Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Restricted Benefits and Alternate Payees

   By davef, April 9, 2009
   • 16 replies
   • 2.8k views
   • 
   • davef
   • April 13, 2009

2. changing retirement age Notice 2007-69

   By Guest mrsactuary, May 9, 2008
   • 16 replies
   • 2.5k views
   • 
   • ak2ary
   • May 28, 2008

3. Working Within the System to eliminate lump sums

   By Andy the Actuary, November 19, 2008
   • 16 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • November 20, 2008

4. Lump Sum Window

   By BTG, February 1, 2022
   • 16 replies
   • 3k views
   • 
   • CuseFan
   • February 3, 2022

5. DB Plan 415 Limit - Lump Sum Amount

   By Rolf Trautmann, August 31, 2011
   • 16 replies
   • 5.4k views
   • 
   • Calavera
   • September 12, 2011

6. List of transactions not eligible for rollover (Question)

   By newguy2012, May 24, 2012
   • 16 replies
   • 1.7k views
   • 
   • newguy2012
   • May 25, 2012

7. Life insuranc in DB plan

   By jkdoll2, October 7, 2010
   • 16 replies
   • 2.8k views
   • 
   • Ron Snyder
   • June 2, 2011

8. DB (Schedule C income) and DC plan participation

   By Guest MTransue, July 14, 2004
   • 16 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • July 15, 2004

9. Restricted Distribution under 1.401(a)(4)-5(b) to HCE

   By Dennis Povloski, July 18, 2005
   • 15 replies
   • 8.3k views
   • 
   • Guest
   • September 3, 2010

10. Deductibility of one-time large contribution to fully fund and terminate DB.

    By RayJJohnsonJr, July 3, 2017
    • 15 replies
    • 1.8k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

11. Application of Annual Compensation Limits on Partial Year

    By Guest a1newman, February 6, 2012
    • 15 replies
    • 5.1k views
    • 
    • Hojo
    • April 23, 2012

12. Change in Plan Year-Is this a change in the valuation date/funding method?

    By AndyH, January 31, 2005
    • 15 replies
    • 2.4k views
    • 
    • SoCalActuary
    • January 26, 2006

13. Cash Balance - Nondiscrimination testing

    By flosfur, October 3, 2008
    • 15 replies
    • 6.3k views
    • 
    • JBones
    • October 8, 2008

14. Bequest to qualified defined benefit plan

    By Guest sonyasingla, October 29, 2013
    • 15 replies
    • 2.1k views
    • 
    • david rigby
    • March 12, 2014

15. 412(i) plan recordkeeping

    By Alan Simpson, May 15, 2002
    • 15 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 28, 2002

16. erroneous actuarial computations

    By Larry M, June 9, 2006
    • 15 replies
    • 3.5k views
    • 
    • Guest
    • June 15, 2006

17. Proposed 415 Regs

    By JAY21, June 21, 2005
    • 15 replies
    • 2.2k views
    • 
    • could be me maybe not
    • June 23, 2005

18. I am searching for the help of an actuary

    By RayJJohnsonJr, August 14, 2010
    • 15 replies
    • 2.7k views
    • 
    • Effen
    • October 6, 2010

19. Cash Option Amendment

    By LIBOR, August 29, 2002
    • 15 replies
    • 2k views
    • 
    • ishi
    • September 3, 2002

20. General testing and 417(e)

    By AndyH, April 29, 2002
    • 15 replies
    • 2.3k views
    • 
    • Guest
    • July 11, 2003

21. Non-Profits & HCEs

    By JAY21, June 14, 2006
    • 15 replies
    • 4.4k views
    • 
    • SoCalActuary
    • June 25, 2006

22. Defined Benefit Plan's S.P.D.(s) and Beneficiary Designation Form contain disqualifiers not in Plan Document

    By pwitt, October 20, 2024
    • 15 replies
    • 1.3k views
    • 
    • pwitt
    • October 24, 2024

23. 2 Schedules C

    By Penman2006, June 20, 2008
    • 15 replies
    • 3.4k views
    • 
    • Vinny
    • April 15, 2023

24. FICA Taxable ?

    By Guest elg, January 10, 2013
    • 15 replies
    • 9.5k views
    • 
    • frizzyguy
    • January 17, 2013

25. Required Restatement for Terminated Plan?

    By justanotheradmin, April 12, 2019
    • 15 replies
    • 4.3k views
    • 
    • Lou S.
    • April 16, 2019

26. Plan Termination and new 415 Limit

    By Dougsbpc, June 8, 2004
    • 15 replies
    • 1.9k views
    • 
    • david rigby
    • June 16, 2004

27. 150% of Unf CL

    By Penman2006, March 27, 2007
    • 15 replies
    • 2.6k views
    • 
    • Guest
    • April 17, 2007

28. Reduction of accrued benefits?

    By Guest Ron Sevcik, July 27, 2005
    • 15 replies
    • 2.7k views
    • 
    • Guest
    • July 28, 2005

29. DB Valuations

    By Madison71, January 13, 2010
    • 15 replies
    • 2.9k views
    • 
    • Effen
    • January 16, 2010

30. No 2016 Covered Compensation Tables?

    By Übernerd, January 27, 2016
    • 15 replies
    • 3.7k views
    • 
    • Tom Poje
    • January 29, 2016

31. Lump Sum in Top-Heavy Cash Balance Plan

    By Guest lerieleech, November 10, 2008
    • 15 replies
    • 2.5k views
    • 
    • Effen
    • December 19, 2008

32. Decrease in accrued benefit due to decrease in compensation?

    By Guest Carly, September 9, 2004
    • 15 replies
    • 6.8k views
    • 
    • david rigby
    • September 17, 2004

33. Under funded terminating DB plan

    By Guest RSNOW, July 23, 2003
    • 15 replies
    • 4.1k views
    • 
    • KJohnson
    • July 25, 2003

34. Defined Benefit Plan RMDs

    By Vlad401k, February 24, 2017
    • 15 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 2, 2017

35. Funding for postponed retiree

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

36. More Annual Funding Notice

    By dmb, April 6, 2009
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • April 9, 2009

37. 2009 FTAP/AFTAP and Credit Balance

    By Guest jmrodrig, August 26, 2009
    • 15 replies
    • 4.2k views
    • 
    • Andy the Actuary
    • August 28, 2009

38. I'm getting sick of this question.

    By Penman2006, September 28, 2007
    • 15 replies
    • 2k views
    • 
    • Larry M
    • October 2, 2007

39. DB to Profit sharing

    By ombskid, July 3, 2007
    • 15 replies
    • 2.6k views
    • 
    • AndyH
    • July 10, 2007

40. 412i & 419 I need help

    By Guest SaulAlbom, January 4, 2005
    • 15 replies
    • 3.4k views
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    • Ron Snyder
    • January 12, 2005

41. Minimum under 417(e) in 2008

    By John Feldt ERPA CPC QPA, February 11, 2008
    • 15 replies
    • 3.8k views
    • 
    • Mike Preston
    • January 14, 2009

42. 1st year Cash Balance Plan

    By jkdoll2, April 9, 2009
    • 15 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2009

43. Early Retirement Subsidy Upon Plan Termination

    By Guest amboyd, June 14, 2001
    • 15 replies
    • 6.5k views
    • 
    • Guest
    • December 28, 2010

44. lazy man's question

    By Andy the Actuary, July 7, 2009
    • 15 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • July 13, 2009

45. Pretermination Restrictions

    By nancy, August 9, 2006
    • 15 replies
    • 2.9k views
    • 
    • jpod
    • August 17, 2006

46. Prohibited Transaction?

    By emmetttrudy, March 18, 2014
    • 15 replies
    • 2k views
    • 
    • jpod
    • March 24, 2014

47. Funding Target and Target Normal Cost in Frozen DB Plan

    By JBones, September 11, 2010
    • 15 replies
    • 5k views
    • 
    • Andy the Actuary
    • September 15, 2010

48. Plan termination annuities & lump sums

    By Guest Keith N, April 1, 2003
    • 15 replies
    • 6.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2003

49. DB/DC Testing and Permitted Disparity

    By AndyH, February 25, 2010
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • March 2, 2010

50. Cash Balance + Profit Sharing 6% Deductibility

    By Stash026, April 8, 2021
    • 14 replies
    • 3.2k views
    • 
    • Jakyasar
    • April 11, 2021