Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Lump Sum Distribution

   By Guest W J Parks, June 14, 2000
   • 4 replies
   • 2.2k views
   • 
   • AndyH
   • June 16, 2000

2. Disability Incidence Table

   By Guest Texas_Acty, March 22, 2006
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • March 23, 2006

3. PPA Funding

   By Gary, August 3, 2009
   • 16 replies
   • 2.2k views
   • 
   • Gary
   • August 4, 2009

4. "1.0 rule" -- effect of QDRO

   By Guest John Nelson, December 10, 1998
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • December 11, 1998

5. FASB 87 Average future lifetime

   By FAPInJax, January 23, 2001
   • 0 replies
   • 2.2k views
   • 
   • FAPInJax
   • January 23, 2001

6. 204h notices

   By Gary, July 8, 2009
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • July 8, 2009

7. Can Plans Be Tested Separately?

   By metsfan026, December 15, 2022
   • 4 replies
   • 2.2k views
   • 
   • My Three Sons
   • December 20, 2022

8. EA AFTAP Certification

   By Gary, June 6, 2008
   • 1 reply
   • 2.2k views
   • 
   • Andy the Actuary
   • June 6, 2008

9. Funding Balance Elections

   By JBones, February 3, 2010
   • 6 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • February 4, 2010

10. Defined Benefit and SEP IRA

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

11. Reasonable funding method? What to do?

    By Blinky the 3-eyed Fish, April 10, 2003
    • 14 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2003

12. Cash Balance-BOY val?

    By Guest Sus95, February 26, 2009
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 2, 2009

13. mandatory Employee contributions: after-tax?

    By Guest Fred Maynard, March 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • Lori Friedman
    • March 2, 2005

14. Cash Balance Sample Document

    By David MacLennan, April 15, 2003
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • May 11, 2003

15. Effect of Top-Paid Group Election on Restricted Employee Determination

    By Guest merlin, July 19, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 23, 2002

16. Underfunded DB plan termination; can family members of business owners waive their benefits, too?

    By Dougsbpc, September 22, 2003
    • 1 reply
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2003

17. 415(c)(3) Compensation for Gateway Testing

    By Young Curmudgeon, March 18, 2013
    • 5 replies
    • 2.2k views
    • 
    • Mr. T
    • March 19, 2013

18. Dolgoff Plans? Anyone know anything about these?

    By Guest divadab, September 25, 2006
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • September 26, 2006

19. Most Valuable Accrual Rate

    By Guest Grumpy456, December 21, 2006
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • March 9, 2007

20. FAS 87 vs. Funding

    By emmetttrudy, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • November 24, 2008

21. 436(d)(4) in Final Regs

    By dmb, December 7, 2009
    • 5 replies
    • 2.2k views
    • 
    • Everett Moreland
    • December 8, 2009

22. 2000 Covered Comp tables, 2000 limits

    By Gary, July 20, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • July 21, 2000

23. Termination of an Underfunded DB Plan

    By Guest Gary A. Luing, September 4, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • September 4, 2003

24. Conversion to Cash Balance

    By Guest Scorpionpenn, April 19, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • April 30, 2003

25. Vesting Upon Plan Termination

    By Guest Texas_Acty, February 15, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 16, 2006

26. Form 501 - Post Distribution Certification required attachments

    By AdKu, July 12, 2016   

    • Post
    • For 501 required attachments
    • (and 1 more)

      Tagged with:

      • Post
      • For 501 required attachments
      • Copy of Cancelled Check
    • 8 replies
    • 2.2k views
    • 
    • AdKu
    • August 17, 2016

27. Establishing DB Plan Retire/Rehire Criteria

    By Guest wekiva, July 28, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • July 28, 2009

28. PPA -- Change to fractional accrual method?

    By JRN, September 25, 2009
    • 9 replies
    • 2.2k views
    • 
    • FAPInJax
    • September 30, 2009

29. Amending Schedule SB

    By Andy the Actuary, July 18, 2014
    • 5 replies
    • 2.2k views
    • 
    • My 2 cents
    • September 20, 2016

30. Lump Sum Distribution after Annuity Starting Date

    By richard, April 24, 2000
    • 4 replies
    • 2.2k views
    • 
    • richard
    • April 25, 2000

31. Testing Compensation for General Test

    By flosfur, January 24, 2005
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • January 27, 2005

32. Qualified Optional Survivor Annuity

    By Dougsbpc, October 18, 2010
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • October 19, 2010

33. Switching from BOY to EOY val for DB plan

    By Jakyasar, September 12, 2025
    • 2 replies
    • 2.2k views
    • 
    • Jakyasar
    • September 12, 2025

34. error in MRD payment calculation

    By Guest newFSA, July 24, 2008
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • August 22, 2008

35. Cash Balance and Forfeiture

    By retbenser, March 28, 2013
    • 4 replies
    • 2.2k views
    • 
    • FAPInJax
    • April 1, 2013

36. Benefit Accruals

    By Gary, December 1, 1998
    • 2 replies
    • 2.2k views
    • 
    • Chester
    • December 1, 1998

37. Freezing of Defined Benefit Plan/Enrichment of 401k - Communications I

    By Guest SSCARO, June 10, 1999
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 11, 1999

38. 415 Maximum Lump Sum

    By Guest BCMarch10, March 12, 2013
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 12, 2013

39. Solo DB Situation

    By frizzyguy, November 29, 2012
    • 5 replies
    • 2.2k views
    • 
    • shERPA
    • December 20, 2012

40. In-kind contribution and minimum funding

    By Guest Nineteen, April 9, 2005
    • 6 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 13, 2005

41. Overfunded plan with a credit balance; how to establish new bases each year?

    By Blinky the 3-eyed Fish, October 2, 2003
    • 12 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2003

42. More about MVAR calculations with Lump Sum

    By Guest pension222, July 1, 2003
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 7, 2003

43. Cash-Balance Vesting Requirement

    By JAY21, December 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 13, 2007

44. Resurrection of a Termianted Plan

    By flosfur, June 11, 2004
    • 18 replies
    • 2.2k views
    • 
    • flosfur
    • August 10, 2004

45. PBGC male purchase rates

    By Gary, August 24, 2001
    • 7 replies
    • 2.2k views
    • 
    • Larry M
    • August 28, 2001

46. Partial Plan Termination

    By ishi, June 19, 2009
    • 4 replies
    • 2.2k views
    • 
    • ishi
    • June 30, 2009

47. Working Within the System to eliminate lump sums

    By Andy the Actuary, November 19, 2008
    • 16 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • November 20, 2008

48. Permissive Aggregation

    By JAY21, February 17, 2006
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 3, 2006

49. What is included in Compensation

    By Guest tholbert, August 15, 2001
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • August 15, 2001

50. Use of Carryover Balance for Quarterly Contribution

    By Dinosaur, June 2, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • June 3, 2009