Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Plan with no actives

   By FAPInJax, May 12, 2003
   • 6 replies
   • 1.4k views
   • 
   • david rigby
   • May 12, 2003

2. New Cash Balance Plan

   By Guest The Pension Kid, February 23, 2007
   • 6 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • March 9, 2007

3. Hypothetical 1/1/08 Valuation and AFTAP

   By Guest merlin, January 17, 2008
   • 6 replies
   • 1.2k views
   • 
   • AndyH
   • January 18, 2008

4. Converting a DC plan to a DB plan

   By Blinky the 3-eyed Fish, June 19, 2003
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • June 26, 2003

5. ERISA REG re Suspension of Benefits

   By Guest ircreader, August 22, 2003
   • 6 replies
   • 8.4k views
   • 
   • RTK
   • August 22, 2003

6. Contribution Other Than in Cash

   By Dougsbpc, February 25, 2016
   • 6 replies
   • 916 views
   • 
   • tymesup
   • February 25, 2016

7. Lump sum annuity factor for fractional age ( years and months)

   By VeryOldMan, August 17, 2021
   • 6 replies
   • 1.3k views
   • 
   • VeryOldMan
   • August 19, 2021

8. Definition of Participant for Form 5500/Sch B

   By flosfur, September 9, 2008
   • 6 replies
   • 4k views
   • 
   • tymesup
   • September 10, 2008

9. Maximum Accrued Benefit

   By Dougsbpc, March 26, 2010
   • 6 replies
   • 1.6k views
   • 
   • Effen
   • March 26, 2010

10. Death of alternate payee with split payment qdro

    By Guest mfchristopher, August 30, 2004
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 31, 2004

11. Excess Assets upon Termination

    By Blinky the 3-eyed Fish, February 20, 2008
    • 6 replies
    • 3.5k views
    • 
    • david rigby
    • February 20, 2008

12. HCE restrictions under Treas. Reg. 1.401(a)(4)-5

    By JAY21, October 3, 2008
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • October 7, 2008

13. Governmental DB plan - hypothetical problems

    By Belgarath, June 16, 2016
    • 6 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 16, 2016

14. Poll

    By jpod, July 10, 2017
    • 6 replies
    • 779 views
    • 
    • RatherBeGolfing
    • July 11, 2017

15. Cash Balance Contribution Deductibility

    By metsfan026, September 12, 2022
    • 6 replies
    • 980 views
    • 
    • Luke Bailey
    • September 14, 2022

16. 415 limit - Cash Balance

    By Mister Met, August 29, 2012
    • 6 replies
    • 5.9k views
    • 
    • AndyH
    • November 1, 2012

17. Trust Beneficiaries Want Remainder of 10 year DB Annuity Directly Paid

    By Guest mmaggs, February 7, 2013
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • February 18, 2013

18. Filing Form 5500 for Frozen Plan

    By metsfan026, October 11, 2024
    • 6 replies
    • 1.1k views
    • 
    • Bri
    • October 11, 2024

19. Help PLease!

    By Guest Doogie61, September 9, 2009
    • 6 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 27, 2009

20. EOY Val & PBGC premium filing under new rules.

    By flosfur, September 9, 2008
    • 6 replies
    • 1.4k views
    • 
    • JAY21
    • October 27, 2008

21. 1/1/09 Assets with 2008 Receivable

    By Guest Chamnix, January 14, 2009
    • 6 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 15, 2009

22. QDRO logistics

    By Gary, August 11, 2009
    • 6 replies
    • 1.4k views
    • 
    • J Simmons
    • September 26, 2009

23. EIN/TIN Requirements for Cash Balance Plans

    By SwimmingInBowelsOfERISA, April 19, 2016   

    • cash balance
    • ein
    • 6 replies
    • 4.6k views
    • 
    • AndyH
    • April 20, 2016

24. Actuarial Outpost

    By BG5150, September 15, 2020
    • 6 replies
    • 993 views
    • 
    • BG5150
    • September 17, 2020

25. EGTRRA sunset provision and FASB

    By Guest Mike Melnick, April 23, 2003
    • 6 replies
    • 1.8k views
    • 
    • FAPInJax
    • April 30, 2003

26. New FAS for not a new plan

    By Blinky the 3-eyed Fish, June 12, 2006
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • June 13, 2006

27. Eligibility Question

    By Doghouse, December 28, 2011
    • 6 replies
    • 982 views
    • 
    • ak2ary
    • January 1, 2012

28. Prohibited Transaction, Actual Distribution

    By Gary, October 5, 2005
    • 6 replies
    • 1.5k views
    • 
    • could be me maybe not
    • October 6, 2005

29. Taxation of Disability Benefits

    By flosfur, May 15, 2008
    • 6 replies
    • 1.7k views
    • 
    • Everett Moreland
    • May 19, 2008

30. Unionized PEO's

    By Guest dshively2, August 8, 2011
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • August 10, 2011

31. "amended plan last 2 year" rule regarding max deduction

    By himt4, May 8, 2006
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

32. Can the PBGC premium be paid out of plan assets?

    By Guest Connie, October 22, 1999
    • 6 replies
    • 4.4k views
    • 
    • mwyatt
    • November 5, 1999

33. Waiving benefits for funding and termination

    By Guest flogger, March 24, 2004
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2004

34. Cash balance floor offset design

    By Guest archon, July 15, 2003
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • July 17, 2003

35. Funding When Early Termination is Expected

    By Guest Bob_DB, November 30, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2004

36. DB/Dc Offset Top Heavy Question

    By AndyH, February 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • February 21, 2006

37. Underfunded Non-PBGC Plan, Spinoff, and Restricted Distributions

    By SRM, November 6, 2006
    • 6 replies
    • 2.5k views
    • 
    • SRM
    • November 9, 2006

38. Proof of age

    By Guest meeh3704, June 15, 2008
    • 6 replies
    • 2.4k views
    • 
    • JanetM
    • June 18, 2008

39. fasb - yield curve analysis

    By Guest VTran, February 2, 2010
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 7, 2010

40. Schedule B vs. 5500

    By JAY21, October 11, 2007
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 12, 2007

41. Top Heavy and change in NRA

    By AndyH, January 6, 2010
    • 6 replies
    • 967 views
    • 
    • AndyH
    • January 6, 2010

42. Terminating DB plan offering lump sums to retirees. What about spousa

    By david rigby, November 10, 1999
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • September 12, 2011

43. Disclosure (benefit amounts/calculations) requirements

    By Belgarath, May 7, 2013
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • May 7, 2013

44. Permanency Issue

    By austin3515, November 5, 2004
    • 6 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2004

45. FIL Funding Method

    By ac, February 18, 2005
    • 6 replies
    • 1.9k views
    • 
    • MGB
    • February 23, 2005

46. 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

47. What's Appropriate in QDRO

    By Andy the Actuary, December 10, 2010
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • December 11, 2010

48. 415 Calculations

    By FAPInJax, May 18, 2009
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 19, 2009

49. Suspension of Benefits Notice

    By Dougsbpc, June 17, 2009
    • 6 replies
    • 2.8k views
    • 
    • Dougsbpc
    • June 18, 2009

50. Termination of Cash Balance Plan

    By thepensionmaven, February 9, 2012
    • 6 replies
    • 6.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2012