

43. Underfunded Plan Spinoff

    By Guest Scott McHenry, May 30, 2002
    • 5 replies
    • 3k views
    • 
    • Guest
    • May 31, 2002

44. PBGC Form 500 filing timing

    By Richard Anderson, January 12, 2007
    • 4 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2007

45. Normal Retirement Age Amendment - Need help

    By amoy, March 19, 2015
    • 9 replies
    • 3k views
    • 
    • Effen
    • March 20, 2015

46. Maximum Tax-deductible Contribution

    By Guest Beth Wright, March 20, 2002
    • 6 replies
    • 3k views
    • 
    • Guest
    • March 20, 2002

47. Can terminating plan make special funding contribution?

    By Guest davesbpc, August 19, 2005
    • 16 replies
    • 3k views
    • 
    • AndyH
    • December 5, 2005

48. Pension Funding Equity Act

    By Gary, July 8, 2004
    • 17 replies
    • 3k views
    • 
    • Guest
    • November 19, 2004

49. Final Form 5500EZ

    By Gary, August 5, 2008
    • 7 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

50. In-service Distribution

    By retbenser, March 14, 2013
    • 5 replies
    • 3k views
    • 
    • Andy the Actuary
    • March 14, 2013