Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Contributions to DBPP

   By Gary, May 29, 2008
   • 7 replies
   • 1.9k views
   • 
   • AndyH
   • May 29, 2008

2. excess contribution (nondeductible)

   By k man, March 8, 2005
   • 10 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2005

3. Vesting Due To Company Sale/Forced Terminations

   By Stash026, June 9, 2021
   • 12 replies
   • 1.9k views
   • 
   • Stash026
   • July 13, 2021

4. Underfunded DB Restrictions on Plan Amendments

   By jpokusa, December 3, 2014   

   • AFTAP
   • Benefit Restrictions
   • (and 3 more)

     Tagged with:

     • AFTAP
     • Benefit Restrictions
     • Underfunded DB
     • 436 Restrictions
     • 401(a)(17)
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • December 3, 2014

5. Changes to pension auditing standards?

   By AndyH, May 1, 2007
   • 7 replies
   • 1.9k views
   • 
   • JanetM
   • June 7, 2007

6. Employer funded pension, 14 yrs old divorce with no QDRO

   By SYCS, March 3, 2020
   • 9 replies
   • 1.9k views
   • 
   • Bird
   • March 5, 2020

7. Reporting & Disclosure

   By Guest pcjackson, March 27, 2008
   • 16 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • April 2, 2008

8. Plan termination

   By Belgarath, May 4, 2011
   • 10 replies
   • 1.9k views
   • 
   • SoCalActuary
   • May 4, 2011

9. Transition Credits and Non-Discrimination

   By Guest JimmyP, September 7, 2001
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • September 7, 2001

10. If a DB plan has standard language for payouts at NRA (no later than 6

    By nancy, November 14, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary
    • November 20, 2000

11. GATT interest rate - change in basis

    By Guest Mike Spickard, January 27, 2003
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • January 27, 2003

12. Options for funds transferred to a QRP following overfunded DB plan termination?

    By kmhaab, February 14, 2024
    • 3 replies
    • 1.9k views
    • 
    • Effen
    • February 15, 2024

13. 1993 GAM Table -- help!

    By richard, November 22, 2000
    • 4 replies
    • 1.9k views
    • 
    • richard
    • December 6, 2000

14. Terminating DB plan

    By Guest Doogie61, November 9, 2009
    • 5 replies
    • 1.9k views
    • 
    • JAY21
    • November 10, 2009

15. Cross Testing a Cash Balance Plan

    By mdmoose4, February 15, 2018
    • 7 replies
    • 1.9k views
    • 
    • Calavera
    • February 16, 2018

16. combo db/dc deduction limit

    By Tom Poje, July 23, 2008
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2008

17. Annuity Purchases for Retirees

    By tuni88, October 8, 2015
    • 10 replies
    • 1.9k views
    • 
    • My 2 cents
    • June 1, 2016

18. merger of two plans

    By Dan, April 24, 2015   

    • merger
    • deduction
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • April 24, 2015

19. Effect of plan termination on valuation

    By Guest saeissler, September 2, 2008
    • 3 replies
    • 1.9k views
    • 
    • mwyatt
    • September 2, 2008

20. treatment of terminations within a year of the "termination date"

    By Guest nrnahat, May 21, 2008
    • 6 replies
    • 1.9k views
    • 
    • ak2ary
    • May 23, 2008

21. Aggregate DB and DC for 401(a)(4) and 410(b)-What are the issues?

    By AndyH, April 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • April 22, 2002

22. Can There Be In-Service Distributions From A Cash Balance Plan?

    By metsfan026, January 11, 2022
    • 7 replies
    • 1.9k views
    • 
    • Effen
    • January 12, 2022

23. pre funding balance elections

    By Gary, July 6, 2012
    • 2 replies
    • 1.9k views
    • 
    • tymesup
    • July 9, 2012

24. PVAB death benefit

    By Guest guppy, April 29, 2004
    • 2 replies
    • 1.9k views
    • 
    • MGB
    • April 30, 2004

25. Distribution In-Kind

    By Gary, February 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • David MacLennan
    • February 21, 2007

26. gateway and combined plans

    By abanky, April 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2008

27. Short Plan Year Charges

    By Andy the Actuary, February 14, 2011
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 27, 2012

28. DB/Non-qualified Plan Design

    By kmciver, December 9, 2002
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • December 13, 2002

29. Can In-Kind PT Contributions be reflected on MFSA?

    By Guest billkalke, September 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 29, 2005

30. retro annuity start date- final regs

    By Guest meggie, December 2, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 2, 2003

31. DB surviving spouse annuity - help!

    By Guest cngriffin, April 27, 1999
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • April 30, 1999

32. Revisiting the Combined DB/DC Limitation

    By ubermax, January 10, 2012
    • 6 replies
    • 1.9k views
    • 
    • ubermax
    • January 12, 2012

33. Standard Plan Termination - NOIT & sample NOPB copies to attach

    By AdKu, March 8, 2016   

    • Std. Term
    • Sample NOIT & NOPB
    • 5 replies
    • 1.9k views
    • 
    • AdKu
    • March 8, 2016

34. messed up plan

    By Gary, June 23, 2011
    • 10 replies
    • 1.9k views
    • 
    • Gary
    • July 15, 2011

35. Cash Balance Funding Whipsaw

    By JAY21, December 3, 2008
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 5, 2008

36. 150% of CL

    By Dougsbpc, July 10, 2007
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 10, 2007

37. Grandfathered 415 Accrued Benefit

    By Guest merlin, July 30, 2008
    • 8 replies
    • 1.9k views
    • 
    • ak2ary
    • August 5, 2008

38. Funding a Plan with a bank loan

    By Guest Zippy, April 5, 2012
    • 16 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 7, 2012

39. Early Withdrawal Penalty

    By Pension RC, August 15, 2019
    • 6 replies
    • 1.9k views
    • 
    • Bri
    • August 19, 2019

40. P.L. 104-188 and a memo

    By Guest shronesz, January 7, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2003

41. Non-Profit equals No 404 Limit ?

    By JAY21, September 17, 2007
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • September 20, 2007

42. 401(a)(17) and application of IRS Notice 2001-56

    By Belgarath, October 19, 2005
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 20, 2005

43. Discontinuing a Pension Plan

    By Guest FL GRRL, June 11, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 11, 1999

44. 414k Election/Status/New Ideas

    By Guest John Comelately, December 25, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 25, 2006

45. ERISA 204(h) notice

    By k man, April 4, 2013
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • April 4, 2013

46. Top Heavy Cash Balance Plan

    By Guest pension222, July 22, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 24, 2003

47. Interest added when a lump sum payout is corrected

    By Gary, April 13, 2000
    • 4 replies
    • 1.9k views
    • 
    • richard
    • April 15, 2000

48. PLan compensation

    By Gary, April 4, 2005
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • April 8, 2005

49. Use by Defined Benefit Plan Overfunding to extinguish existing corpora

    By Guest Gibson, July 18, 1999
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • July 26, 1999

50. Unreduced Early Retirement causing forefeiture?

    By John314, July 18, 2017   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • forefeiture
      • early retirement
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • July 18, 2017