Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Minimum DB/DC Gateway for terminated participants w/1,000 hrs.

   By Guest Roman, December 2, 2004
   • 3 replies
   • 1.7k views
   • 
   • AndyH
   • December 2, 2004

2. 412(i) plans subject to 415 for optional forms of benefit (e.g. lump s

   By Guest PC, September 29, 2000
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • May 17, 2001

3. Unfreeze Plan

   By Dougsbpc, August 24, 2010
   • 2 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • August 26, 2010

4. Plan Investments

   By Gary, August 30, 2004
   • 8 replies
   • 1.7k views
   • 
   • Gary
   • August 31, 2004

5. Life Insurance in a DB plan

   By AndyH, December 7, 2006
   • 4 replies
   • 1.7k views
   • 
   • AndyH
   • December 29, 2006

6. Segregated Accounts in DB Plan

   By Hoard1, September 1, 1999
   • 0 replies
   • 1.7k views
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   • Hoard1
   • September 1, 1999

7. Impact of PPA

   By ERISAAPPLE, November 30, 2017
   • 12 replies
   • 1.7k views
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   • Mike Preston
   • December 1, 2017

8. Loans from pension plan

   By Gary, November 1, 2005
   • 2 replies
   • 1.7k views
   • 
   • could be me maybe not
   • November 2, 2005

9. Time for determination?

   By Guest pensioneer, August 28, 2009
   • 10 replies
   • 1.7k views
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   • Guest
   • August 29, 2009

10. Merger of Plans: Fiduciary Issues

    By Guest Yanks23, February 2, 2009
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 2, 2009

11. 204(h) Notice Required

    By Just Me, October 30, 2007
    • 7 replies
    • 1.7k views
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    • tymesup
    • November 1, 2007

12. 5500 Filing Requirement

    By Gary, March 14, 2006
    • 2 replies
    • 1.7k views
    • 
    • Effen
    • March 15, 2006

13. Non Profits and Db Plans

    By abanky, October 13, 2004
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • October 14, 2004

14. Actuarial Equivalence

    By Guest Nini, February 12, 2007
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 14, 2007

15. QJSA-Can't Locate Spouse

    By JAY21, June 17, 2004
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • June 18, 2004

16. Combined Deduction Limit

    By emmetttrudy, December 20, 2011
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • December 21, 2011

17. Asset Valuation Method

    By Guest Texas_Acty, November 23, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 26, 2005

18. DRIVE (Directed Retirement Investment Value Edge)

    By Guest merlin, December 30, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • December 30, 2004

19. Present Value of Future Salaries

    By ishi, March 18, 2004
    • 7 replies
    • 1.7k views
    • 
    • ishi
    • March 19, 2004

20. Can a 412i plan have a plan loan provision? DB Money Purchas Plans pla

    By Guest NPaleveda, April 7, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 9, 2001

21. 2008 lump sum

    By Effen, January 9, 2008
    • 9 replies
    • 1.7k views
    • 
    • tymesup
    • January 16, 2008

22. Defined benefit plan discrimination testing question

    By rodin111, August 27, 2014
    • 12 replies
    • 1.7k views
    • 
    • My 2 cents
    • September 2, 2014

23. AFTAP Presumption Question

    By Penman2006, March 17, 2008
    • 5 replies
    • 1.7k views
    • 
    • Penman2006
    • March 18, 2008

24. Nondeductible Contribution

    By Blinky the 3-eyed Fish, August 23, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 23, 2002

25. 401(a)(26)-meaningful benefits

    By Guest lerieleech, February 20, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • February 20, 2007

26. 2009 Schedule SB

    By dmb, July 26, 2010
    • 7 replies
    • 1.7k views
    • 
    • FAPInJax
    • August 4, 2010

27. Cash Balance conversion issues

    By Guest sgriff, August 15, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 15, 2000

28. Top Heavy Status of a 412i Plan

    By Guest merlin, July 7, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

29. Asset Purchase

    By Madison71, April 27, 2010
    • 7 replies
    • 1.7k views
    • 
    • Madison71
    • April 29, 2010

30. MAP - 21 Rates for Restricted HCE Distribution

    By JAY21, March 26, 2013   

    • Latest Thinking on this issue
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 26, 2013

31. IRS Audit - excluding a class of employees

    By Guest Mike Spickard, December 2, 2004
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 2004

32. deduction limits for sole proprietors

    By Guest jig100, June 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2002

33. Husband & Wife vs. PBGC

    By PJF414, September 10, 2015
    • 2 replies
    • 1.7k views
    • 
    • Lou S.
    • September 10, 2015

34. Final 5500 Due Before Forms Issued

    By Andy the Actuary, May 19, 2008
    • 7 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • May 20, 2008

35. Welfare Plan Cost of Insurance (I know this is a DB board)

    By Gary, February 4, 2005
    • 7 replies
    • 1.7k views
    • 
    • Gary
    • July 25, 2005

36. "amended plan last 2 year" rule regarding max deduction

    By himt4, May 8, 2006
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2006

37. Plan definition of compensation

    By Gary, August 8, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 9, 2001

38. Expenses related to real estate purchase by pension plan

    By Gary, February 17, 2005
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • February 18, 2005

39. Lump sum methodology

    By Guest lerieleech, January 23, 2008
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 25, 2008

40. WRERA You Thinking the Same Way I Am?

    By Andy the Actuary, February 2, 2009
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 3, 2009

41. DB Plan covering HCE's only - 110% test

    By Jakyasar, August 6, 2021
    • 10 replies
    • 1.7k views
    • 
    • Jakyasar
    • August 9, 2021

42. Top-25 restricted distributions - how much per year?

    By Guest guppy, November 4, 2003
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • April 6, 2004

43. Underfunded DB Plan

    By JAY21, August 29, 2006
    • 6 replies
    • 1.7k views
    • 
    • ak2ary
    • September 1, 2006

44. Conversion of DB to DC Plan

    By Guest Hedwig, September 10, 2003
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • September 10, 2003

45. Payout while benefits are restricted

    By Guest GMP, November 25, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • December 1, 2009

46. PBGC Electronic filing

    By Guest Grant, July 18, 2006
    • 11 replies
    • 1.7k views
    • 
    • AndyH
    • July 20, 2006

47. Smartphones

    By carrots, March 5, 2010
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • March 8, 2010

48. Cash Balance Plans & IBM

    By Guest juris301, May 18, 1999
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 19, 1999

49. Final 415 Regs - applying the 401(a)(17) limit

    By John Feldt ERPA CPC QPA, April 4, 2007
    • 0 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 4, 2007

50. XRA for reporting liabs if > $50M UVB

    By Guest HarveyC, April 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 2, 2002