Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 415 limits for variable annuities

   By Guest, February 18, 2000
   • 3 replies
   • 1.8k views
   • 
   • Lorraine Dorsa
   • May 22, 2000

2. Annuity calculator

   By Guest JohnB10, November 19, 1998
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • June 28, 1999

3. EGTRRA sunset provision and FASB

   By Guest Mike Melnick, April 23, 2003
   • 6 replies
   • 1.8k views
   • 
   • FAPInJax
   • April 30, 2003

4. lump sum payout from cash balance plan

   By Gary, July 20, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • July 20, 2000

5. Schedule SB with the extended minimum deadline

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

6. Non-discrimination questions

   By FAPInJax, February 16, 2005
   • 12 replies
   • 1.8k views
   • 
   • Guest
   • February 21, 2005

7. Party In Interest Definition

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

8. revising AFTAP Cert

   By Effen, September 26, 2008
   • 7 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • September 29, 2008

9. Excise Tax On DB Plan Reversions

   By Andy the Actuary, August 14, 2014
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • August 14, 2014

10. Minimum Funding Requirements

    By Guest SIGTWATCHER, May 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • May 30, 2003

11. 412(i) plans: trying to see through the smoke and mirrors

    By AndyH, January 29, 2003
    • 12 replies
    • 1.8k views
    • 
    • AndyH
    • January 29, 2003

12. DB plans integrated with Social Security

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

13. Testing Sevice for the General Test

    By flosfur, January 6, 2004
    • 9 replies
    • 1.8k views
    • 
    • AndyH
    • March 16, 2004

14. FASB assumptions

    By Guest Sus95, October 29, 2008
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • October 30, 2008

15. Terminating Plan

    By abanky, August 11, 2011
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • August 12, 2011

16. Lack of Birth Certificate

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

17. DB (Schedule C income) and DC plan participation

    By Guest MTransue, July 14, 2004
    • 16 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2004

18. Interpretation of Plan document definition

    By Gary, August 17, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 1999

19. Overfunded Pension in a Divorce

    By Richard Tate, June 19, 2019   

    • overfunded db plan
    • divorce
    • (and 3 more)

      Tagged with:

      • overfunded db plan
      • divorce
      • qdro
      • overfunded
      • overfunding
    • 9 replies
    • 1.8k views
    • 
    • Richard Tate
    • June 24, 2019

20. Benefit Restriction Notice

    By Andy the Actuary, March 4, 2010
    • 2 replies
    • 1.8k views
    • 
    • SoCalActuary
    • March 4, 2010

21. 412(i) funding and DC Plans

    By Guest Walt Dallas, July 24, 2001
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • July 26, 2001

22. Beneficiary Designation - Protected Benefit?

    By Guest MOY, July 7, 2006
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • July 7, 2006

23. NRA in the document is 55

    By Jakyasar, January 14, 2023
    • 18 replies
    • 1.8k views
    • 
    • Jakyasar
    • January 17, 2023

24. Waiver of Minimum Funding Standard

    By LIBOR, February 26, 2004
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • February 27, 2004

25. GA Terminal Funding Vehicles

    By Tinman, October 28, 2014
    • 4 replies
    • 1.8k views
    • 
    • My 2 cents
    • October 29, 2014

26. One Man 401k/Cash Balance

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

27. Plan termination and lump sums

    By abanky, September 18, 2007
    • 5 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

28. Cash Balance Plan Vesting Schedule

    By emmetttrudy, May 1, 2009
    • 2 replies
    • 1.8k views
    • 
    • D Syrett
    • May 2, 2009

29. Section 436 and Social Security Leveling Options

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

30. Opting Out of HAFTA for 2013

    By Andy the Actuary, August 30, 2014
    • 5 replies
    • 1.8k views
    • 
    • Hojo
    • September 11, 2014

31. 415 limit and minimum distributions

    By nancy, January 18, 2000
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 20, 2000

32. 411(b) and offset plan

    By Gary, November 8, 2001
    • 4 replies
    • 1.8k views
    • 
    • Gary
    • November 23, 2001

33. 6 year top-heavy graded vesting a suggestion or rule.

    By Guest Fred Maynard, February 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 15, 2005

34. 412(e) plan

    By jkdoll2, December 1, 2009
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2009

35. 415b 3-year average comp

    By Mister Met, September 17, 2010
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 21, 2010

36. AFTAP deadline

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

37. can key EE's waive out to satisfy minimum funding - another winner of

    By Guest TracyAndrews, April 24, 2001
    • 5 replies
    • 1.8k views
    • 
    • IRC401
    • April 29, 2001

38. Opening balance in cash balance plan

    By Gary, June 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • richard
    • June 16, 1999

39. Suspension of benefits notice

    By Guest Rae, April 3, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 3, 2003

40. FSA credit balance and required quarterly contributions

    By Guest HaroldA, June 28, 2005
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 28, 2005

41. MDIB table example

    By Guest EdShill, January 9, 2012
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2012

42. Increases after 70.5 for employee in payment?

    By James, May 20, 2022
    • 7 replies
    • 1.8k views
    • 
    • Effen
    • May 24, 2022

43. Deduction for partial year PBGC with DB/DC combo

    By justanotheradmin, January 7, 2015   

    • PBGC
    • deduction
    • (and 1 more)

      Tagged with:

      • PBGC
      • deduction
      • 401k
    • 3 replies
    • 1.8k views
    • 
    • Calavera
    • January 8, 2015

44. Schedule B attachments-labelling

    By AndyH, May 15, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 1, 2002

45. What is my lump sum?

    By JBones, January 18, 2010
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 20, 2010

46. Non spouse beneficiary

    By Gary, May 20, 2010
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2010

47. Funding for Termination liability

    By dmb, August 2, 2007
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • August 7, 2007

48. NRA 55

    By abanky, January 28, 2010
    • 14 replies
    • 1.8k views
    • 
    • abanky
    • February 23, 2010

49. Deductibility & 10% Penalty - Small Plan Termination

    By David, October 5, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 6, 2000

50. AFN Supplement Question

    By tuni88, June 20, 2015
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • June 21, 2015