Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 401(a)(4) and Safe Harbor Plan

   By Dougsbpc, February 1, 2007
   • 2 replies
   • 1.8k views
   • 
   • Dougsbpc
   • February 1, 2007

2. REDUCED EXCISE TAX ON REVERSIONS

   By Guest steve dolce, February 22, 2000
   • 2 replies
   • 1.8k views
   • 
   • mwyatt
   • March 20, 2000

3. Form 5330 Help

   By Guest penman, October 19, 2005
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 19, 2005

4. Non-bargained staff in a multiemployer plan.

   By mal, December 16, 2004
   • 4 replies
   • 1.8k views
   • 
   • SoCalActuary
   • December 16, 2004

5. Contribution Deductibility

   By Stash026, December 22, 2020
   • 12 replies
   • 1.8k views
   • 
   • Mike Preston
   • December 23, 2020

6. Collection of Overpaid Benefits

   By Guest AuditZ, October 3, 2005
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • October 3, 2005

7. Basic Nondiscrimination Q

   By Guest lvegas, October 18, 2004
   • 7 replies
   • 1.8k views
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   • Blinky the 3-eyed Fish
   • October 21, 2004

8. Excess Assets and Employee Mandatory Contributions

   By AndyH, June 22, 2016
   • 5 replies
   • 1.8k views
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   • AndyH
   • June 23, 2016

9. Is This a Loophole ? Or , What Am I Missing ?

   By LIBOR, May 9, 2005
   • 6 replies
   • 1.8k views
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   • ubermax
   • May 11, 2005

10. 415 limit question

    By dmdavala, October 13, 2015   

    • 415
    • death benefit
    • 3 replies
    • 1.8k views
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    • tymesup
    • April 19, 2017

11. Must Frozen DB Plans switch to UC Funding (per 2004 gray book)?

    By Guest Bill Kalke, April 1, 2004
    • 5 replies
    • 1.8k views
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    • Guest
    • April 2, 2004

12. Party In Interest Definition

    By Guest tlpickard, October 25, 2004
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • October 25, 2004

13. life insurance in db plans

    By Guest mich823, November 8, 2001
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • November 12, 2001

14. Schedule SB on Relius

    By ScottR, February 5, 2009
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • May 14, 2009

15. Defined Benefit Plan value?

    By Guest Sandylou, February 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • February 10, 2001

16. top heavy contribution CB & PS

    By abanky, October 13, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • October 18, 2008

17. LOAN TO PLAN FOR REAL ESTATE PURCHASE

    By Gary, December 28, 2004
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 30, 2004

18. Excluding a Participant from future accruals

    By Guest sueczer, May 25, 2006
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 26, 2006

19. Participant died, no beneficiary form on file

    By truphao, April 11, 2023
    • 13 replies
    • 1.8k views
    • 
    • Bird
    • April 12, 2023

20. PBGC Coverage

    By Dougsbpc, August 18, 2006
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 2006

21. Pension Plan Investments

    By Gary, September 17, 2009
    • 11 replies
    • 1.8k views
    • 
    • Gary
    • September 22, 2009

22. 430(h)(4) - funding assumptions for Lump Sum benefits

    By carrots, February 19, 2010
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • February 22, 2010

23. One Man 401k/Cash Balance

    By metsfan026, August 24, 2021
    • 6 replies
    • 1.8k views
    • 
    • Bri
    • September 10, 2021

24. QJSA: Most Valuable Form of Benefit

    By BTG, January 20, 2016
    • 0 replies
    • 1.8k views
    • 
    • BTG
    • January 20, 2016

25. EGTRRA and 404 Deduction Limitations

    By Blinky the 3-eyed Fish, July 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 5, 2002

26. Acturial Fee's?

    By Guest Garry, March 15, 1999
    • 2 replies
    • 1.8k views
    • 
    • Lorraine Dorsa
    • March 16, 1999

27. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 21, 2020

28. OBRA 87 FFL bases

    By flosfur, September 14, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • September 20, 2005

29. Tough Question (at least for me)

    By Dougsbpc, December 7, 2002
    • 9 replies
    • 1.8k views
    • 
    • Everett Moreland
    • December 9, 2002

30. Change in definition of Actuarial Equivalence

    By John Feldt ERPA CPC QPA, February 28, 2013
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2013

31. Integrated Benefit - Is AB protected?

    By Guest HaroldA, May 16, 2005
    • 8 replies
    • 1.8k views
    • 
    • AndyH
    • May 17, 2005

32. Cash Balance Termination and Restart

    By AndyH, January 25, 2010
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2010

33. Lack of Birth Certificate

    By Guest SueJ, October 23, 2002
    • 5 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 1, 2002

34. Can a terminated employee who was in a DB plan rollover his funds into

    By Guest Tara Curran, November 21, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • April 1, 2001

35. Defined Benefit/Money Purchase combo

    By Lynn Campbell, January 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • Lorraine Dorsa
    • January 20, 1999

36. Controlled Group

    By AdKu, December 4, 2015   

    • Controlled Group
    • 13 replies
    • 1.8k views
    • 
    • AdKu
    • December 4, 2015

37. 401(a)(26) - Post NRA Actuarial Increase

    By jpm56, December 20, 2011
    • 3 replies
    • 1.8k views
    • 
    • jpm56
    • January 6, 2012

38. Different Benefit formulas for employees

    By Gary, April 22, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2008

39. Medical Group Compensation

    By richard, March 13, 2000
    • 9 replies
    • 1.8k views
    • 
    • richard
    • April 13, 2000

40. Maximum Permissible Contribution

    By Guest MikeMiller, May 13, 2002
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 14, 2002

41. PBG Audit

    By RLR, April 17, 2012
    • 8 replies
    • 1.8k views
    • 
    • RLR
    • April 30, 2012

42. Minimum participation rules - meaningful benefit

    By Guest seissler, April 1, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2005

43. 2006 DB Minimum Distributions

    By AndyH, January 10, 2006
    • 7 replies
    • 1.8k views
    • 
    • AndyH
    • January 12, 2006

44. Another top heavy ratio ?

    By Guest xplan, March 15, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 19, 2001

45. Annual Funding Notice

    By FAPInJax, February 18, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2009

46. Sticky Plan Termination

    By Guest Keith N, December 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 24, 2001

47. PBGC premiums for 2007

    By david rigby, February 6, 2007
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2007

48. Hours of Service Question

    By jpod, February 21, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2010

49. 415 Compensation Limit

    By Andy the Actuary, December 29, 2012
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • December 29, 2012

50. Amend to remove lump sum option of benefit payment

    By rodin111, July 21, 2015   

    • Benefit Distribution
    • 5 replies
    • 1.8k views
    • 
    • rodin111
    • July 21, 2015