Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Control Group Spousal Attribution in Community Property State

   By sgoss, September 21, 2018   

   • controlled
   • group
   • (and 3 more)

     Tagged with:

     • controlled
     • group
     • spousal attribution
     • community property
     • exception
   • 19 replies
   • 2.5k views
   • 
   • SoCalActuary
   • October 10, 2018

2. Controlled Group

   By AdKu, December 4, 2015   

   • Controlled Group
   • 13 replies
   • 1.8k views
   • 
   • AdKu
   • December 4, 2015

3. Controlled Group

   By flosfur, September 16, 2004
   • 36 replies
   • 5.6k views
   • 
   • jane123
   • October 12, 2004

4. Controlled group - is it PBGC covered?

   By Jakyasar, March 1, 2023
   • 2 replies
   • 615 views
   • 
   • truphao
   • March 13, 2023

5. controlled group and 415

   By retbenser, December 18, 2011
   • 5 replies
   • 1.6k views
   • 
   • retbenser
   • December 20, 2011

6. controlled group and eligibility rules to participate

   By Guest Benefitsrock, June 14, 2012
   • 3 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • June 15, 2012

7. Controlled group attribution

   By himt4, July 6, 2015   

   • controlled
   • group
   • (and 3 more)

     Tagged with:

     • controlled
     • group
     • attribution
     • citizen
     • foreign
   • 1 reply
   • 1k views
   • 
   • Mike Preston
   • July 6, 2015

8. Controlled Group Deduction

   By Gary, March 31, 2010
   • 2 replies
   • 1.3k views
   • 
   • David MacLennan
   • April 1, 2010

9. Controlled Group Question

   By flosfur, September 17, 2008
   • 16 replies
   • 2.3k views
   • 
   • flosfur
   • September 19, 2008

10. Controlled Group Question

    By flosfur, November 11, 2008
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 12, 2008

11. Controlled group termination???

    By FAPInJax, June 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • June 21, 2002

12. Controlled Group Testing when Participant / Owner is not eligible?

    By Dougsbpc, December 28, 2022
    • 4 replies
    • 831 views
    • 
    • FPGuy
    • December 29, 2022

13. Controlled Group?

    By figure 8, April 2, 2015
    • 3 replies
    • 1k views
    • 
    • figure 8
    • April 2, 2015

14. CONTROLLED GROUP?

    By himt4, June 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 9, 2005

15. Controlled Group/IRC 404 & 415

    By JAY21, October 26, 2004
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • October 27, 2004

16. Controlled Groups

    By richard, May 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 24, 1999

17. conversion from a 412(i) to standard db

    By abanky, November 24, 2009
    • 3 replies
    • 1.1k views
    • 
    • abanky
    • December 1, 2009

18. Conversion from Final Average Pay Plan to Career Average Pay Plan

    By Guest t936, May 11, 2005
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 25, 2005

19. Conversion of a 412(i) Plan

    By ac, August 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 8, 2006

20. Conversion of DB Plan to DC Plan

    By PJ2009, June 9, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • June 12, 2009

21. Conversion of DB to DC Plan

    By Guest Hedwig, September 10, 2003
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • September 10, 2003

22. Conversion of DC Plan to a DB

    By Guest merlin, July 11, 2003
    • 8 replies
    • 2.9k views
    • 
    • IRC401
    • July 14, 2003

23. Conversion to 412(i)

    By Guest pension222, October 3, 2002
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • October 4, 2002

24. Conversion to Cash Balance

    By Guest Scorpionpenn, April 19, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • April 30, 2003

25. conversion to cash balance plan

    By Guest jyates, January 19, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 19, 1999

26. Conversion to Cash Balance plan

    By Guest stippins, January 28, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • January 31, 2003

27. Conversion to Floor Offset

    By Dougsbpc, May 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 4, 2003

28. Converting a DB Plan into a Cash Balance Plan

    By metsfan026, December 20, 2023
    • 13 replies
    • 2.8k views
    • 
    • NewBieHere
    • April 25, 2025

29. 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

30. converting a DC to a DB plan

    By dmb, November 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 1, 2001

31. Converting a direct rollover to an initial cash balance

    By Guest Mike Melnick, March 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 15, 2003

32. Converting a Traditional Defined Benefit Plan to a Cash Balance Plan

    By Mcomeau, September 21, 2016
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • September 21, 2016

33. Converting Defined Benefit Plan into IRA

    By Alexis K, May 8, 2017   

    • defined benefit plan
    • ira
    • (and 1 more)

      Tagged with:

      • defined benefit plan
      • ira
      • pensco
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 8, 2017

34. conveying db participant costs

    By Guest lip, June 13, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • June 13, 2008

35. COPA - Who/why are they?

    By Effen, November 29, 2005
    • 10 replies
    • 2.5k views
    • 
    • Effen
    • January 11, 2006

36. Coping with FAS 106 liability - Employer cap

    By Guest Noelle, December 9, 2004
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • December 9, 2004

37. Corbel Cash Balance Document

    By AndyH, February 1, 2008
    • 9 replies
    • 1.7k views
    • 
    • SoCalActuary
    • February 4, 2008

38. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1.1k views
    • 
    • AKowalski
    • May 12, 2020

39. Corporate DB plan funding

    By Guest joe9pension, December 13, 2010
    • 1 reply
    • 798 views
    • 
    • david rigby
    • December 13, 2010

40. Corporate merger and employer stock

    By Guest PWBAer, November 13, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 13, 1998
41. Corporate Owned Life Insurance

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

42. Correct DB 415 Failure in DC Plan

    By ERISAAPPLE, July 11, 2018
    • 3 replies
    • 576 views
    • 
    • Mike Preston
    • July 11, 2018

43. Correcting "Restricted Employee" Distribution Error

    By In House Counsel, December 6, 2024
    • 3 replies
    • 703 views
    • 
    • In House Counsel
    • December 12, 2024

44. Correcting a pension deposit error

    By Sixpack, October 10, 2019   

    • minimum funding deadline
    • 0 replies
    • 428 views
    • 
    • Sixpack
    • October 10, 2019

45. Correcting Funding Deficiency

    By VeryOldMan, December 19, 2019
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • December 27, 2019

46. Correcting overpayment made after participant's death

    By Guest embeem, July 31, 2012
    • 2 replies
    • 7.8k views
    • 
    • MoJo
    • July 31, 2012

47. Correcting underpayments

    By TPApril, September 19, 2012
    • 3 replies
    • 2.3k views
    • 
    • SoCalActuary
    • September 20, 2012

48. Correction for not Crediting Service?

    By Guest kjk, April 4, 2002
    • 20 replies
    • 3.2k views
    • 
    • Mike Preston
    • April 9, 2002

49. Correction for not timely starting required minimum distributions on an active employee

    By gle318612, March 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • gle318612
    • March 24, 2009

50. Correction of misallocation of assets when dividing a master trust

    By JDuns, June 27, 2001
    • 0 replies
    • 1.6k views
    • 
    • JDuns
    • June 27, 2001