Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Cash Balance Plan - In-Service Distribution (Rollover to IRA) Permitted?

   By waid10, November 10, 2023
   • 8 replies
   • 3.7k views
   • 
   • Jakyasar
   • November 13, 2023

2. 415 increases

   By AndyH, July 24, 2008
   • 8 replies
   • 1.7k views
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   • AndyH
   • July 25, 2008

3. Equation of Balance

   By Guest MikeMiller, May 6, 2002
   • 8 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • May 7, 2002

4. Post Retirement Life Insurance

   By dmb, October 16, 2009
   • 8 replies
   • 3.3k views
   • 
   • dmb
   • October 20, 2009

5. cash balance termination - client wants to restart plan

   By Scuba 401, December 3, 2019
   • 8 replies
   • 1.7k views
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   • AndyH
   • December 6, 2019

6. AFTAP For One-Person PLan

   By emmetttrudy, September 29, 2010
   • 8 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • September 29, 2010

7. Retiree Wants to Stop Receiving Pension

   By TimR, January 8, 2019   

   • pension
   • 8 replies
   • 3k views
   • 
   • MoJo
   • January 10, 2019

8. Can minimum Lump Sum under 417(e) include Pre Retirement Mortality

   By Guest Scott McHenry, November 6, 2001
   • 8 replies
   • 2.7k views
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   • AndyH
   • November 21, 2001

9. Is this plan covered under PBGC?

   By Jakyasar, June 12, 2020
   • 8 replies
   • 1.1k views
   • 
   • Jakyasar
   • June 15, 2020

10. Restorative Payments and Tax Deductibility

    By Chris123, January 28, 2020
    • 8 replies
    • 1.7k views
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    • Mike Preston
    • February 27, 2020

11. Trust Tax ID Number

    By Guest mingblue, February 9, 2007
    • 8 replies
    • 5.1k views
    • 
    • mwyatt
    • February 10, 2007

12. Adjusted Compensation for 1/2 SE tax

    By emmetttrudy, August 9, 2012
    • 8 replies
    • 1.7k views
    • 
    • mwyatt
    • August 10, 2012

13. terminating DB Plan and establishing 403(b) plan

    By Guest nadiarott, November 16, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2004

14. Locating Lost participants

    By alexa, April 30, 2009
    • 8 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2009

15. actuarial equivalence

    By HiVi, August 25, 2009
    • 8 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 26, 2009

16. Distribution Form for Lump Sum that is Lower than Plan Assets

    By Pension RC, July 31, 2014
    • 8 replies
    • 1.3k views
    • 
    • Calavera
    • August 4, 2014

17. PBGC sending out non filing notices for plans that have the IDA extension

    By SSRRS, November 10, 2021
    • 8 replies
    • 1.4k views
    • 
    • thepensionmaven
    • December 16, 2021

18. DB deduction and formula amendments

    By John Feldt ERPA CPC QPA, March 1, 2006
    • 8 replies
    • 2.7k views
    • 
    • FAPInJax
    • March 3, 2006

19. Premature termination of Defined Benefit Plan

    By ZakOregon, November 13, 2018
    • 8 replies
    • 1.3k views
    • 
    • imchipbrown
    • November 16, 2018

20. Tips for plan design

    By Guest JBY, December 15, 2009
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • January 11, 2010

21. PBGC coverage on termination

    By AndyH, November 6, 2003
    • 8 replies
    • 2.1k views
    • 
    • AndyH
    • November 7, 2003

22. US Federal Court Order

    By Guest forum4, January 6, 2006
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2006

23. Sound Advice?

    By 12AX7, September 23, 2008
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 24, 2008

24. What are 'correct' assets for funding?

    By FAPInJax, July 28, 2004
    • 8 replies
    • 1.7k views
    • 
    • FAPInJax
    • September 16, 2004

25. DOL Funding Notice - Terminated Plan

    By Penman2006, June 30, 2009
    • 8 replies
    • 1.8k views
    • 
    • Penman2006
    • August 25, 2009

26. 415 and Multiple Annuity Starting Dates

    By AndyH, November 21, 2013
    • 8 replies
    • 3.5k views
    • 
    • AndyH
    • November 22, 2013

27. Is this Safe Harbor compliant?

    By Guest DBStudentAct, September 21, 2012
    • 8 replies
    • 1.2k views
    • 
    • AndyH
    • October 3, 2012

28. Small payment force out

    By fiona1, August 9, 2017
    • 8 replies
    • 4.1k views
    • 
    • CuseFan
    • August 9, 2017

29. DB & 401(k) Plan

    By pbarrett, July 24, 2003
    • 8 replies
    • 1.9k views
    • 
    • pbarrett
    • July 25, 2003

30. Attribution between husband and wife

    By CRC, April 19, 2018
    • 8 replies
    • 1.6k views
    • 
    • ACK
    • May 18, 2018

31. automatic approval to move to the full yield curve for FT purposes

    By ishi, September 15, 2023
    • 8 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • September 18, 2023

32. Post NRA at plan termination

    By ombskid, January 19, 2010
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • January 25, 2010

33. Schedule SB with the extended minimum deadline

    By Bri, June 17, 2020
    • 8 replies
    • 1.8k views
    • 
    • Effen
    • July 21, 2020

34. Pre-EGTRRA 401(a)(17) limits

    By AndyH, July 31, 2007
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • August 1, 2007

35. Frozen CB Plan

    By David, April 3, 2008
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2008

36. terminating DB plan with mortgage

    By doombuggy, May 14, 2012
    • 8 replies
    • 2k views
    • 
    • david rigby
    • May 17, 2012

37. J&S for Money Purchase Plan

    By Julia C, April 28, 2020
    • 8 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • April 29, 2020

38. Missing Plan Amendments

    By Gary, August 26, 2009
    • 8 replies
    • 2.1k views
    • 
    • Gary
    • August 31, 2009

39. EFAST2 submission

    By Dinosaur, June 9, 2010
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • June 10, 2010

40. Individual Annuity Used in Funding Plan

    By austin3515, May 19, 2016
    • 8 replies
    • 1.5k views
    • 
    • austin3515
    • May 23, 2016

41. Fully-insured Plans

    By Blinky the 3-eyed Fish, September 27, 2007
    • 8 replies
    • 1.8k views
    • 
    • AndyH
    • September 28, 2007

42. Termed DB plan finds old money

    By Guest JMar, April 3, 2008
    • 8 replies
    • 1.1k views
    • 
    • Guest
    • April 6, 2008

43. Contribution for non-employee?

    By Guest forohonek, September 24, 2008
    • 8 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 27, 2008

44. Eligibility Rules

    By Effen, October 17, 2005
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 21, 2005

45. Assignement of Benefit in a DBP

    By Gary, February 6, 2008
    • 8 replies
    • 1.4k views
    • 
    • Gary
    • February 15, 2008

46. Defined Benefit/Defined Contribution Combo?

    By Pammie57, January 16, 2019
    • 8 replies
    • 841 views
    • 
    • jpod
    • January 17, 2019

47. Is this employer subject to PBGC?

    By Santo Gold, December 31, 2004
    • 8 replies
    • 4.8k views
    • 
    • No Name
    • December 31, 2004

48. Applying 401(a)(26)

    By Guest mike0355, February 29, 2012
    • 8 replies
    • 3.2k views
    • 
    • Andy the Actuary
    • February 29, 2012

49. File without SB

    By SSRRS, February 17, 2023
    • 8 replies
    • 740 views
    • 
    • SSRRS
    • February 28, 2023

50. Exclusion of vesting service prior to plan effective date

    By ac, March 4, 2005
    • 8 replies
    • 4.9k views
    • 
    • Belgarath
    • March 4, 2005