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Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

  1. Restatement of Defined Benefit Plan

    By Ted,
    • 17 replies
    • 5.4k views

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

    By ERISAQuestions1234,   
    • 2 replies
    • 991 views

  3. -415 Issue--FT

    By VeryOldMan,   
    • 1 reply
    • 1.2k views

  4. 401(a)(26) for closed plan

    By dmb,
    • 7 replies
    • 3.2k views

  5. Pension repayment on rehire

    By Dr Joe,   
    • 4 replies
    • 2.5k views

  6. Combined Plan Deduction Limit

    By perkinsran,
    • 5 replies
    • 1.9k views

  7. 415-paired DB plans

    By VeryOldMan,
    • 1 reply
    • 949 views

  8. Sec 415 Avg Pay Limit and Delayed Retirement

    By Sellarsian,   
    • 8 replies
    • 3.4k views

  9. 415(b) Limits - General Questions

    By IowaActuary,
    • 4 replies
    • 1.7k views

  10. Funding method change?

    By John314,   
    • 8 replies
    • 3.4k views

  11. Termination of Cash Balance

    By thepensionmaven,
    • 1 reply
    • 802 views

  12. No More Paper Checks

    By spencerhastings,
    • 6 replies
    • 3.4k views

  13. DB plan and exclude HCE

    By Lotrfan1,
    • 2 replies
    • 1.6k views

  14. Investment Advisory Exempt from PBGC Coverage

    By §#$%!,
    • 5 replies
    • 1.5k views

  15. senior moment

    By thepensionmaven,
    • 3 replies
    • 903 views

  16. Terminated vesteds in cash balance valuation

    By Draper55,
    • 1 reply
    • 838 views

  17. FAS Discount Rate - What is reasonable?

    By John314,   
    • 2 replies
    • 1.5k views

  18. 415(b) Increases and Governmental Plan

    By John314,   
    • 1 reply
    • 932 views

  19. 2020 JBEA Renewal

    By Hojo,
    • 2 replies
    • 1.2k views

  20. One month lookback rates 417

    By SoCalActuary,
    • 2 replies
    • 1.1k views

  21. Overfunded single beneficiary DB plan planning

    By Guest Duberstein,
    • 6 replies
    • 3k views

  22. Reporting for Lost Participant Money Sent to PBGC

    By justanotheradmin,   
    • 3 replies
    • 1.6k views

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

    By VeryOldMan,
    • 0 replies
    • 833 views

  24. RMD Start Date

    By emmetttrudy,
    • 3 replies
    • 1.6k views

  25. PBGC Request

    By Lifer,
    • 3 replies
    • 1.4k views

  26. Mid yr reduction in pension benefit formula

    By VeryOldMan,   
    • 9 replies
    • 1.8k views

  27. FASB Discount rate

    By SSRRS,
    • 2 replies
    • 1.4k views

  28. Tax Credit (SECURE Act)

    By Dobber,
    • 3 replies
    • 2.3k views

  29. 401(a)(26) and Frozen Plan

    By Guest raintrain19,
    • 7 replies
    • 7.4k views

  30. COLA with J&S

    By SSRRS,
    • 3 replies
    • 1.2k views

  31. Who is a participant for F5500 C/R

    By VeryOldMan,
    • 4 replies
    • 1.3k views

  32. Correcting Funding Deficiency

    By VeryOldMan,
    • 8 replies
    • 2.5k views

  33. Maintaining Pension Plan with Proceeds of Sale

    By Dougsbpc,
    • 1 reply
    • 861 views

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

    By egrodan,
    • 5 replies
    • 4.2k views

  35. New Employer

    By Gilmore,
    • 2 replies
    • 846 views

  36. Can A Statutory Employee Set Up A Plan?

    By Stash026,
    • 4 replies
    • 1.5k views

  37. Guild Plan

    By jane murray,
    • 6 replies
    • 2.3k views

  38. Amendment to increase hours required

    By figure 8,
    • 1 reply
    • 1.2k views

  39. Spousal Attribution Timing

    By Young Curmudgeon,
    • 0 replies
    • 682 views

  40. Salary History

    By SSRRS,
    • 4 replies
    • 1.2k views

  41. Benefit Accrual-TNC issues

    By VeryOldMan,   
    • 9 replies
    • 1.8k views

  42. Shortfall Base Q

    By VeryOldMan,
    • 4 replies
    • 1.2k views

  43. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary,   
    • 4 replies
    • 1.2k views

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

    By Jakyasar,
    • 4 replies
    • 1.6k views

  45. RFP for Single Premium Group Annuity Contract

    By rocknrolls2,
    • 2 replies
    • 1k views

  46. cash balance termination - client wants to restart plan

    By Scuba 401,
    • 8 replies
    • 2.3k views

  47. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 1.2k views

  48. Bad History

    By wally,
    • 3 replies
    • 1.2k views

  49. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 932 views

  50. Contribution After Plan Termination

    By Dougsbpc,
    • 0 replies
    • 587 views
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