Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Divorce Calculations

   By Guest BPS, September 24, 1998
   • 1 reply
   • 2.8k views
   • 
   • david rigby
   • October 14, 1998

2. Fresh start with wear away

   By rodin111, May 20, 2015   

   • wear away
   • fresh start
   • (and 1 more)

     Tagged with:

     • wear away
     • fresh start
     • discrimination testing
   • 8 replies
   • 2.8k views
   • 
   • rodin111
   • May 20, 2015

3. New Proposed 415 Regulations

   By SoCalActuary, May 26, 2005
   • 18 replies
   • 2.8k views
   • 
   • mbozek
   • May 27, 2005

4. Final DB 401a9 Regs

   By David MacLennan, June 15, 2004
   • 5 replies
   • 2.8k views
   • 
   • SoCalActuary
   • June 18, 2004

5. Late 204(h) Notice

   By 401 Chaos, March 19, 2021
   • 3 replies
   • 2.8k views
   • 
   • 401 Chaos
   • March 22, 2021

6. Restricted Benefits and Alternate Payees

   By davef, April 9, 2009
   • 16 replies
   • 2.8k views
   • 
   • davef
   • April 13, 2009

7. SAS 73 Report

   By §#$%!, April 23, 2007
   • 2 replies
   • 2.8k views
   • 
   • §#$%!
   • April 23, 2007

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

   By DR245, September 26, 2025
   • 10 replies
   • 2.8k views
   • 
   • AKowalski
   • September 29, 2025

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

   By namealreadyinuse, March 8, 2006
   • 10 replies
   • 2.8k views
   • 
   • JAY21
   • March 10, 2006

10. DB/DC Top Heavy Minimum Benefit (Floor Offset and Comparability Analys

    By Guest, March 7, 2001
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • March 15, 2001

11. REITs

    By figure 8, November 19, 2014
    • 18 replies
    • 2.8k views
    • 
    • AndyH
    • December 5, 2014

12. $5,000 small cashout threshold

    By dmb, February 11, 2016
    • 5 replies
    • 2.8k views
    • 
    • dmb
    • February 17, 2016

13. Disability Benefit

    By JAY21, May 3, 2006
    • 8 replies
    • 2.8k views
    • 
    • Effen
    • May 7, 2006

14. SPD formula descriptions

    By John Feldt ERPA CPC QPA, July 12, 2010
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • September 23, 2010

15. PPA Valuation of Lump Sums

    By Guest Not Amused, September 30, 2008
    • 5 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • October 7, 2008

16. FAS 158 second year reconciliation

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

17. Lump Sum Equivalent Benefits

    By Guest lifeweb, September 17, 1998
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • September 18, 1998

18. Shortfall Amortization Base or Charge

    By Guest mingblue, October 27, 2008
    • 7 replies
    • 2.8k views
    • 
    • zimbo
    • October 29, 2008

19. Failed 401(a)(26)

    By John Feldt ERPA CPC QPA, June 8, 2009
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • June 12, 2009

20. Combined Plan Max & EGTRRA's New Excise Tax Rules

    By LIBOR, June 28, 2004
    • 8 replies
    • 2.8k views
    • 
    • Hokielady
    • February 5, 2013

21. Document updates

    By Guest PVICKERS, September 11, 1998
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • September 11, 1998

22. Plan Loan for a DB/DC combination

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

23. Converting a DB Plan into a Cash Balance Plan

    By metsfan026, December 20, 2023
    • 13 replies
    • 2.8k views
    • 
    • NewBieHere
    • April 25, 2025

24. Calculation of new shortfall installment

    By Guest DBStudentAct, April 24, 2010
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 27, 2010

25. 412(i) plan recordkeeping

    By Alan Simpson, May 15, 2002
    • 15 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 28, 2002

26. BOY val and freeze

    By ombskid, June 11, 2013
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • June 11, 2013

27. First year deduction

    By John Feldt ERPA CPC QPA, March 26, 2009
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • July 10, 2009

28. IRS Notice 87-20

    By Guest algeis, July 22, 2011
    • 3 replies
    • 2.8k views
    • 
    • Belgarath
    • July 22, 2011

29. Rotation of Internal Actuaries- Schedule C termination?

    By AndyH, May 18, 2004
    • 9 replies
    • 2.8k views
    • 
    • AndyH
    • May 19, 2004

30. 1983 GAM Table

    By austin3515, April 2, 2003
    • 1 reply
    • 2.8k views
    • 
    • MGB
    • April 2, 2003

31. rule of 72t??

    By Guest mam, November 29, 1999
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • November 30, 1999

32. Is there an Option to use pre-PPA 06 417(e) rates

    By JAY21, February 12, 2008
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • February 13, 2008

33. Cash Balance Plan Minimum Interest Crediting Rate

    By Guest aciepluch, March 14, 2008
    • 8 replies
    • 2.8k views
    • 
    • ak2ary
    • March 17, 2008

34. MAP 21 and Lump Sum Assumption

    By Craig Jacobs, August 21, 2012
    • 6 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • August 29, 2012

35. Missed Quarterly Contribution Cure

    By Andy the Actuary, September 9, 2012
    • 8 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • April 21, 2014

36. Amending cash balance contribution credits annually

    By JARichardson, January 19, 2021
    • 14 replies
    • 2.8k views
    • 
    • Big Tuna
    • January 21, 2021

37. Qualified Replacement Plan for 1 Participant?

    By Dougsbpc, September 23, 2014
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • September 24, 2014

38. Post-EGTRRA "Good Faith" Amendment

    By JAY21, November 3, 2009
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • November 20, 2009

39. PBGC Coverage

    By richard, August 24, 1999
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • July 11, 2000

40. when does pbgc coverage end

    By SheilaD, July 10, 2012
    • 8 replies
    • 2.8k views
    • 
    • ScottR
    • July 31, 2012

41. Vesting CB/PSP Combo Plan

    By Guest John Nelson, September 21, 2007
    • 10 replies
    • 2.8k views
    • 
    • tymesup
    • September 21, 2007

42. Permanency Issue

    By austin3515, November 5, 2004
    • 6 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2004

43. Changing Cash Balance Interest Credit Rate

    By Dennis Povloski, July 29, 2005
    • 7 replies
    • 2.8k views
    • 
    • JDuns
    • August 1, 2005

44. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 2.8k views
    • 
    • Mike Preston
    • March 25, 2002

45. 411(d)(6) Final Regulations - EA Meeting Grey Book

    By Guest mingblue, March 31, 2006
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • April 4, 2006

46. Company owner is also union employee

    By digger, September 26, 2018
    • 4 replies
    • 2.7k views
    • 
    • digger
    • September 27, 2018

47. Vesting credit for partial year of employment

    By Guest meggie, March 14, 2001
    • 17 replies
    • 2.7k views
    • 
    • Guest
    • March 29, 2001

48. Determining Top 25 for Lump Sum Restrictions

    By Guest David M, April 25, 2002
    • 1 reply
    • 2.7k views
    • 
    • MGB
    • April 25, 2002

49. Defined Benefit Lump Sum Withdrawl

    By Guest mc1967, December 18, 2002
    • 9 replies
    • 2.7k views
    • 
    • mbozek
    • December 23, 2002

50. Additional Benefits Due

    By richard, October 17, 1998
    • 3 replies
    • 2.7k views
    • 
    • Lorraine Dorsa
    • October 21, 1998