Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Fixed Factors to Convert Cash Balance Account Balance to Annuity

   By Guest CRC02, March 12, 2004
   • 1 reply
   • 1.7k views
   • 
   • MGB
   • March 12, 2004

2. Plan Termination

   By Gary, March 29, 2007
   • 1 reply
   • 1.7k views
   • 
   • SoCalActuary
   • March 29, 2007

3. 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

4. ASOP 27 Example

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

5. 436 contribution

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

6. HCE exception for 401(a)(26)?

   By Guest FredReilly, December 28, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • January 1, 2001

7. Frozen DB Plans -- EGTRRA rules

   By davef, July 17, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • July 18, 2001

8. 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

9. Commissions/"Fictitious salary"

   By JJD, November 29, 2001
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • November 29, 2001

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

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

11. Retroactive Increases to Reflect EGTRRA Pay Cap

    By Guest Doug Goelz, May 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 22, 2002

12. W-2's and 1099's

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

13. Adjusted Compensation for 1/2 SE tax

    By emmetttrudy, August 9, 2012
    • 8 replies
    • 1.7k views
    • 
    • mwyatt
    • August 10, 2012

14. 415 $ limit at age 55

    By Guest Doogie61, December 30, 2009
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 5, 2010

15. RMDs

    By John Feldt ERPA CPC QPA, March 20, 2018   

    • rmd
    • nonvested
    • (and 2 more)

      Tagged with:

      • rmd
      • nonvested
      • account balance method
      • lump sum
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 22, 2018

16. DB(k) plans

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

17. Vesting after plan merger

    By nancy, March 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • March 7, 2001

18. Electronic Filing

    By Gary, July 22, 2008
    • 7 replies
    • 1.7k views
    • 
    • chc93
    • August 19, 2008

19. 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

20. AFTAP

    By Blinky the 3-eyed Fish, February 11, 2008
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • February 14, 2008

21. Cash Balance Top Heavy Plan

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

22. Violation of SH mid-year change rules? Adding a 2013 DB plan, DC SH already in place

    By justanotheradmin, December 6, 2013   

    • Safe harbor
    • combination plan
    • (and 1 more)

      Tagged with:

      • Safe harbor
      • combination plan
      • mid-year change
    • 4 replies
    • 1.7k views
    • 
    • justanotheradmin
    • December 9, 2013

23. S. 1783-Pension Bill, House version ?

    By JAY21, October 3, 2005
    • 4 replies
    • 1.7k views
    • 
    • jevd
    • October 5, 2005

24. Late contribution to PS plan

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

25. 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

26. Definitely Determinable Benefit Requirement and Use of Surplus

    By Guest dolstein, June 12, 2013
    • 3 replies
    • 1.7k views
    • 
    • Hojo
    • June 12, 2013

27. DB pension investments

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

28. 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

29. Cash Balance Plan Uniformity Requirements

    By Guest HarveyC, March 14, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 15, 2002

30. Eligible Charity Plans

    By dmb, August 4, 2010
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 4, 2010

31. Taxation of Disability Benefits

    By flosfur, May 15, 2008
    • 6 replies
    • 1.7k views
    • 
    • Everett Moreland
    • May 19, 2008

32. Eliminate lump sum benefit?

    By Guest KOCH, May 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2003

33. Sale of Life Insurance

    By AndyH, March 20, 2007
    • 7 replies
    • 1.7k views
    • 
    • AndyH
    • March 23, 2007

34. divorce after separation from service

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

35. Combined 415 limit with less than 10 years of participation.

    By Guest Roman, January 26, 2000
    • 5 replies
    • 1.7k views
    • 
    • Chester
    • January 28, 2000

36. Contributory DB Plan and Demutualization Proceeds?

    By Guest azbenefits, August 4, 2004
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • August 9, 2004

37. Lied about being married and started a QJSA

    By CintiTwo, June 29, 2022
    • 10 replies
    • 1.7k views
    • 
    • Luke Bailey
    • July 4, 2022

38. Spousal Consent

    By Pension Admin in Ohio, May 15, 2020
    • 19 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 21, 2020

39. New Defined Benefit Plan for 2020

    By jane murray, June 29, 2021
    • 14 replies
    • 1.7k views
    • 
    • Bill Presson
    • August 8, 2021

40. DB versus DC statistics

    By Guest Ken Newhouse, January 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2000

41. Reversion????

    By Guest, August 16, 1999
    • 1 reply
    • 1.7k views
    • 
    • Lorraine Dorsa
    • August 20, 1999

42. 415e

    By Guest billy bong, October 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • October 9, 2001

43. ASC 715 Report & Cash Balance Plans

    By shERPA, March 19, 2019
    • 6 replies
    • 1.7k views
    • 
    • shERPA
    • March 21, 2019

44. Contribution Deductibility

    By Stash026, December 22, 2020
    • 12 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 23, 2020

45. Vesting Schedule Amendment

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

46. Jan 10 Funding Segment Rates

    By mwyatt, January 13, 2010
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • January 14, 2010

47. Service Credits to an employee with no wages

    By flosfur, February 1, 2005
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • February 7, 2005

48. Installment Payment Optional Form

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

49. Minimum deduction for terminating plan

    By flosfur, August 4, 2004
    • 10 replies
    • 1.7k views
    • 
    • AndyH
    • August 6, 2004

50. 401(a)(17) limit if FAE using monthly average

    By Guest Mike Spickard, May 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 27, 2004