Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

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

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

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

3. Underfunded DB Plan

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

4. pension actuarial calculation

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

5. Missing Amendment

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

6. PBGC penalties - can anything be done?

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

7. Eligibility - Entry Date

   By retbenser, November 21, 2010
   • 6 replies
   • 8.2k views
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   • My 2 cents
   • November 22, 2010

8. When does a plan become covered by PBGC

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

9. 412i Plan

   By Gary, July 29, 2009
   • 6 replies
   • 1.6k views
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   • Gary
   • July 31, 2009

10. One-person plan initial plan year

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

11. LOAN TO PLAN FOR REAL ESTATE PURCHASE

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

12. cash balance plans & reversions

    By Guest MMBest, January 14, 1999
    • 6 replies
    • 2.8k views
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    • richard
    • January 16, 1999

13. Excluding "some" union employees

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

14. 417(e) alternate interpretation?

    By AndyH, December 28, 2007
    • 6 replies
    • 1.2k views
    • 
    • JAY21
    • December 28, 2007

15. DB/K plan document

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

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

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

17. 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

18. Beneficiaries do not want death benefit

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

19. 2017 mortality - effect on annuities

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

20. Successor Employer

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

21. New Plan Document - Benefit Formula

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

22. Outsourcing DB / CB Plans

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

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

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

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

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

25. How to calculate Required Minimum Distribution

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

26. Underfunded?

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

27. Reasonable Funding Method

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

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

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

29. Anyone Got A Magic Bullett?

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

30. Deceased Terminated Vested Employees

    By Guest meggie, July 23, 2001
    • 6 replies
    • 3.5k views
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    • AndyH
    • March 24, 2005

31. Trying to understand DB calcs....

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

32. Floor Offset question

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

33. "Active participation" in DB plan

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

34. Actuarial Increase starts when?

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

35. Voluntary Contributions

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

36. Household employee

    By Gary, January 18, 2010
    • 6 replies
    • 3.7k views
    • 
    • D Syrett
    • January 19, 2010

37. Normal ret age amendment

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

38. guild benefits

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

39. 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

40. Received email from the pbgc

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

41. UP-1994 Unisex

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

42. Compensation limit is retroactive

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

43. Change in asset valuation method

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

44. Definition of Benefit In A Cash Balance Plan

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

45. Required Credit Balance "Burn"

    By JAY21, February 19, 2009
    • 6 replies
    • 2.4k views
    • 
    • JAY21
    • February 20, 2009

46. Term Certain Annuity and RMD

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

47. Providing Top Heavy in the Cash Balance Plan

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

48. 417(e) assumptions for SECURE Act disclosure

    By gc@chimentowebb.com, November 8, 2024
    • 6 replies
    • 948 views
    • 
    • gc@chimentowebb.com
    • November 9, 2024

49. Mandatory Rollover Rules

    By Guest hyper, March 23, 2005
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

50. 415 limit for frozen fiscal plan

    By Jakyasar, September 17, 2024
    • 6 replies
    • 630 views
    • 
    • Jakyasar
    • September 18, 2024