Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 415(b) Calculation

   By metsfan026, January 2, 2025
   • 3 replies
   • 1.8k views
   • 
   • CuseFan
   • January 2, 2025

2. Valuation assumptions

   By Gary, September 17, 2005
   • 5 replies
   • 1.8k views
   • 
   • SoCalActuary
   • September 20, 2005

3. Missing Participant & Rev Proc 2003-44

   By Guest ircreader, November 24, 2003
   • 4 replies
   • 1.8k views
   • 
   • imchipbrown
   • December 2, 2003

4. Highly Compensated Former Employee and Plan Term

   By CarolineK, February 13, 2013
   • 18 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • February 15, 2013

5. Cash Balance Owner Allocation Formula

   By MGOAdmin, October 21, 2014   

   • Allocation Formula
   • cash balance
   • 3 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • October 23, 2014

6. withdrawing from annuity fund

   By Guest JD698, July 23, 2002
   • 3 replies
   • 1.8k views
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   • david rigby
   • July 23, 2002

7. FICA wages used for SSLI payment option

   By Guest nic, May 9, 2001
   • 1 reply
   • 1.8k views
   • 
   • RCK
   • May 9, 2001

8. Accrued Benefit Calculation High 5 of last 10

   By emmetttrudy, September 21, 2010
   • 16 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • September 24, 2010

9. actuarial equivalence

   By HiVi, November 22, 2010
   • 5 replies
   • 1.8k views
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   • david rigby
   • November 23, 2010

10. 415 Mortality

    By abanky, November 28, 2007
    • 2 replies
    • 1.8k views
    • 
    • tymesup
    • December 26, 2007

11. Stock Investment in DB Plan - Prohibited?

    By Guest AEA, February 5, 2003
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • February 6, 2003

12. From Individual Agg to EANC

    By Guest Roman, September 18, 2003
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2003

13. More PPA Potholes

    By Andy the Actuary, December 29, 2008
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 31, 2008

14. Is a non-electing DB church plan protected from creditors

    By katieinny, January 27, 2011
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • January 28, 2011

15. COntribution to a DB Plan

    By Gary, November 16, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • November 16, 2004

16. OBRA FFL Bases an Aggregate Method - HOT NEWS

    By Guest, March 30, 2000
    • 9 replies
    • 1.8k views
    • 
    • mwyatt
    • April 4, 2000

17. Court case on 417(e) calculations

    By davef, May 5, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 14, 1999

18. Protected benefits

    By Gary, December 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 21, 2001

19. Disqualified Plan, Not-For-Profit

    By Rball4, October 23, 2013
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • October 25, 2013

20. Overfunded DB Plan

    By 12AX7, December 11, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • December 12, 2006

21. Aggregated 401a4 Test

    By JBones, March 15, 2011
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

22. Comparability Review, where to start?

    By Guest Hoard, February 6, 1999
    • 11 replies
    • 1.8k views
    • 
    • Hoard1
    • February 16, 1999

23. Life insurance beneficiary designation-opposite of Egelhoff

    By Guest Susanne, December 26, 2001
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • December 28, 2001

24. PBGC Filing in Year of Termination

    By JBones, March 23, 2010
    • 7 replies
    • 1.8k views
    • 
    • JBones
    • March 25, 2010

25. DB Lump Sums and Restricted Employees

    By CuseFan, March 24, 2017
    • 9 replies
    • 1.8k views
    • 
    • Lou S.
    • March 12, 2019

26. Prohibited Transaction

    By eilano, February 7, 2002
    • 11 replies
    • 1.8k views
    • 
    • KJohnson
    • February 8, 2002

27. Owner/HCE Participant Exclusion - New Cash Balance Plan

    By Guest JimJ, May 5, 2005
    • 7 replies
    • 1.8k views
    • 
    • mbozek
    • May 11, 2005

28. 401a26 for frozen or terminating plan

    By Ted Munice, July 18, 2018   

    • 401a26
    • frozen
    • (and 1 more)

      Tagged with:

      • 401a26
      • frozen
      • terminating
    • 3 replies
    • 1.8k views
    • 
    • SSRRS
    • September 19, 2019

29. FTAP computed using vested benefits?

    By Guest Jcarolan, May 26, 2009
    • 11 replies
    • 1.8k views
    • 
    • SoCalActuary
    • May 28, 2009

30. IRS Determination of DB plan

    By Gary, January 28, 2009
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2009

31. Schedule SB with the extended minimum deadline

    By Bri, June 17, 2020
    • 8 replies
    • 1.8k views
    • 
    • Effen
    • July 21, 2020

32. 404(a)(7) Again

    By AndyH, October 15, 2007
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • October 16, 2007

33. Cash Balance Suspension of Benefits, Actuarial Adjustment

    By Guest aciepluch, March 24, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 24, 2006

34. Deductibility of one-time large contribution to fully fund and terminate DB.

    By RayJJohnsonJr, July 3, 2017
    • 15 replies
    • 1.8k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

35. 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

36. Lump Sum and QDRO

    By Guest mom1921, September 30, 2008
    • 3 replies
    • 1.8k views
    • 
    • Effen
    • September 30, 2008

37. Non-deductible contributions

    By Guest flogger, November 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 28, 2006

38. Change in valuation interest rate

    By Blinky the 3-eyed Fish, July 11, 2006
    • 6 replies
    • 1.8k views
    • 
    • zimbo
    • July 12, 2006

39. Automatic IRA Rollovers

    By Guest David M, June 5, 2006
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • June 5, 2006

40. Sample Benefits Restriction Notice

    By Andy the Actuary, April 12, 2008
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • April 15, 2008

41. Gain/Loss:Immediate Gain Method

    By Guest Don N, January 7, 2000
    • 4 replies
    • 1.8k views
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    • John A
    • January 11, 2000

42. Brokerage Account and DB Plan

    By Guest mingblue, February 7, 2007
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2007

43. Disability definition

    By Benefits to all, March 21, 2013
    • 4 replies
    • 1.8k views
    • 
    • tymesup
    • March 22, 2013

44. AFTAP deadline

    By Jakyasar, May 23, 2020
    • 7 replies
    • 1.8k views
    • 
    • Jakyasar
    • May 27, 2020

45. What a Mess ! AFTAP

    By Andy the Actuary, April 1, 2010
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • April 2, 2010

46. 1099 question

    By Pension RC, January 8, 2014
    • 6 replies
    • 1.8k views
    • 
    • masteff
    • January 8, 2014

47. Lump Sum restriction for top 25 ?

    By Guest DBPension, April 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 2009

48. Interest on credit balance for quarterly contribution requirement

    By dmb, July 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2008

49. Benefit Accruals

    By Guest SCUDDESLER, October 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • Gary
    • October 18, 2002

50. PBGC Form 1-ES

    By ubermax, February 16, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 16, 2006