Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Suspension Of Benefits

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

2. Year of plan termination

   By Penman2006, February 21, 2009
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   • 877 views
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   • Penman2006
   • February 21, 2009

3. 1963 Buck Mortality Table

   By Guest mbklein, March 31, 1999
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   • Guest
   • March 31, 1999

4. Another 11(g) Amendment question

   By Trekker, August 27, 2013
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   • 916 views
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   • Trekker
   • August 27, 2013

5. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

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

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

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

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

   By Guest Ted H Munice, December 1, 2000
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   • Guest
   • December 1, 2000

8. PPA - Restrictions on Benefit Payments

   By dmb, December 19, 2006
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   • dmb
   • December 19, 2006

9. Annual Funding Notice

   By ERISA25, August 25, 2011
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   • ERISA25
   • August 25, 2011

10. 414k / 242b

    By Guest dsyrett, August 14, 2003
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    • Guest
    • August 14, 2003

11. Failure to Furnish SPD

    By Guest Donaldson, October 17, 2003
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    • 941 views
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    • Guest
    • October 17, 2003

12. Disqualified Plan - HCE

    By MGOAdmin, April 25, 2014   

    • disqualified
    • cash balance
    • (and 1 more)

      Tagged with:

      • disqualified
      • cash balance
      • hce
    • 0 replies
    • 1.3k views
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    • MGOAdmin
    • April 25, 2014

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

    By jlf, May 31, 2000
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    • 1.3k views
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    • jlf
    • May 31, 2000

14. Canadian Benefits Information

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

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

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

16. Defining Compensation

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

17. PLLC and testing

    By retbenser, February 27, 2011
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    • 796 views
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    • retbenser
    • February 27, 2011

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

    By Gary, March 14, 2001
    • 0 replies
    • 1.4k views
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    • Gary
    • March 14, 2001

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

    By David MacLennan, July 5, 2001
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    • 2.3k views
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    • David MacLennan
    • July 5, 2001

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

    By SKC, July 27, 2021
    • 0 replies
    • 370 views
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    • SKC
    • July 27, 2021

21. 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

22. 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

23. transfers amount defined benefit plans

    By LIBERTYKID, July 29, 2002
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    • 1.2k views
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    • LIBERTYKID
    • July 29, 2002

24. 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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    • 1.5k views
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    • Guest
    • April 17, 1999

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

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

26. Purchase of Life Insurance Policy

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

27. Ruling Request under Revenue Procedure 90-49

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

28. default rollovers- DB plans

    By Guest Teddie, November 17, 2006
    • 0 replies
    • 970 views
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    • Guest
    • November 17, 2006

29. Gender-neutral actuarial equivalence

    By richard, April 22, 1999
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    • 1.6k views
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    • richard
    • April 22, 1999

30. Retroactive Annuity Starting Date

    By Guest AEA, September 5, 2003
    • 0 replies
    • 889 views
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    • Guest
    • September 5, 2003

31. Cash Balance Conversion/Document Restatement

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

32. Benefit Limitations for bankrupt sponsors under HATFA

    By My 2 cents, January 15, 2015   

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

33. Suspension of Benefits Rules

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

34. Testing Service Using Accrued to Date Method

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

35. Deduction of Contribution

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

36. Webcast concerns

    By SoCalActuary, September 27, 2006
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    • 1.2k views
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    • SoCalActuary
    • September 27, 2006

37. Section 72(d)

    By abanky, October 26, 2006
    • 0 replies
    • 1k views
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    • abanky
    • October 26, 2006

38. Normal Retirement Age

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

39. 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

40. benefit elections for ad hoc increases

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

41. Steelworker Plan

    By IRC401, July 6, 2001
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    • IRC401
    • July 6, 2001

42. Mish Mash

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

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

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

44. Cash Balance - Lump Sums

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

45. Cash-Balance Plan

    By JAY21, November 29, 2010
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    • 939 views
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    • JAY21
    • November 29, 2010

46. AFTAP and Distribution

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

47. IRS Guidance on 417(e)

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

48. Schedule K-1, Passive Income

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

49. Another short year DB/401K

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

50. 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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    • 1.5k views
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    • Guest
    • June 8, 2000