Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Deadline for Corrective Amendment

   By Pension RC, September 15, 2014
   • 2 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • September 15, 2014

2. Deadline for deductible contribution

   By Gary, August 3, 2007
   • 0 replies
   • 1k views
   • 
   • Gary
   • August 3, 2007

3. Deadline for Mailing the Annual Funding Notice

   By ac, October 21, 2009
   • 2 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • November 15, 2009

4. Deadline for making Defined Benefit plan contribution

   By MarZDoates, December 27, 2004
   • 1 reply
   • 2.4k views
   • 
   • mwyatt
   • December 27, 2004

5. Deadline for submitting plan for using Form 5307

   By Guest elem, February 23, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 23, 2005

6. Death after benefit election but before ASD

   By CuseFan, September 29, 2017
   • 5 replies
   • 3k views
   • 
   • jpod
   • September 29, 2017

7. Death After Election

   By LIBERTYKID, April 14, 2014
   • 2 replies
   • 1.2k views
   • 
   • jpod
   • April 14, 2014

8. Death Benefit

   By nancy, August 4, 2003
   • 4 replies
   • 1.9k views
   • 
   • AndyH
   • August 5, 2003

9. death benefit

   By Gary, December 6, 2011
   • 8 replies
   • 1.9k views
   • 
   • Gary
   • December 7, 2011

10. Death Benefit & 415 Limit

    By Penman2006, July 30, 2008
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • July 30, 2008

11. Death Benefit after RMD's Begin

    By JBones, December 10, 2010
    • 1 reply
    • 1.3k views
    • 
    • JBones
    • December 16, 2010

12. Death benefit as part of the funding target and recalculating quarterlies

    By Pension RC, May 30, 2014
    • 4 replies
    • 937 views
    • 
    • Pension RC
    • May 30, 2014

13. Death Benefit calculation

    By Guest DBStudentAct, February 18, 2011
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • February 21, 2011

14. Death Benefit Distribution

    By Cloudy, May 7, 2020
    • 2 replies
    • 919 views
    • 
    • CuseFan
    • May 7, 2020

15. death benefit for unmarried participants

    By AndyH, May 27, 2003
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • May 28, 2003

16. Death Benefit from a 412(i) plan

    By Guest jigpsu100, August 15, 2005
    • 8 replies
    • 1.7k views
    • 
    • SoCalActuary
    • August 16, 2005

17. Death benefit from DB Plan

    By Guest lil, September 4, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • September 5, 2008

18. Death benefit if death AFTER RMD's have begun

    By Belgarath, January 2, 2018
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 3, 2018

19. Death Benefit In Excess of QPSA Protected?

    By CuseFan, September 29, 2017
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • September 29, 2017

20. Death Benefit Issues For Deferred Retiree

    By mming, May 20, 2014
    • 2 replies
    • 1k views
    • 
    • Effen
    • May 20, 2014

21. Death Benefit Limits

    By Gary, September 14, 2009
    • 10 replies
    • 2.5k views
    • 
    • JAY21
    • September 18, 2009

22. Death Benefit of Main HCE

    By abanky, September 23, 2009
    • 1 reply
    • 843 views
    • 
    • Andy the Actuary
    • September 23, 2009

23. Death Benefit paid from pension plan

    By Guest forum4, March 9, 2006
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • March 9, 2006

24. Death Benefit under QPSA after plan termination

    By Guest BDZ, November 3, 2005
    • 3 replies
    • 2.3k views
    • 
    • JAY21
    • November 4, 2005

25. Death Benefits in a DB Plan

    By Dennis Povloski, August 11, 2005
    • 7 replies
    • 4k views
    • 
    • Ron Snyder
    • August 25, 2005

26. Death Benefits under PPA

    By rcline46, January 9, 2009
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • January 12, 2009

27. Death Index

    By austin3515, April 28, 2014
    • 4 replies
    • 1.1k views
    • 
    • FormsRstillmylife
    • May 1, 2014

28. Death of alternate payee with split payment qdro

    By Guest mfchristopher, August 30, 2004
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 31, 2004

29. Death of alternative payee before designating beneficiary

    By Guest Eva14, October 1, 2014   

    • Defined Benefits plan
    • beneficiary
    • (and 1 more)

      Tagged with:

      • Defined Benefits plan
      • beneficiary
      • death
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 1, 2014

30. Death of nonhighly compensation employee

    By Egold, November 30, 2023
    • 11 replies
    • 1.2k views
    • 
    • Egold
    • December 1, 2023

31. Death of Plan Sponsor & Minimum Funding

    By §#$%!, January 29, 2016
    • 2 replies
    • 864 views
    • 
    • david rigby
    • January 30, 2016

32. Death of Sole Owner & Trustee of Underfunded 412(e)(3) Plan

    By TPASue, June 24, 2019   

    • death of owner
    • 412(e)(3)
    • (and 1 more)

      Tagged with:

      • death of owner
      • 412(e)(3)
      • underfunded
    • 5 replies
    • 1.4k views
    • 
    • TPASue
    • June 26, 2019

33. Dec 2003 FAS87 discount rate

    By Guest dsyrett, January 7, 2004
    • 20 replies
    • 2.7k views
    • 
    • Guest
    • January 27, 2004

34. deceased majority owner

    By SheilaD, May 23, 2011
    • 3 replies
    • 922 views
    • 
    • Andy the Actuary
    • May 23, 2011

35. Deceased participant and Required Life policy(ies) not purchased

    By flosfur, August 18, 2005
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • August 19, 2005

36. Deceased participant w/ remaining non-taxable base

    By Guest MikeH, April 1, 2003
    • 2 replies
    • 996 views
    • 
    • david rigby
    • April 3, 2003

37. Deceased Plan Sponsor

    By nancy, September 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • September 23, 1999

38. Deceased Terminated Vested Employees

    By Guest meggie, July 23, 2001
    • 6 replies
    • 3.5k views
    • 
    • AndyH
    • March 24, 2005

39. December 2010 FASB Discount Rates

    By Andy the Actuary, December 28, 2010
    • 5 replies
    • 2k views
    • 
    • Effen
    • January 12, 2011

40. Decision Not To Request IRS Determination Letter

    By Andy the Actuary, August 26, 2014
    • 1 reply
    • 868 views
    • 
    • Peter Gulia
    • August 26, 2014

41. Decrease in accrued benefit due to decrease in compensation?

    By Guest Carly, September 9, 2004
    • 15 replies
    • 6.8k views
    • 
    • david rigby
    • September 17, 2004

42. Decrease in Accrued Benefit-Permitted?

    By AndyH, December 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • December 20, 2001

43. Decrease in avg pay decreasing accrued benefit

    By Gary, March 26, 2004
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • March 26, 2004

44. Decreasing Benefit in Two-Plan Offset Arrangment

    By Übernerd, April 9, 2014   

    • 411(a)(9)
    • Early Retirement
    • (and 1 more)

      Tagged with:

      • 411(a)(9)
      • Early Retirement
      • Normal Retirement Benefit
    • 0 replies
    • 825 views
    • 
    • Übernerd
    • April 9, 2014

45. Deduct 2 years' contributions in 1 tax year?

    By Flyboyjohn, February 16, 2019
    • 5 replies
    • 846 views
    • 
    • Mike Preston
    • February 25, 2019

46. Deduct contribution in 2012 that is deposited in 2011?

    By RobN, February 4, 2011
    • 6 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 7, 2011

47. Deductibility

    By David, May 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • David
    • May 21, 2002

48. Deductibility & 10% Penalty - Small Plan Termination

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

49. Deductibility of Contribution

    By Dougsbpc, November 15, 2006
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • November 17, 2006

50. Deductibility of Contribution of funding liability on termination of d

    By Guest Star Seeker, July 31, 2001
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2001