Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Minimum Funding Waiver

   By Guest shronesz, September 6, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • September 6, 2002

2. Post NRA Accruals

   By Guest jfreeborn, July 15, 2010
   • 3 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • July 16, 2010

3. DB 415 limit for muliple plans of same employer

   By Guest eeben, July 19, 2004
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • July 20, 2004

4. partner deductions

   By Gary, June 7, 2012
   • 5 replies
   • 1.7k views
   • 
   • Belgarath
   • June 14, 2012

5. QOSA and QJSA and other JSAs

   By ChrisB., August 29, 2023
   • 5 replies
   • 1.7k views
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   • Sellarsian
   • September 1, 2023

6. 415 Comp Limit

   By Pension RC, July 30, 2013
   • 4 replies
   • 1.7k views
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   • david rigby
   • July 30, 2013

7. return of contribution

   By Gary, January 10, 2011
   • 5 replies
   • 1.7k views
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   • Belgarath
   • January 14, 2011

8. Late late quarterlies

   By Blinky the 3-eyed Fish, August 18, 2008
   • 4 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • August 18, 2008

9. DB/DC Combo plan, general test

   By John Feldt ERPA CPC QPA, July 3, 2007
   • 6 replies
   • 1.7k views
   • 
   • AndyH
   • July 6, 2007

10. 11g and vesting

    By Ted Munice, March 9, 2017   

    • 11g
    • vesting
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • March 29, 2017

11. Asset reversion?

    By Guest babs51, August 9, 2006
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 9, 2006

12. Involuntary Distributions

    By Guest mingblue, July 12, 2001
    • 4 replies
    • 1.7k views
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    • RCK
    • July 16, 2001

13. Death Benefit from a 412(i) plan

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

14. Lump Sum Death Benefit Rollover-able?

    By tuni88, September 18, 2009
    • 4 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 24, 2009

15. Partners of LLC - Pension Deductions

    By Gary, March 13, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • March 23, 2008

16. Participation under 415(b)(5)(A)

    By Guest pension222, December 5, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 2002

17. Funding for a short plan year

    By Blinky the 3-eyed Fish, September 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 23, 2002

18. Fully-insured Plans

    By Blinky the 3-eyed Fish, September 27, 2007
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • September 28, 2007

19. Mortality and Turnover Table

    By Blinky the 3-eyed Fish, October 18, 2005
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 19, 2005

20. Problem with surplus assets

    By ScottR, August 8, 2009
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 10, 2009

21. Non Discrimination Compliance

    By Gary, March 15, 2007
    • 4 replies
    • 1.7k views
    • 
    • Don Levit
    • March 29, 2007

22. Unfunded CL Deduction Limit for a New Plan

    By Guest jody303, June 22, 2004
    • 14 replies
    • 1.7k views
    • 
    • david rigby
    • June 24, 2004

23. Sponsor out of business-second request

    By Guest art, April 29, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • May 22, 1999

24. 415 Limitations-414(k) Accounts

    By JAY21, January 5, 2005
    • 1 reply
    • 1.7k views
    • 
    • David MacLennan
    • January 6, 2005

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

    By Jim Chad, December 19, 2017
    • 11 replies
    • 1.7k views
    • 
    • ESOP Guy
    • December 27, 2017

26. Disregarding Prior Service for Rehired Employee

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

27. 436-AFTAP Transition % requirements

    By JAY21, July 16, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 17, 2009

28. IRC 415 100% comp limit post-NRD

    By Guest, September 27, 2000
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • September 28, 2000

29. Underfunded DB Plans and VEBA's

    By Guest Thornton, September 22, 2006
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 23, 2006

30. Line 38 of Schedule SB

    By JAY21, July 29, 2010
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • July 29, 2010

31. When are quarterlies required for 2009 plan year?

    By dmb, August 5, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 18, 2009

32. New Plan with initial short year and PPA

    By mwyatt, October 4, 2012
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • October 4, 2012

33. AFTAP and Burning the FSCB

    By Blinky the 3-eyed Fish, March 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 28, 2008

34. Required Minimum Distribution

    By Guest fambrak, October 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • October 17, 2006

35. DB w/414k account

    By JAY21, August 19, 2005
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • August 20, 2005

36. FAP Calc stumper...

    By Guest tomaney, March 27, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 2002

37. IBM agrees to liability in Cash balance lawsuit

    By mbozek, September 30, 2004
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • October 2, 2004

38. PBGC termination - Notice of Plan Benefit

    By Dinosaur, September 2, 2010
    • 0 replies
    • 1.7k views
    • 
    • Dinosaur
    • September 2, 2010

39. Commissions on Life Insurance

    By Effen, November 8, 2006
    • 4 replies
    • 1.7k views
    • 
    • SteveH
    • November 10, 2006

40. Benchmark/comparison of defined pension plans in healthcare/hospitals.

    By Guest gainsbury, April 5, 1999
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 14, 1999

41. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009, December 13, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • December 13, 2004

42. elapsed time method for crediting service

    By Gary, March 17, 2003
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • March 17, 2003

43. Cash Balance Plan termination; how to value participants' accounts for distribution purposes?

    By Guest penman, September 23, 2003
    • 5 replies
    • 1.7k views
    • 
    • IRC401
    • September 30, 2003

44. Deficit Reduction Contribution

    By Guest sdolce, July 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • July 9, 2001

45. Congratulations Mike Preston

    By AndyH, August 24, 2017
    • 9 replies
    • 1.7k views
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    • Dougsbpc
    • August 28, 2017

46. Need mortality table 1977 Railroad Board Disabled annuitants

    By Guest DBtech, March 25, 2004
    • 2 replies
    • 1.7k views
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    • WDIK
    • March 25, 2004

47. Terminated DB Plan

    By Lorraine Dorsa, February 16, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 1999

48. PBGC Missing Participant - Cash Balance

    By Hojo, October 1, 2020
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • October 5, 2020

49. Calculation of Lump Sum

    By ac, August 31, 2010
    • 3 replies
    • 1.7k views
    • 
    • My 2 cents
    • September 1, 2010

50. Integrated DB / Actuarial Eq.

    By Guest penman, August 20, 2005
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2005