Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. PPA Lump Sum and 415 Limitations

   By Calavera, February 1, 2008
   • 9 replies
   • 5.3k views
   • 
   • Mike Preston
   • February 5, 2008

2. Post NRD in the PPA world

   By Effen, November 10, 2008
   • 9 replies
   • 2.5k views
   • 
   • tymesup
   • November 13, 2008

3. Corbel Cash Balance Document

   By AndyH, February 1, 2008
   • 9 replies
   • 1.7k views
   • 
   • SoCalActuary
   • February 4, 2008

4. Defined Benefit Termination Advice / Dilemma

   By Guest JFriedman, September 21, 2009
   • 9 replies
   • 1.6k views
   • 
   • K2retire
   • September 21, 2009

5. PBGC and post-termination PPA amendment

   By Guest Steve C, May 9, 2011
   • 9 replies
   • 6.1k views
   • 
   • david rigby
   • June 28, 2011

6. DB/DC Combo Testing Question

   By AndyH, June 8, 2011
   • 9 replies
   • 1.3k views
   • 
   • AndyH
   • June 8, 2011

7. One Participant Plan

   By Gary, April 29, 2008
   • 9 replies
   • 6.5k views
   • 
   • SoCalActuary
   • May 7, 2008

8. worked in NH for 26 years, live in kansas now

   By boomo99, May 9, 2021
   • 9 replies
   • 842 views
   • 
   • Belgarath
   • January 5, 2022

9. One man plan

   By Julie, August 21, 2019
   • 9 replies
   • 714 views
   • 
   • shERPA
   • August 22, 2019

10. OBRA FFL Bases an Aggregate Method - HOT NEWS

    By Guest, March 30, 2000
    • 9 replies
    • 1.8k views
    • 
    • mwyatt
    • April 4, 2000

11. Unit Credit (Past Service)

    By Andy the Actuary, February 4, 2008
    • 9 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2008

12. Medical Group Compensation

    By richard, March 13, 2000
    • 9 replies
    • 1.8k views
    • 
    • richard
    • April 13, 2000

13. Rotation of Internal Actuaries- Schedule C termination?

    By AndyH, May 18, 2004
    • 9 replies
    • 2.7k views
    • 
    • AndyH
    • May 19, 2004

14. Funding; Annuity Factor to be used

    By JAY21, November 23, 2010
    • 9 replies
    • 2.3k views
    • 
    • My 2 cents
    • December 16, 2010

15. Excess assets used for termination expenses?

    By david rigby, April 25, 2023
    • 9 replies
    • 1.9k views
    • 
    • TheBoxMan
    • May 3, 2023

16. Unique situation...pension overpayment

    By adunham, February 2, 2016   

    • ERISA
    • 9 replies
    • 5.9k views
    • 
    • My 2 cents
    • February 4, 2016

17. LS calc for retiree

    By Cloudy, May 18, 2016
    • 9 replies
    • 1.2k views
    • 
    • My 2 cents
    • May 23, 2016

18. 2008 Sch B question

    By Guest Doogie61, September 23, 2009
    • 9 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 24, 2009

19. Question about retro payments and rollovers

    By Guest RobBobBobby, November 5, 2012
    • 9 replies
    • 4k views
    • 
    • Guest
    • November 5, 2012

20. Voluntary Reduction of 411(d)(6) Benefits...

    By Fielding Mellish, April 23, 2014
    • 9 replies
    • 1.5k views
    • 
    • Effen
    • April 24, 2014

21. New 2006/2007 PPA Unfunded Current Liability Max Deduction

    By Blinky the 3-eyed Fish, August 31, 2006
    • 9 replies
    • 2.5k views
    • 
    • ak2ary
    • September 20, 2006

22. Calculating the maximum lump sum

    By Guest smhjr, January 9, 2004
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 10, 2004

23. "Final" Certified AFTAPS

    By AndyH, September 30, 2010
    • 9 replies
    • 2.2k views
    • 
    • dmb
    • October 1, 2010

24. 404(a)(7)

    By Andy the Actuary, August 23, 2013
    • 9 replies
    • 2.3k views
    • 
    • ubermax
    • September 3, 2013

25. Change to PPA 417(e)

    By Penman2006, September 23, 2009
    • 9 replies
    • 3.8k views
    • 
    • Penman2006
    • September 28, 2009

26. PBGC electronic form filing

    By Gary, August 31, 2006
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • October 10, 2006

27. Is this contribution deductible?

    By Blinky the 3-eyed Fish, November 22, 2002
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • December 18, 2002

28. Can I set up a DB plan for 2020 for sole-prop - off calendar plan

    By Jakyasar, September 20, 2021
    • 9 replies
    • 1.4k views
    • 
    • Jakyasar
    • September 21, 2021

29. Municipal/Governmental DB Plans

    By truphao, November 16, 2023
    • 9 replies
    • 914 views
    • 
    • Liz Hallam
    • November 17, 2023

30. DB Plan restoral?

    By No Name, December 30, 2004
    • 9 replies
    • 1.5k views
    • 
    • SoCalActuary
    • January 6, 2005

31. 404(a)(7)-25% deduction limit

    By Guest joe22, May 19, 2004
    • 9 replies
    • 2.7k views
    • 
    • david rigby
    • May 20, 2004

32. Stock Distribution from Terminating DB Plan?

    By Guest amboyd, April 14, 2003
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • April 15, 2003

33. AFTAP for Terminating, Small, Non-PBGC, EOY Plan

    By WDIK, June 3, 2008
    • 9 replies
    • 2.1k views
    • 
    • dmb
    • July 3, 2008

34. QDRO Smadro

    By Andy the Actuary, September 24, 2009
    • 9 replies
    • 1.4k views
    • 
    • J Simmons
    • September 25, 2009

35. C-Corp 10/15 1120 deadline vs 430 9/15 funding deadline

    By shERPA, September 29, 2017
    • 9 replies
    • 1.6k views
    • 
    • figure 8
    • October 10, 2018

36. 2023 PBGC premiums increase - FYI

    By Jakyasar, October 19, 2022
    • 9 replies
    • 883 views
    • 
    • truphao
    • June 26, 2023

37. New EA #'s required 4/1/99 - has anyone received their # yet?

    By Lorraine Dorsa, March 31, 1999
    • 9 replies
    • 2k views
    • 
    • Guest
    • April 13, 1999

38. 401(h)

    By JimK, January 12, 2018   

    • overfunded db plan
    • 9 replies
    • 3.8k views
    • 
    • Larry Starr
    • January 15, 2018

39. 415 Limit Annual Benefit Present Value

    By JAY21, August 31, 2007
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 4, 2007

40. 401(a)(9) Minimum From Terminating DB and Subsequent RMD

    By Guest pension222, May 19, 2004
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • June 8, 2004

41. Problems with Takeover Business

    By Below Ground, October 26, 2006
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • October 31, 2006

42. IRS User Fee Funding Waiver

    By Andy the Actuary, November 14, 2008
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • March 5, 2010

43. Terminating floor offset DB plan with excess assets - PBGC termination

    By Jakyasar, June 20
    • 9 replies
    • 2k views
    • 
    • Calavera
    • June 23

44. 404 Fun

    By Blinky the 3-eyed Fish, November 10, 2003
    • 9 replies
    • 1.5k views
    • 
    • Ron Snyder
    • November 13, 2003

45. PPA Deduction Limit

    By Guest Aliactuary, April 3, 2007
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • April 25, 2007

46. Single employer plan to multiemployer plan transfer

    By Guest pension222, May 21, 2001
    • 9 replies
    • 4.7k views
    • 
    • KJohnson
    • May 25, 2001

47. New plan for older doctor - does this work?

    By Guest, February 23, 2001
    • 9 replies
    • 1.7k views
    • 
    • AndyH
    • February 23, 2001

48. Benefit Accrual-TNC issues

    By VeryOldMan, December 11, 2019   

    • nc allocation-benefit accrual
    • 9 replies
    • 1.2k views
    • 
    • VeryOldMan
    • December 15, 2019

49. HCE excluded from allocation

    By Jakyasar, November 22, 2023
    • 9 replies
    • 985 views
    • 
    • CuseFan
    • November 29, 2023

50. AFTAP

    By Blinky the 3-eyed Fish, February 11, 2008
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • February 14, 2008