Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. QJSA-Can't Locate Spouse

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

2. DRIVE (Directed Retirement Investment Value Edge)

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

3. Actuarial Equivalence

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

4. Cash Balance Plans & IBM

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

5. Combined Deduction Limit

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

6. 5500 Filing Requirement

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

7. IRS Audit - excluding a class of employees

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

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

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

9. EA-2F Exam Study Materials

   By BG5150, February 5, 2015
   • 2 replies
   • 1.7k views
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   • Hojo
   • February 11, 2015

10. deduction limits for sole proprietors

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

11. 2009 Schedule SB

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

12. 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

13. W-2's and 1099's

    By Jilliandiz, June 20, 2006
    • 2 replies
    • 1.7k views
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    • JanetM
    • June 20, 2006

14. What is the absolute maximum DBA value allowed at 65

    By Guest doc1962, May 1, 2012
    • 7 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 2, 2012

15. Underfunded DB Plan

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

16. 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

17. "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

18. Cash Balance Top Heavy Plan

    By Gary, May 26, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary
    • May 29, 1999

19. Husband & Wife vs. PBGC

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

20. Plan definition of compensation

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

21. Cash Balance conversion issues

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

22. Is this Early Retirement Benefit 'accrued at termination'

    By Guest erisajd, June 15, 2011
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • June 16, 2011

23. Conversion of DB to DC Plan

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

24. divorce after separation from service

    By Gudgergirl, November 10, 2010
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • November 12, 2010

25. Payout while benefits are restricted

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

26. ASOP 27 Example

    By Guest PensionNW, September 19, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 20, 2002

27. Lump sum methodology

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

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

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

29. B Or No B The Final Year?

    By mming, April 29, 2009
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 1, 2009

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

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

31. PBGC Electronic filing

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

32. DB pension investments

    By Gary, November 30, 2004
    • 8 replies
    • 1.7k views
    • 
    • Gary
    • December 2, 2004

33. Replacement Plan

    By john garigliano, May 30, 2025
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 30, 2025

34. 436 contribution

    By Gary, May 11, 2011
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 11, 2011

35. PBGC suggested changes to Schedule SB

    By My 2 cents, May 5, 2014   

    • Non-vested benefits
    • 6 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • May 8, 2014

36. JSA with Child as Beneficiary

    By Ananda, April 5, 2022
    • 10 replies
    • 1.7k views
    • 
    • CuseFan
    • April 26, 2022

37. Professional athlete

    By LIBERTYKID, September 14, 2010
    • 2 replies
    • 1.7k views
    • 
    • mwyatt
    • September 15, 2010

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. Final 5500 Due Before Forms Issued

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

40. Smartphones

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

41. 417(e) Mortality Table for 2024

    By Craig Jacobs, October 11, 2023
    • 7 replies
    • 1.7k views
    • 
    • Craig Jacobs
    • October 19, 2023

42. Determination Letter User Fee Exemption?

    By justanotheradmin, November 19, 2013   

    • Cash Balance
    • 8717
    • (and 1 more)

      Tagged with:

      • Cash Balance
      • 8717
      • 7528(b)(2)
    • 0 replies
    • 1.7k views
    • 
    • justanotheradmin
    • November 19, 2013

43. Late contribution to PS plan

    By Gary, July 23, 2005
    • 7 replies
    • 1.7k views
    • 
    • mbozek
    • July 25, 2005

44. LOOKING FOR 412(i) PLAN TPA FOR 1 PERSON PLAN

    By RayJJohnsonJr, August 15, 2019
    • 14 replies
    • 1.7k views
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    • RayJJohnsonJr
    • October 10, 2019

45. 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

46. DB(k) plans

    By Laura Harrington, August 13, 2009
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2009

47. 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

48. PBGC Covered small plan wants to term without IRS determination letter

    By CharlesLeggette, December 30, 2013   

    • Termination;PBGC
    • 5 replies
    • 1.7k views
    • 
    • My 2 cents
    • December 31, 2013

49. Installment Payment Optional Form

    By Guest careful1, October 10, 2009
    • 4 replies
    • 1.7k views
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    • Penman2006
    • October 14, 2009

50. DB Restatement deadline

    By k man, March 16, 2020
    • 16 replies
    • 1.7k views
    • 
    • figure 8
    • March 27, 2020