Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 1/1/09 Assets with 2008 Receivable

   By Guest Chamnix, January 14, 2009
   • 6 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • January 15, 2009

2. 1/2 Annuity Option and 1/2 Lump Sum

   By AndyH, May 11, 2009
   • 19 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • May 13, 2009

3. 10-year CC annuity

   By jpod, August 31, 2017
   • 20 replies
   • 3.5k views
   • 
   • Mike Preston
   • September 1, 2017

4. 10/1/08 AFTAPS-EOY Valuations

   By JAY21, August 4, 2008
   • 18 replies
   • 2.7k views
   • 
   • AndyH
   • September 4, 2008

5. 10/15/09 Funding Regs

   By JAY21, December 2, 2009
   • 1 reply
   • 889 views
   • 
   • david rigby
   • December 2, 2009

6. 10% Limit on Qualifying Employer Securities

   By Scott, May 6, 2003
   • 7 replies
   • 2.5k views
   • 
   • Guest
   • May 7, 2003

7. 10% Limitation

   By Luis Miguel, July 8, 2005
   • 3 replies
   • 1.6k views
   • 
   • Luis Miguel
   • July 12, 2005

8. 10% penalty on overpayments made to 5% owners

   By Richard Anderson, June 19, 2000
   • 0 replies
   • 1.4k views
   • 
   • Richard Anderson
   • June 19, 2000

9. 100% Excise Tax

   By Guest ctate, May 20, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 20, 2003

10. 100% J & S Adjustment

    By Dougsbpc, July 7, 2009
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • July 7, 2009

11. 100% J&S Annuity assumption under PPA funding

    By YankeeFan, November 9, 2009
    • 6 replies
    • 2.8k views
    • 
    • Belgarath
    • November 10, 2009

12. 1000 hour rule

    By Gary, April 29, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • May 4, 1999

13. 1000 hours and last day for HCE to get contribution

    By DanaJ, May 15, 2019
    • 12 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 21, 2019

14. 101(d) Notice for EOY Val

    By stbennet, April 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • April 26, 2010

15. 101(f) Annual Funding Notice

    By waid10, April 21, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2009

16. 101(j) Notice

    By Andy the Actuary, February 21, 2012
    • 0 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • February 21, 2012

17. 1099 from PC

    By SSRRS, August 20, 2021
    • 8 replies
    • 1.9k views
    • 
    • shERPA
    • August 21, 2021

18. 1099 question

    By Pension RC, January 8, 2014
    • 6 replies
    • 1.8k views
    • 
    • masteff
    • January 8, 2014

19. 1099-R code 3 or 1?

    By ESOP Guy, January 8, 2018
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 11, 2018

20. 1099-R Distribution Code Questions

    By Guest AnneC, February 27, 2014
    • 8 replies
    • 8.6k views
    • 
    • Lou S.
    • February 28, 2014

21. 1099-R forms for 2021

    By Cynchbeast, March 24, 2021
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • March 24, 2021

22. 1099-R needed for death of participant?

    By Cathy from Chicago, January 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • January 16, 2008

23. 1099-R question

    By Guest Theresa, January 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2000

24. 1099-R required?

    By tuni88, January 19, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2008

25. 1099, no W-2 considered common law employee

    By pensionreview, October 25, 2017
    • 3 replies
    • 2.3k views
    • 
    • ESOP Guy
    • October 25, 2017

26. 1099R for benefits sent to the PBGC

    By Guest flogger, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • January 27, 2004

27. 1099R Year

    By Pension RC, January 4, 2017
    • 1 reply
    • 520 views
    • 
    • jpod
    • January 4, 2017

28. 11-g Amendments to Pass 401(a)(26)

    By Dougsbpc, December 12, 2011
    • 18 replies
    • 8.2k views
    • 
    • SSRRS
    • October 2, 2019

29. 11(g) Amendment

    By Dougsbpc, March 3, 2010
    • 1 reply
    • 997 views
    • 
    • Andy the Actuary
    • March 3, 2010

30. 11(g) amendment to fix 401(a)(26) failure

    By JJRetirement, September 17, 2015   

    • defined benefit
    • 11(g) corrective amendment
    • (and 4 more)

      Tagged with:

      • defined benefit
      • 11(g) corrective amendment
      • retroactive amendment
      • substance
      • PBGC premium
      • PBGC exemption
    • 0 replies
    • 1.4k views
    • 
    • JJRetirement
    • September 17, 2015

31. 110% rule revisited

    By Jakyasar, August 27
    • 8 replies
    • 4.2k views
    • 
    • Calavera
    • September 3

32. 110% Test

    By emmetttrudy, October 26, 2011
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • October 26, 2011

33. 110% test

    By Jakyasar, December 19, 2020
    • 8 replies
    • 1.8k views
    • 
    • Jakyasar
    • December 30, 2020

34. 110% Test - Restricted Employee

    By emmetttrudy, October 9, 2012
    • 14 replies
    • 5.6k views
    • 
    • My 2 cents
    • March 26, 2015

35. 110% Test - Restricted Lump Sum

    By emmetttrudy, November 4, 2011
    • 4 replies
    • 2.4k views
    • 
    • Benefits to all
    • July 2, 2013

36. 110% test related

    By Jakyasar, March 2, 2022
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 4, 2022

37. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • March 29, 2017

38. 12/31/07 Funding Deficiency

    By Guest GMP, August 7, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 11, 2008

39. 120% Jcwaa Rate Under 404

    By MGB, March 31, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 2, 2003

40. 133 1/3% accrual rule

    By ishi, February 17, 2012
    • 4 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 14, 2016

41. 133-1/3 Rule and New Comparability

    By Randy Watson, October 4, 2004
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • October 20, 2004

42. 133% Accrual Rule

    By VeryOldMan, August 17, 2019   

    • retroactive amendment
    • 2 replies
    • 791 views
    • 
    • david rigby
    • August 20, 2019

43. 15-day Special Notice Period for 204(h) Notices in Connection with Business Transaction

    By 401 Chaos, April 8, 2021
    • 3 replies
    • 1.4k views
    • 
    • 401 Chaos
    • April 19, 2021

44. 150% of CL

    By Dougsbpc, July 10, 2007
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 10, 2007

45. 150% of Unf CL

    By Penman2006, March 27, 2007
    • 15 replies
    • 2.6k views
    • 
    • Guest
    • April 17, 2007

46. 1963 Buck Mortality Table

    By Guest mbklein, March 31, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 1999

47. 1971 TPF&C Mortality Table: Could You Verify?

    By david rigby, May 4, 2015
    • 2 replies
    • 2.8k views
    • 
    • Calavera
    • May 5, 2015

48. 1983 GAM Table

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

49. 1983 IAF P2000 Scale G

    By Ron Snyder, May 20, 2002
    • 6 replies
    • 2.2k views
    • 
    • David MacLennan
    • June 11, 2004

50. 1990 Commissioners Mortality Table?

    By Guest Actuary Bill, October 31, 2011
    • 3 replies
    • 1.8k views
    • 
    • eeyore
    • November 1, 2011