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Defined Benefit Plans, Including Cash Balance

7,210 topics in this forum

  1. Investment Advisory Exempt from PBGC Coverage

    By §#$%!,
    • 5 replies
    • 1.3k views

  2. senior moment

    By thepensionmaven,
    • 3 replies
    • 675 views

  3. Terminated vesteds in cash balance valuation

    By Draper55,
    • 1 reply
    • 703 views

  4. FAS Discount Rate - What is reasonable?

    By John314,   
    • 2 replies
    • 1.3k views

  5. 415(b) Increases and Governmental Plan

    By John314,   
    • 1 reply
    • 813 views

  6. 2020 JBEA Renewal

    By Hojo,
    • 2 replies
    • 1k views

  7. One month lookback rates 417

    By SoCalActuary,
    • 2 replies
    • 830 views

  8. Overfunded single beneficiary DB plan planning

    By Guest Duberstein,
    • 6 replies
    • 2.7k views

  9. Reporting for Lost Participant Money Sent to PBGC

    By justanotheradmin,   
    • 3 replies
    • 1.2k views

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

    By VeryOldMan,
    • 0 replies
    • 669 views

  11. RMD Start Date

    By emmetttrudy,
    • 3 replies
    • 1.3k views

  12. PBGC Request

    By Lifer,
    • 3 replies
    • 1.1k views

  13. Mid yr reduction in pension benefit formula

    By VeryOldMan,   
    • 9 replies
    • 1.5k views

  14. FASB Discount rate

    By SSRRS,
    • 2 replies
    • 1k views

  15. Tax Credit (SECURE Act)

    By Dobber,
    • 3 replies
    • 2.1k views

  16. 401(a)(26) and Frozen Plan

    By Guest raintrain19,
    • 7 replies
    • 7.1k views

  17. COLA with J&S

    By SSRRS,
    • 3 replies
    • 995 views

  18. Who is a participant for F5500 C/R

    By VeryOldMan,
    • 4 replies
    • 1.1k views

  19. Correcting Funding Deficiency

    By VeryOldMan,
    • 8 replies
    • 2.1k views

  20. Maintaining Pension Plan with Proceeds of Sale

    By Dougsbpc,
    • 1 reply
    • 663 views

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

    By egrodan,
    • 5 replies
    • 3.9k views

  22. New Employer

    By Gilmore,
    • 2 replies
    • 659 views

  23. Can A Statutory Employee Set Up A Plan?

    By Stash026,
    • 4 replies
    • 1.2k views

  24. Guild Plan

    By jane murray,
    • 6 replies
    • 1.9k views

  25. Amendment to increase hours required

    By figure 8,
    • 1 reply
    • 887 views

  26. Spousal Attribution Timing

    By Young Curmudgeon,
    • 0 replies
    • 541 views

  27. Salary History

    By SSRRS,
    • 4 replies
    • 992 views

  28. Benefit Accrual-TNC issues

    By VeryOldMan,   
    • 9 replies
    • 1.6k views

  29. Shortfall Base Q

    By VeryOldMan,
    • 4 replies
    • 1k views

  30. 401(a)(26) with offset involving 2 db plan

    By Socal.actuary,   
    • 4 replies
    • 913 views

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

    By Jakyasar,
    • 4 replies
    • 1.4k views

  32. RFP for Single Premium Group Annuity Contract

    By rocknrolls2,
    • 2 replies
    • 840 views

  33. cash balance termination - client wants to restart plan

    By Scuba 401,
    • 8 replies
    • 2k views

  34. Floor Offset plan-uniformity

    By SZ,
    • 1 reply
    • 1k views

  35. Bad History

    By wally,
    • 3 replies
    • 1k views

  36. 401(a)(26) issue

    By Socal.actuary,   
    • 1 reply
    • 726 views

  37. Contribution After Plan Termination

    By Dougsbpc,
    • 0 replies
    • 527 views

  38. Paid out in mid year

    By SSRRS,
    • 2 replies
    • 798 views

  39. How much information must be given

    By SSRRS,
    • 4 replies
    • 1.1k views

  40. Plan at 415 limit but slightly overfunded

    By Hojo,
    • 1 reply
    • 687 views

  41. early retirement - rehired - waiver of future accruals permissible

    By dixieandruby,
    • 3 replies
    • 1k views

  42. Pension Trust Form 5471/Foreign Corporation Filing

    By MAK,
    • 1 reply
    • 919 views
    • Dan
    • Dan

  43. Floor-offset DB plan - life insurance for owner only

    By Jakyasar,
    • 8 replies
    • 1.6k views

  44. Carry forward contribution

    By Amir,
    • 1 reply
    • 622 views

  45. deductions/SEP+DBP

    By Jakyasar,
    • 4 replies
    • 1.2k views

  46. Interest Rate for EBAR Calculation

    By Stash026,
    • 2 replies
    • 1.1k views

  47. Is a terminating amendment needed for this individually designed DB plan?

    By MeTooToo,
    • 1 reply
    • 1k views

  48. DB plan distribution form signed, participant dies the next day

    By katieinny,   
    • 4 replies
    • 1.2k views

  49. 25% Deduction Limit for DC Plan as part of combo

    By emmetttrudy,
    • 2 replies
    • 1.7k views

  50. Should I get DB plan?

    By LZ,
    • 11 replies
    • 1.6k views
    • LZ
    • LZ
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