Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Disqualified Plan - HCE

   By MGOAdmin, April 25, 2014   

   • disqualified
   • cash balance
   • (and 1 more)

     Tagged with:

     • disqualified
     • cash balance
     • hce
   • 0 replies
   • 1.2k views
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   • MGOAdmin
   • April 25, 2014

2. Compulsory Annuitization of Annuity Account Balance Funded Solely By T

   By jlf, May 31, 2000
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   • jlf
   • May 31, 2000

3. Canadian Benefits Information

   By Guest buxbaum2, August 22, 2004
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   • Guest
   • August 22, 2004

4. Defined Benefit and 501(c)(3) Inurement

   By ERISA-Bubs, January 25, 2011
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   • ERISA-Bubs
   • January 25, 2011

5. Defining Compensation

   By jxg555, June 25, 2015
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   • jxg555
   • June 25, 2015

6. PLLC and testing

   By retbenser, February 27, 2011
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   • retbenser
   • February 27, 2011

7. Are railroad plans subject to 411 minimum accrual rules?

   By Gary, March 14, 2001
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   • Gary
   • March 14, 2001

8. Excise tax on 401k contributions with an active DB plan?

   By David MacLennan, July 5, 2001
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   • David MacLennan
   • July 5, 2001

9. New CB and 401(k) with short plan year

   By SKC, July 27, 2021
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   • 348 views
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   • SKC
   • July 27, 2021

10. Contributory DB Plan Question

    By Guest Don N, June 1, 2000
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    • 1.4k views
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    • Guest
    • June 1, 2000

11. NRD at age 65, full benefits for term vested at SSRA, reduced at 65

    By Gary, December 21, 2000
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    • 1.6k views
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    • Gary
    • December 21, 2000

12. transfers amount defined benefit plans

    By LIBERTYKID, July 29, 2002
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    • LIBERTYKID
    • July 29, 2002

13. 415(b)(2)(C) or (F) for retiree with tax-exempt and for-profit affilia

    By Guest tom h, April 17, 1999
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    • 1.4k views
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    • Guest
    • April 17, 1999

14. SFAS Interest Rates as of 6/30/2005

    By Guest BDZ, August 30, 2005
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    • 1k views
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    • Guest
    • August 30, 2005

15. Purchase of Life Insurance Policy

    By bzorc, April 7, 2009
    • 0 replies
    • 797 views
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    • bzorc
    • April 7, 2009

16. Ruling Request under Revenue Procedure 90-49

    By Guest Edward McElroy, April 21, 1999
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    • 1.9k views
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    • Guest
    • April 21, 1999

17. default rollovers- DB plans

    By Guest Teddie, November 17, 2006
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    • 959 views
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    • Guest
    • November 17, 2006

18. Gender-neutral actuarial equivalence

    By richard, April 22, 1999
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    • richard
    • April 22, 1999

19. Retroactive Annuity Starting Date

    By Guest AEA, September 5, 2003
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    • 874 views
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    • Guest
    • September 5, 2003

20. Cash Balance Conversion/Document Restatement

    By nancy, January 21, 2014
    • 0 replies
    • 940 views
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    • nancy
    • January 21, 2014

21. Benefit Limitations for bankrupt sponsors under HATFA

    By My 2 cents, January 15, 2015   

    • 2014 AFTAP over 100%
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    • 1.2k views
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    • My 2 cents
    • January 15, 2015

22. Suspension of Benefits Rules

    By Gary, June 6, 2000
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    • 2.3k views
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    • Gary
    • June 6, 2000

23. Testing Service Using Accrued to Date Method

    By AndyH, July 8, 2004
    • 0 replies
    • 913 views
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    • AndyH
    • July 8, 2004

24. Deduction of Contribution

    By Dougsbpc, October 21, 2009
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    • 1k views
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    • Dougsbpc
    • October 21, 2009

25. Webcast concerns

    By SoCalActuary, September 27, 2006
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    • 1.1k views
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    • SoCalActuary
    • September 27, 2006

26. Section 72(d)

    By abanky, October 26, 2006
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    • 992 views
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    • abanky
    • October 26, 2006

27. Normal Retirement Age

    By Gary, October 21, 2009
    • 0 replies
    • 897 views
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    • Gary
    • October 21, 2009

28. question from a business book author

    By Guest finlaysn, April 24, 1999
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    • 1.5k views
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    • Guest
    • April 24, 1999

29. benefit elections for ad hoc increases

    By Guest, August 22, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • August 22, 2000

30. Steelworker Plan

    By IRC401, July 6, 2001
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    • 1.3k views
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    • IRC401
    • July 6, 2001

31. Mish Mash

    By Andy the Actuary, September 27, 2014
    • 0 replies
    • 960 views
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    • Andy the Actuary
    • September 27, 2014

32. Senator Daniel Patrick Moynihan's op ed article in NY Times of May 30,

    By jlf, June 7, 2000
    • 0 replies
    • 1.3k views
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    • jlf
    • June 7, 2000

33. Cash Balance - Lump Sums

    By Guest wecoyote, December 20, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • December 20, 2006

34. Cash-Balance Plan

    By JAY21, November 29, 2010
    • 0 replies
    • 925 views
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    • JAY21
    • November 29, 2010

35. AFTAP and Distribution

    By Dougsbpc, March 29, 2016
    • 0 replies
    • 674 views
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    • Dougsbpc
    • March 29, 2016

36. IRS Guidance on 417(e)

    By My 2 cents, November 28, 2016
    • 0 replies
    • 937 views
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    • My 2 cents
    • November 28, 2016

37. Schedule K-1, Passive Income

    By emmetttrudy, December 18, 2009
    • 0 replies
    • 1.4k views
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    • emmetttrudy
    • December 18, 2009

38. Another short year DB/401K

    By thepensionmaven, December 15, 2020
    • 0 replies
    • 495 views
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    • thepensionmaven
    • December 15, 2020

39. Does a 1/1/2000 amendment to go to GATT rates trigger the 5 year waiti

    By Guest HIPAAdrome, June 8, 2000
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    • Guest
    • June 8, 2000

40. Post-Retirement Medical Accounts-DB

    By JAY21, November 14, 2005
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    • JAY21
    • November 14, 2005

41. Non discrimination testing

    By Gary, April 7, 2009
    • 0 replies
    • 908 views
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    • Gary
    • April 7, 2009

42. Retiree COLA permitted in frozen plan?

    By AndyH, June 8, 2000
    • 0 replies
    • 1.3k views
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    • AndyH
    • June 8, 2000

43. Coverage Testing of Employee Choice

    By AndyH, February 14, 2007
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    • AndyH
    • February 14, 2007

44. IRC 411(a)(9)

    By Guest PGH.ERISA, April 7, 2008
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    • Guest
    • April 7, 2008

45. aftaps - int rates for funding vs restrictions

    By Guest ctrapatsos, September 25, 2009
    • 0 replies
    • 867 views
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    • Guest
    • September 25, 2009

46. QPSA and Pre-35 Separations

    By Guest Edward McElroy, April 29, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • April 29, 1999

47. PBGC termination - Notice of Plan Benefit

    By Dinosaur, September 2, 2010
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    • 1.7k views
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    • Dinosaur
    • September 2, 2010

48. PBGC premiums in the context of a mid-year spinoff

    By gle318612, September 26, 2011
    • 0 replies
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    • gle318612
    • September 26, 2011

49. 2 sole props are a common control group - deductions?

    By Belgarath, November 27, 2013
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    • Belgarath
    • November 27, 2013

50. Need and Enrolled Actuary

    By HarleyBabe, December 13, 2011
    • 0 replies
    • 830 views
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    • HarleyBabe
    • December 13, 2011