Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Controlled Group

   By AdKu, December 4, 2015   

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

2. 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

3. Change in valuation interest rate

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

4. 401(a)(26) - Post NRA Actuarial Increase

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

5. 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

6. Medical Group Compensation

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

7. 415 Compensation Limit

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

8. Defined Benefit Plan value?

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

9. Participant loans in DB plan

   By Guest lisbetf, December 26, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • December 30, 2002

10. Acturial Fee's?

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

11. Another top heavy ratio ?

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

12. Benefits from 2 DB Plans

    By Guest Max Power, April 13, 2004
    • 11 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 22, 2004

13. Excess Assets and Employee Mandatory Contributions

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

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

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

15. Schedule SB on Relius

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

16. Aggregation Required?

    By Dougsbpc, May 10, 2007
    • 7 replies
    • 1.8k views
    • 
    • Dougsbpc
    • May 11, 2007

17. OBRA 87 FFL bases

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

18. USERRA & service credit in pension plan

    By benefitsguru, June 8, 2015
    • 6 replies
    • 1.8k views
    • 
    • Fielding Mellish
    • January 16, 2016

19. DOL Funding Notice - Terminated Plan

    By Penman2006, June 30, 2009
    • 8 replies
    • 1.8k views
    • 
    • Penman2006
    • August 25, 2009

20. Cash Balance Termination and Restart

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

21. Gain/Loss:Immediate Gain Method

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

22. Defined Benefit/Money Purchase combo

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

23. 30-Year Rate Suspension

    By mwyatt, February 18, 2002
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • March 7, 2002

24. Different Benefit formulas for employees

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

25. 1099 question

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

26. Annual Funding Notice

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

27. Small DB Plan Valuation Software

    By Guest pension222, March 2, 2001
    • 3 replies
    • 1.8k views
    • 
    • David MacLennan
    • March 13, 2001

28. Divorce Decrees and Pension Distributions

    By Molgilny89, November 6, 2024
    • 12 replies
    • 1.8k views
    • 
    • Gina Alsdorf
    • November 18, 2024

29. Professional Ethics

    By Andy the Actuary, March 19, 2009
    • 9 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • April 2, 2009

30. Sticky Plan Termination

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

31. Definition of Accrued Benefit

    By ERISA25, August 2, 2009
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 4, 2009

32. Hours of Service Question

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

33. PBGC premiums for 2007

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

34. 415 limit question

    By dmdavala, October 13, 2015   

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

35. Retroactive Annuity Regulations

    By DTH, January 10, 2005
    • 0 replies
    • 1.8k views
    • 
    • DTH
    • January 10, 2005

36. top heavy contribution CB & PS

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

37. IRS Rev. Proc. 2000-42

    By Andy the Actuary, June 22, 2014
    • 5 replies
    • 1.8k views
    • 
    • tymesup
    • June 26, 2014

38. 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

39. 2009 SB Filing problem - Relius

    By AndyH, July 15, 2010
    • 8 replies
    • 1.8k views
    • 
    • My 2 cents
    • July 21, 2010

40. 401(a)(17) Limit for Year of Benefit Accrual Freeze

    By J. Bringhurst, November 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • November 29, 2007

41. Moody's Aa rate

    By Guest lisbetf, April 1, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 2, 2003

42. EOY Valuation and Accrued Benefit Cost Method

    By Guest Mike Spickard, May 3, 2005
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

43. Max/ Min contributions for terminating DB plan.

    By actuarysmith, April 18, 2001
    • 6 replies
    • 1.8k views
    • 
    • David MacLennan
    • April 19, 2001

44. 415 Lump Sum Basic

    By retbenser, November 8, 2013
    • 6 replies
    • 1.8k views
    • 
    • ubermax
    • November 8, 2013

45. Beginning of Year Valuation

    By Dougsbpc, December 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • FAPInJax
    • December 9, 2005

46. accruals and plan freeze

    By Gary, June 13, 2012
    • 9 replies
    • 1.8k views
    • 
    • ScottR
    • June 13, 2012

47. Maximum Distribution

    By Blinky the 3-eyed Fish, August 15, 2003
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 21, 2003

48. Annual PBGC filing

    By dmb, April 20, 2010
    • 8 replies
    • 1.8k views
    • 
    • dmb
    • June 17, 2010

49. sole prop cash balance plan

    By thepensionmaven, May 21, 2019
    • 11 replies
    • 1.8k views
    • 
    • FPGuy
    • May 24, 2019

50. PIA calculation

    By Gary, September 19, 2000
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • September 19, 2000