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Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

  1. DB Plan with separate income for partner?

    By drakecohen,
    • 0 replies
    • 873 views

  2. Restatement of Defined Benefit Plan

    By Ted,
    • 17 replies
    • 5.5k views

  3. Is an amendment to a DB Plan to raise QPSA from 50% to 100% permissible?

    By ERISAQuestions1234,   
    • 2 replies
    • 1k views

  4. -415 Issue--FT

    By VeryOldMan,   
    • 1 reply
    • 1.2k views

  5. 401(a)(26) for closed plan

    By dmb,
    • 7 replies
    • 3.3k views

  6. Pension repayment on rehire

    By Dr Joe,   
    • 4 replies
    • 2.6k views

  7. Combined Plan Deduction Limit

    By perkinsran,
    • 5 replies
    • 2k views

  8. 415-paired DB plans

    By VeryOldMan,
    • 1 reply
    • 1k views

  9. Sec 415 Avg Pay Limit and Delayed Retirement

    By Sellarsian,   
    • 8 replies
    • 3.4k views

  10. 415(b) Limits - General Questions

    By IowaActuary,
    • 4 replies
    • 1.8k views

  11. Funding method change?

    By John314,   
    • 8 replies
    • 3.5k views

  12. Termination of Cash Balance

    By thepensionmaven,
    • 1 reply
    • 847 views

  13. No More Paper Checks

    By spencerhastings,
    • 6 replies
    • 3.5k views

  14. DB plan and exclude HCE

    By Lotrfan1,
    • 2 replies
    • 1.7k views

  15. Investment Advisory Exempt from PBGC Coverage

    By §#$%!,
    • 5 replies
    • 1.6k views

  16. senior moment

    By thepensionmaven,
    • 3 replies
    • 967 views

  17. Terminated vesteds in cash balance valuation

    By Draper55,
    • 1 reply
    • 873 views

  18. FAS Discount Rate - What is reasonable?

    By John314,   
    • 2 replies
    • 1.6k views

  19. 415(b) Increases and Governmental Plan

    By John314,   
    • 1 reply
    • 960 views

  20. 2020 JBEA Renewal

    By Hojo,
    • 2 replies
    • 1.3k views

  21. One month lookback rates 417

    By SoCalActuary,
    • 2 replies
    • 1.1k views

  22. Overfunded single beneficiary DB plan planning

    By Guest Duberstein,
    • 6 replies
    • 3k views

  23. Reporting for Lost Participant Money Sent to PBGC

    By justanotheradmin,   
    • 3 replies
    • 1.7k views

  24. Fractional Accrual Rule-411(b)(1)(C)

    By VeryOldMan,
    • 0 replies
    • 878 views

  25. RMD Start Date

    By emmetttrudy,
    • 3 replies
    • 1.7k views

  26. PBGC Request

    By Lifer,
    • 3 replies
    • 1.4k views

  27. Mid yr reduction in pension benefit formula

    By VeryOldMan,   
    • 9 replies
    • 1.9k views

  28. FASB Discount rate

    By SSRRS,
    • 2 replies
    • 1.5k views

  29. Tax Credit (SECURE Act)

    By Dobber,
    • 3 replies
    • 2.3k views

  30. 401(a)(26) and Frozen Plan

    By Guest raintrain19,
    • 7 replies
    • 7.5k views

  31. COLA with J&S

    By SSRRS,
    • 3 replies
    • 1.3k views

  32. Who is a participant for F5500 C/R

    By VeryOldMan,
    • 4 replies
    • 1.3k views

  33. Correcting Funding Deficiency

    By VeryOldMan,
    • 8 replies
    • 2.6k views

  34. Maintaining Pension Plan with Proceeds of Sale

    By Dougsbpc,
    • 1 reply
    • 950 views

  35. How to Correct Significantly Overfunded DB Plan With One Employee

    By egrodan,
    • 5 replies
    • 4.3k views

  36. New Employer

    By Gilmore,
    • 2 replies
    • 887 views

  37. Can A Statutory Employee Set Up A Plan?

    By Stash026,
    • 4 replies
    • 1.5k views

  38. Guild Plan

    By jane murray,
    • 6 replies
    • 2.4k views

  39. Amendment to increase hours required

    By figure 8,
    • 1 reply
    • 1.2k views

  40. Spousal Attribution Timing

    By Young Curmudgeon,
    • 0 replies
    • 718 views

  41. Salary History

    By SSRRS,
    • 4 replies
    • 1.3k views

  42. Benefit Accrual-TNC issues

    By VeryOldMan,   
    • 9 replies
    • 1.9k views

  43. Shortfall Base Q

    By VeryOldMan,
    • 4 replies
    • 1.3k views

  44. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary,   
    • 4 replies
    • 1.3k views

  45. IRS 736(a) income, can a db plan be set up?

    By Jakyasar,
    • 4 replies
    • 1.7k views

  46. RFP for Single Premium Group Annuity Contract

    By rocknrolls2,
    • 2 replies
    • 1.1k views

  47. cash balance termination - client wants to restart plan

    By Scuba 401,
    • 8 replies
    • 2.4k views

  48. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 1.2k views

  49. Bad History

    By wally,
    • 3 replies
    • 1.2k views

  50. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 959 views
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