Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Corbel Cash Balance Document

   By AndyH, February 1, 2008
   • 9 replies
   • 1.7k views
   • 
   • SoCalActuary
   • February 4, 2008

2. 415 limits

   By FAPInJax, August 7, 2007
   • 6 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • August 15, 2007

3. Limitations on Accelerated Benefit Distributions

   By YankeeFan, March 12, 2008
   • 5 replies
   • 1.7k views
   • 
   • SoCalActuary
   • March 13, 2008

4. I am looking for a copy of an ASPPA Q&A

   By SteveH, August 11, 2006
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • August 15, 2006

5. Life Insurance in DB PLan

   By Gary, December 8, 2006
   • 3 replies
   • 1.7k views
   • 
   • WDIK
   • December 13, 2006

6. Schedule F filer and DB contribution

   By Guest Rae, February 23, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 27, 2006

7. Participant died, no beneficiary form on file

   By truphao, April 11, 2023
   • 13 replies
   • 1.7k views
   • 
   • Bird
   • April 12, 2023

8. MV Yield Calculation

   By david rigby, April 3, 2009
   • 3 replies
   • 1.7k views
   • 
   • AndyH
   • May 7, 2010

9. Adding Offset Provision to Existing DB Plan - 411(d)(6) issues

   By Guest APierce, January 21, 2005
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 24, 2005

10. New plan for older doctor - does this work?

    By Guest, February 23, 2001
    • 9 replies
    • 1.7k views
    • 
    • AndyH
    • February 23, 2001

11. Error on prior year Schedule B - Procedure under EFAST

    By mwyatt, August 3, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 3, 2001

12. Software for Cash Balance Plans/testing

    By Chippy, April 13, 2015
    • 10 replies
    • 1.7k views
    • 
    • My 2 cents
    • April 28, 2015

13. Majority Owner for PBGC's standard termination

    By flosfur, May 27, 2008
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

14. pension actuarial calculation

    By Gary, July 29, 2010
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • July 30, 2010

15. 415 increases

    By AndyH, July 24, 2008
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • July 25, 2008

16. Notice of Benefit Restriction under PPA 06

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

17. Termination Liability in Cash Balance Plan

    By Pension RC, November 3, 2016
    • 6 replies
    • 1.7k views
    • 
    • My 2 cents
    • November 7, 2016

18. IRS disallowing a deduction taken for year of deposit although required for previous year.

    By Earl, September 24, 2003
    • 12 replies
    • 1.7k views
    • 
    • mbozek
    • September 25, 2003

19. AFTAP < 60%

    By emmetttrudy, May 12, 2010
    • 4 replies
    • 1.7k views
    • 
    • Effen
    • May 18, 2010

20. Restricted payouts for surviving spouse of a top 25 employee? Any opti

    By JDuns, December 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 31, 2001

21. American Rescue Plan Act

    By C. B. Zeller, March 11, 2021
    • 13 replies
    • 1.7k views
    • 
    • Hojo
    • March 22, 2021

22. 401(h) accounts

    By arthurkagan, March 20, 2023
    • 7 replies
    • 1.7k views
    • 
    • NARAYANAN MOHANAN
    • September 16, 2023

23. Participant Notices if Benefit Restrictions apply

    By dmb, January 24, 2008
    • 4 replies
    • 1.7k views
    • 
    • JanetM
    • February 11, 2008

24. plan with only HCEs

    By Guest mrsactuary, April 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • April 25, 2008

25. What are 'correct' assets for funding?

    By FAPInJax, July 28, 2004
    • 8 replies
    • 1.7k views
    • 
    • FAPInJax
    • September 16, 2004

26. Compensation Used For EBAR Calculation

    By metsfan026, February 18, 2022
    • 10 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 22, 2022

27. optional forms, anti-cutback rule and plan termination

    By Guest Salvador A Mander, March 31, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 31, 2010

28. Beneficiary incarcerated

    By Guest calcu, June 8, 2004
    • 1 reply
    • 1.7k views
    • 
    • maverick
    • June 8, 2004

29. Reduction in flat benefit formula

    By Guest AlCal, July 20, 2000
    • 4 replies
    • 1.7k views
    • 
    • Gary
    • July 24, 2000

30. Ethical Dilemma

    By LIBOR, March 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • March 26, 2001

31. Cash balance general confusion

    By Guest saeissler, March 16, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 2006

32. forego receipt of benefits and affect on Schedule SB

    By John Feldt ERPA CPC QPA, May 27, 2010
    • 8 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • May 28, 2010

33. PPA Restatement for DBs

    By Cynchbeast, March 29, 2020
    • 3 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • March 30, 2020

34. FAS 158

    By Guest mingblue, October 31, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 31, 2006

35. Lump sum calc for J&50 Normal Form

    By Guest Keith N, March 6, 2002
    • 2 replies
    • 1.7k views
    • 
    • David
    • March 6, 2002

36. Accrued Benefits

    By Guest jjm, February 10, 2012
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 15, 2012

37. Deduction for Terminating Plan

    By ac, May 21, 2003
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 23, 2003

38. Change in Actuary

    By Guest mo, October 22, 1999
    • 4 replies
    • 1.7k views
    • 
    • Larry M
    • October 23, 1999

39. non-discrimination testing a partial plan freeze

    By ishi, October 30, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2002

40. Cash Balance Plan meaningful benefit

    By Guest elem, May 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 27, 2005

41. Cash Balance software recommendations

    By AndyH, June 22, 2007
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • July 2, 2007

42. I need help with distribution calcs

    By SteveH, June 26, 2006
    • 11 replies
    • 1.7k views
    • 
    • JAY21
    • June 28, 2006

43. Restrictions on cashouts; 417(e) question

    By newguy2012, May 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • newguy2012
    • May 24, 2012

44. Contribution Deduction

    By Dougsbpc, March 17, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 18, 2005

45. Overfunded Frozen DB Plan

    By Doghouse, September 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • September 2, 2010

46. Schedule C & W2 income

    By HKSUN, July 7, 2020
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • July 8, 2020

47. Subsidized Joint and Survivor

    By Guest mo, November 22, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 23, 1999

48. Is this protected because of timing?

    By C2C, August 30, 2006
    • 5 replies
    • 1.7k views
    • 
    • C2C
    • August 31, 2006

49. Which Form 5300 Do I Use?

    By Lame Duck, January 8, 2014
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • January 9, 2014

50. SFAS interest rates as of 6/30/2005

    By Guest BDZ, August 30, 2005
    • 8 replies
    • 1.7k views
    • 
    • Effen
    • September 3, 2005