Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Can DB plan trustee pay himself invest advisory fee

   By JAY21, April 8, 2008
   • 7 replies
   • 1.4k views
   • 
   • AndyH
   • April 10, 2008

2. Can employer consider the larger benefits provided under a plan to older employees when negotiating salary? Age discrimination?

   By WDIK, December 2, 2003
   • 6 replies
   • 3.2k views
   • 
   • WDIK
   • December 4, 2003

3. Can Employer Withsraw Amount Contributed to a DB Plan if Amount Contri

   By Guest Edward McElroy, April 13, 1999
   • 2 replies
   • 1.5k views
   • 
   • M R Bernardin
   • April 23, 1999

4. Can employer's 3% contribution to a 401(k) safe harbor plan be used as an offset for a safe harbor Floor Offset DB plan?

   By flosfur, September 20, 2003
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • September 22, 2003

5. Can Foreign Employees Join Qualified DB Plan?

   By Guest HarveyC, July 31, 2002
   • 5 replies
   • 2.4k views
   • 
   • IRC401
   • August 1, 2002

6. Can HC contribute to a 401(k) on a DB/DC Carve out?

   By Guest Roman, March 4, 2004
   • 5 replies
   • 2k views
   • 
   • Guest
   • March 5, 2004

7. Can HCE owners contribute fully to a new Savings 401k while taking ful

   By Guest Osmond Baptist, May 4, 2001
   • 7 replies
   • 2.2k views
   • 
   • IRC401
   • May 21, 2001

8. Can I set up a DB plan for 2020 for sole-prop - off calendar plan

   By Jakyasar, September 20, 2021
   • 9 replies
   • 1.4k views
   • 
   • Jakyasar
   • September 21, 2021

9. Can I start/convert a Roth IRA and have a DB plan too?

   By Guest gasser, April 17, 2010
   • 1 reply
   • 957 views
   • 
   • SoCalActuary
   • April 17, 2010

10. Can In-Kind PT Contributions be reflected on MFSA?

    By Guest billkalke, September 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 29, 2005

11. can key EE's waive out to satisfy minimum funding - another winner of

    By Guest TracyAndrews, April 24, 2001
    • 5 replies
    • 1.8k views
    • 
    • IRC401
    • April 29, 2001

12. Can Match be considered in 5% TH Minimum for DB and DC Plans

    By Guest Scott McHenry, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 23, 2002

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

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

14. Can mortality table be protected?

    By dmb, September 6, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • September 8, 2017

15. Can nondeductible quarterly contributions be returned to the employer?

    By Guest pension222, May 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2001

16. Can nonqual. Deferred Compensation be included in Df of Compensation f

    By Guest Cal, September 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 13, 2000

17. Can one file 5500-EZ before SB is signed?

    By Jakyasar, October 1, 2022
    • 4 replies
    • 1k views
    • 
    • C. B. Zeller
    • October 5, 2022

18. Can Participant Waive Life Insurance?

    By Dennis Povloski, February 18, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 18, 2013

19. Can payment of a "Benefit" be rescinded/revoked/voided if a Beneficiary makes a material misrepresentation to Plan Admin

    By pwitt, June 8, 2024
    • 5 replies
    • 1.2k views
    • 
    • pwitt
    • June 11, 2024

20. Can plan termination affect annuity already in pay status?

    By Guest TaxedToDeath, April 20, 2011
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • April 20, 2011

21. Can Plans Be Tested Separately?

    By metsfan026, December 15, 2022
    • 4 replies
    • 1.7k views
    • 
    • My Three Sons
    • December 20, 2022

22. Can QRP (qualified replacement plan) transfer be rolled back into a new defined benefit plan?

    By Jakyasar, January 28, 2022
    • 4 replies
    • 756 views
    • 
    • Bri
    • January 28, 2022

23. Can Service and Compensation from prior Entity be used?

    By Dougsbpc, December 6, 2022
    • 3 replies
    • 543 views
    • 
    • Nate S
    • December 12, 2022

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

    By AndyH, March 11, 2000
    • 8 replies
    • 7.1k views
    • 
    • Guest
    • October 8, 2002

25. Can SPD override the Plan doc.

    By Gary, December 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 13, 2000

26. Can Spin Off Termination Include Active Participants (with Frozen Benefits)?

    By kmhaab, August 12, 2021
    • 0 replies
    • 359 views
    • 
    • kmhaab
    • August 12, 2021

27. Can terminating plan make special funding contribution?

    By Guest davesbpc, August 19, 2005
    • 16 replies
    • 2.9k views
    • 
    • AndyH
    • December 5, 2005

28. Can the excise tax under 4971(a) (10%) be waived?

    By katieinny, February 23, 2006
    • 5 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • March 11, 2006

29. Can the PBGC premium be paid out of plan assets?

    By Guest Connie, October 22, 1999
    • 6 replies
    • 4.4k views
    • 
    • mwyatt
    • November 5, 1999

30. Can The Plan Administrator Rely on Employee's Information?

    By Guest hhacker, January 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2000

31. Can There Be Discrimination Where There's No Discrimination?

    By Andy the Actuary, June 19, 2011
    • 3 replies
    • 1.2k views
    • 
    • frizzyguy
    • June 21, 2011

32. Can There Be In-Service Distributions From A Cash Balance Plan?

    By metsfan026, January 11, 2022
    • 7 replies
    • 1.9k views
    • 
    • Effen
    • January 12, 2022

33. Can Traditional DB Plans be Merged?

    By Dougsbpc, April 19, 2014
    • 2 replies
    • 828 views
    • 
    • david rigby
    • April 20, 2014

34. Can we remove "Suspension of Benefits" provisions?

    By ERISA-Bubs, September 28, 2023
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • October 25, 2023

35. Can you force a Death benefit over $5,000 after age 62?

    By Guest eazycool, January 29, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 3, 2004

36. Can you split up a Multi Employer Union Plan?

    By CTipper, July 17, 2007
    • 3 replies
    • 1.4k views
    • 
    • CTipper
    • July 18, 2007

37. Can't project 415 limits for Funding?

    By NonObserver, November 9, 2023   

    • 415
    • asop 27
    • (and 1 more)

      Tagged with:

      • 415
      • asop 27
      • funding
    • 5 replies
    • 1k views
    • 
    • NonObserver
    • November 16, 2023

38. Can't we simplify this mess?

    By ScottR, November 7, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • November 12, 2009

39. Canadian Benefits Information

    By Guest buxbaum2, August 22, 2004
    • 0 replies
    • 892 views
    • 
    • Guest
    • August 22, 2004

40. Canadian Retirement Benefits

    By alexa, February 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • alexa
    • February 13, 2002

41. Capping Benefits Due to 415(b)(1)(B) for Delayed Retiree

    By Eric Taylor, March 29, 2016
    • 1 reply
    • 1k views
    • 
    • My 2 cents
    • March 29, 2016

42. CARES Act Delayed Contributions - Credit Balance Elections, Schedule SB, and PBGC filing

    By Rick, July 10, 2020
    • 2 replies
    • 814 views
    • 
    • C. B. Zeller
    • July 10, 2020

43. CARES Act IRS Notice 2020-61 for DBs: PSA

    By knappy, August 6, 2020   

    • db
    • irs
    • (and 1 more)

      Tagged with:

      • db
      • irs
      • cares act
    • 3 replies
    • 1.3k views
    • 
    • knappy
    • August 11, 2020

44. Carol the Writer

    By Guest Carol the Writer, May 10, 2006
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • May 11, 2006

45. Carry forward contribution

    By Amir, October 29, 2019
    • 1 reply
    • 422 views
    • 
    • Lou S.
    • October 29, 2019

46. Carrying forward deductions - DB and now DC plan

    By TPAnnie, September 5, 2008
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • September 8, 2008

47. Carryover Balance and 2008 Quarterlies

    By Guest mingblue, May 1, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • May 13, 2008

48. Carryover Balance and Prefunding Balance

    By tuni88, February 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • February 21, 2009

49. Carryover contributions and PPA

    By Guest RBlaine, July 22, 2008
    • 0 replies
    • 973 views
    • 
    • Guest
    • July 22, 2008

50. Carryover of non deductible after year of term

    By Guest Dumb & Dumber, July 22, 2012
    • 0 replies
    • 824 views
    • 
    • Guest
    • July 22, 2012