Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Employer wants money back. Now what?

   By katieinny, October 31, 2005
   • 27 replies
   • 9.1k views
   • 
   • SoCalActuary
   • February 28, 2010

2. Obama Will Not Let PBGC Go Bankrupt

   By goldtpa, January 24, 2009
   • 27 replies
   • 4.4k views
   • 
   • SoCalActuary
   • January 28, 2009

3. Way to confirm enrolment of actuary?

   By AndyH, March 28, 2006
   • 27 replies
   • 8.8k views
   • 
   • SoCalActuary
   • April 7, 2006

4. Does highest 3-year compensation figure of 415(b) have to be adjusted

   By Guest shronesz, December 3, 2000
   • 27 replies
   • 5.1k views
   • 
   • David MacLennan
   • May 25, 2005

5. 415 application when lump summing deferred annuity

   By Andy the Actuary, December 23, 2009
   • 27 replies
   • 3.8k views
   • 
   • Andy the Actuary
   • September 7, 2010

6. PPA 06

   By Effen, August 24, 2006
   • 26 replies
   • 6.5k views
   • 
   • AndyH
   • November 1, 2006

7. Required Minimum Distribution - Final Regs for DB plans

   By flosfur, July 27, 2004
   • 26 replies
   • 5.2k views
   • 
   • Guest
   • August 6, 2004

8. TPA Failures Caused Problems for Client

   By SwimmingInBowelsOfERISA, July 10, 2019   

   • cash balance plan
   • funding requirements
   • 26 replies
   • 2.1k views
   • 
   • austin3515
   • July 16, 2019

9. 2022 or 2021 ?

   By SSRRS, January 9, 2023
   • 26 replies
   • 2.5k views
   • 
   • Bird
   • January 20, 2023

10. Help Needed. Deductibility question from a 'civilian'.

    By robbie, September 1, 2004
    • 25 replies
    • 2.7k views
    • 
    • robbie
    • September 9, 2004

11. 401(a)(26) - any exception?

    By Lynn Campbell, December 21, 1999
    • 25 replies
    • 4.2k views
    • 
    • pookah
    • July 6, 2002

12. Filing for a distress termination with the PBGC

    By katieinny, March 11, 2004
    • 25 replies
    • 4.5k views
    • 
    • Guest
    • March 25, 2004

13. Accured Benefit on Plan effective date

    By flosfur, March 30, 2004
    • 25 replies
    • 3k views
    • 
    • AndyH
    • April 20, 2004

14. Non Discrimination Testing for Law firm plan

    By Gary, June 22, 2007
    • 25 replies
    • 4.6k views
    • 
    • Mike Preston
    • July 5, 2007

15. 412(i) plans

    By Lori H, February 18, 2003
    • 25 replies
    • 4.2k views
    • 
    • mwyatt
    • February 27, 2003

16. BallPark Fee Quote?

    By chris, June 30, 2009
    • 25 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • July 7, 2009

17. MAP-21 Interest Rates For 2013

    By Andy the Actuary, December 20, 2012
    • 25 replies
    • 6k views
    • 
    • Andy the Actuary
    • February 19, 2013

18. DB AND DC COMBINED DEDUCTION

    By Effen, March 30, 2006
    • 24 replies
    • 5.4k views
    • 
    • Guest
    • April 5, 2006

19. 2021 EZ filed but no SB done

    By Jakyasar, May 12, 2023
    • 24 replies
    • 1.2k views
    • 
    • Jakyasar
    • July 25, 2023

20. Offset DB plans

    By Blinky the 3-eyed Fish, April 13, 2004
    • 23 replies
    • 3.6k views
    • 
    • Guest
    • April 19, 2004

21. Divorce and pension beneficiary

    By Quinan, January 11, 2020   

    • pension
    • retired
    • (and 5 more)

      Tagged with:

      • pension
      • retired
      • divorce
      • erisa
      • 401k
      • life insurance
      • beneficiary
    • 23 replies
    • 14.6k views
    • 
    • Quinan
    • June 19, 2020

22. cash balance with life insurance

    By B21, January 16, 2020
    • 23 replies
    • 3.8k views
    • 
    • C. B. Zeller
    • July 24, 2020

23. Relative Value Regs Postponed?

    By Guest HarveyC, July 1, 2004
    • 23 replies
    • 2.6k views
    • 
    • Guest
    • July 2, 2004

24. Post Retirement Mortality?

    By AndyH, May 9, 2012
    • 23 replies
    • 3.7k views
    • 
    • Mike Preston
    • May 14, 2012

25. End of the line for cash balance plans

    By mbozek, December 9, 2004
    • 23 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • December 19, 2004

26. Substantial Owner Waivers in Plan Termination

    By mwyatt, April 2, 2002
    • 23 replies
    • 10.4k views
    • 
    • Guest
    • April 4, 2002

27. NAR and MVAR Calculation

    By Guest PensionNW, November 24, 2004
    • 23 replies
    • 5.4k views
    • 
    • WDIK
    • December 15, 2004

28. 2008 Quarterly Contributions

    By Andy the Actuary, October 10, 2007
    • 22 replies
    • 4k views
    • 
    • Guest
    • January 7, 2009

29. Funding Target in a Cash Balance Plan

    By emmetttrudy, November 4, 2010
    • 22 replies
    • 5k views
    • 
    • SoCalActuary
    • November 11, 2010

30. PBGC e filing

    By Gary, September 19, 2007
    • 22 replies
    • 3.3k views
    • 
    • Effen
    • October 3, 2007

31. Where can I deduct this contribution?

    By Guest Whatup, October 23, 2007
    • 22 replies
    • 4.3k views
    • 
    • SoCalActuary
    • October 30, 2007

32. Unfreezing DB Plan

    By Dougsbpc, October 20, 2006
    • 22 replies
    • 6.8k views
    • 
    • david rigby
    • October 31, 2006

33. individually directed cb

    By abanky, April 27, 2007
    • 22 replies
    • 3.6k views
    • 
    • Guest
    • May 5, 2007

34. Pension Protection Act of 2006

    By mwyatt, August 4, 2006
    • 22 replies
    • 4.8k views
    • 
    • Guest
    • August 16, 2006

35. FAS 35 disclosures under PPA

    By AndyH, June 3, 2008
    • 22 replies
    • 7.5k views
    • 
    • My 2 cents
    • June 19, 2014

36. RPA rates for 2006

    By Effen, August 8, 2006
    • 22 replies
    • 3.8k views
    • 
    • SoCalActuary
    • August 28, 2006

37. Actuary's signature forged on Sch B

    By flosfur, March 15, 2007
    • 22 replies
    • 3.8k views
    • 
    • Guest
    • March 21, 2007

38. Pension Funding question?

    By Guest Hickory6, August 24, 2002
    • 22 replies
    • 3.5k views
    • 
    • mwyatt
    • August 30, 2002

39. Is monthly benefit due to failed 110% test eligible for rollover?

    By dmb, May 9, 2014
    • 22 replies
    • 2.5k views
    • 
    • My 2 cents
    • May 13, 2014

40. DB Dual formula

    By Guest Roman, June 20, 2005
    • 21 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 2005

41. DB-DC offset & 404(a)(7) max

    By Guest Mike Spickard, December 23, 2003
    • 21 replies
    • 2.3k views
    • 
    • AndyH
    • December 24, 2003

42. Pension Funding Equity Act

    By david rigby, April 13, 2004
    • 21 replies
    • 3k views
    • 
    • MGB
    • May 7, 2004

43. MPPP - Expenses for Purchase of Annuities

    By J. Bringhurst, August 29, 2002
    • 21 replies
    • 3.2k views
    • 
    • J. Bringhurst
    • September 4, 2002

44. Top heavy in frozen DB plan

    By Belgarath, February 2, 2005
    • 21 replies
    • 4.2k views
    • 
    • Guest
    • February 10, 2005

45. Reduction in Accrued Benefit

    By jpod, August 19, 2010
    • 21 replies
    • 6.7k views
    • 
    • ERISAAPPLE
    • December 2, 2017

46. CBO Estimates

    By SoCalActuary, August 24, 2006
    • 21 replies
    • 3.2k views
    • 
    • SoCalActuary
    • August 28, 2006

47. Benefit Accrual - Different Methods

    By MGOAdmin, July 23, 2014   

    • Cash Balanace
    • benefit
    • (and 1 more)

      Tagged with:

      • Cash Balanace
      • benefit
      • accrual
    • 21 replies
    • 4.5k views
    • 
    • MGOAdmin
    • July 28, 2014

48. 2005 5500ez - To B or not to B (schedule B, that is)

    By himt4, April 18, 2006
    • 21 replies
    • 3.5k views
    • 
    • himt4
    • April 24, 2006

49. Late retirement and cash balance plans

    By AndyH, May 1, 2015
    • 21 replies
    • 5.7k views
    • 
    • ak2ary
    • May 11, 2015

50. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • March 30, 2020