Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Opening balance in cash balance plan

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

2. Interpretation of Plan document definition

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

3. Benefit Restriction Notice

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

4. revising AFTAP Cert

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

5. 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

6. guild benefits

   By Gary, June 22, 2012
   • 6 replies
   • 1.8k views
   • 
   • Gary
   • August 2, 2012

7. Cash Balance Plan Vesting Schedule

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

8. ERISA, STATUTE OF LIMITATIONS

   By Guest ericdavis009, December 13, 2004
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • December 13, 2004

9. Section 436 and Social Security Leveling Options

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

10. 412(e) plan

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

11. American Rescue Plan Act

    By C. B. Zeller, March 11, 2021
    • 13 replies
    • 1.8k views
    • 
    • Hojo
    • March 22, 2021

12. 415b 3-year average comp

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

13. 412(i) funding and DC Plans

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

14. Beneficiary Designation - Protected Benefit?

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

15. PBGC Missing Participant - Cash Balance

    By Hojo, October 1, 2020
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • October 5, 2020

16. 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

17. NRA 55

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

18. 415 limit and minimum distributions

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

19. 411(b) and offset plan

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

20. Opting Out of HAFTA for 2013

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

21. Plan termination and lump sums

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

22. Restricted Distributions to HCEs

    By JAY21, February 21, 2013   

    • What if there are no NHCEs
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 25, 2013

23. Schedule B attachments-labelling

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

24. conversion to cash balance plan

    By Guest jyates, January 19, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 19, 1999

25. Takeover plan only has a few past SSA's

    By Jim Chad, December 19, 2017
    • 11 replies
    • 1.8k views
    • 
    • ESOP Guy
    • December 27, 2017

26. normal retirement age forfeitures due to 415

    By Draper55, August 14, 2019
    • 5 replies
    • 1.8k views
    • 
    • Doc Ument
    • August 15, 2019

27. 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

28. Can a Grandfathered Benefit Trump the QJSA Most-Valuable Rule?

    By Übernerd, May 7, 2013   

    • QJSA
    • Lump Sum
    • 0 replies
    • 1.8k views
    • 
    • Übernerd
    • May 7, 2013

29. AFN Supplement Question

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

30. First Year Plan Maximum Contribution

    By Dougsbpc, February 24, 2011
    • 5 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • February 24, 2011

31. QPSA - Single Sum Payment

    By RTK, July 3, 2003
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 3, 2003

32. Employee Fraud

    By ac, September 15, 2004
    • 10 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2004

33. Agreement with PBGC to Appoint PBGC as Trustee

    By Guest pauline, July 9, 1999
    • 2 replies
    • 1.8k views
    • 
    • Dowist
    • July 13, 1999

34. Schedule B filing

    By Gary, March 17, 2009
    • 7 replies
    • 1.8k views
    • 
    • Gary
    • March 18, 2009

35. Limitations on Current Liability Rates

    By MGB, June 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • MGB
    • June 25, 2002

36. What is my lump sum?

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

37. Timing of distribution notice

    By Guest ChuckLakeshore, February 27, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • March 2, 1999

38. Age calculation under 415(B) for early payment

    By Guest MattL, December 29, 2000
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • December 29, 2000

39. Required minimum distribution calculation

    By Guest Turtle_01, March 10, 2005
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • March 10, 2005

40. Non spouse beneficiary

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

41. Cash Balance Plan with young owner

    By carrots, August 11, 2010
    • 7 replies
    • 1.8k views
    • 
    • My 2 cents
    • August 12, 2010

42. Deductibility & 10% Penalty - Small Plan Termination

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

43. Suspension of benefits notice

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

44. Funding for Termination liability

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

45. Top Heavy Benefit after Freeze

    By Pension RC, December 3, 2013
    • 5 replies
    • 1.8k views
    • 
    • Pension RC
    • December 4, 2013

46. 2008 EOY AFTAP's

    By Blinky the 3-eyed Fish, September 17, 2008
    • 13 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2008

47. DB Terminations

    By J. Bringhurst, October 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • J. Bringhurst
    • October 24, 2006

48. return of contribution

    By Gary, January 10, 2011
    • 5 replies
    • 1.8k views
    • 
    • Belgarath
    • January 14, 2011

49. Maximum Cash Balance Contribution

    By abanky, January 23, 2007
    • 3 replies
    • 1.8k views
    • 
    • SoCalActuary
    • January 23, 2007

50. What mortality table is appropriate?

    By Gary, February 27, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 27, 2001