Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Mass Submitter, Volume Submitter, or Prototype Cash Balance Plan?

   By Guest TaxedToDeath, September 6, 2011
   • 2 replies
   • 2k views
   • 
   • Guest
   • September 6, 2011

2. FAS #87 & #132

   By flosfur, June 30, 2005
   • 4 replies
   • 2k views
   • 
   • Guest
   • July 6, 2005

3. No 1 year lookback period under 1.417(e) for determining GATT Interest

   By Guest nickf, April 17, 2000
   • 1 reply
   • 2k views
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   • david rigby
   • April 18, 2000

4. Amendment After Year End

   By Dougsbpc, September 1, 2006
   • 5 replies
   • 2k views
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   • Dougsbpc
   • September 6, 2006

5. Restricted HCE distributions-Any suggestions?

   By AndyH, March 20, 2001
   • 5 replies
   • 2k views
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   • Guest
   • March 22, 2001

6. Early Retirement Windows

   By Guest HarveyC, November 12, 2002
   • 2 replies
   • 2k views
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   • mbozek
   • December 2, 2002

7. AFTAP reporting in year following change in val date

   By JBones, August 16, 2011
   • 5 replies
   • 2k views
   • 
   • Guest
   • August 17, 2011

8. Permitted Disparity Calculation?

   By Guest newtobenefits, September 23, 2008
   • 1 reply
   • 2k views
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   • SoCalActuary
   • September 23, 2008

9. 2010 Sch. SE & the Small Business Jobs Act of 2010

   By ubermax, January 28, 2012
   • 12 replies
   • 2k views
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   • ubermax
   • February 1, 2012

10. 404(a)(7) - Q&A 9 - DB/DC Deduction Limits

    By carrots, April 27, 2009
    • 7 replies
    • 2k views
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    • Guest
    • April 30, 2009

11. DB 415 Limit question

    By fiona1, June 9, 2005
    • 5 replies
    • 2k views
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    • wmyer
    • June 10, 2005

12. Severance Benefit as Part of Early Retirement Window

    By Scott, August 22, 2000
    • 2 replies
    • 2k views
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    • Guest
    • August 23, 2000

13. New Cash Balance Plan

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

14. Cash balance

    By QNPG, March 7, 2011
    • 7 replies
    • 2k views
    • 
    • SoCalActuary
    • March 9, 2011

15. PBGC Premium Refunds

    By nancy, August 19, 2010
    • 6 replies
    • 2k views
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    • nancy
    • September 1, 2010

16. Single member plan excludes employees in the controlled group

    By katieinny, September 19, 2011
    • 10 replies
    • 2k views
    • 
    • kerry
    • December 19, 2017

17. 2009 AFTAP and reducing balances to avoid restrictions

    By Guest TammyS, March 16, 2009
    • 12 replies
    • 2k views
    • 
    • Guest
    • March 19, 2009

18. Self-employed, earned income, pension deductions

    By Gary, July 18, 2005
    • 3 replies
    • 2k views
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    • mbozek
    • July 19, 2005

19. Brain Cramp - AFTAP and Shortfall Amortization

    By mwyatt, February 4, 2009
    • 4 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 5, 2009

20. Separate Ben Structure

    By David, December 6, 2001
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • December 12, 2001

21. Vesting on Plan Termination - revisited

    By flosfur, October 29, 2005
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • November 1, 2005

22. Should I defer at age 65? Deadline coming fast...

    By Guest RobertKnox, April 16, 2014
    • 6 replies
    • 2k views
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    • Guest
    • April 17, 2014

23. Cash Balance interest crediting rate

    By Guest Jmar401k, December 5, 2014
    • 3 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 6, 2014

24. Early Retirement Window & Non-Discrimination Testing

    By LIBOR, July 11, 2005
    • 1 reply
    • 2k views
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    • Guest
    • July 12, 2005

25. 412(i) contributions

    By Guest Vinodh, May 17, 2011
    • 10 replies
    • 2k views
    • 
    • Guest
    • May 18, 2011

26. Asset Smoothing Methods

    By david rigby, October 8, 2001
    • 4 replies
    • 2k views
    • 
    • GBurns
    • October 13, 2001

27. Prohibited Transaction?

    By emmetttrudy, March 18, 2014
    • 15 replies
    • 2k views
    • 
    • jpod
    • March 24, 2014

28. Interpretation of Plan's assumptions to calculate lump sums

    By Gary, November 14, 2000
    • 2 replies
    • 2k views
    • 
    • Gary
    • November 15, 2000

29. rollover into 401(k) plan

    By Guest cculhane, December 21, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 1999

30. Voluntary Contributions

    By luissaha, December 4, 2015
    • 6 replies
    • 2k views
    • 
    • My 2 cents
    • December 8, 2015

31. Is it possible to find Q&A sessions from previous ASPA conferences?

    By Guest smhjr, October 7, 2004
    • 8 replies
    • 2k views
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    • Guest
    • October 11, 2004

32. IRS Circular 230 Disclosure

    By Effen, October 5, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • October 5, 2005

33. PBGC Form 10 Waiver

    By AndyH, June 19, 2012
    • 4 replies
    • 2k views
    • 
    • AndyH
    • June 19, 2012

34. TPA Failures Caused Problems for Client

    By SwimmingInBowelsOfERISA, July 10, 2019   

    • cash balance plan
    • funding requirements
    • 26 replies
    • 2k views
    • 
    • austin3515
    • July 16, 2019

35. Voluntary/Mandatory Contributions

    By Guest SCHAEFM2, May 14, 2003
    • 3 replies
    • 2k views
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    • mwyatt
    • May 15, 2003

36. Present value of 415 benefit

    By Guest HaroldA, April 6, 2005
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2005

37. Accrued Benefit - Late Retirement

    By JBones, February 15, 2011
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • April 19, 2011

38. Which mortality table for 2007 lump sums?

    By tuni88, January 21, 2007
    • 13 replies
    • 2k views
    • 
    • FAPInJax
    • February 21, 2007

39. PPA 430 Valuation - Lump Sum PBGC

    By Andy the Actuary, October 7, 2008
    • 3 replies
    • 2k views
    • 
    • Andy the Actuary
    • October 15, 2008

40. New Plan for S-corp

    By Guest DCquestioner, October 30, 2008
    • 12 replies
    • 2k views
    • 
    • J Simmons
    • November 4, 2008

41. 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
    • 2k views
    • 
    • Larry Starr
    • August 7, 2018

42. COL percentage history for 415 dollar limit.

    By Guest WareJK, January 24, 1999
    • 2 replies
    • 2k views
    • 
    • david rigby
    • January 30, 1999

43. Tax Max under IRC 404(a)(1)(D)

    By Guest meggie, August 3, 2001
    • 3 replies
    • 2k views
    • 
    • david rigby
    • August 3, 2001

44. Penalties If Can't Fund Their Contributions

    By metsfan026, September 10
    • 4 replies
    • 2k views
    • 
    • metsfan026
    • September 11

45. 436 bifurcation question

    By AndyH, May 7, 2012
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 9, 2012

46. 401(a)(26)

    By nancy, January 26, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • February 5, 1999

47. 417(e) phase in for new plans?

    By Guest Philip2, April 30, 2008
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • May 2, 2008

48. CASH BALANCE INTEREST CREDITS - CORBEL DOC

    By AndyH, July 2, 2010
    • 11 replies
    • 2k views
    • 
    • david rigby
    • July 6, 2010

49. How can we find missing beneficiaries (life insurance and defined bene

    By Guest B Husani, November 30, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • December 2, 1999

50. cash balance discrimination testing

    By dmb, November 20, 2002
    • 6 replies
    • 2k views
    • 
    • dmb
    • November 21, 2002