Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. AFTAP

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

2. PPA -- Change to fractional accrual method?

   By JRN, September 25, 2009
   • 9 replies
   • 2.2k views
   • 
   • FAPInJax
   • September 30, 2009

3. Alternate Payee

   By MermaidMama, October 20, 2020   

   • defined benefit plans
   • nonvested
   • (and 2 more)

     Tagged with:

     • defined benefit plans
     • nonvested
     • early retirement
     • distributions payable
   • 9 replies
   • 2k views
   • 
   • JM
   • November 19, 2020

4. Deduction Issues

   By dmb, January 7, 2003
   • 9 replies
   • 1.4k views
   • 
   • MGB
   • January 8, 2003

5. DB RMDs and Vesting

   By figure 8, January 22, 2019
   • 9 replies
   • 1.9k views
   • 
   • figure 8
   • January 24, 2019

6. Employee term date a day before entry date & benefit entitlement

   By flosfur, April 6, 2004
   • 9 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • April 9, 2004

7. 412(i) plan document review

   By John Feldt ERPA CPC QPA, October 30, 2007
   • 9 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • October 31, 2007

8. AFTAP and EOY val

   By Guest Sus95, February 11, 2008
   • 9 replies
   • 1.2k views
   • 
   • zimbo
   • February 14, 2008

9. Burn Ointment

   By Andy the Actuary, March 5, 2012
   • 9 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • March 12, 2012

10. CB Retro Payment of 17 years

    By JD54, February 5, 2021
    • 9 replies
    • 868 views
    • 
    • Effen
    • February 6, 2021

11. How do you fix a 411(b) violation

    By Guest jdw, September 29, 2003
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • October 2, 2003

12. Last day Employment Requirement in a DB plan

    By flosfur, February 19, 2004
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • February 23, 2004

13. Professional Ethics

    By Andy the Actuary, March 19, 2009
    • 9 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • April 2, 2009

14. Vesting / Accrued Benefit

    By luissaha, June 1, 2016
    • 9 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 2, 2016

15. late retirement

    By Gary, September 28, 2012
    • 9 replies
    • 2.2k views
    • 
    • david rigby
    • September 28, 2012

16. How do you calculate the covered compensation amount that is used in a

    By Guest M. Fox, April 9, 2001
    • 9 replies
    • 18.4k views
    • 
    • david rigby
    • April 10, 2001

17. Benefit Election

    By §#$%!, May 3, 2007
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • May 7, 2007

18. 2008 lump sum

    By Effen, January 9, 2008
    • 9 replies
    • 1.7k views
    • 
    • tymesup
    • January 16, 2008

19. RPA rates

    By Guest saeissler, May 1, 2006
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • May 8, 2006

20. Relative Value

    By John Feldt ERPA CPC QPA, June 22, 2011
    • 9 replies
    • 3.4k views
    • 
    • Mr. T
    • June 23, 2011

21. Defined Benefit Lump Sum Withdrawl

    By Guest mc1967, December 18, 2002
    • 9 replies
    • 2.8k views
    • 
    • mbozek
    • December 23, 2002

22. Normal Retirement Age Amendment - Need help

    By amoy, March 19, 2015
    • 9 replies
    • 3k views
    • 
    • Effen
    • March 20, 2015

23. Congratulations Mike Preston

    By AndyH, August 24, 2017
    • 9 replies
    • 1.7k views
    • 
    • Dougsbpc
    • August 28, 2017

24. 415 Limits--Distributions While Still Employed?

    By EPCRSGuru, January 28, 2019
    • 9 replies
    • 3.7k views
    • 
    • Bri
    • July 3, 2025

25. 2004 Max Rate

    By LIBOR, June 18, 2004
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • April 7, 2005

26. Internal Plan Rollovers

    By Young Curmudgeon, December 7, 2013
    • 9 replies
    • 1.9k views
    • 
    • Young Curmudgeon
    • January 2, 2014

27. Termination of DB Plan that hasn't paid premiums in 24 years.

    By Lori Foresz, April 7, 2004
    • 9 replies
    • 2.6k views
    • 
    • WDIK
    • April 9, 2004

28. 415(b) - All Income derived from a guild - Can a separate plan be set up

    By Guest erepper, March 31, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 2005

29. funding to the 415 limit at plan termination

    By K2, October 10, 2018
    • 9 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 2, 2018

30. 5500 Auditing - Excessive?

    By AndyH, November 1, 2007
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • November 2, 2007

31. AFTAP and caryover balance burn

    By chc93, June 11, 2008
    • 9 replies
    • 2.5k views
    • 
    • chc93
    • June 12, 2008

32. Where to FedEx Form 5558?

    By ScottR, July 13, 2010
    • 9 replies
    • 7.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2010

33. deductibility of Contributions

    By Dougsbpc, November 30, 2006
    • 9 replies
    • 1.6k views
    • 
    • Dougsbpc
    • December 1, 2006

34. Floor Offset arrangement with past service grant

    By Guest samw, August 10, 2009
    • 9 replies
    • 11.2k views
    • 
    • Guest
    • August 11, 2009

35. withdrawal liability assumptions

    By Guest toubledea, November 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • JanetM
    • November 3, 2006

36. Frozen DB - TH Benefits stop?

    By ombskid, November 21, 2008
    • 9 replies
    • 2.1k views
    • 
    • tymesup
    • November 24, 2008

37. In-service Withdrawals at Age 62 and Early Retirement Subsidies

    By ERISAAPPLE, August 27, 2018
    • 9 replies
    • 2k views
    • 
    • ERISAAPPLE
    • September 5, 2018

38. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2009

39. PLR that had no effect

    By Guest Southern FA, January 5, 2011
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • May 2, 2011

40. Definition of "retirement" under ERISA or REA

    By fmsinc, July 19, 2019
    • 9 replies
    • 2.2k views
    • 
    • fmsinc
    • July 22, 2019

41. Self-Directed Cash Balance Plans

    By Guest erichiii, July 14, 2004
    • 8 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2004

42. ASPA Meeting - Anything of consequence?

    By mwyatt, November 2, 2004
    • 8 replies
    • 1.7k views
    • 
    • Archimage
    • November 3, 2004

43. Contributions Included on Form 5500

    By ac, August 2, 2011
    • 8 replies
    • 2.1k views
    • 
    • Bird
    • August 3, 2011

44. Effective Date for FAS158?

    By tuni88, January 25, 2007
    • 8 replies
    • 2.4k views
    • 
    • Don Levit
    • January 29, 2007

45. Value of Life Ins. for S412/404 assets

    By flosfur, December 6, 2007
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • December 13, 2007

46. Year #10

    By Bri, May 12, 2017   

    • 415
    • 8 replies
    • 1.2k views
    • 
    • david rigby
    • May 17, 2017

47. PPA Quarterlies and FSCOB

    By Andy the Actuary, November 22, 2008
    • 8 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 24, 2008

48. Wrong plan effective date on Form 5500

    By Pension RC, October 14, 2016
    • 8 replies
    • 2k views
    • 
    • jpod
    • October 18, 2016

49. Disability Benefit

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

50. Plan Freeze for Selected Participants

    By Guest mingblue, September 8, 2008
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • September 9, 2008