Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 412(i) Plan and IRS Global Settlement Initiative and Penalty under Code Section 6707A

   By Guest EMM118, January 28, 2008
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • November 20, 2009

2. Nondiscriminatory Classification Test

   By Gary, August 8, 2006
   • 6 replies
   • 2.3k views
   • 
   • AndyH
   • August 10, 2006

3. Can a non-owner waive in and out of participation in a defined benefit plan?

   By Guest pensionquestioner, December 17, 2003
   • 2 replies
   • 2.3k views
   • 
   • mwyatt
   • December 18, 2003

4. 404 Limit under PPA

   By zimbo, February 27, 2008
   • 11 replies
   • 2.3k views
   • 
   • Guest
   • February 29, 2008

5. No luck getting Pension Payments from an Estate

   By Guest gerry326, August 2, 2005
   • 6 replies
   • 2.3k views
   • 
   • ljr
   • August 3, 2005

6. Excise tax on 401k contributions with an active DB plan?

   By David MacLennan, July 5, 2001
   • 0 replies
   • 2.3k views
   • 
   • David MacLennan
   • July 5, 2001

7. Missing Employee Contribution Information in a DB Plan

   By richard, January 23, 2001
   • 5 replies
   • 2.3k views
   • 
   • david rigby
   • January 26, 2001

8. whipsaw question

   By ERISA25, August 14, 2009
   • 6 replies
   • 2.3k views
   • 
   • AndyH
   • January 25, 2011

9. comuting the accrued benefit by using a project and prorate method

   By Gary, February 10, 2002
   • 0 replies
   • 2.3k views
   • 
   • Gary
   • February 10, 2002

10. Subsidized Joint and Survivor Annuity & missing spouse

    By Guest BDZ, March 8, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 9, 2005

11. Deductibility of Contribution of funding liability on termination of d

    By Guest Star Seeker, July 31, 2001
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2001

12. PBGC Variable Rate Premium

    By ac, January 6, 2005
    • 6 replies
    • 2.3k views
    • 
    • WDIK
    • January 7, 2005

13. Calculate maximum lump sum

    By ombskid, June 10, 2015
    • 5 replies
    • 2.3k views
    • 
    • ubermax
    • September 30, 2015

14. Plan Design for Partnership

    By Gary, April 29, 2008
    • 7 replies
    • 2.3k views
    • 
    • tymesup
    • May 12, 2008

15. PBGC Premiums for 1st year filing

    By jkdoll2, April 10, 2009
    • 5 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2009

16. Controlled Group Question

    By flosfur, September 17, 2008
    • 16 replies
    • 2.3k views
    • 
    • flosfur
    • September 19, 2008

17. Otherwise Excludable Employees and 401(a)(26)

    By stbennet, April 30, 2013
    • 1 reply
    • 2.3k views
    • 
    • Bri
    • August 23, 2023

18. Choosing CL Interest Rate

    By David MacLennan, August 10, 2003
    • 9 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 12, 2003

19. 412(i) Plan combined with DC Plan

    By Guest elem, December 9, 2004
    • 16 replies
    • 2.3k views
    • 
    • AndyH
    • January 4, 2005

20. Plan Administrator's responsibility to contact participants

    By Pension RC, March 10, 2015
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • March 10, 2015

21. PBGC Reportable Event-Late Filing

    By JAY21, April 20, 2011
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • April 20, 2011

22. FASB & Moody's

    By Andy the Actuary, March 21, 2008
    • 10 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • March 24, 2008

23. Found Plan Assets After Termination

    By Zorro1k, June 1, 2015   

    • Found Assets
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • June 1, 2015

24. Plan-to-Plan Transfer of Assets

    By Scott, August 9, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2002

25. contribute more than max deductible for a plan year?

    By figure 8, June 9, 2015
    • 12 replies
    • 2.3k views
    • 
    • figure 8
    • June 10, 2015

26. Benefit offset due to QDRO

    By David MacLennan, May 19, 2003
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 21, 2003

27. QPSA charge

    By alexa, January 12, 2005
    • 0 replies
    • 2.3k views
    • 
    • alexa
    • January 12, 2005

28. We need a part-time actuary

    By Guest GMP, December 29, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 29, 2008

29. Unrounded 415 limits

    By FAPInJax, December 17, 2007
    • 2 replies
    • 2.3k views
    • 
    • FAPInJax
    • December 19, 2007

30. actuarial assumed rates or return and discount rates @12/31/01

    By Guest Bill Drimel, December 12, 2001
    • 4 replies
    • 2.3k views
    • 
    • MGB
    • August 26, 2003

31. A Twist on the DB/DC Combined Limit

    By Guest erisafried, May 23, 2007
    • 14 replies
    • 2.3k views
    • 
    • AndyH
    • July 11, 2007

32. Distribution from Underfunded Cash Balance Plan

    By RamblinWreck24, November 22, 2023
    • 8 replies
    • 2.3k views
    • 
    • Effen
    • November 28, 2023

33. Change in funding method

    By FAPInJax, May 1, 2002
    • 5 replies
    • 2.3k views
    • 
    • FAPInJax
    • May 2, 2002

34. Changing NRA (60 to 55)

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

35. Top Heavy DB plan

    By Lori Foresz, November 20, 2003
    • 9 replies
    • 2.3k views
    • 
    • AndyH
    • November 25, 2003

36. Frozen DB wants to add lump sum feature - 63% AFTAP

    By Dennis Povloski, June 24, 2015
    • 7 replies
    • 2.3k views
    • 
    • Dennis Povloski
    • June 25, 2015

37. DB-DC offset & 404(a)(7) max

    By Guest Mike Spickard, December 23, 2003
    • 21 replies
    • 2.3k views
    • 
    • AndyH
    • December 24, 2003

38. Correcting underpayments

    By TPApril, September 19, 2012
    • 3 replies
    • 2.3k views
    • 
    • SoCalActuary
    • September 20, 2012

39. determination letters

    By Gary, August 25, 2011
    • 10 replies
    • 2.3k views
    • 
    • David MacLennan
    • August 30, 2011

40. FUNDING DEFICIENCY QUESTION

    By Guest SCUDDESLER, November 2, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 3, 2004

41. DB Sub Owner Waiver - New IRS Guidance

    By mwyatt, October 11, 2005
    • 10 replies
    • 2.3k views
    • 
    • AndyH
    • October 14, 2005

42. "Make-up" Distribution

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

43. Unreduced Early Retirement Benefit

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

44. Required Minimum Distribution

    By Guest Marino13, February 5, 2003
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2003

45. Plan Trust Tax ID vs Employer Tax ID, can they be the same?

    By RayJJohnsonJr, January 30
    • 8 replies
    • 2.3k views
    • 
    • Bill Presson
    • February 3

46. Where do i find the 1970 GA Mortality table. ?

    By Guest J. Dan Brown, March 29, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • April 4, 2001

47. Funding of plans with Insurance

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

48. 404(a)(7)

    By Andy the Actuary, August 23, 2013
    • 9 replies
    • 2.3k views
    • 
    • ubermax
    • September 3, 2013

49. September 2013 30-year TSR rate and September 2013 Minimum Present Value Segment Rates under IRC 417(e)(3)(D)

    By gle318612, October 15, 2013   

    • Interest rates
    • 2 replies
    • 2.3k views
    • 
    • quinnfield
    • October 17, 2013

50. Cash Balance Plan Conversions Cause Illegal Age Discrimination?

    By Guest kp, December 30, 1998
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • August 9, 2000