Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Does 411(d)(6) protection of the subsidized lump sum apply in these scenarios

   By gle318612, August 10, 2011
   • 3 replies
   • 1.9k views
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   • Guest
   • August 10, 2011

2. Unionized PEO's

   By Guest dshively2, August 8, 2011
   • 6 replies
   • 1.5k views
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   • Guest
   • August 10, 2011

3. Date of Entry after a Plan Freeze

   By Guest raintrain19, August 5, 2011
   • 2 replies
   • 1.1k views
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   • david rigby
   • August 6, 2011

4. 401(a)(26) prior benefits structure

   By Dennis Povloski, August 5, 2011
   • 7 replies
   • 3.8k views
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   • Effen
   • August 15, 2011

5. Unpaid Excise Taxes

   By Guest GWilliams, August 4, 2011
   • 1 reply
   • 1.1k views
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   • david rigby
   • August 4, 2011

6. 417(e)(3) Rate

   By ERISA25, August 4, 2011
   • 2 replies
   • 1.9k views
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   • david rigby
   • August 4, 2011

7. Joint and Survivor Annuities

   By Guest rhector12, August 4, 2011
   • 4 replies
   • 2.7k views
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   • david rigby
   • August 4, 2011

8. 401(a)(26) for cpb for owners only under audit

   By frizzyguy, August 3, 2011
   • 14 replies
   • 3.1k views
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   • frizzyguy
   • December 16, 2011

9. Document vs Implementation

   By retbenser, August 2, 2011
   • 6 replies
   • 1.3k views
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   • Effen
   • August 3, 2011

10. Contributions Included on Form 5500

    By ac, August 2, 2011
    • 8 replies
    • 2.1k views
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    • Bird
    • August 3, 2011

11. How soon to notify vested terminated employee?

    By tuni88, August 1, 2011
    • 1 reply
    • 1.1k views
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    • david rigby
    • August 1, 2011

12. cushion amount

    By Gary, July 29, 2011
    • 1 reply
    • 1.1k views
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    • FAPInJax
    • August 1, 2011

13. plan amendment

    By Gary, July 28, 2011
    • 3 replies
    • 1k views
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    • Gary
    • July 28, 2011

14. plan termination

    By Gary, July 22, 2011
    • 4 replies
    • 1.2k views
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    • ScottR
    • July 23, 2011

15. IRS Notice 87-20

    By Guest algeis, July 22, 2011
    • 3 replies
    • 2.8k views
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    • Belgarath
    • July 22, 2011

16. 415 $ limit for age less than 62

    By RLR, July 21, 2011
    • 11 replies
    • 4.4k views
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    • JBones
    • August 11, 2011

17. Changing Beneficiary of Post Retirement Death Benefit

    By Guest BWNWE, July 20, 2011
    • 1 reply
    • 1.3k views
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    • david rigby
    • July 21, 2011

18. Partial Distribution

    By JBones, July 20, 2011
    • 4 replies
    • 1.8k views
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    • JBones
    • August 5, 2011

19. Simple 417e Question

    By ac, July 20, 2011
    • 2 replies
    • 1.1k views
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    • ac
    • July 20, 2011

20. Defined Benefit contribution

    By jkdoll2, July 19, 2011
    • 14 replies
    • 1.7k views
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    • AndyH
    • July 22, 2011

21. Changing Valuation Date

    By Dougsbpc, July 17, 2011
    • 0 replies
    • 889 views
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    • Dougsbpc
    • July 17, 2011

22. changing valuation date

    By Dinosaur, July 15, 2011
    • 3 replies
    • 1k views
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    • Dinosaur
    • July 18, 2011

23. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 2 replies
    • 1.1k views
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    • masteff
    • July 13, 2011

24. blank schedule sb

    By Gary, July 7, 2011
    • 1 reply
    • 959 views
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    • SoCalActuary
    • July 8, 2011

25. cash balance plan calculation

    By Gary, July 7, 2011
    • 1 reply
    • 1.1k views
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    • Guest
    • July 11, 2011

26. Overfunded plan and excise tax

    By retbenser, July 4, 2011
    • 6 replies
    • 3.4k views
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    • ETA Consulting LLC
    • July 5, 2011

27. Is it necessary to grandfather present values?

    By Guest Navysalad, July 4, 2011
    • 3 replies
    • 1.4k views
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    • Guest
    • July 12, 2011

28. Form 5500-SF/EZ and 412(e)(3)

    By retbenser, July 1, 2011
    • 2 replies
    • 1.5k views
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    • Gary
    • July 1, 2011

29. plan benefits for distribution upone termination

    By Gary, July 1, 2011
    • 0 replies
    • 782 views
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    • Gary
    • July 1, 2011

30. Change in valuation date

    By John Feldt ERPA CPC QPA, June 30, 2011
    • 14 replies
    • 4.6k views
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    • tymesup
    • May 30, 2014

31. 415 application after plan freeze revisited

    By Gary, June 30, 2011
    • 4 replies
    • 3.4k views
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    • Guest
    • July 13, 2011

32. 401(a)(26) meaningful benefit

    By John Feldt ERPA CPC QPA, June 30, 2011
    • 1 reply
    • 915 views
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    • SoCalActuary
    • June 30, 2011

33. 410(b) benefiting in a 412(e)(3)

    By DMcGovern, June 30, 2011
    • 2 replies
    • 890 views
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    • DMcGovern
    • June 30, 2011

34. Sch SB - Change in lookback month

    By retbenser, June 30, 2011
    • 3 replies
    • 999 views
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    • Dinosaur
    • July 1, 2011

35. cash balance plan amendments

    By Gary, June 29, 2011
    • 1 reply
    • 847 views
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    • SoCalActuary
    • June 30, 2011

36. election to change segment rates

    By Dinosaur, June 24, 2011
    • 3 replies
    • 1.7k views
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    • Dinosaur
    • July 12, 2011

37. cash balance plan design

    By Gary, June 24, 2011
    • 1 reply
    • 1.1k views
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    • Guest
    • July 11, 2011

38. messed up plan

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

39. Section 436 and Social Security Leveling Options

    By AndyH, June 23, 2011
    • 3 replies
    • 1.8k views
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    • Guest
    • July 11, 2011

40. Annual Funding Notice

    By Young Curmudgeon, June 23, 2011
    • 3 replies
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • June 24, 2011

41. cash balance plan

    By Gary, June 23, 2011
    • 7 replies
    • 2k views
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    • frizzyguy
    • June 28, 2011

42. non discrimination testing

    By Gary, June 22, 2011
    • 2 replies
    • 1.2k views
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    • AndyH
    • June 22, 2011

43. Protected Benefit Issue Regarding NRA Change from 59 to 62

    By emmetttrudy, June 22, 2011
    • 5 replies
    • 1.5k views
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    • emmetttrudy
    • June 22, 2011

44. Relative Value

    By John Feldt ERPA CPC QPA, June 22, 2011
    • 9 replies
    • 3.4k views
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    • Mr. T
    • June 23, 2011

45. Can There Be Discrimination Where There's No Discrimination?

    By Andy the Actuary, June 19, 2011
    • 3 replies
    • 1.2k views
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    • frizzyguy
    • June 21, 2011

46. DB offset plan and 415 limits

    By Guest Dave Peckham, June 18, 2011
    • 2 replies
    • 1.1k views
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    • Guest
    • June 20, 2011

47. top heavy testing

    By Guest joe9pension, June 17, 2011
    • 3 replies
    • 1.1k views
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    • AndyH
    • June 17, 2011

48. Merger Vesting Calculations

    By Guest lawfive, June 17, 2011
    • 1 reply
    • 863 views
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    • Andy the Actuary
    • June 17, 2011

49. cash bal plan design

    By Gary, June 17, 2011
    • 4 replies
    • 1.2k views
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    • SoCalActuary
    • June 18, 2011

50. Cross Testing - $1 PS vs $1 CB

    By carrots, June 16, 2011
    • 11 replies
    • 1.6k views
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    • frizzyguy
    • June 22, 2011