Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Use of 2008 EZ until 2009 forms released

   By Guest jmrodrig, April 19, 2010
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   • 791 views
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   • Guest
   • April 19, 2010

2. Market Based Cash Balance Plan - Interest Crediting Rate Assumption

   By SCooper, November 28, 2023   

   • cash balance
   • interest credit
   • (and 2 more)

     Tagged with:

     • cash balance
     • interest credit
     • valuation assumptions
     • funding requirements
   • 0 replies
   • 507 views
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   • SCooper
   • November 28, 2023

3. Funding Required for years with no AFTAP?

   By Dougsbpc, September 27
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   • Dougsbpc
   • September 27

4. retro annuity start date- final regs

   By Guest meggie, December 2, 2003
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   • Guest
   • December 2, 2003

5. Good Website for Old Regs, etc.

   By Guest Don N, July 6, 2000
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   • 1.3k views
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   • Guest
   • July 6, 2000

6. I would like to see a compilation of the most generous DB pension fund

   By jlf, July 28, 2001
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   • 1.3k views
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   • jlf
   • July 28, 2001

7. Lump sum of pension from ee contributory plan

   By Gary, December 21, 2001
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   • 1.4k views
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   • Gary
   • December 21, 2001

8. Asset Evaluation Re: FASB 158

   By Andy the Actuary, August 2, 2008
   • 0 replies
   • 1.3k views
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   • Andy the Actuary
   • August 2, 2008

9. Dividing Master Trust

   By Übernerd, October 2, 2014   

   • trusts
   • 0 replies
   • 893 views
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   • Übernerd
   • October 2, 2014

10. Determination Letter

    By Guest strayhorn, June 13, 2003
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    • 952 views
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    • Guest
    • June 13, 2003

11. non deductible contributions

    By Gary, March 2, 2011
    • 0 replies
    • 1.1k views
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    • Gary
    • March 2, 2011

12. Looking for Actuary - Defined Benefit Plan School District - Needs GASB

    By mjf06241972, June 15, 2022
    • 0 replies
    • 370 views
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    • mjf06241972
    • June 15, 2022

13. Terminating DB Plan and Cycle 3 Restatements

    By John314, May 16, 2023
    • 0 replies
    • 631 views
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    • John314
    • May 16, 2023

14. DB and 403(b) plans

    By Guest BarryK, August 2, 2004
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    • 874 views
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    • Guest
    • August 2, 2004

15. 414k Election/Status/New Ideas

    By Guest John Comelately, December 25, 2006
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    • 1.9k views
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    • Guest
    • December 25, 2006

16. hurricane relief interest adjustments

    By Draper55, October 4, 2017
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    • 444 views
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    • Draper55
    • October 4, 2017

17. money purchase plan (401k) for foreigner

    By Guest pinocchio, November 8, 2001
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    • 1.4k views
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    • Guest
    • November 8, 2001

18. Retro ASDs as an option and QJSA Relative Value

    By Guest meggie, October 29, 2004
    • 0 replies
    • 945 views
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    • Guest
    • October 29, 2004

19. Form 990 - Return for Tax Exempt Organization

    By dmb, March 19, 2009
    • 0 replies
    • 1.1k views
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    • dmb
    • March 19, 2009

20. Takeover with Insurance

    By JBones, December 2, 2010
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    • 895 views
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    • JBones
    • December 2, 2010

21. 401(h)

    By abanky, August 31, 2011
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    • 1.1k views
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    • abanky
    • August 31, 2011

22. Sole Proprietor Employee DB deduction

    By Guest RBlaine, March 13, 2008
    • 0 replies
    • 1.1k views
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    • Guest
    • March 13, 2008

23. Schedule B or SB filing for Eligible Charity Plans

    By dmb, September 8, 2010
    • 0 replies
    • 1.1k views
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    • dmb
    • September 8, 2010

24. New Supreme Ct Cash Balance and SPD opinion - Cigna v Amara

    By Guest SuzanneW, May 16, 2011
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    • 994 views
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    • Guest
    • May 16, 2011

25. 2011 Interim Amendments

    By ScottR, November 4, 2011
    • 0 replies
    • 1.2k views
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    • ScottR
    • November 4, 2011

26. 401(a)(26) when Participation is frozen

    By Audrey, July 28, 2023
    • 0 replies
    • 490 views
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    • Audrey
    • July 28, 2023

27. 5330 instructions

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

28. Spousal Attribution Timing

    By Young Curmudgeon, December 17, 2019
    • 0 replies
    • 337 views
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    • Young Curmudgeon
    • December 17, 2019

29. Required Minimum Distribution at Plan Termination

    By mrsjlskss, April 5, 2016   

    • Termination
    • Required Minimum Distribution
    • 0 replies
    • 1.3k views
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    • mrsjlskss
    • April 5, 2016

30. CB and 401(a)4 Testing

    By Dougsbpc, December 5, 2016   

    • CB
    • 0 replies
    • 692 views
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    • Dougsbpc
    • December 5, 2016

31. Retiree Medical Expenses to be paid out of Pension Plan per IRC § 401(

    By Guest Charlie Stevens, July 10, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • July 10, 1999

32. PBGC Variable premium asset date

    By AndyH, March 22, 2004
    • 0 replies
    • 972 views
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    • AndyH
    • March 22, 2004

33. 401(a)(4)-5 and no NHCE's

    By Guest samw, June 24, 2014
    • 0 replies
    • 837 views
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    • Guest
    • June 24, 2014

34. PBGC electronic filing

    By Guest beckys, August 25, 2004
    • 0 replies
    • 966 views
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    • Guest
    • August 25, 2004

35. GATT vs PBGC rates

    By Guest debbiejim, July 14, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • July 14, 1999

36. 412(e) Plan

    By jkdoll2, August 6, 2009
    • 0 replies
    • 963 views
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    • jkdoll2
    • August 6, 2009

37. Schedule of Reportable Transactions

    By guest_with_question, March 13, 2018
    • 0 replies
    • 710 views
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    • guest_with_question
    • March 13, 2018

38. Latest on release of 412(i) regs, (that I've seen) for those who are interested

    By Belgarath, February 3, 2004
    • 0 replies
    • 990 views
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    • Belgarath
    • February 3, 2004

39. Deduction Timing

    By Andy the Actuary, November 24, 2009
    • 0 replies
    • 1.6k views
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    • Andy the Actuary
    • November 24, 2009

40. See how IBM Employees are challenging the company's decision to conver

    By Guest dave_lovelace, July 18, 1999
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    • Guest
    • July 18, 1999

41. Excess Death Benefit

    By goldtpa, April 6, 2007
    • 0 replies
    • 2k views
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    • goldtpa
    • April 6, 2007

42. Does cashout lookback rule apply to vested terms in a DB plan?

    By Guest beth beaube, July 19, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • July 19, 1999

43. calculating comp limits pre-EGTRRA method after EGTRRA

    By Guest knichols, March 9, 2005
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    • 1k views
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    • Guest
    • March 9, 2005

44. Pension plan investments

    By Gary, July 12, 2010
    • 0 replies
    • 913 views
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    • Gary
    • July 12, 2010

45. PBGC Unfunded Vested Valuation Date

    By Guest osmundo, April 24, 2011
    • 0 replies
    • 1k views
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    • Guest
    • April 24, 2011

46. Benefit Election - Post age 70-1/2

    By richard, July 23, 1999
    • 0 replies
    • 1.5k views
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    • richard
    • July 23, 1999

47. Nondiscrimination with participant beyond NRA

    By FAPInJax, December 19, 2003
    • 0 replies
    • 1k views
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    • FAPInJax
    • December 19, 2003

48. Segment Rates For EOY Valuations

    By Guest merlin, January 9, 2009
    • 0 replies
    • 815 views
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    • Guest
    • January 9, 2009

49. Non-HCE annuity purchase & AFTAP

    By Guest Linda B, March 20, 2009
    • 0 replies
    • 1.5k views
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    • Guest
    • March 20, 2009

50. Listing of Required Modifications

    By Gary, June 15, 2010
    • 0 replies
    • 1.3k views
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    • Gary
    • June 15, 2010