Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. DB/DC Limit

   By Pension RC, April 2, 2014
   • 1 reply
   • 982 views
   • 
   • AndyH
   • April 2, 2014

2. 404 prior pan year deductions

   By Draper55, March 28, 2014
   • 0 replies
   • 899 views
   • 
   • Draper55
   • March 28, 2014

3. Market Based Cash Balance investment credits

   By AndyH, March 27, 2014
   • 1 reply
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • March 27, 2014

4. Ineligible employee allowed to participate

   By Guest Scusi, March 26, 2014   

   • nonresident alien
   • ineleigible
   • (and 1 more)

     Tagged with:

     • nonresident alien
     • ineleigible
     • participate
   • 1 reply
   • 1.1k views
   • 
   • 12AX7
   • March 26, 2014

5. Maximum accrual

   By ombskid, March 19, 2014
   • 6 replies
   • 2.5k views
   • 
   • Effen
   • March 24, 2014

6. Prohibited Transaction?

   By emmetttrudy, March 18, 2014
   • 15 replies
   • 2.1k views
   • 
   • jpod
   • March 24, 2014

7. Segment Rate Trend

   By Pension RC, March 21, 2014
   • 2 replies
   • 1.1k views
   • 
   • My 2 cents
   • March 21, 2014

8. New Floor/offset under PPA

   By rcline46, September 10, 2008
   • 9 replies
   • 2.5k views
   • 
   • Dougsbpc
   • March 21, 2014

9. Restricted Lump Sum Upon Plan Termination

   By Pension RC, March 20, 2014
   • 2 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • March 20, 2014

10. Funding Target for Partially Vested Terminated Participant

    By Pension RC, March 18, 2014
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 18, 2014

11. 415 limit greater than 417(e) lump sum

    By Pension RC, March 17, 2014
    • 2 replies
    • 2.2k views
    • 
    • Calavera
    • March 18, 2014

12. Bequest to qualified defined benefit plan

    By Guest sonyasingla, October 29, 2013
    • 15 replies
    • 2.2k views
    • 
    • david rigby
    • March 12, 2014

13. Defined Benefit plan formula options

    By Belgarath, March 7, 2014
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • March 11, 2014

14. Target Normal Cost Used in Calculation of Maximum

    By Pension RC, March 11, 2014
    • 3 replies
    • 2.3k views
    • 
    • My 2 cents
    • March 11, 2014

15. Age discrimination

    By Draper55, March 7, 2014
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • March 11, 2014

16. DB Converstion to Money Purchase

    By Saiai, March 10, 2014   

    • pension
    • conversion
    • (and 1 more)

      Tagged with:

      • pension
      • conversion
      • money purchase multiemployer
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 10, 2014

17. Benefits Commence Long After Annuity Start Date

    By ERISA-Bubs, March 17, 2011
    • 2 replies
    • 3.2k views
    • 
    • My 2 cents
    • March 10, 2014

18. PBGC Premiums for Missing Participants

    By BTG, March 10, 2014
    • 2 replies
    • 2.4k views
    • 
    • david rigby
    • March 10, 2014

19. PBGC penalties - can anything be done?

    By Guest emmaboo, March 5, 2014
    • 6 replies
    • 1.6k views
    • 
    • Calavera
    • March 7, 2014

20. Violation of Exclusive Benefit Rule?

    By AHPension, March 7, 2014
    • 1 reply
    • 1.9k views
    • 
    • My 2 cents
    • March 7, 2014

21. Conflict of Interest?

    By AHPension, March 7, 2014
    • 1 reply
    • 933 views
    • 
    • david rigby
    • March 7, 2014

22. 401(a)(26) for cash balance plans with low interest credits

    By AndyH, March 5, 2014
    • 3 replies
    • 964 views
    • 
    • John Feldt ERPA CPC QPA
    • March 6, 2014

23. AFTAP in First Year of Plan

    By Pension RC, March 5, 2014
    • 4 replies
    • 2.9k views
    • 
    • david rigby
    • March 5, 2014

24. Retirees allowed to change benefit election

    By ConnieStorer, March 4, 2014
    • 2 replies
    • 1.7k views
    • 
    • My 2 cents
    • March 4, 2014

25. 1099-R Distribution Code Questions

    By Guest AnneC, February 27, 2014
    • 8 replies
    • 10k views
    • 
    • Lou S.
    • February 28, 2014

26. Allocation of Contribution

    By Pension RC, February 20, 2014
    • 4 replies
    • 1.7k views
    • 
    • Calavera
    • February 20, 2014

27. Multiple Crediting Rates

    By John Feldt ERPA CPC QPA, February 17, 2014   

    • crediting rates
    • interest rate credit
    • 10 replies
    • 1.8k views
    • 
    • david rigby
    • February 20, 2014

28. DB still covered under Title IV?

    By Young Curmudgeon, February 14, 2014
    • 7 replies
    • 1.6k views
    • 
    • chc93
    • February 19, 2014

29. Reporting an Actuary to the ABCD

    By Rball4, February 12, 2014
    • 10 replies
    • 3.3k views
    • 
    • My 2 cents
    • February 18, 2014

30. Escrow Arrangement -- Restriction of Lump Sum to HCEs

    By Andy the Actuary, February 9, 2014
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • February 9, 2014

31. Schedule SB in Year of Plan Termination

    By Pension RC, January 9, 2014
    • 8 replies
    • 4.1k views
    • 
    • Hojo
    • February 6, 2014

32. MAP-21

    By Dougsbpc, February 5, 2014
    • 5 replies
    • 1k views
    • 
    • Effen
    • February 6, 2014

33. Plan Year End

    By Pension RC, February 4, 2014
    • 2 replies
    • 955 views
    • 
    • david rigby
    • February 5, 2014

34. Top Heavy Minimum Benefits

    By Rball4, February 3, 2014
    • 2 replies
    • 1.1k views
    • 
    • Rball4
    • February 4, 2014

35. Permitted Disparity - PV Using 417e Rates

    By JAY21, January 31, 2014   

    • Any Reduction Needed ?
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 31, 2014

36. FAS 158 late adoption

    By Mister Met, January 30, 2014
    • 8 replies
    • 2.8k views
    • 
    • Rball4
    • January 30, 2014

37. Change Benefit Election

    By Cloudy, January 28, 2014
    • 4 replies
    • 1.8k views
    • 
    • My 2 cents
    • January 29, 2014

38. Amending Plan after Year-End

    By MGOAdmin, January 28, 2014   

    • Amend
    • cash balance allocation
    • 1 reply
    • 1.4k views
    • 
    • StormShadow
    • January 28, 2014

39. Unfunded Plans - Asset Sale

    By 52626, January 28, 2014
    • 8 replies
    • 1.4k views
    • 
    • david rigby
    • January 28, 2014

40. Determination of compensation limit

    By Guest RRO, January 23, 2014
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 2014

41. 2nd year rmd amount

    By Draper55, January 21, 2014
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • January 23, 2014

42. User Fee for 2 Minimum Funding Waiver Requests

    By Guest Matt123, January 23, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 23, 2014

43. Lump Sums, Pre-Retirement Mortality

    By Rball4, January 17, 2014
    • 18 replies
    • 4.9k views
    • 
    • AndyH
    • January 22, 2014

44. Insurance used purely as an investment??

    By Dennis Povloski, January 20, 2014
    • 7 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • January 21, 2014

45. Cash Balance Conversion/Document Restatement

    By nancy, January 21, 2014
    • 0 replies
    • 967 views
    • 
    • nancy
    • January 21, 2014

46. 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

47. Quarterly contributions in year of plan termination

    By AndyH, January 15, 2014
    • 4 replies
    • 2k views
    • 
    • AndyH
    • January 16, 2014

48. Accrued Benefit comparisons

    By Guest CuriousEmployee, January 11, 2014
    • 13 replies
    • 5.3k views
    • 
    • Guest
    • January 15, 2014

49. 2013 Earned Income Calcs

    By stbennet, January 15, 2014
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • January 15, 2014

50. Is term insurance premiums considered plan expenses

    By Guest dgee0721, January 13, 2014
    • 3 replies
    • 916 views
    • 
    • My 2 cents
    • January 15, 2014