Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Automatic Approval for Change in Valuation Date

   By Guest pm01, August 24, 2006
   • 8 replies
   • 2.1k views
   • 
   • AndyH
   • August 30, 2006

2. EA Topics

   By FAPInJax, April 10, 2008
   • 4 replies
   • 2.1k views
   • 
   • mwyatt
   • April 14, 2008

3. Cash Balance plan vesting & IRC section 411(a)(4)(A)

   By AdKu, August 18, 2016   

   • cash balance plan vesting
   • irc section 411(a)(4)(a)
   • 16 replies
   • 2.1k views
   • 
   • Mike Preston
   • March 15, 2017

4. Looking for tables

   By Guest mparker2028, March 17, 2005
   • 4 replies
   • 2.1k views
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   • david rigby
   • March 17, 2005

5. limitation years

   By Belgarath, February 13, 2002
   • 12 replies
   • 2.1k views
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   • Mike Preston
   • February 15, 2002

6. Good Sources for old Revenue Rulings & GCM ?

   By JAY21, November 9, 2007
   • 9 replies
   • 2.1k views
   • 
   • JAY21
   • December 13, 2007

7. DB Required Minimum Distribution Timing When Terminating Plan

   By Manatee, December 20, 2017   

   • db
   • rmd
   • (and 1 more)

     Tagged with:

     • db
     • rmd
     • plan termination
   • 7 replies
   • 2.1k views
   • 
   • Manatee
   • January 2, 2018

8. 417(e) lookback

   By abanky, June 30, 2010
   • 5 replies
   • 2.1k views
   • 
   • D Syrett
   • July 1, 2010

9. Can Plans Be Tested Separately?

   By metsfan026, December 15, 2022
   • 4 replies
   • 2.1k views
   • 
   • My Three Sons
   • December 20, 2022

10. Grandfathering Actuarial Equivalence

    By David MacLennan, May 9, 2003
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 13, 2003

11. plan adminstrators

    By Guest pic, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

12. 5500 for terminated plan without Schedule B

    By AndyH, July 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • July 16, 2002

13. Sole proprietor non-deductible contributions

    By SoCalActuary, June 18, 2004
    • 3 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2004

14. PBGC lump sum, 411(d)(6)

    By Gary, June 18, 2001
    • 6 replies
    • 2.1k views
    • 
    • Gary
    • June 18, 2001

15. EIN ends in 6, Cash Balance Plan

    By John Feldt ERPA CPC QPA, December 21, 2006
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 16, 2007

16. Minimum Required Distribution Option

    By jlf, November 6, 1998
    • 0 replies
    • 2.1k views
    • 
    • jlf
    • November 6, 1998

17. Sole Prop/S-Corp & DB Contribution

    By flosfur, January 16, 2007
    • 4 replies
    • 2.1k views
    • 
    • SoCalActuary
    • January 17, 2007

18. Timing of IRS Approval of a DB Plan Termination

    By ishi, February 6, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 6, 2006

19. 415 Limit Annual Benefit Present Value

    By JAY21, August 31, 2007
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 4, 2007

20. University employee participates in ERISA 403(b) and also has self-emp

    By MR, November 22, 2000
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • November 28, 2000

21. Contribution Deductibility Question

    By metsfan026, March 10, 2022
    • 10 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 14, 2022

22. Accrual Years after unfreezing of benefits

    By Guest DavidB, January 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • January 19, 2000

23. Alternate Payee Benefit Fee

    By jim241, August 1, 2018   

    • defined benefit
    • alternate payee
    • (and 3 more)

      Tagged with:

      • defined benefit
      • alternate payee
      • fees
      • costs
      • benefits
    • 18 replies
    • 2.1k views
    • 
    • Larry Starr
    • August 7, 2018

24. Residual intrest credited to plan account after final 5500 filed

    By Dennis Povloski, May 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • mwyatt
    • May 13, 2005

25. Corporate merger and employer stock

    By Guest PWBAer, November 13, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 13, 1998

26. What is the effective date for the DB(k)?

    By SteveH, August 28, 2006
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2006

27. Safe-Harbor QNEC in DB Plan

    By JAY21, September 28, 2005
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • September 29, 2005

28. present value calculation of frozen defined benefit

    By Guest Robert Brock, December 1, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 2, 2000

29. 2010 Sch. SE & the Small Business Jobs Act of 2010

    By ubermax, January 28, 2012
    • 12 replies
    • 2.1k views
    • 
    • ubermax
    • February 1, 2012

30. 412(i) plan termination

    By jkharvey, May 13, 2008
    • 1 reply
    • 2.1k views
    • 
    • Jim Norman
    • May 13, 2008

31. Notice Requirements?

    By Guest fcdeacy, February 24, 2006
    • 4 replies
    • 2.1k views
    • 
    • Locust
    • February 27, 2006

32. Cash Value Pension Plan or Benefit

    By Guest David Tedesco, September 20, 1999
    • 5 replies
    • 2.1k views
    • 
    • John A
    • September 29, 1999

33. ERISA 101(j) Notice

    By Guest EBoomer, September 16, 2011
    • 1 reply
    • 2.1k views
    • 
    • Andy the Actuary
    • September 16, 2011

34. I'm getting sick of this question.

    By Penman2006, September 28, 2007
    • 15 replies
    • 2.1k views
    • 
    • Larry M
    • October 2, 2007

35. Exempt from $1,000 user fee?

    By D Syrett, July 30, 2008
    • 5 replies
    • 2.1k views
    • 
    • D Syrett
    • July 31, 2008

36. Change of Enrolled Actuary

    By david rigby, September 16, 2004
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 17, 2004

37. RMD used for req. contr. due

    By Guest jmrodrig, March 1, 2010
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • March 2, 2010

38. Timing of lump sum distributions

    By AndrewM, April 30, 2025
    • 5 replies
    • 2.1k views
    • 
    • Artie M
    • May 1, 2025

39. Early Retirement

    By Guest MC2, July 19, 2007
    • 13 replies
    • 2.1k views
    • 
    • AndyH
    • July 26, 2007

40. Cash Option Amendment

    By LIBOR, August 29, 2002
    • 15 replies
    • 2.1k views
    • 
    • ishi
    • September 3, 2002

41. Plan Implementation

    By Gary, December 1, 1998
    • 3 replies
    • 2.1k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

42. PPA maximum deduction

    By drakecohen, January 10, 2009
    • 14 replies
    • 2.1k views
    • 
    • Mike Preston
    • January 12, 2009

43. Contributions Included on Form 5500

    By ac, August 2, 2011
    • 8 replies
    • 2.1k views
    • 
    • Bird
    • August 3, 2011

44. PBGC Variable Premium

    By Guest Don N, December 14, 1999
    • 11 replies
    • 2.1k views
    • 
    • mwyatt
    • December 20, 1999

45. Can HC contribute to a 401(k) on a DB/DC Carve out?

    By Guest Roman, March 4, 2004
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 5, 2004

46. Trustee denying a claim

    By Guest jfreeborn, February 1, 2010
    • 9 replies
    • 2.1k views
    • 
    • RCK
    • March 9, 2010

47. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex, October 12, 2023
    • 4 replies
    • 2.1k views
    • 
    • fmsinc
    • October 12, 2023

48. Pension for sole proprietor

    By Gary, December 19, 2008
    • 7 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • February 5, 2009

49. 401(a)(26) and Prior Benefit Structure

    By Lori Foresz, August 4, 2004
    • 1 reply
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 4, 2004

50. 412(i) Magic Language

    By Randy Watson, March 15, 2005
    • 12 replies
    • 2k views
    • 
    • GBurns
    • March 16, 2005