Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Defined Benefit Plans

   By Guest Julie, March 27, 2003
   • 5 replies
   • 1.4k views
   • 
   • Guest
   • March 28, 2003

2. Amendment After Year End

   By Dougsbpc, September 1, 2006
   • 5 replies
   • 2k views
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   • Dougsbpc
   • September 6, 2006

3. required quarterly contributions

   By abanky, September 24, 2008
   • 5 replies
   • 1.5k views
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   • FAPInJax
   • September 24, 2008

4. Underfunded Defined Benefit Plans

   By Ron Snyder, November 24, 2010
   • 5 replies
   • 1.2k views
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   • AndyH
   • December 7, 2010

5. DB DC Combo - Gateway

   By John Feldt ERPA CPC QPA, February 25, 2011
   • 5 replies
   • 5k views
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   • John Feldt ERPA CPC QPA
   • February 28, 2011

6. Early Retirement Windows

   By david rigby, May 22, 2000
   • 5 replies
   • 5.8k views
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   • card
   • June 10, 2002

7. Quick Gateway Question - DB/DC Combo Plan

   By metsfan026, May 2, 2023
   • 5 replies
   • 1.3k views
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   • DBnme
   • May 17, 2023

8. Accrued to date general testing method- fixes in event of failure

   By AndyH, December 1, 2003
   • 5 replies
   • 1.6k views
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   • AndyH
   • December 2, 2003

9. DB 415 Limit question

   By fiona1, June 9, 2005
   • 5 replies
   • 2k views
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   • wmyer
   • June 10, 2005

10. PBGC premium filing

    By Guest TammyS, April 7, 2009
    • 5 replies
    • 4.7k views
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    • carrots
    • May 16, 2009

11. Spouse of Self-employed individual

    By Gary, June 30, 2006
    • 5 replies
    • 2.4k views
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    • SteveH
    • August 4, 2006

12. benefit for funding

    By Gary, June 27, 2012
    • 5 replies
    • 1.4k views
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    • Gary
    • July 6, 2012

13. Form 5500 Intranet Posting

    By AndyH, November 18, 2009
    • 5 replies
    • 4.4k views
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    • TPApril
    • December 12, 2017

14. Disregarding Prior Service for Rehired Employee

    By stbennet, July 7, 2010
    • 5 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • July 7, 2010

15. Frozen Accuals and the 415 Limit

    By mming, June 16, 2011
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • June 17, 2011

16. Beneficiary designation with multiple beneficiaries

    By Belgarath, June 17
    • 5 replies
    • 1.3k views
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    • Belgarath
    • June 19

17. Year of Service Accrued Benefit

    By Guest tscher, July 29, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2004

18. Unit Credit Funding In the Year of Plan Termination

    By Guest merlin, August 31, 2007
    • 5 replies
    • 1.2k views
    • 
    • Penman2006
    • September 6, 2007

19. Statement With Information Reported on Form SSA

    By Guest cjk, April 15, 2005
    • 5 replies
    • 1.4k views
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    • WDIK
    • April 22, 2005

20. cash balance conversion

    By Guest MC2, April 3, 2007
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 4, 2007

21. Lump sum distribution - administrative delay

    By Guest Bearlee, June 4, 2008
    • 5 replies
    • 5.1k views
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    • Guest
    • June 5, 2008

22. Breach of Fiduciary Duty

    By Janie, August 15, 2017
    • 5 replies
    • 1.5k views
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    • Janie
    • August 15, 2017

23. yield curve & election months

    By HiVi, April 7, 2009
    • 5 replies
    • 1.5k views
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    • HiVi
    • April 16, 2009

24. Credit Balance Elections and Timing

    By Guest pm01, May 4, 2009
    • 5 replies
    • 1.9k views
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    • dmb
    • May 5, 2009

25. Schedule SB, line 6 b - plan related expenses

    By Jakyasar, March 27, 2022
    • 5 replies
    • 936 views
    • 
    • jessieba
    • April 21, 2022

26. Charging DB Participants For Distributions

    By Guest Grumpy455, October 18, 2005
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • October 19, 2005

27. Terminating a PBGC-covered 412(i) Plan

    By Guest Carol the Writer, May 25, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2006

28. 417(e) Question

    By ERISA25, August 3, 2009
    • 5 replies
    • 5.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 3, 2009

29. October 417(e) Interest Rates

    By Sellarsian, November 19, 2018
    • 5 replies
    • 1.6k views
    • 
    • Sellarsian
    • November 20, 2018

30. Failure to include Schedule SB

    By JustMe, October 15, 2020
    • 5 replies
    • 967 views
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    • Bob the Swimmer
    • October 18, 2020

31. Taking over services

    By Guest Ricky, September 14, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • September 14, 2004

32. Funding for Termination liability

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

33. Notice of Benefit Restriction under PPA 06

    By Guest lerieleech, April 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • April 11, 2008

34. Exempt from $1,000 user fee?

    By D Syrett, July 30, 2008
    • 5 replies
    • 2.1k views
    • 
    • D Syrett
    • July 31, 2008

35. Maximum Deductible CoOntribution

    By emmetttrudy, April 15, 2010
    • 5 replies
    • 1.4k views
    • 
    • tymesup
    • July 30, 2012

36. Restricted employee window of opportunity

    By dmb, March 30, 2006
    • 5 replies
    • 1.9k views
    • 
    • dmb
    • March 30, 2006

37. Changing to a DB plans with benefits by group

    By Guest saeissler, November 20, 2006
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • November 22, 2006

38. IRS required commitment to fully fund terminating CB plan

    By shERPA, May 25, 2016
    • 5 replies
    • 1.2k views
    • 
    • Calavera
    • May 27, 2016

39. Which governs, frozen accrued benefit or indexed 415 Dollar Limit?

    By David MacLennan, April 30, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • May 3, 2001

40. required min distributions

    By Gary, December 13, 2011
    • 5 replies
    • 1.6k views
    • 
    • Effen
    • December 15, 2011

41. Cash balance plan with owner/spouse as sole participants; must be 100% funded to take a distribution?

    By MGOAdmin, May 8, 2015   

    • Cash Balance
    • funding
    • (and 1 more)

      Tagged with:

      • Cash Balance
      • funding
      • distribution
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • May 13, 2015

42. Underfunded Plan Spinoff

    By Guest Scott McHenry, May 30, 2002
    • 5 replies
    • 2.9k views
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    • Guest
    • May 31, 2002

43. One owner DB and 401a26 issue

    By Jakyasar, March 29, 2022
    • 5 replies
    • 944 views
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    • truphao
    • March 31, 2022

44. Reduction of benefit payable at age 65 (NRA)?

    By Gary, May 21, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 25, 2001

45. Aggregate DB and DC for 401(a)(4) and 410(b)-What are the issues?

    By AndyH, April 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • April 22, 2002

46. DB Plan with 3 EE's (2 HCEs, 1NHCE) with funding level over the 25% deductible limit. Can I add a Safe Harbor 401(k) Plan?

    By Guest RMPension, February 11, 2005
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • February 14, 2005

47. Annual Funding Notice for terminated Plan

    By AndyH, October 4, 2010
    • 5 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • October 4, 2010

48. Another RMD Question

    By Dougsbpc, June 21, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 21, 2017

49. Defined Benefit/Money Purchase combination

    By Lynn Campbell, May 7, 1999
    • 5 replies
    • 1.6k views
    • 
    • Lorraine Dorsa
    • May 14, 1999

50. 415 Max Payout question

    By Lou S., November 21, 2023
    • 5 replies
    • 681 views
    • 
    • truphao
    • November 22, 2023