Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Severance benefits paid from Pension Plan

   By Guest jfsinger, May 29, 2009
   • 4 replies
   • 2.2k views
   • 
   • masteff
   • June 1, 2009

2. 415(c)(3) Compensation for Gateway Testing

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

3. pre-EGTRRA limits

   By Blinky the 3-eyed Fish, December 23, 2003
   • 7 replies
   • 2.2k views
   • 
   • Mike Preston
   • December 24, 2003

4. K1 earned income from LLC Partnership: DB Plan eligible at what level...individual / LLC

   By Guest aincog, December 11, 2006
   • 1 reply
   • 2.2k views
   • 
   • SoCalActuary
   • December 12, 2006

5. Resurrection of a Termianted Plan

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

6. JBEA Renewal

   By JAY21, December 21, 2010
   • 11 replies
   • 2.2k views
   • 
   • SoCalActuary
   • April 4, 2011

7. New maximum deduction

   By FAPInJax, July 18, 2003
   • 9 replies
   • 2.2k views
   • 
   • MGB
   • November 14, 2003

8. Switching from BOY to EOY val for DB plan

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

9. Compensation for Top Haevy Benefit

   By flosfur, December 16, 2003
   • 7 replies
   • 2.2k views
   • 
   • mwyatt
   • December 17, 2003

10. QJSA - 10 Year Certain and Life

    By DTH, April 30, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • May 2, 2004

11. Termination of Floor Offset Plan

    By Lorraine Dorsa, September 21, 1999
    • 1 reply
    • 2.2k views
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    • SoCalActuary
    • September 23, 1999

12. What is protected when the benefit is based on social security covere

    By Guest meggie, April 17, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 19, 2001

13. Prior DB plan effect on 415 limits

    By Belgarath, January 10, 2014   

    • how does it actually work
    • 10 replies
    • 2.2k views
    • 
    • Cloudy
    • January 18, 2014

14. Aggregate Method and FFL Amortization Bases

    By Chester, November 13, 1998
    • 4 replies
    • 2.2k views
    • 
    • david rigby
    • February 2, 1999

15. Combined DB/DC, Safe Harbor,and Top Heavy

    By retbenser, November 19, 2010
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • December 1, 2010

16. Offset in a Cash Balance Plan

    By Guest RedsPredsVolsTitans, November 20, 2012
    • 4 replies
    • 2.2k views
    • 
    • AndyH
    • November 27, 2012

17. May Cash Cow Plan Sponsor Deduct Contributions EEs of ASG

    By Guest EMM118, March 18, 2006
    • 5 replies
    • 2.2k views
    • 
    • SoCalActuary
    • March 23, 2006

18. Determining XRA under ERISA 4044

    By Guest HarveyC, April 1, 2002
    • 1 reply
    • 2.2k views
    • 
    • MGB
    • April 2, 2002

19. Lump Sum Calculation Under Cash Balance Plan

    By LIBOR, November 19, 2001
    • 1 reply
    • 2.2k views
    • 
    • Gary
    • November 27, 2001

20. Surviving Spouse Benefit

    By david rigby, November 14, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 14, 2001

21. Merging plans

    By david rigby, January 9, 2002
    • 4 replies
    • 2.2k views
    • 
    • MGB
    • January 11, 2002

22. Waiver of Benefits under a DB Plan

    By Guest EMM118, October 2, 2006
    • 7 replies
    • 2.2k views
    • 
    • SteveH
    • October 3, 2006

23. Age limits on DB plan startups?

    By steve-o, October 28, 2005
    • 7 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2005

24. "Permanency" of DB Plan

    By Thornton, December 14, 2016
    • 5 replies
    • 2.2k views
    • 
    • jpod
    • December 14, 2016

25. Lump sum distributions.

    By Guest Thornton, December 15, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 1998

26. 30-year Treasury Securities Interest Rate

    By Guest DIY, January 17, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 18, 2007

27. Target Normal Cost Used in Calculation of Maximum

    By Pension RC, March 11, 2014
    • 3 replies
    • 2.1k views
    • 
    • My 2 cents
    • March 11, 2014

28. Maximum Contribution to a Cash Balance Plan ?

    By ERISAnut, May 4, 2006
    • 2 replies
    • 2.1k views
    • 
    • ERISAnut
    • May 4, 2006

29. Accrued Interest

    By Andy the Actuary, May 24, 2011
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • May 25, 2011

30. Lookback Year Compensation For HCE Status In Off-Calendar Year Plan

    By Guest merlin, February 12, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 12, 2003

31. TPA missed the 10/1/08 AFTAP certification date.

    By Guest GMP, January 19, 2009
    • 9 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • January 28, 2009

32. Permitted Disparity - s/b interesting

    By Gary, March 8, 2001
    • 9 replies
    • 2.1k views
    • 
    • Gary
    • March 9, 2001

33. Accrued Benefit Decreases?

    By carrots, March 8, 2010
    • 3 replies
    • 2.1k views
    • 
    • David MacLennan
    • March 9, 2010

34. PBGC Premium Refund

    By emmetttrudy, November 30, 2011
    • 7 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • December 1, 2011

35. Top Heavy Minimums?

    By rcline46, July 26, 2006
    • 4 replies
    • 2.1k views
    • 
    • saabraa
    • July 28, 2006

36. MGB

    By Guest Harry O, May 3, 2005
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • May 6, 2005

37. Interest Credit Rate in a Cash Balance Plan

    By Gary, June 7, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2000

38. Deductible Contribution Carryforward

    By Just Me, April 1, 2002
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • April 3, 2002

39. HR 5021 Highway Bill

    By My 2 cents, August 8, 2014
    • 10 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • August 20, 2014

40. Administrative delay

    By Mike Preston, July 6, 2009
    • 2 replies
    • 2.1k views
    • 
    • Mike Preston
    • July 6, 2009

41. Cash Balance and Profit Sharing Plan Vesting Question

    By Guest Mikk, October 2, 2009
    • 7 replies
    • 2.1k views
    • 
    • JBones
    • October 6, 2009

42. Determination for Termination on a Volume Submitter Plan

    By Guest sugar daddy, August 11, 2011
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 25, 2011

43. Establish Second DB Plan after First DB Plan is terminated

    By rew, August 26, 2015
    • 7 replies
    • 2.1k views
    • 
    • jpod
    • August 26, 2015

44. Benefit Election

    By §#$%!, May 3, 2007
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • May 7, 2007

45. Eliminating Lump Sum Option

    By Andy the Actuary, April 12, 2009
    • 12 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • April 16, 2009

46. 71 TPF&C moprtality table

    By Gary, September 27, 2001
    • 3 replies
    • 2.1k views
    • 
    • MGB
    • September 27, 2001

47. COB to satisfy quarterly contributions

    By Dinosaur, September 10, 2009
    • 12 replies
    • 2.1k views
    • 
    • AndyH
    • September 14, 2009

48. Post 70.5, Pre NRA Cash Balance Actuarial Increases

    By stbennet, February 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 15, 2011

49. Unfreezing a Frozen Plan

    By smm, December 1, 2003
    • 1 reply
    • 2.1k views
    • 
    • AndyH
    • December 1, 2003

50. frozen DB

    By K2retire, June 13, 2012
    • 10 replies
    • 2.1k views
    • 
    • K2retire
    • June 14, 2012