Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Greater of FAP or CB Plan

   By Guest Astro, August 14, 2006
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 14, 2006

2. Provisional Retirement

   By J Simmons, April 15, 2008
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • April 16, 2008

3. PBGC Variable Rate Premium exemption

   By Guest HaroldA, June 23, 2005
   • 2 replies
   • 1.6k views
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   • SoCalActuary
   • June 23, 2005

4. Plan Termination and rollover

   By No Name, December 2, 2004
   • 1 reply
   • 1.6k views
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   • Belgarath
   • December 2, 2004

5. AFTAP and termination

   By Guest RBlaine, December 4, 2008
   • 6 replies
   • 1.6k views
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   • Mike Preston
   • December 29, 2008

6. Defined Benefit Termination Advice / Dilemma

   By Guest JFriedman, September 21, 2009
   • 9 replies
   • 1.6k views
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   • K2retire
   • September 21, 2009

7. PBGC or GATT

   By Guest newburgh, June 23, 1999
   • 1 reply
   • 1.6k views
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   • Guest
   • June 25, 1999

8. Anti-Cutback apply to Credited Service Elimination for Rehires?

   By Guest RW, November 13, 2000
   • 1 reply
   • 1.6k views
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   • david rigby
   • November 13, 2000

9. 401(a)(26)

   By Guest nedie, September 13, 2007
   • 0 replies
   • 1.6k views
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   • Guest
   • September 13, 2007

10. Takeover DB Plan

    By Blinky the 3-eyed Fish, May 14, 2004
    • 10 replies
    • 1.6k views
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    • david rigby
    • May 18, 2004

11. AFTAP H_LL - NEED HELP UNDERSTANDING

    By HarleyBabe, March 28, 2008
    • 4 replies
    • 1.6k views
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    • HarleyBabe
    • March 31, 2008

12. If current year comp is $54,000 but 3 year High Average at 401(a)(17), comp for testing & plan benefit purposes for DB/DC combo plan

    By AdKu, January 12, 2018
    • 3 replies
    • 1.6k views
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    • John Feldt ERPA CPC QPA
    • January 12, 2018

13. Interest on Late Quarterlies after the plan year

    By Guest Tautened Winds, February 4, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 19, 2006

14. 415(b)

    By Guest meggie, July 5, 2001
    • 2 replies
    • 1.6k views
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    • Guest
    • July 11, 2001

15. 401(a)(26)

    By Blinky the 3-eyed Fish, May 19, 2004
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • May 25, 2004

16. Retiree Medical Expenses to be paid out of Pension Plan per IRC § 401(

    By Guest Charlie Stevens, July 10, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 1999

17. Determination Letter New Plan

    By Gary, August 14, 2009
    • 10 replies
    • 1.6k views
    • 
    • Gary
    • August 18, 2009

18. New Business New Plan

    By abanky, November 10, 2010
    • 14 replies
    • 1.6k views
    • 
    • abanky
    • November 12, 2010

19. C-Corp 10/15 1120 deadline vs 430 9/15 funding deadline

    By shERPA, September 29, 2017
    • 9 replies
    • 1.6k views
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    • figure 8
    • October 10, 2018

20. mass withdrawal liability

    By Guest tcroscut, August 22, 2006
    • 1 reply
    • 1.6k views
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    • Effen
    • August 22, 2006

21. Vesting in CB plan

    By JanetM, March 1, 2007
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2007

22. Reducing FSCOB to avoid next year quarterly

    By Guest RBlaine, December 29, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 2, 2009

23. October 417(e) Interest Rates

    By Sellarsian, November 19, 2018
    • 5 replies
    • 1.6k views
    • 
    • Sellarsian
    • November 20, 2018

24. Disability table

    By david rigby, July 13, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 14, 2004

25. 412(i)

    By Guest Julian, March 28, 2003
    • 0 replies
    • 1.6k views
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    • Guest
    • March 28, 2003

26. DB/DC Gateway, HCE Rate

    By John Feldt ERPA CPC QPA, December 21, 2009
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2009

27. Maximum Accrued Benefit

    By Dougsbpc, March 26, 2010
    • 6 replies
    • 1.6k views
    • 
    • Effen
    • March 26, 2010

28. Employees over age 70-1/2

    By richard, November 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • November 25, 1999

29. Lump Sums Under Contributory DB Plan

    By Guest Don N, March 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 6, 2000

30. required min distributions

    By Gary, December 13, 2011
    • 5 replies
    • 1.6k views
    • 
    • Effen
    • December 15, 2011

31. Payments from non-qualified plan should have been from qualified plan

    By Guest ircreader, April 27, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2004

32. Aggregation of Single with Multiemployer Plan

    By Dougsbpc, December 26, 2006
    • 2 replies
    • 1.6k views
    • 
    • Dougsbpc
    • January 17, 2007

33. A Strange Benefit Formula

    By Guest Max Power, December 3, 2003
    • 11 replies
    • 1.6k views
    • 
    • mwyatt
    • December 29, 2003

34. 412(i) plans

    By dmb, October 7, 2002
    • 3 replies
    • 1.6k views
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    • Belgarath
    • October 7, 2002

35. Investment purchase of restaurant

    By Gary, August 11, 2010
    • 10 replies
    • 1.6k views
    • 
    • SoCalActuary
    • September 7, 2010

36. Life Expectancy on DB RMDs

    By Young Curmudgeon, September 20, 2013
    • 7 replies
    • 1.6k views
    • 
    • Effen
    • September 21, 2013

37. Section 436 Sample Amendments

    By ERISA-Bubs, October 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 19, 2010

38. PBGC PREMIUMS PAID FROM PLAN ASSETS

    By Guest 91smithie, September 3, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • September 3, 2004

39. Testing a Floor-Offset Arrangement for Nodiscrimin

    By Guest merlin, July 24, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 25, 2003

40. Present value of receivable contributions

    By Blinky the 3-eyed Fish, April 16, 2010
    • 8 replies
    • 1.6k views
    • 
    • tymesup
    • December 13, 2010

41. NRA less than 62

    By justanotheradmin, May 8, 2018   

    • nra
    • determination letter
    • 3 replies
    • 1.6k views
    • 
    • Larry Starr
    • May 9, 2018

42. DB/DC carve out plans and top heavy minimums

    By Guest picwrc, October 11, 2005
    • 3 replies
    • 1.6k views
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    • SoCalActuary
    • October 13, 2005

43. Rate of Return calculation procedure

    By AndyH, May 6, 2010
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • May 7, 2010

44. Why 83 GAM considered a current table.

    By Gary, December 9, 2000
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • December 9, 2000

45. Unsigned Plan Document - Schedule B

    By richard, January 31, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • February 1, 2001

46. Retirees allowed to change benefit election

    By ConnieStorer, March 4, 2014
    • 2 replies
    • 1.6k views
    • 
    • My 2 cents
    • March 4, 2014

47. Combined DB/DC plan

    By Gary, July 23, 2008
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2008

48. Maximum Cash Balance Contribution

    By emmetttrudy, November 17, 2009
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • November 17, 2009

49. Division of pension due to divorce

    By Gary, July 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 8, 2002

50. DB Plan Service Provider Fees

    By Andy the Actuary, May 12, 2012
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • May 15, 2012