Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. JBEA Renewal

   By retbenser, May 19, 2011
   • 14 replies
   • 2.1k views
   • 
   • FAPInJax
   • June 24, 2011

2. Equation of Balance

   By Guest MikeMiller, May 6, 2002
   • 8 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • May 7, 2002

3. Soc. Sec. Level Income Option

   By Penman2006, April 7, 2009
   • 2 replies
   • 2.1k views
   • 
   • SoCalActuary
   • April 7, 2009

4. At-risk calculation

   By Gary, December 16, 2010
   • 2 replies
   • 2.1k views
   • 
   • AndyH
   • December 17, 2010

5. Design-based safe harbor

   By Guest guppy, April 15, 2004
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • April 19, 2004

6. Mistaken DB contribution

   By k man, May 8, 2000
   • 7 replies
   • 2.1k views
   • 
   • k man
   • May 9, 2000

7. I need help sounding like an actuary

   By SteveH, November 28, 2007
   • 12 replies
   • 2.1k views
   • 
   • SteveH
   • November 29, 2007

8. AFTAP for Terminating, Small, Non-PBGC, EOY Plan

   By WDIK, June 3, 2008
   • 9 replies
   • 2.1k views
   • 
   • dmb
   • July 3, 2008

9. Deductible cont in under funded plan

   By Guest Ken Newhouse, November 24, 1998
   • 1 reply
   • 2.1k views
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   • david rigby
   • November 25, 1998

10. Accrued benefit statement upon DB accrued benefit statement upon plan

    By alexa, May 31, 2002
    • 5 replies
    • 2.1k views
    • 
    • alexa
    • June 1, 2002

11. Any EA Conference News?

    By AndyH, April 2, 2009
    • 16 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 4, 2009

12. DB/DC Combination - Gateway Eligibility

    By emmetttrudy, March 4, 2013
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • March 5, 2013

13. 415 Limit and Average Compensation

    By emmetttrudy, September 10, 2012
    • 5 replies
    • 2.1k views
    • 
    • emmetttrudy
    • September 11, 2012

14. K-1 ?

    By Penman2006, February 4, 2009
    • 4 replies
    • 2.1k views
    • 
    • PensionPro
    • September 9, 2015

15. GATT vs PBGC rates

    By Guest debbiejim, July 14, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 14, 1999

16. Cash Balance Interest Crediting Rate

    By Guest Actuary Bill, June 11, 2009
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • June 16, 2009

17. In determining the amount of the offset from the PS, does the interest credited to a participant's account have to be actual or can it be hypothetical?

    By Guest flogger, October 29, 2003
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2003

18. DB contributions made after minimum funding deadline and before tax return due date

    By Guest Nineteen, September 13, 2005
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • September 14, 2005

19. Wages for Sole Proprietor

    By Blinky the 3-eyed Fish, December 31, 2003
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • January 5, 2004

20. PBGC rate to 120% PBGC rate

    By Gary, November 8, 2001
    • 0 replies
    • 2.1k views
    • 
    • Gary
    • November 8, 2001

21. Deferred Retirement Option Plan (DROP)

    By Felicia, January 26, 2001
    • 0 replies
    • 2.1k views
    • 
    • Felicia
    • January 26, 2001

22. Cash Balance Plan - New Ruling?

    By Guest jhilliard, August 13, 2003
    • 19 replies
    • 2.1k views
    • 
    • MoJo
    • August 20, 2003

23. 412(i) Plans

    By Guest jig100, June 11, 2002
    • 12 replies
    • 2.1k views
    • 
    • Belgarath
    • June 18, 2002

24. Target normal cost

    By FAPInJax, September 16, 2009
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 16, 2009

25. Revised/Corrected AFTAP

    By JAY21, May 7, 2008
    • 3 replies
    • 2.1k views
    • 
    • JAY21
    • May 8, 2008

26. Terminated Plan Valuation Date Change

    By SRM, October 15, 2003
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • October 16, 2003

27. Is this contribution deductible?

    By Blinky the 3-eyed Fish, November 22, 2002
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • December 18, 2002

28. Safe Harbor 401(k) and DB Plan

    By Dougsbpc, February 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • February 23, 2008

29. Phased Retirement

    By Guest Peter, November 16, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 16, 1998

30. Bequest to qualified defined benefit plan

    By Guest sonyasingla, October 29, 2013
    • 15 replies
    • 2.1k views
    • 
    • david rigby
    • March 12, 2014

31. "Active participation" in DB plan

    By billfgrady, January 2, 2008
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • January 3, 2008

32. defined benefit inequities

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

33. Cash Balance Plans - "Normal Retirement Age"

    By Guest TooMuchFreeTime, March 4, 2008
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2008

34. Deductible contributons for terminating DB plan under 404(g)

    By Guest Ted Munice, February 17, 2000
    • 8 replies
    • 2.1k views
    • 
    • richard
    • February 29, 2000

35. EOY Valuation & Application of segment rates

    By flosfur, September 19, 2008
    • 9 replies
    • 2.1k views
    • 
    • ak2ary
    • September 25, 2008

36. Top Heavy Benefit

    By mming, July 13, 2007
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 13, 2007

37. Benefit Restrictions

    By Effen, March 27, 2009
    • 6 replies
    • 2.1k views
    • 
    • HiVi
    • June 9, 2009

38. cushion amount - technical corrections

    By chc93, June 20, 2008
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • June 20, 2008

39. TPA Failures Caused Problems for Client

    By SwimmingInBowelsOfERISA, July 10, 2019   

    • cash balance plan
    • funding requirements
    • 26 replies
    • 2.1k views
    • 
    • austin3515
    • July 16, 2019

40. Amend Plan to Purchase Annuities?

    By dmdavala, September 27, 2017
    • 10 replies
    • 2.1k views
    • 
    • My 2 cents
    • October 5, 2017

41. Rollover From DC to DB Plan

    By Guest DEK1, November 27, 2012
    • 5 replies
    • 2.1k views
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    • SoCalActuary
    • November 29, 2012

42. Restructured DB Plan

    By JAY21, February 15, 2006
    • 7 replies
    • 2.1k views
    • 
    • JAY21
    • February 16, 2006

43. Restricted Benefits

    By Chester, November 9, 1998
    • 0 replies
    • 2.1k views
    • 
    • Chester
    • November 9, 1998

44. Excel Custom Functions for Annuity Factors - Update

    By Guest Doug Goelz, January 8, 2014   

    • Excel Annuity Factors
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 2014

45. 415(e) Test and New Plan

    By Guest Keith N, March 4, 1999
    • 5 replies
    • 2.1k views
    • 
    • mwyatt
    • March 10, 1999

46. 401(a) CalSTRS

    By Guest S.Racer, June 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • AndyH
    • June 19, 2006

47. PPA Interest Rates

    By FAPInJax, November 8, 2007
    • 3 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 12, 2007

48. Need Help! IRS Audit

    By goldtpa, October 28, 2005
    • 9 replies
    • 2.1k views
    • 
    • AndyH
    • November 5, 2005

49. Naming Names

    By Cloudy, January 7, 2014
    • 13 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 9, 2014

50. Plan termination IRS dl

    By Gary, September 8, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • September 15, 2010