Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. DB Plan without Trustees?

   By ERISAgeek111, January 29, 2019
   • 7 replies
   • 984 views
   • 
   • Larry Starr
   • January 31, 2019

2. Bonding or Other Escrow Vehicles for Restricted Employees

   By Guest David M, April 2, 2002
   • 7 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • June 25, 2003

3. Shortfall Amortization Base or Charge

   By Guest mingblue, October 27, 2008
   • 7 replies
   • 2.8k views
   • 
   • zimbo
   • October 29, 2008

4. PBGC Filing in Year of Termination

   By JBones, March 23, 2010
   • 7 replies
   • 1.8k views
   • 
   • JBones
   • March 25, 2010

5. How much does an actuary cost? Is this reasonable?

   By tuni88, February 5, 2009
   • 7 replies
   • 18.1k views
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   • Ron Snyder
   • February 9, 2009

6. One Year Term Cost For Envelope Funding

   By Guest merlin, June 17, 2005
   • 7 replies
   • 1.4k views
   • 
   • Guest
   • June 23, 2005

7. Church Plans - 110% test

   By dmb, September 3, 2009
   • 7 replies
   • 1.9k views
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   • david rigby
   • September 4, 2009

8. Credit Balance Waiver

   By david rigby, December 15, 2008
   • 7 replies
   • 2k views
   • 
   • SoCalActuary
   • December 18, 2008

9. 411(d)(6)

   By Guest ICannotDiscloseMyIdentity, February 3, 2011
   • 7 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • February 4, 2011

10. Final Average Compensation

    By Guest calcu, August 4, 2004
    • 7 replies
    • 2.2k views
    • 
    • MGB
    • August 5, 2004

11. FAS87 footnote disclosure

    By david rigby, January 7, 2005
    • 7 replies
    • 2.6k views
    • 
    • MGB
    • February 3, 2005

12. Death Benefits in a DB Plan

    By Dennis Povloski, August 11, 2005
    • 7 replies
    • 4.1k views
    • 
    • Ron Snyder
    • August 25, 2005

13. Conversion to Cash Balance

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

14. The Value of Life Insurance

    By Guest pm01, June 11, 2008
    • 7 replies
    • 1.4k views
    • 
    • ak2ary
    • June 19, 2008

15. Notice of Annuity Information

    By DBnme, May 12, 2020
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 16, 2020

16. standard termination and the pbgc

    By abanky, June 11, 2009
    • 7 replies
    • 2.6k views
    • 
    • Penman2006
    • June 19, 2009

17. Sponsor of overfunded DB plan looking for a company with an underfunded DB plan to merge with or sell to

    By Ilene Ferenczy, October 7, 2024
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • October 17, 2024

18. defined benefit plan

    By Guest joe22, December 2, 2002
    • 7 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • December 4, 2002

19. contribution in employer stock

    By Scuba 401, November 2, 2010
    • 7 replies
    • 1.4k views
    • 
    • KJohnson
    • November 3, 2010

20. Two wives...one retirement benefit

    By mal, September 10, 2013   

    • Participant married twice
    • 7 replies
    • 3.3k views
    • 
    • MoJo
    • September 11, 2013

21. Closing a DB Plan

    By Hoard1, August 5, 1999
    • 7 replies
    • 2.9k views
    • 
    • Hoard1
    • August 23, 1999

22. Cash Balance Interest Crediting Rate

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

23. 5500ez late filing penalties

    By Gary, October 6, 2011
    • 7 replies
    • 2.2k views
    • 
    • SoCalActuary
    • October 7, 2011

24. New law interest rates

    By FAPInJax, March 19, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 29, 2002

25. 401(a)(26) - frozen plan

    By Guest guppy, March 8, 2004
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 9, 2004

26. Cash Balance Plan Admininstration software

    By Dan, January 15, 2008
    • 7 replies
    • 1.6k views
    • 
    • Dan
    • January 18, 2008

27. Fully subsidized ER

    By RLR, November 2, 2010
    • 7 replies
    • 1.5k views
    • 
    • Calavera
    • November 3, 2010

28. SFAS 87 and 132

    By david rigby, August 21, 2003
    • 6 replies
    • 1.6k views
    • 
    • LIBOR
    • September 17, 2003

29. Termination of Enrolled Actuary

    By Effen, August 21, 2003
    • 6 replies
    • 2.9k views
    • 
    • WDIK
    • August 22, 2003

30. More AFTAP

    By Guest lerieleech, February 18, 2008
    • 6 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 19, 2008

31. NRA vs NRD

    By toohot4tv, February 19, 2020
    • 6 replies
    • 5.4k views
    • 
    • AndyH
    • February 21, 2020

32. Late Quarterly Interest Charges

    By Blinky the 3-eyed Fish, April 3, 2002
    • 6 replies
    • 2.6k views
    • 
    • mwyatt
    • April 4, 2002

33. RPA assumptions

    By FAPInJax, February 4, 2004
    • 6 replies
    • 1.7k views
    • 
    • FAPInJax
    • February 16, 2004

34. Amending Plan to stop accruals at NRA

    By dmb, February 5, 2013
    • 6 replies
    • 1.3k views
    • 
    • dmb
    • February 6, 2013

35. Document vs Implementation

    By retbenser, August 2, 2011
    • 6 replies
    • 1.3k views
    • 
    • Effen
    • August 3, 2011

36. Maximum Tax-deductible Contribution

    By Guest Beth Wright, March 20, 2002
    • 6 replies
    • 3k views
    • 
    • Guest
    • March 20, 2002

37. Reduction of accrued benefit

    By Gary, April 1, 2005
    • 6 replies
    • 1.9k views
    • 
    • Gary
    • April 2, 2005

38. Future Interest Credit for Minimum Participation and Non-Discrimination

    By Hojo, February 9, 2022
    • 6 replies
    • 627 views
    • 
    • Nate S
    • February 23, 2022

39. FUNDING DEFICIENCY QUESTION

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

40. Cash Balance and RMDs

    By rcline46, March 14, 2012
    • 6 replies
    • 3.2k views
    • 
    • frizzyguy
    • March 14, 2012

41. Do the required distribution regulations allow a defined benefit plan to pay part of the benefit in an annuity and part in a lump sum?

    By Everett Moreland, June 20, 2005
    • 6 replies
    • 1.5k views
    • 
    • Everett Moreland
    • June 22, 2005

42. Frequent Plan Amendments

    By richard, August 24, 1999
    • 6 replies
    • 3k views
    • 
    • SoCalActuary
    • September 23, 1999

43. 404 and plan amendment affecting HCEs

    By AndyH, July 15, 2010
    • 6 replies
    • 2.4k views
    • 
    • Calavera
    • July 15, 2010

44. Split-Funded Plans post PPA 06

    By JAY21, December 7, 2007
    • 6 replies
    • 2.5k views
    • 
    • JAY21
    • December 10, 2007

45. PPP loan

    By SSRRS, April 2, 2020
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • April 6, 2020

46. Benefit payments in owner-only DB plan

    By Guest Clain, September 14, 2006
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 15, 2006

47. AFTAP certifications in the age of COVID

    By david rigby, May 15, 2020   

    • ftap
    • aftap
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 20, 2020

48. DB/MP Deduction Limit

    By Guest rkaplan, August 31, 1999
    • 6 replies
    • 2k views
    • 
    • Guest
    • September 29, 1999

49. New deductibility limit in 2008 - New Plan

    By mwyatt, January 17, 2008
    • 6 replies
    • 2.4k views
    • 
    • tymesup
    • July 10, 2008

50. Excess Asset from Suspense Account Allocation in QRP

    By AdKu, May 15, 2020
    • 6 replies
    • 1.7k views
    • 
    • VeryOldMan
    • July 25, 2020