Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Controlled group attribution

   By himt4, July 6, 2015   

   • controlled
   • group
   • (and 3 more)

     Tagged with:

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

2. Controlled Group Deduction

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

3. Controlled Group Question

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

4. Controlled Group Question

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

5. Controlled group termination???

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

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

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

7. Controlled Group?

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

8. CONTROLLED GROUP?

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

9. Controlled Group/IRC 404 & 415

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

10. Controlled Groups

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

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

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

12. 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

13. Conversion of a 412(i) Plan

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

14. Conversion of DB Plan to DC Plan

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

15. Conversion of DB to DC Plan

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

16. Conversion of DC Plan to a DB

    By Guest merlin, July 11, 2003
    • 8 replies
    • 2.8k views
    • 
    • IRC401
    • July 14, 2003

17. Conversion to 412(i)

    By Guest pension222, October 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • October 4, 2002

18. Conversion to Cash Balance

    By Guest Scorpionpenn, April 19, 2003
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • April 30, 2003

19. conversion to cash balance plan

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

20. Conversion to Cash Balance plan

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

21. Conversion to Floor Offset

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

22. Converting a DB Plan into a Cash Balance Plan

    By metsfan026, December 20, 2023
    • 13 replies
    • 2.6k views
    • 
    • NewBieHere
    • April 25

23. 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

24. converting a DC to a DB plan

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

25. 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

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

    By Mcomeau, September 21, 2016
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • September 21, 2016

27. 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

28. conveying db participant costs

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

29. COPA - Who/why are they?

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

30. Coping with FAS 106 liability - Employer cap

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

31. Corbel Cash Balance Document

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

32. Coronavirus-related distributions

    By Ian, May 5, 2020
    • 8 replies
    • 1k views
    • 
    • AKowalski
    • May 12, 2020

33. Corporate DB plan funding

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

34. Corporate merger and employer stock

    By Guest PWBAer, November 13, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 13, 1998
35. Corporate Owned Life Insurance

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

36. Correct DB 415 Failure in DC Plan

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

37. Correcting "Restricted Employee" Distribution Error

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

38. Correcting a pension deposit error

    By Sixpack, October 10, 2019   

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

39. Correcting Funding Deficiency

    By VeryOldMan, December 19, 2019
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • December 27, 2019

40. Correcting overpayment made after participant's death

    By Guest embeem, July 31, 2012
    • 2 replies
    • 7.7k views
    • 
    • MoJo
    • July 31, 2012

41. Correcting underpayments

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

42. Correction for not Crediting Service?

    By Guest kjk, April 4, 2002
    • 20 replies
    • 3.1k views
    • 
    • Mike Preston
    • April 9, 2002

43. 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

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

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

45. Corrective Amendment and Top Heavy Minimum

    By Dougsbpc, September 9, 2014
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 9, 2014

46. Corrective amendment to pass 401(a)(4)

    By Guest sueczer, September 29, 2006
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • September 29, 2006

47. Correlation between 11-g and AFTAP less than 60% - 401a26 issue

    By Jakyasar, February 8, 2023
    • 5 replies
    • 717 views
    • 
    • Calavera
    • February 10, 2023

48. cost method changes

    By Gary, April 8, 2011
    • 3 replies
    • 1.1k views
    • 
    • JAY21
    • April 11, 2011

49. Cost of Actuarial Services

    By Guest forum4, October 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • October 28, 2005

50. Cost of insured death benefits in a DB plan.

    By Guest pension222, September 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 18, 2002