Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Plan Loan for a DB/DC combination

   By emmetttrudy, October 31, 2011
   • 10 replies
   • 2.8k views
   • 
   • frizzyguy
   • November 29, 2011

2. Involuntary Distribution Provision: GATT Requirements

   By Guest BJGrenier, April 4, 2001
   • 10 replies
   • 3.1k views
   • 
   • Guest
   • April 18, 2001

3. HR 5021 Highway Bill

   By My 2 cents, August 8, 2014
   • 10 replies
   • 2.1k views
   • 
   • Andy the Actuary
   • August 20, 2014

4. 417(e) interest rates

   By carrots, February 17, 2010
   • 10 replies
   • 4.2k views
   • 
   • david rigby
   • February 18, 2010

5. Time for determination?

   By Guest pensioneer, August 28, 2009
   • 10 replies
   • 1.7k views
   • 
   • Guest
   • August 29, 2009

6. 401(a)(26) question

   By Earl, November 25, 2016
   • 10 replies
   • 1.1k views
   • 
   • SoCalActuary
   • December 2, 2016

7. AV of Assets - First Year Odd Situation

   By mwyatt, January 10, 2002
   • 10 replies
   • 2.2k views
   • 
   • david rigby
   • January 11, 2002

8. DB/DC max combined limits (One Participant)

   By Guest BuffaloT, July 2, 2007
   • 10 replies
   • 2k views
   • 
   • Mike Preston
   • July 5, 2007

9. USERRA - a little OT

   By mwyatt, January 24, 2003
   • 10 replies
   • 2.4k views
   • 
   • QDROphile
   • January 28, 2003

10. 401(a)(26) Correction

    By JBones, September 26, 2011
    • 10 replies
    • 3.3k views
    • 
    • PensionPro
    • September 29, 2011

11. May I count YOS for accrual purposes?

    By Jakyasar, June 24, 2020
    • 10 replies
    • 943 views
    • 
    • Jakyasar
    • July 22, 2020

12. Employee Fraud

    By ac, September 15, 2004
    • 10 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2004

13. Short Plan Year

    By luissaha, February 24, 2009
    • 10 replies
    • 2.4k views
    • 
    • flosfur
    • February 26, 2009

14. 5500EZ filing

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

15. AFTAP certification for small plans

    By flosfur, May 7, 2008
    • 10 replies
    • 3.1k views
    • 
    • Dougsbpc
    • May 13, 2008

16. Proposed Distribution Date when filing for IRS DL

    By AdKu, June 21, 2017
    • 10 replies
    • 2.4k views
    • 
    • tymesup
    • June 22, 2017

17. Part-Time Eligibilty: Ambiguous Plan Terms?

    By Guest inquirer, March 11, 2003
    • 10 replies
    • 1.5k views
    • 
    • david rigby
    • March 13, 2003

18. Distribution from DB Plan

    By Sydney, April 28, 2018
    • 10 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 6, 2018

19. 411(d)(6) Final Regulations - EA Meeting Grey Book

    By Guest mingblue, March 31, 2006
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • April 4, 2006

20. Terminated DB Plan Participant Still Waiting After 12+ Months – No Communication, No Distribution Timeline

    By DR245, September 26
    • 10 replies
    • 2.6k views
    • 
    • AKowalski
    • September 29

21. Floor Offset Plan Participant Count

    By Cloudy, January 27, 2014
    • 10 replies
    • 3.4k views
    • 
    • dan.jock
    • March 14, 2017

22. DB Plan Freeze - After Eligibility but Before Entry Date

    By Guest Chaffee, July 7, 2009
    • 10 replies
    • 3.7k views
    • 
    • tuni88
    • July 9, 2009

23. Minimum Contribution in Year of Termination

    By Guest pm01, February 25, 2009
    • 10 replies
    • 1.7k views
    • 
    • david rigby
    • February 26, 2009

24. Delayed initial annuity or lump sum because of annual audit?

    By Mikeyl41, August 7
    • 10 replies
    • 1.4k views
    • 
    • CuseFan
    • August 8

25. Is this possible?

    By Guest smhjr, May 21, 2004
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • June 7, 2004

26. Cash Balance Distribution Fees

    By MGOAdmin, May 13, 2015   

    • Cash Balance
    • Distribution fee
    • 10 replies
    • 3.8k views
    • 
    • My 2 cents
    • May 26, 2015

27. DB Plan - Conflicting Design - Help

    By SteveK, July 10, 2019
    • 10 replies
    • 909 views
    • 
    • JackS
    • July 11, 2019

28. excess contribution (nondeductible)

    By k man, March 8, 2005
    • 10 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2005

29. rollovers into db plan

    By Guest lip, October 23, 2008
    • 10 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

30. Easy Q? Why Can't Partners Establish uni/solo-DB With SE Income?

    By namealreadyinuse, March 8, 2006
    • 10 replies
    • 2.7k views
    • 
    • JAY21
    • March 10, 2006

31. DB Plan covering HCE's only - 110% test

    By Jakyasar, August 6, 2021
    • 10 replies
    • 1.7k views
    • 
    • Jakyasar
    • August 9, 2021

32. Is this definition of "accrued benefit" legal?

    By Guest Dave Peckham, November 1, 2004
    • 10 replies
    • 1.8k views
    • 
    • AndyH
    • November 8, 2004

33. Employee murdered by spouse - Spousal benefits

    By Guest Julie, September 17, 2004
    • 10 replies
    • 3.4k views
    • 
    • Harwood
    • January 27, 2005

34. Average Group Age Determines Benefit Level

    By WDIK, November 12, 2003
    • 10 replies
    • 1.3k views
    • 
    • WDIK
    • November 13, 2003

35. S415 Final Regulations

    By flosfur, July 6, 2007
    • 10 replies
    • 1.9k views
    • 
    • flosfur
    • August 8, 2007

36. Underfunded frozen plan

    By Effen, May 19, 2005
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • May 30, 2005

37. 401(a)(26) -- meaningful benefits

    By akollman06, October 9, 2018   

    • 401(a)(26)
    • 10 replies
    • 3.1k views
    • 
    • Audrey
    • June 17, 2024

38. 412(i) contributions

    By Guest Vinodh, May 17, 2011
    • 10 replies
    • 2k views
    • 
    • Guest
    • May 18, 2011

39. JSA with Child as Beneficiary

    By Ananda, April 5, 2022
    • 10 replies
    • 1.6k views
    • 
    • CuseFan
    • April 26, 2022

40. messed up plan

    By Gary, June 23, 2011
    • 10 replies
    • 1.9k views
    • 
    • Gary
    • July 15, 2011

41. What happens if the IRS does not issue a favorable determination letter?

    By katieinny, January 18, 2006
    • 10 replies
    • 3.5k views
    • 
    • GBurns
    • January 21, 2006

42. Minimum deduction for terminating plan

    By flosfur, August 4, 2004
    • 10 replies
    • 1.7k views
    • 
    • AndyH
    • August 6, 2004

43. PPA Fundamentals

    By Gary, October 1, 2008
    • 10 replies
    • 2.3k views
    • 
    • Gary
    • October 3, 2008

44. 404(o) Max Deduction Issues

    By mwyatt, May 13, 2008
    • 10 replies
    • 2.3k views
    • 
    • mwyatt
    • May 15, 2008

45. PBGC Coverage Question

    By Doghouse, July 13, 2009
    • 10 replies
    • 2.2k views
    • 
    • SoCalActuary
    • July 14, 2009

46. Individual aggregate funding

    By FAPInJax, December 16, 2004
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • December 21, 2004

47. 404(a)(7) Limit Applicability

    By bdeancpa, November 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • Belgarath
    • November 3, 2006

48. How much is deductible

    By katieinny, October 1, 2009
    • 9 replies
    • 1.3k views
    • 
    • katieinny
    • October 1, 2009

49. Contributions withdrawn after being deposited?

    By Jakyasar, August 13, 2021
    • 9 replies
    • 875 views
    • 
    • Jakyasar
    • August 16, 2021

50. Mid yr reduction in pension benefit formula

    By VeryOldMan, December 28, 2019   

    • anticutback rules
    • 9 replies
    • 1.1k views
    • 
    • VeryOldMan
    • January 13, 2020