Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Is a payment for signing a non-compete agreement earned income?

   By Effen, January 4, 2024
   • 8 replies
   • 7k views
   • 
   • Belgarath
   • January 5, 2024

2. 401k/profit sharing plan record keeping

   By Gary, May 18, 2007
   • 8 replies
   • 2.9k views
   • 
   • Gary
   • May 21, 2007

3. Terminated DB Plan

   By Dougsbpc, February 16, 2018   

   • timing of distributions
   • 8 replies
   • 1.2k views
   • 
   • ERISAAPPLE
   • February 16, 2018

4. PEP Lump Sum Question

   By Guest LarryD, May 22, 2008
   • 8 replies
   • 2k views
   • 
   • Mike Preston
   • May 23, 2008

5. Automatic Approval for Change in Valuation Date

   By Guest pm01, August 24, 2006
   • 8 replies
   • 2.1k views
   • 
   • AndyH
   • August 30, 2006

6. 412i plan exceeding max 415 lump sum

   By Guest sueczer, August 24, 2006
   • 8 replies
   • 2.6k views
   • 
   • AndyH
   • August 31, 2006

7. Compensation Limit under 415

   By ac, May 15, 2013
   • 8 replies
   • 1.5k views
   • 
   • JAY21
   • May 21, 2013

8. Recognition of Future Benefit Increases - Plan Not Described in 413(a)

   By Guest PensionNW, March 5, 2003
   • 8 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 8, 2003

9. Removal of Restrictions

   By Andy the Actuary, August 17, 2011
   • 8 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • August 28, 2011

10. In-kind contribution to DB plan

    By AndyH, October 12, 2001
    • 8 replies
    • 5.7k views
    • 
    • Guest
    • October 17, 2001

11. Overfunded DB Plan

    By JBones, June 3, 2010
    • 8 replies
    • 3.9k views
    • 
    • JAY21
    • June 29, 2010

12. PPA J&S 75 Solution

    By Young Curmudgeon, July 22, 2008
    • 8 replies
    • 2.4k views
    • 
    • ak2ary
    • July 23, 2008

13. Schedule C earned income

    By Gary, December 10, 2009
    • 8 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 14, 2009

14. Termination Year Funding

    By Guest FredR, July 23, 2002
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • July 24, 2002

15. Quarterly penalties

    By FAPInJax, September 8, 2004
    • 8 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 13, 2004

16. Actuarial Equivalance

    By Josette, February 3, 2023
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • February 7, 2023

17. Deductible contributons for terminating DB plan under 404(g)

    By Guest Ted Munice, February 17, 2000
    • 8 replies
    • 2.1k views
    • 
    • richard
    • February 29, 2000

18. Bad QDRO-What to do?

    By AndyH, April 11, 2005
    • 8 replies
    • 1.5k views
    • 
    • AndyH
    • April 13, 2005

19. External Compensation

    By AndyH, March 5, 2003
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • March 10, 2003

20. What is NRD when employee hired after NRD?

    By david rigby, August 23, 2005
    • 8 replies
    • 3.8k views
    • 
    • david rigby
    • August 24, 2005

21. MASD and 100% of Comp Limit

    By RLR, March 12, 2020
    • 8 replies
    • 2k views
    • 
    • cathyw
    • September 12, 2022

22. Help for a newbie

    By Guest Biggie, March 3, 2008
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2008

23. change in cash balance allocation formula

    By abanky, November 11, 2009
    • 8 replies
    • 1.5k views
    • 
    • abanky
    • November 30, 2009

24. Schedule SB in Year of Plan Termination

    By Pension RC, January 9, 2014
    • 8 replies
    • 4k views
    • 
    • Hojo
    • February 6, 2014

25. 1099-R Distribution Code Questions

    By Guest AnneC, February 27, 2014
    • 8 replies
    • 8.8k views
    • 
    • Lou S.
    • February 28, 2014

26. Distribution to Spouse

    By thepensionmaven, March 13, 2025
    • 8 replies
    • 1.2k views
    • 
    • Lou S.
    • March 17, 2025

27. 2008 EOY AFTAPS

    By ak2ary, September 18, 2008
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2008

28. FASB 87 Measurement Date

    By Guest Marino13, August 11, 2003
    • 8 replies
    • 3k views
    • 
    • david rigby
    • August 11, 2003

29. Form 501 - Post Distribution Certification required attachments

    By AdKu, July 12, 2016   

    • Post
    • For 501 required attachments
    • (and 1 more)

      Tagged with:

      • Post
      • For 501 required attachments
      • Copy of Cancelled Check
    • 8 replies
    • 2.2k views
    • 
    • AdKu
    • August 17, 2016

30. Overfunded one man DB Plan

    By k man, May 20, 2003
    • 8 replies
    • 3.3k views
    • 
    • Mike Preston
    • May 24, 2003

31. When is it deductible - plan year vs fiscal year

    By ombskid, November 19, 2007
    • 8 replies
    • 2.1k views
    • 
    • tymesup
    • November 21, 2007

32. Accrued Benefit - Cash Balance Plan

    By Guest skc, July 23, 2008
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • July 25, 2008

33. Simple General Testing Question

    By AndyH, June 4, 2010
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • June 9, 2010

34. mandatory contributions for some employees

    By Guest ecleverdon, May 24, 2007
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • May 25, 2007

35. Plan Termination in 2008

    By Guest Sus95, January 31, 2008
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 15, 2008

36. Rate of Return calculation procedure

    By AndyH, May 6, 2010
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • May 7, 2010

37. lump sum as of when

    By SSRRS, March 10, 2022
    • 8 replies
    • 1.5k views
    • 
    • SSRRS
    • March 24, 2022

38. Changing NRA (60 to 55)

    By David, March 9, 2000
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • March 10, 2000

39. death benefit

    By Gary, December 6, 2011
    • 8 replies
    • 2k views
    • 
    • Gary
    • December 7, 2011

40. Cash Balance software recommendations

    By AndyH, June 22, 2007
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • July 2, 2007

41. obtaining old forms

    By Gary, September 19, 2011
    • 8 replies
    • 1.2k views
    • 
    • Gary
    • September 21, 2011

42. Pension Account

    By Gary, July 28, 2005
    • 8 replies
    • 3.2k views
    • 
    • ljr
    • August 2, 2005

43. DB Plan Termination Question

    By LIBOR, June 10, 2003
    • 8 replies
    • 1.9k views
    • 
    • LIBOR
    • June 11, 2003

44. More about MVAR calculations with Lump Sum

    By Guest pension222, July 1, 2003
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 7, 2003

45. Cash Balance Plan Accrued Benefit

    By Gary, June 27, 2008
    • 8 replies
    • 4.1k views
    • 
    • Gary
    • July 1, 2008

46. Can someone tell me what a "QSERP" is?

    By AndyH, March 11, 2000
    • 8 replies
    • 7.2k views
    • 
    • Guest
    • October 8, 2002

47. DB Plan - Reimbursement of Plan Expenses?

    By Guest Gen. Burnside, July 25, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 7, 2007

48. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 1.5k views
    • 
    • Effen
    • June 11, 2020

49. Determining Lump Sum Distribution

    By Dougsbpc, June 5, 2010
    • 8 replies
    • 2.1k views
    • 
    • Dougsbpc
    • June 8, 2010

50. lump sum amendment after plan term?

    By Guest Sus95, October 15, 2008
    • 8 replies
    • 3k views
    • 
    • Guest
    • October 16, 2008