Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. DB Plan Fees

   By BFree, February 12, 2002
   • 10 replies
   • 2.5k views
   • 
   • mbozek
   • March 7, 2002

2. DB Plan for Participant Over 70 1/2

   By four01kman, August 18, 2003
   • 7 replies
   • 1.9k views
   • 
   • MGB
   • August 19, 2003

3. DB Plan Freeze - After Eligibility but Before Entry Date

   By Guest Chaffee, July 7, 2009
   • 10 replies
   • 3.7k views
   • 
   • tuni88
   • July 9, 2009

4. DB Plan implementation - extension?

   By Hojo, June 17, 2020
   • 1 reply
   • 609 views
   • 
   • C. B. Zeller
   • June 17, 2020

5. DB Plan in distress

   By jkdoll2, August 18, 2009
   • 16 replies
   • 2.2k views
   • 
   • SoCalActuary
   • February 20, 2010

6. DB Plan Investments

   By Guest YATPA, September 13, 2009
   • 1 reply
   • 797 views
   • 
   • SoCalActuary
   • September 13, 2009

7. DB Plan Loan

   By ombskid, November 23, 2010
   • 6 replies
   • 1.9k views
   • 
   • ombskid
   • November 24, 2010

8. DB Plan Maintained by Corporation that is Owned by an Irrevocable Trust under Code Section 414

   By Guest EMM118, January 19, 2007
   • 4 replies
   • 1.5k views
   • 
   • Gary
   • January 24, 2007

9. DB Plan Mandatory Cashouts

   By Hojo, May 16, 2024
   • 11 replies
   • 2.3k views
   • 
   • TheBoxMan
   • July 24, 2024

10. DB plan maximum service credit reduction

    By 7806akp, January 24, 2012
    • 1 reply
    • 902 views
    • 
    • SoCalActuary
    • January 25, 2012

11. DB plan not subject to ERISA Title IV PBGC

    By John Feldt ERPA CPC QPA, May 29, 2008
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 30, 2008

12. DB Plan Overpays lump sum & Participant Rolls into IRA

    By Guest jfreeborn, January 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 6, 2010

13. DB plan pays a $1,000 "death benefit" to a beneficiary desig

    By Guest beth beaube, July 19, 1999
    • 11 replies
    • 2.4k views
    • 
    • Guest
    • July 30, 1999

14. DB Plan Restatements

    By Stash026, April 18, 2016
    • 1 reply
    • 763 views
    • 
    • Belgarath
    • April 18, 2016

15. DB Plan restoral?

    By No Name, December 30, 2004
    • 9 replies
    • 1.5k views
    • 
    • SoCalActuary
    • January 6, 2005

16. DB Plan Rollover

    By waid10, April 20, 2007
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • April 20, 2007

17. DB Plan Service Provider Fees

    By Andy the Actuary, May 12, 2012
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • May 15, 2012

18. db plan statistics

    By Guest cooper, September 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 19, 2002

19. DB Plan Statistics

    By Andy the Actuary, June 15, 2011
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • June 15, 2011

20. DB Plan Stats

    By Guest nsapper, February 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 19, 2004

21. DB plan stmts to participants

    By doombuggy, October 20, 2010
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • October 21, 2010

22. DB Plan Term, IRA RMD Question

    By Rball4, January 14, 2014
    • 5 replies
    • 967 views
    • 
    • BG5150
    • January 14, 2014

23. DB plan terminating and valuation date change

    By Jakyasar, April 20, 2021
    • 2 replies
    • 950 views
    • 
    • Jakyasar
    • April 20, 2021

24. DB Plan Termination

    By Guest le190, October 6, 1999
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 1, 2000

25. DB Plan Termination

    By Guest JimJ, March 13, 2002
    • 20 replies
    • 4.6k views
    • 
    • david rigby
    • March 27, 2002

26. DB Plan termination - big drop in distribution amount from 2022 to 2023

    By Jakyasar, March 10, 2023
    • 5 replies
    • 939 views
    • 
    • Jakyasar
    • April 12, 2023

27. DB Plan Termination - NonPBGC - Assets Insufficient

    By Guest LDorsa, November 10, 2014   

    • DB
    • Plan Termination
    • 17 replies
    • 4.2k views
    • 
    • Mike Preston
    • February 23, 2017

28. DB plan termination before 2019 funding due

    By bonavito44, June 3, 2020
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • June 6, 2020

29. DB Plan Termination Question

    By LIBOR, June 10, 2003
    • 8 replies
    • 1.9k views
    • 
    • LIBOR
    • June 11, 2003

30. DB Plan that forfeits benefits

    By Guest ircreader, July 26, 2005
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • July 26, 2005

31. DB Plan to Cash Balance -- A+B question

    By Guest RiskAdvisor, September 16, 2008
    • 5 replies
    • 1.2k views
    • 
    • ak2ary
    • September 16, 2008

32. DB plan to CB Plan after termination and then rehired

    By Guest cappja, September 29, 2002
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • October 4, 2002

33. DB Plan vesting schedules/ Help please

    By Guest brownslax, July 10, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 10, 2003

34. DB plan waiting for people to hit NRA

    By Bri, November 19, 2018
    • 3 replies
    • 571 views
    • 
    • Bri
    • November 20, 2018

35. DB plan was not funded timely

    By Jakyasar, June 3, 2023
    • 2 replies
    • 1.6k views
    • 
    • CuseFan
    • June 6, 2023

36. DB Plan with 3 EE's (2 HCEs, 1NHCE) with funding level over the 25% deductible limit. Can I add a Safe Harbor 401(k) Plan?

    By Guest RMPension, February 11, 2005
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • February 14, 2005

37. DB plan with an accrual rate for non-owner HCEs

    By John Feldt ERPA CPC QPA, May 4, 2011
    • 7 replies
    • 913 views
    • 
    • John Feldt ERPA CPC QPA
    • May 4, 2011

38. DB Plan With Life Insurance

    By Dougsbpc, June 7, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 8, 2009

39. DB plan with life insurance - funding related

    By Jakyasar, February 27, 2023
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 1, 2023

40. DB Plan With Multiple Formulas For HCEs

    By Guest merlin, October 6, 2004
    • 6 replies
    • 1.3k views
    • 
    • SoCalActuary
    • October 6, 2004

41. DB plan with no active participants

    By Guest saeissler, July 7, 2005
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • July 9, 2005

42. DB Plan with separate income for partner?

    By drakecohen, February 21, 2020
    • 0 replies
    • 397 views
    • 
    • drakecohen
    • February 21, 2020

43. DB Plan without Trustees?

    By ERISAgeek111, January 29, 2019
    • 7 replies
    • 981 views
    • 
    • Larry Starr
    • January 31, 2019

44. DB Plans & 401(a)(9) Amendment

    By Guest SJGR, January 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 14, 2005

45. DB Plans and 415 limits

    By Belgarath, January 18, 2017
    • 20 replies
    • 2.9k views
    • 
    • dan.jock
    • January 31, 2017

46. DB Plans and FDIC

    By Guest RMPension, July 15, 2008
    • 3 replies
    • 1.3k views
    • 
    • JAY21
    • July 15, 2008

47. DB Plans and Marital Interest

    By Guest zoom d, February 21, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • February 21, 2002

48. DB Plans for K1 Income

    By Guest aincog, December 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • December 13, 2006

49. DB plans integrated with Social Security

    By Guest meggie, July 17, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 18, 2001

50. DB Plans, Retroactive Annuity Starting Date

    By Guest aciepluch, December 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 22, 2004