Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. death benefit for unmarried participants

   By AndyH, May 27, 2003
   • 2 replies
   • 1.6k views
   • 
   • AndyH
   • May 28, 2003

2. Locating Vested Former Employees

   By Guest David M, July 27, 1999
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • July 28, 1999

3. Short Plan Yr & Ave. Comp.

   By Penman2006, August 11, 2006
   • 8 replies
   • 1.6k views
   • 
   • AndyH
   • August 15, 2006

4. DB/DC combined deduction limit (controlled group)

   By B21, January 7, 2021
   • 8 replies
   • 1.6k views
   • 
   • Mike Preston
   • January 13, 2021

5. Cash Balance - IRC 430(h)(4)(B) leeway

   By carrots, March 10, 2009
   • 5 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • March 13, 2009

6. Combined DB/DC plan

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

7. Merging an underfunded DB Plan.

   By Guest, November 28, 2000
   • 2 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • November 29, 2000

8. Restructuring Plan(s)

   By flosfur, March 15, 2004
   • 3 replies
   • 1.6k views
   • 
   • AndyH
   • March 17, 2004

9. "nonincreasing annuity" requirement for Required Minimum Distributions under 401(a)(9)

   By Guest rtriche, April 7, 2004
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 8, 2004

10. Offset to Accd Ben due to withdrawal of EE Cont

    By Gary, July 17, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • July 18, 2002

11. Legality of Asset Transfer

    By Gary, October 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 14, 1999

12. Attribution between husband and wife

    By CRC, April 19, 2018
    • 8 replies
    • 1.6k views
    • 
    • ACK
    • May 18, 2018

13. 436 Notice Required?

    By Penman2006, April 14, 2009
    • 6 replies
    • 1.6k views
    • 
    • tymesup
    • April 15, 2009

14. DB RMD related

    By Jakyasar, January 22, 2023
    • 12 replies
    • 1.6k views
    • 
    • Lou S.
    • January 25, 2023

15. Average Annual Comp. - Change in Plan Year

    By smm, October 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • October 10, 2001

16. AFTAP and Burning the FSCB (Part 2)

    By dmb, March 27, 2008
    • 7 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

17. Floor Offset Plan

    By Dougsbpc, February 17, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 18, 2003

18. 415 Limitations

    By Gary, May 7, 2008
    • 6 replies
    • 1.6k views
    • 
    • JAY21
    • May 8, 2008

19. PVAB / Early Retirement

    By JARichardson, March 20, 2018
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • March 21, 2018

20. Funding T-H DB plans

    By Guest meggie, January 22, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2001

21. 401(a)(26)- meaningful benefits

    By Guest lerieleech, December 2, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 2, 2004

22. Real Estate investment

    By Gary, October 15, 2010
    • 3 replies
    • 1.6k views
    • 
    • David MacLennan
    • November 1, 2010

23. Bundled DB services

    By Guest Spock, December 12, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 30, 2009

24. PPA funding calculations

    By flosfur, February 10, 2009
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 12, 2009

25. Required payments for terminated participant past NRA who dies before

    By Guest Ted H Munice, October 26, 2000
    • 4 replies
    • 1.6k views
    • 
    • Alonzo
    • October 26, 2000

26. Benefit payable at NRA (age 65), where SSRA is 66. Should SS Ben used

    By Gary, November 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 20, 2000

27. Deductible Contributions

    By Guest guppy, August 26, 2003
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • August 28, 2003

28. MAP-21

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 12, 2012

29. DB plan credits predecessor employer service; that provision benefits

    By Guest BJGrenier, November 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Dowist
    • November 29, 1999

30. Death Benefit paid from pension plan

    By Guest forum4, March 9, 2006
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • March 9, 2006

31. CB Plans - How many?

    By Guest Brian Walsh, April 12, 2001
    • 3 replies
    • 1.6k views
    • 
    • IRC401
    • April 23, 2001

32. Is This Still A Safe Harbor

    By Guest merlin, November 4, 2004
    • 7 replies
    • 1.6k views
    • 
    • AndyH
    • November 5, 2004

33. Cash Balance/Profit Sharing Testing Question

    By metsfan026, March 8, 2022
    • 10 replies
    • 1.6k views
    • 
    • Bri
    • March 11, 2022

34. Frozen CB Plan

    By David, April 3, 2008
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2008

35. improper contributions

    By k man, May 24, 2001
    • 3 replies
    • 1.6k views
    • 
    • k man
    • May 29, 2001

36. Restriction on payouts under PPA Vs. Old 25 HCEs rule

    By flosfur, November 26, 2008
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • November 26, 2008

37. GUST Amendments for Terminating DB Plan

    By Hoard1, January 10, 2000
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • January 10, 2000

38. Real Estate as plan asset

    By Gary, November 11, 2009
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2009

39. Can you force a Death benefit over $5,000 after age 62?

    By Guest eazycool, January 29, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 3, 2004

40. PBGC Policy Statement on Amended Filings

    By david rigby, December 27, 2011
    • 2 replies
    • 1.6k views
    • 
    • Mr. T
    • December 27, 2011

41. Funky transaction

    By Gary, May 25, 2005
    • 7 replies
    • 1.6k views
    • 
    • mwyatt
    • May 27, 2005

42. Takeover/change in actuary

    By dmb, November 29, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 3, 2005

43. Effect of Negative Liability

    By JButtrick, June 25, 2003
    • 4 replies
    • 1.6k views
    • 
    • flosfur
    • July 6, 2003

44. Exclude HCE?

    By Dougsbpc, May 7, 2004
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • May 10, 2004

45. valuing a benefit for QDRO

    By dmb, June 2, 2005
    • 8 replies
    • 1.6k views
    • 
    • dmb
    • June 2, 2005

46. Divorce and marriage confirmation

    By Aratnmot, March 7, 2021
    • 9 replies
    • 1.6k views
    • 
    • Aratnmot
    • March 8, 2021

47. Funding for postponed retiree

    By FAPInJax, March 31, 2004
    • 15 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 6, 2004

48. RPA Amendments - Gaat Legislation 1994

    By Guest jhengle, March 27, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • March 29, 1999

49. controlled group and 415

    By retbenser, December 18, 2011
    • 5 replies
    • 1.6k views
    • 
    • retbenser
    • December 20, 2011

50. 412(i) Safe Harbor

    By Guest pension222, September 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • September 18, 2002