Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Does a 1/1/2000 amendment to go to GATT rates trigger the 5 year waiti

   By Guest HIPAAdrome, June 8, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • June 8, 2000

2. Does a 412(e)(3) Plan get an extension to 12/31/20

   By RayJJohnsonJr, October 15, 2020
   • 6 replies
   • 1.3k views
   • 
   • RayJJohnsonJr
   • November 10, 2020

3. Does a DB plan make sense here?

   By Spencer, December 17, 2012
   • 14 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • December 20, 2012

4. Does a DB plan need an Investment Policy Statement?

   By Guest Grumpy456, April 16, 2007
   • 9 replies
   • 4.2k views
   • 
   • Effen
   • April 17, 2007

5. Does a DB Plan with 10/31/19 YE get the extension?

   By RayJJohnsonJr, August 11, 2020
   • 2 replies
   • 491 views
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   • Bill Presson
   • August 11, 2020

6. Does a Nondeductible Contribution Considered a Basis On Distribution?

   By Guest amadeus, December 24, 2004
   • 2 replies
   • 1.1k views
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   • mbozek
   • December 27, 2004

7. Does a Professional Service Employer Need to Have a Calendar Year-End?

   By Guest EMM118, May 23, 2006
   • 2 replies
   • 1.3k views
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   • E as in ERISA
   • May 23, 2006

8. Does a Small Plan 5500 schedule SB requirement an R + attachments

   By CharlesLeggette, August 1, 2014   

   • 5500 schedule SB
   • 3 replies
   • 1.3k views
   • 
   • My 2 cents
   • August 1, 2014

9. Does AFTAP Matter?

   By Andy the Actuary, February 18, 2008
   • 11 replies
   • 2.5k views
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   • Mike Preston
   • March 7, 2008

10. Does anybody super-integrate CB plans?

    By Bri, December 13, 2022
    • 6 replies
    • 746 views
    • 
    • Bill Presson
    • December 15, 2022

11. Does anyone know about the 71 TPF&C mortality table?

    By Gary, March 16, 2001
    • 7 replies
    • 8.5k views
    • 
    • Guest
    • March 25, 2010

12. Does anyone know of a good program that generates actuarial conversion

    By Guest Ted H Munice, March 27, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 30, 2001

13. Does anyone know of a site regarding single life DB plans?

    By Guest jhilliard, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

14. Does anyone know what the IRS position on how low a plan sponsor can s

    By Guest Frank Berrodin, February 25, 2000
    • 4 replies
    • 1.6k views
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    • Everett Moreland
    • February 28, 2000

15. Does cashout lookback rule apply to vested terms in a DB plan?

    By Guest beth beaube, July 19, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • July 19, 1999

16. Does highest 3-year compensation figure of 415(b) have to be adjusted

    By Guest shronesz, December 3, 2000
    • 27 replies
    • 5.1k views
    • 
    • David MacLennan
    • May 25, 2005

17. Does PPA Funding Allow This?

    By Dougsbpc, August 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • Dougsbpc
    • August 6, 2009

18. Does Qualified Optional Survivor Annuity Requirement Apply?

    By WestCoast, November 25, 2010
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • April 13, 2011

19. Does reducing benefit formula to zero freeze plan?

    By Trekker, August 12, 2011
    • 6 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 15, 2011

20. Does soft freeze meet safe harbor

    By dmb, April 27, 2006
    • 0 replies
    • 1.1k views
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    • dmb
    • April 27, 2006

21. Does the annual compensation limit (currently set at $170,000) mention

    By Guest, October 24, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 25, 2000

22. Does the DOL agree that adopting a "safe harbor" interest ra

    By JDuns, May 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary
    • May 7, 2001

23. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2008

24. Does this offset plan appear to pass 411?

    By Gary, May 3, 2001
    • 12 replies
    • 2.5k views
    • 
    • Alonzo
    • May 8, 2001

25. Does this post-age-65 accrual formula seem legal to you?

    By Gary, December 12, 1998
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • July 31, 2000

26. Does top-heavy 415(e) buy-back using DC plan require 4%(Code) or 7.5%

    By John A, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • November 17, 1999

27. DOL Field Auditor with Potential Conflict of Interest

    By Guest cc1898, July 10, 2007
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 11, 2007

28. DOL Funding Notice - Terminated Plan

    By Penman2006, June 30, 2009
    • 8 replies
    • 1.8k views
    • 
    • Penman2006
    • August 25, 2009

29. Dolgoff Plans? Anyone know anything about these?

    By Guest divadab, September 25, 2006
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • September 26, 2006

30. Don't Squeeze the Payables!

    By Guest erisafried, March 17, 2003
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 28, 2003

31. Dose ERISA cover this?

    By Guest Francis4, May 4, 2007
    • 12 replies
    • 2.7k views
    • 
    • Guest
    • May 13, 2007

32. Double Deduction

    By Guest bippy, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • June 22, 2001

33. Double pro-ration

    By tymesup, December 27, 2007
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • December 27, 2007

34. Double Proration

    By Guest pdxactuary, July 21, 2005
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • July 23, 2005

35. Double Proration?

    By nancy, May 28, 2004
    • 1 reply
    • 2.1k views
    • 
    • RTK
    • May 28, 2004

36. Double Reduction in 415 Limit?

    By Dougsbpc, August 7, 2003
    • 18 replies
    • 2.6k views
    • 
    • flosfur
    • August 16, 2003

37. DRC vs. JCWAA expiration

    By Guest dsyrett, April 6, 2004
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • April 7, 2004

38. DRIVE (Directed Retirement Investment Value Edge)

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

39. Due date for 5500

    By Gary, January 27, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 27, 2010

40. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.2k views
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    • ETA Consulting LLC
    • October 13, 2011

41. Dumb Question

    By bzorc, September 10, 2009
    • 4 replies
    • 964 views
    • 
    • Belgarath
    • September 11, 2009

42. dumb question re: how a lump sum value is computed

    By Guest janie, July 3, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

43. Dumb question regarding SP funding

    By mwyatt, October 8, 2007
    • 8 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 8, 2007

44. Duplicate 1099-R

    By BH1528, January 16, 2019
    • 2 replies
    • 988 views
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    • Kristina
    • January 17, 2019

45. Duplicate DB benefit payments

    By Guest Blueglass, December 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 10, 2003

46. Duty to recoup benefits where no damage to plan

    By Guest StephenJ7976, November 6, 2008
    • 20 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 2008

47. E-FAST 5500

    By JAY21, May 24, 2010
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • May 24, 2010

48. E.A. Exams

    By Guest J. Dan Brown, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 11, 2001

49. EA AFTAP Certification

    By Gary, June 6, 2008
    • 1 reply
    • 2.2k views
    • 
    • Andy the Actuary
    • June 6, 2008

50. EA Continuing Education - Renewal Forms

    By mwyatt, December 7, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 10, 1998