Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Death benefit if death AFTER RMD's have begun

   By Belgarath, January 2, 2018
   • 7 replies
   • 2.3k views
   • 
   • Mike Preston
   • January 3, 2018

2. Suspension of Benefits Rules

   By Gary, June 6, 2000
   • 0 replies
   • 2.3k views
   • 
   • Gary
   • June 6, 2000

3. Combined DB/DC plan

   By scarabrad, December 28, 2012
   • 11 replies
   • 2.3k views
   • 
   • AndyH
   • January 2, 2013

4. AFTAP; Participant Notice when below 80%

   By JAY21, September 9, 2008
   • 3 replies
   • 2.3k views
   • 
   • Andy the Actuary
   • September 9, 2008

5. Minimal Accrual Rate tests on a pension equity plan (PEP)

   By Guest CuriousEmployee, January 13, 2014
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • January 14, 2014

6. End of year valuations

   By FAPInJax, November 15, 2002
   • 6 replies
   • 2.3k views
   • 
   • MGB
   • November 15, 2002

7. Accrued Benefit - Cash Balance Plan

   By Guest skc, July 23, 2008
   • 8 replies
   • 2.3k views
   • 
   • AndyH
   • July 25, 2008

8. PPA Deduction Limit

   By Guest Aliactuary, April 3, 2007
   • 9 replies
   • 2.3k views
   • 
   • Guest
   • April 25, 2007

9. Harm from de-risking?

   By My 2 cents, February 6, 2015
   • 12 replies
   • 2.3k views
   • 
   • mbozek
   • February 12, 2015

10. Taking the Actuary Exams - need help starting

    By VincentBocchinfuso CPC, November 19, 2009
    • 14 replies
    • 2.3k views
    • 
    • VincentBocchinfuso CPC
    • November 25, 2009

11. Top Heavy Vesting In Frozen Plan

    By mming, July 20, 2009
    • 8 replies
    • 2.3k views
    • 
    • SoCalActuary
    • December 22, 2010

12. Lost participants - terminating DB plan (Non PBGC)

    By Scuba 401, September 13, 2017
    • 13 replies
    • 2.3k views
    • 
    • YogaTPA
    • September 27, 2017

13. 5500-EZ without schedule SB?

    By Dennis Povloski, September 15, 2011
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • October 18, 2011

14. Average Compensation for High 3 Years

    By Guest JPitcl, January 20, 2000
    • 4 replies
    • 2.3k views
    • 
    • AdKu
    • October 29, 2015

15. Actuarial Equivalent Benefits

    By Gary, September 11, 2000
    • 4 replies
    • 2.3k views
    • 
    • david rigby
    • September 12, 2000

16. Fail-safe provision for 410(b) and 401(a)(26)

    By QNPG, June 15, 2011
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 21, 2011

17. lump sum and death

    By Tom Poje, September 8, 2005
    • 6 replies
    • 2.3k views
    • 
    • could be me maybe not
    • September 12, 2005

18. Actuarial Equivalence

    By Guest Retina, September 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 2004

19. Looking for this annuity table

    By jkharvey, January 31, 2007
    • 12 replies
    • 2.3k views
    • 
    • jkharvey
    • February 3, 2007

20. Plan Actuarial Equivalence

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

21. Funding method change?

    By John314, February 5, 2020   

    • ppa
    • defined benefit
    • (and 1 more)

      Tagged with:

      • ppa
      • defined benefit
      • funding method
    • 8 replies
    • 2.3k views
    • 
    • C. B. Zeller
    • February 5, 2020

22. Limitation of deduction under 404(a)(8)

    By Guest Gary A. Luing, November 15, 2002
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • November 18, 2002

23. EA Continuing Education - Renewal Forms

    By mwyatt, December 7, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 10, 1998

24. Cessation of Operations ERISA 4062(e) situation

    By Guest VTM, September 16, 2005
    • 3 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • January 14, 2006

25. Money Purchase Plan

    By Guest printogirl, November 12, 2009
    • 12 replies
    • 2.3k views
    • 
    • Bird
    • November 13, 2009

26. Locating Lost participants

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

27. PBGC coverage failure remediation

    By LanternKey, August 26
    • 2 replies
    • 2.3k views
    • 
    • Effen
    • August 27

28. 414h calculation

    By Guest pthomann, January 13, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • January 13, 2001

29. General testing and 417(e)

    By AndyH, April 29, 2002
    • 15 replies
    • 2.3k views
    • 
    • Guest
    • July 11, 2003

30. Lump Sum Under $5,000

    By Dougsbpc, April 3, 2009
    • 1 reply
    • 2.3k views
    • 
    • Mike Preston
    • April 3, 2009

31. 204(h) Notice Requirement

    By metsfan026, July 27, 2022
    • 4 replies
    • 2.3k views
    • 
    • CuseFan
    • July 28, 2022

32. Normal Retirement Age

    By Gary, May 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • May 7, 2009

33. PBGC Lump Sum Interest Rates

    By Andy the Actuary, August 9, 2012
    • 2 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 23, 2012

34. Attachment to Schedule SB

    By mming, June 11, 2009
    • 4 replies
    • 2.3k views
    • 
    • carrots
    • June 11, 2009

35. 1099, no W-2 considered common law employee

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

36. effective dates for ppa restatements

    By jeanh, May 23, 2018
    • 6 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 24, 2018

37. Freeze of benefit accruals - timing

    By Dinosaur, March 10, 2010
    • 5 replies
    • 2.3k views
    • 
    • Dougsbpc
    • March 11, 2010

38. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 8, 2006

39. When does benefit accrue under elapsed time?

    By Guest PiggyBank, July 6, 2010
    • 4 replies
    • 2.3k views
    • 
    • My 2 cents
    • July 7, 2010

40. DB Plan Fees

    By Guest jhilliard, October 11, 2004
    • 13 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 12, 2004

41. MRD from defined benefit plan

    By Pension RC, November 7, 2013
    • 4 replies
    • 2.3k views
    • 
    • Calavera
    • November 8, 2013

42. social security calculations

    By Gary, November 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Gary
    • November 4, 1998

43. Schedule SSA - listing of those reported

    By Guest Marino13, March 30, 2005
    • 12 replies
    • 2.3k views
    • 
    • JanetM
    • April 21, 2005

44. Divorce

    By Guest pjb, September 18, 2002
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • September 20, 2002

45. Excise Tax on late contributions

    By Guest Marino13, September 19, 2002
    • 5 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 22, 2002

46. plan design

    By Gary, November 4, 1998
    • 1 reply
    • 2.3k views
    • 
    • Lorraine Dorsa
    • November 4, 1998

47. Death Benefit under QPSA after plan termination

    By Guest BDZ, November 3, 2005
    • 3 replies
    • 2.3k views
    • 
    • JAY21
    • November 4, 2005

48. Severance pay

    By Guest tonjer, June 11, 2002
    • 2 replies
    • 2.3k views
    • 
    • 401 Chaos
    • January 16, 2008

49. FAS 158 late adoption

    By Mister Met, January 30, 2014
    • 8 replies
    • 2.3k views
    • 
    • Rball4
    • January 30, 2014

50. Do the Attribution Rules Apply?

    By mming, October 1, 2006
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 25, 2019