Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Minimum contribution calculation

   By Guest Doogie61, December 1, 2009
   • 9 replies
   • 1.5k views
   • 
   • Guest
   • December 1, 2009

2. Minimum Funding Cash Balance Plan

   By ErnieG, December 7, 2018
   • 9 replies
   • 1.8k views
   • 
   • Effen
   • December 8, 2018

3. Presumed AFTAP under 60%

   By John Feldt ERPA CPC QPA, January 29, 2010
   • 9 replies
   • 2.8k views
   • 
   • SoCalActuary
   • February 2, 2010

4. Termination of Cash Balance Plan

   By thepensionmaven, February 22, 2020
   • 9 replies
   • 2.5k views
   • 
   • Hojo
   • February 25, 2020

5. FAS 158 second year reconciliation

   By dmb, February 20, 2008
   • 9 replies
   • 2.8k views
   • 
   • Guest
   • February 27, 2008

6. OK To Terminate with GUST Document?

   By Dougsbpc, May 22, 2010
   • 9 replies
   • 1.4k views
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   • Kevin C
   • May 26, 2010

7. Cash Balance, EOY Val, MQCs, SB line 19c

   By carrots, August 12, 2010
   • 9 replies
   • 1.5k views
   • 
   • Mike Preston
   • August 19, 2010

8. DB Lump Sums and Restricted Employees

   By CuseFan, March 24, 2017
   • 9 replies
   • 1.8k views
   • 
   • Lou S.
   • March 12, 2019

9. Possible "Lost" Pension

   By jpod, August 6, 2002
   • 9 replies
   • 1.9k views
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   • david rigby
   • August 12, 2002

10. Terminating a non-PBGC covered DB Plan with insufficient assets

    By himt4, November 4, 2004
    • 9 replies
    • 3.6k views
    • 
    • JAY21
    • November 8, 2004

11. RMD used for req. contr. due

    By Guest jmrodrig, March 1, 2010
    • 9 replies
    • 2k views
    • 
    • david rigby
    • March 2, 2010

12. Plan Terminations for small Defined Benefit plans

    By Guest AK1321, January 18, 2008
    • 9 replies
    • 5.8k views
    • 
    • Mike Preston
    • January 18, 2008

13. NRA Revisited

    By Andy the Actuary, September 9, 2008
    • 9 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 12, 2008

14. Initial short plan year

    By Guest lerieleech, December 16, 2004
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • December 17, 2004

15. Single member LLC- taxed as sole prop- W2 or Schedule C?

    By mefrancis1729, August 18, 2016   

    • sole proprietorship
    • compensation
    • (and 2 more)

      Tagged with:

      • sole proprietorship
      • compensation
      • W2
      • Schedule C
    • 9 replies
    • 2.8k views
    • 
    • SoCalActuary
    • September 19, 2016

16. New Floor/offset under PPA

    By rcline46, September 10, 2008
    • 9 replies
    • 2.5k views
    • 
    • Dougsbpc
    • March 21, 2014

17. Trustee denying a claim

    By Guest jfreeborn, February 1, 2010
    • 9 replies
    • 2k views
    • 
    • RCK
    • March 9, 2010

18. Frozen Top Heavy DB

    By Dougsbpc, July 15, 2003
    • 9 replies
    • 3.5k views
    • 
    • Dougsbpc
    • July 16, 2003

19. General Testing of Cash Balance Plan

    By AndyH, February 18, 2005
    • 9 replies
    • 1.5k views
    • 
    • MGB
    • February 22, 2005

20. QDRO - sex distinct mortality

    By Effen, August 9, 2004
    • 9 replies
    • 4.5k views
    • 
    • RTK
    • October 23, 2006

21. 2009 AFTAP based on 2008

    By Guest Xerxes, March 4, 2009
    • 9 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 27, 2009

22. In determining the amount of the offset from the PS, does the interest credited to a participant's account have to be actual or can it be hypothetical?

    By Guest flogger, October 29, 2003
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2003

23. Good Sources for old Revenue Rulings & GCM ?

    By JAY21, November 9, 2007
    • 9 replies
    • 2k views
    • 
    • JAY21
    • December 13, 2007

24. What is the lump sum limit for 436(d)(5) restriction?

    By david rigby, July 20, 2009
    • 9 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2009

25. What is the 415 limit based on prior plan distribution

    By Jakyasar, August 21, 2023
    • 9 replies
    • 1.4k views
    • 
    • Calavera
    • August 22, 2023

26. Need Help! IRS Audit

    By goldtpa, October 28, 2005
    • 9 replies
    • 2.1k views
    • 
    • AndyH
    • November 5, 2005

27. Notice of Plan Benefits

    By Just Me, March 15, 2005
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • March 16, 2005

28. So, what is paid?

    By Andy the Actuary, March 26, 2009
    • 9 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • April 2, 2009

29. Deduction Limit For An affiliated Service Group

    By Guest merlin, September 20, 2002
    • 9 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2002

30. Does a DB plan need an Investment Policy Statement?

    By Guest Grumpy456, April 16, 2007
    • 9 replies
    • 4.2k views
    • 
    • Effen
    • April 17, 2007

31. Plan withdrawals

    By Gary, February 2, 2010
    • 9 replies
    • 1.6k views
    • 
    • Gary
    • February 3, 2010

32. Employee contributions to a frozen pension?

    By bradlymathews, June 3, 2019
    • 9 replies
    • 1.4k views
    • 
    • loserson
    • June 11, 2019

33. Merging Two DB Plans

    By mming, June 18, 2009
    • 9 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • June 18, 2009

34. QPSA- Form other than 50%

    By Guest jfreeborn, July 20, 2010
    • 9 replies
    • 3.9k views
    • 
    • AndyH
    • July 21, 2010

35. Excess Earnings in DB

    By Guest MMorgan, May 15, 2007
    • 9 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • May 17, 2007

36. return of contribution revisited

    By Gary, March 20, 2012
    • 9 replies
    • 1.6k views
    • 
    • frizzyguy
    • March 22, 2012

37. Early Retirement Pension converted to Disability Pension

    By kenfyoozd, March 31, 2018   

    • new election form
    • waiver new annuity starting date
    • 9 replies
    • 1.3k views
    • 
    • kenfyoozd
    • April 4, 2018

38. What is cost to add a lump sum option?

    By tuni88, March 31, 2010
    • 9 replies
    • 1.5k views
    • 
    • tymesup
    • April 5, 2010

39. Coverage testing on defined benefit plan

    By Guest forum4, May 6, 2004
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • May 25, 2004

40. Bond For a Restricted Employee

    By Guest merlin, May 16, 2007
    • 9 replies
    • 2.6k views
    • 
    • AndyH
    • May 17, 2007

41. cash balance and segment rates

    By abanky, October 16, 2007
    • 9 replies
    • 1.5k views
    • 
    • AndyH
    • October 17, 2007

42. AFTAP and Burning the FSCB

    By Blinky the 3-eyed Fish, March 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 28, 2008

43. AFTAP

    By Guest Sus95, July 18, 2008
    • 9 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • July 19, 2008

44. Employer funded pension, 14 yrs old divorce with no QDRO

    By SYCS, March 3, 2020
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • March 5, 2020

45. Is there proposed legislation that would increase the interest rate and thus lower lump sum values for DB plan?

    By Lori Foresz, February 10, 2004
    • 9 replies
    • 1.5k views
    • 
    • ERISAatty
    • February 26, 2004

46. Can't we simplify this mess?

    By ScottR, November 7, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • November 12, 2009

47. TPA missed the 10/1/08 AFTAP certification date.

    By Guest GMP, January 19, 2009
    • 9 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • January 28, 2009

48. Amend out floor-offset language?

    By Cloudy, September 10, 2018
    • 9 replies
    • 1k views
    • 
    • C. B. Zeller
    • September 14, 2018

49. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 9 replies
    • 1.5k views
    • 
    • SSRRS
    • March 31, 2020

50. Calculation of MVAR In A Plan That Pays Lump Sums

    By Guest merlin, October 30, 2002
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • November 6, 2002