Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 415(b) Maximum paid after social security retirement age

   By Guest Marino13, November 4, 2002
   • 6 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • November 5, 2002

2. Does anybody super-integrate CB plans?

   By Bri, December 13, 2022
   • 6 replies
   • 746 views
   • 
   • Bill Presson
   • December 15, 2022

3. Actuarial valuation

   By Gary, September 29, 2010
   • 6 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • January 12, 2011

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

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

5. Is This a Loophole ? Or , What Am I Missing ?

   By LIBOR, May 9, 2005
   • 6 replies
   • 1.8k views
   • 
   • ubermax
   • May 11, 2005

6. Underfunded DB Plan

   By JAY21, August 29, 2006
   • 6 replies
   • 1.7k views
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   • ak2ary
   • September 1, 2006

7. pension actuarial calculation

   By Gary, July 29, 2010
   • 6 replies
   • 1.7k views
   • 
   • david rigby
   • July 30, 2010

8. Missing Amendment

   By JBones, February 22, 2011
   • 6 replies
   • 1.3k views
   • 
   • JBones
   • February 28, 2011

9. PBGC penalties - can anything be done?

   By Guest emmaboo, March 5, 2014
   • 6 replies
   • 1.5k views
   • 
   • Calavera
   • March 7, 2014

10. Eligibility - Entry Date

    By retbenser, November 21, 2010
    • 6 replies
    • 8.3k views
    • 
    • My 2 cents
    • November 22, 2010

11. When does a plan become covered by PBGC

    By Guest RBlaine, February 18, 2009
    • 6 replies
    • 2k views
    • 
    • WDIK
    • February 19, 2009

12. 412i Plan

    By Gary, July 29, 2009
    • 6 replies
    • 1.7k views
    • 
    • Gary
    • July 31, 2009

13. One-person plan initial plan year

    By emmetttrudy, August 25, 2010
    • 6 replies
    • 1.3k views
    • 
    • David MacLennan
    • August 26, 2010

14. LOAN TO PLAN FOR REAL ESTATE PURCHASE

    By Gary, December 28, 2004
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 30, 2004

15. cash balance plans & reversions

    By Guest MMBest, January 14, 1999
    • 6 replies
    • 2.9k views
    • 
    • richard
    • January 16, 1999

16. Excluding "some" union employees

    By Guest penman, November 5, 2005
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • November 15, 2005

17. 417(e) alternate interpretation?

    By AndyH, December 28, 2007
    • 6 replies
    • 1.3k views
    • 
    • JAY21
    • December 28, 2007

18. DB/K plan document

    By Guest JohnCal, June 21, 2012
    • 6 replies
    • 1.7k views
    • 
    • mwyatt
    • July 11, 2012

19. What is the present value of a lifetime pension?

    By jlf, August 16, 2000
    • 6 replies
    • 2.3k views
    • 
    • david rigby
    • August 17, 2000

20. Issues associated with cut backs due to change in HCE determination

    By Guest sui generis, November 11, 2008
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

21. Beneficiaries do not want death benefit

    By BombyxMori, August 22, 2019
    • 6 replies
    • 2k views
    • 
    • ESOPMomma
    • August 23, 2019

22. 2017 mortality - effect on annuities

    By SoCalActuary, November 15, 2016
    • 6 replies
    • 1k views
    • 
    • Calavera
    • November 16, 2016

23. Successor Employer

    By flosfur, January 27, 2004
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • January 29, 2004

24. New Plan Document - Benefit Formula

    By JBones, August 22, 2011
    • 6 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011

25. Outsourcing DB / CB Plans

    By mjf06241972, April 23, 2020
    • 6 replies
    • 783 views
    • 
    • Hojo
    • May 8, 2020

26. Cash Balance - Minimum Participation Failure - How to Correct?

    By waid10, November 12, 2023
    • 6 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 13, 2023

27. use of EGTRRA 401(a)(17) limit in frozen DB Plan

    By EGB, February 22, 2002
    • 6 replies
    • 2k views
    • 
    • EGB
    • February 25, 2002

28. How to calculate Required Minimum Distribution

    By JRN, July 29, 2010
    • 6 replies
    • 6.9k views
    • 
    • AndyH
    • July 29, 2010

29. Underfunded?

    By Guest tintree73, March 31, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • April 1, 2004

30. Reasonable Funding Method

    By flosfur, June 8, 2005
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • June 9, 2005

31. LLC - Partnership and Plan Comp in year of freeze

    By AndyH, April 30, 2009
    • 6 replies
    • 1.1k views
    • 
    • AndyH
    • May 4, 2009

32. Anyone Got A Magic Bullett?

    By Andy the Actuary, May 29, 2008
    • 6 replies
    • 1.3k views
    • 
    • jpod
    • May 30, 2008

33. Deceased Terminated Vested Employees

    By Guest meggie, July 23, 2001
    • 6 replies
    • 3.6k views
    • 
    • AndyH
    • March 24, 2005

34. Trying to understand DB calcs....

    By K-t-F, January 28, 2004
    • 6 replies
    • 1.9k views
    • 
    • Effen
    • January 31, 2004

35. Floor Offset question

    By Dougsbpc, July 30, 2007
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 1, 2007

36. "Active participation" in DB plan

    By billfgrady, January 2, 2008
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • January 3, 2008

37. Actuarial Increase starts when?

    By rcline46, August 20, 2015
    • 6 replies
    • 1.3k views
    • 
    • rcline46
    • August 20, 2015

38. Voluntary Contributions

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

39. Household employee

    By Gary, January 18, 2010
    • 6 replies
    • 3.8k views
    • 
    • D Syrett
    • January 19, 2010

40. Normal ret age amendment

    By Gary, December 22, 2010
    • 6 replies
    • 1.1k views
    • 
    • Gary
    • December 23, 2010

41. guild benefits

    By Gary, June 22, 2012
    • 6 replies
    • 1.8k views
    • 
    • Gary
    • August 2, 2012

42. IRC 4980(d) Excess Asset Transfer

    By JAY21, July 8, 2013   

    • Is A Form 5310-A needed ?
    • 6 replies
    • 3.7k views
    • 
    • chc93
    • July 12, 2013

43. Received email from the pbgc

    By SSRRS, November 13, 2025
    • 6 replies
    • 866 views
    • 
    • david rigby
    • November 14, 2025

44. UP-1994 Unisex

    By abanky, August 23, 2011
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

45. Compensation limit is retroactive

    By MGB, August 31, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • September 5, 2001

46. Change in asset valuation method

    By dmb, February 2, 2016
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • February 3, 2016

47. Definition of Benefit In A Cash Balance Plan

    By metsfan026, March 18, 2022
    • 6 replies
    • 773 views
    • 
    • Nate S
    • March 21, 2022

48. Required Credit Balance "Burn"

    By JAY21, February 19, 2009
    • 6 replies
    • 2.5k views
    • 
    • JAY21
    • February 20, 2009

49. Term Certain Annuity and RMD

    By AF2019, August 26, 2019
    • 6 replies
    • 1.5k views
    • 
    • Big Tuna
    • August 30, 2019

50. Providing Top Heavy in the Cash Balance Plan

    By MLML, March 8, 2019
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • March 8, 2019