Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. permitted investments

   By PensionNewbee, September 9, 2003
   • 8 replies
   • 4.1k views
   • 
   • David MacLennan
   • September 12, 2003

2. Interest rates after PPA

   By FAPInJax, August 10, 2006
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • August 16, 2006

3. when does pbgc coverage end

   By SheilaD, July 10, 2012
   • 8 replies
   • 2.7k views
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   • ScottR
   • July 31, 2012

4. small Cash Balance Plan - just wasn't right

   By TPApril, November 30, 2023
   • 8 replies
   • 1.4k views
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   • CuseFan
   • December 6, 2023

5. Interest Credits in Cash Balance Plans

   By Guest SamFischer, July 30, 2003
   • 8 replies
   • 2.3k views
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   • Everett Moreland
   • August 4, 2003

6. Defined Benefit and SEP IRA

   By Guest AbbyP, October 26, 2009
   • 8 replies
   • 2.2k views
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   • AndyH
   • November 3, 2009

7. 204(h) Notice Required?

   By truphao, May 24, 2024
   • 8 replies
   • 1.2k views
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   • Peter Gulia
   • May 28, 2024

8. Quarterly contributions and JCWAA

   By david rigby, May 8, 2003
   • 8 replies
   • 1.4k views
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   • Mike Preston
   • May 13, 2003

9. "Make-up" Distribution

   By David, December 28, 2000
   • 8 replies
   • 2.3k views
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   • david rigby
   • December 29, 2000

10. Cash Balance Plan Minimum Interest Crediting Rate

    By Guest aciepluch, March 14, 2008
    • 8 replies
    • 2.8k views
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    • ak2ary
    • March 17, 2008

11. PPP Loan to Fund DB for 2019

    By thepensionmaven, May 11, 2020
    • 8 replies
    • 1.1k views
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    • 401 Chaos
    • May 26, 2020

12. S415 Limit and Fractional Accrual Formula

    By flosfur, May 9, 2003
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • May 17, 2003

13. Correcting Funding Deficiency

    By VeryOldMan, December 19, 2019
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • December 27, 2019

14. Dumb question regarding SP funding

    By mwyatt, October 8, 2007
    • 8 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 8, 2007

15. Annual Funding Notice for Terminated Plan

    By AndyH, October 5, 2011
    • 8 replies
    • 3.6k views
    • 
    • JAY21
    • March 15, 2013

16. Require Rollover of Lump Sum?

    By Guest ebailey, January 27, 2010
    • 8 replies
    • 1.2k views
    • 
    • Effen
    • January 27, 2010

17. FAS 158 late adoption

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

18. Acquisition

    By truphao, October 30, 2020   

    • acquisition
    • 8 replies
    • 1.4k views
    • 
    • truphao
    • November 22, 2020

19. Fresh start with wear away

    By rodin111, May 20, 2015   

    • wear away
    • fresh start
    • (and 1 more)

      Tagged with:

      • wear away
      • fresh start
      • discrimination testing
    • 8 replies
    • 2.8k views
    • 
    • rodin111
    • May 20, 2015

20. Filing deadline for 5500 with short plan year

    By Kimberly Valentine-Pierrot, September 4, 2020   

    • final/short plan year
    • 8 replies
    • 3.9k views
    • 
    • Kimberly Valentine-Pierrot
    • September 8, 2020

21. H&W - separate businesses - one plan?

    By truphao, February 8, 2024
    • 8 replies
    • 810 views
    • 
    • truphao
    • February 8, 2024

22. Conversion of DC Plan to a DB

    By Guest merlin, July 11, 2003
    • 8 replies
    • 2.8k views
    • 
    • IRC401
    • July 14, 2003

23. Discount Rate Sensitivity

    By Brad Jacobs, January 28, 2017   

    • a dispute involving the future of californias state pension continues
    • 8 replies
    • 1.5k views
    • 
    • My 2 cents
    • February 6, 2017

24. Required Minimum Distributions from DB Plan

    By Gary, May 26, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 8, 2004

25. Short Plan Yr & Ave. Comp.

    By Penman2006, August 11, 2006
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • August 15, 2006

26. Retroactive inclusion in a defined benefit plan

    By Carol V. Calhoun, February 22, 2016
    • 8 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

27. top heavy minimum - 2 plans with different years

    By AndyH, July 13, 2006
    • 8 replies
    • 2.5k views
    • 
    • AndyH
    • July 18, 2006

28. Unreduced Early Retirement Benefit

    By Dougsbpc, July 11, 2008
    • 8 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 11, 2008

29. Hard freeze, no further accruals, but late retirement "adjustments"?

    By Belgarath, January 30, 2015
    • 8 replies
    • 3.5k views
    • 
    • Andy the Actuary
    • February 2, 2015

30. Comp limit under EGTRRA-retroactive?

    By AndyH, August 22, 2001
    • 8 replies
    • 2.4k views
    • 
    • MGB
    • August 22, 2001

31. PBGC Plan Termination Funding Deadline

    By YankeeFan, September 13, 2006
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • September 19, 2006

32. 0 hours for eligibility, 1000 hours for benefit

    By ajc0202, March 8, 2023
    • 8 replies
    • 1.3k views
    • 
    • ajc0202
    • March 10, 2023

33. Waiver of Benefits Sample Form Needed

    By nancy, December 4, 2003
    • 8 replies
    • 6.1k views
    • 
    • Mike Preston
    • December 5, 2003

34. General Test Required ?

    By LIBOR, February 26, 2003
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • February 27, 2003

35. 410(b) / 401(a)(4) question

    By Effen, August 31, 2017
    • 8 replies
    • 2k views
    • 
    • Effen
    • August 31, 2017

36. Must 204(h) notice for a DB plan state what the benefit formula used to be, or can it just say that further benefit accruals are frozen?

    By nancy, October 1, 2003
    • 8 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

37. DB/DC COmbined Plan Limits

    By Gary, October 5, 2006
    • 8 replies
    • 3k views
    • 
    • AndyH
    • November 17, 2006

38. K-1 Income & Cash Balance Contributions

    By metsfan026, April 3, 2024
    • 7 replies
    • 2.6k views
    • 
    • Calavera
    • April 4, 2024

39. Pension Thaw?

    By tuni88, December 6, 2007
    • 7 replies
    • 2.8k views
    • 
    • SoCalActuary
    • December 10, 2007

40. DB/DC Combo (Floor/Offset Arrangement)

    By Guest DBAnalyst123, February 6, 2009
    • 7 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 9, 2009

41. DB Document Restatement

    By Guest taj32z, September 11, 2003
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

42. defined benefit inequities

    By Guest lip, May 12, 2009
    • 7 replies
    • 2.1k views
    • 
    • tymesup
    • June 8, 2009

43. Contribution Confirmation

    By JBones, October 6, 2011
    • 7 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • October 7, 2011

44. Actuarial Certification

    By Andy the Actuary, July 11, 2007
    • 7 replies
    • 1.3k views
    • 
    • SoCalActuary
    • July 12, 2007

45. Total Quarterlies are over Maximum

    By Calavera, May 20, 2010
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 23, 2010

46. When was the last time a DB plan had to be updated for legislative cha

    By Guest Kathleen Fouquet, January 15, 2002
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • January 15, 2002

47. No val, no schedule sb

    By Gary, March 24, 2010
    • 7 replies
    • 1.4k views
    • 
    • ak2ary
    • March 29, 2010

48. Cash balance

    By QNPG, March 7, 2011
    • 7 replies
    • 2k views
    • 
    • SoCalActuary
    • March 9, 2011

49. Rash of inaccurate 5500 late filing penalties from IRS

    By RayJJohnsonJr, November 11, 2022
    • 7 replies
    • 1.5k views
    • 
    • chc93
    • November 18, 2022

50. Non spouse beneficiary

    By Gary, May 20, 2010
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2010