Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Minimum Contribution Due Date

   By ac, September 17, 2009
   • 3 replies
   • 1.5k views
   • 
   • ac
   • September 17, 2009

2. Modified Aggregate Funding

   By Guest MikeMiller, May 3, 2002
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • May 3, 2002

3. Cross testing 412i

   By FAPInJax, August 20, 2004
   • 5 replies
   • 1.5k views
   • 
   • SoCalActuary
   • August 23, 2004

4. Plan Loans to Owners

   By Gary, November 7, 2006
   • 1 reply
   • 1.5k views
   • 
   • Belgarath
   • November 7, 2006

5. 204(h) Notice under EGTRRA

   By Guest lisbetf, February 8, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 19, 2002

6. Pragmatic Disabled Life Continuance

   By Guest Texas_Acty, March 27, 2006
   • 2 replies
   • 1.5k views
   • 
   • Effen
   • March 30, 2006

7. 70-1/2 MRD - special situation

   By flosfur, October 25, 2004
   • 4 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • October 26, 2004

8. Lump sum 411 protected benefits

   By Gary, July 29, 1999
   • 0 replies
   • 1.5k views
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   • Gary
   • July 29, 1999

9. Can SPD override the Plan doc.

   By Gary, December 9, 2000
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • December 13, 2000

10. Late Quarterly Contribution Charge

    By mming, November 27, 2008
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • November 28, 2008

11. Frozen DB Plan and 401(a)(26) Testing

    By ac, December 11, 2012
    • 0 replies
    • 1.5k views
    • 
    • ac
    • December 11, 2012

12. PBGC Coverage

    By Gary, February 10, 2007
    • 2 replies
    • 1.5k views
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    • Gary
    • February 13, 2007

13. Partial lump sum distribution

    By Guest Roman, September 7, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 7, 2005

14. deductibility of Contributions

    By Dougsbpc, November 30, 2006
    • 9 replies
    • 1.5k views
    • 
    • Dougsbpc
    • December 1, 2006

15. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 2, 2003

16. Cash Balance - Past Service Benefits

    By carrots, March 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • JAY21
    • March 4, 2009

17. Termination of Frozen DB

    By J. Bringhurst, November 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • J. Bringhurst
    • November 13, 2006

18. Excess assets in DB Plan to go to Replacement Plan

    By cdavis25, February 28, 2013
    • 5 replies
    • 1.5k views
    • 
    • cdavis25
    • March 6, 2013

19. Broadly Available Separate Plans-of much use ?

    By JAY21, September 29, 2005
    • 0 replies
    • 1.5k views
    • 
    • JAY21
    • September 29, 2005

20. Non-profit Qualified Plan Contributions Maximum

    By Guest CNB, May 12, 2004
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

21. DB RMD related

    By Jakyasar, January 22, 2023
    • 12 replies
    • 1.5k views
    • 
    • Lou S.
    • January 25, 2023

22. New prefix for EA #

    By mwyatt, February 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • February 7, 2002

23. 5310 Determination Letter Upon Termination of Cash Balance Plan

    By Guest num1, January 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 3, 2003

24. Part-Time Eligibilty: Ambiguous Plan Terms?

    By Guest inquirer, March 11, 2003
    • 10 replies
    • 1.5k views
    • 
    • david rigby
    • March 13, 2003

25. Cash Balance Plans - Whipsaw

    By Gary, December 20, 2004
    • 2 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 21, 2004

26. 204(h) requirement as a result of TRA '86

    By Gary, March 8, 2001
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • March 8, 2001

27. Deemed Waiver & Voluntary Waiver

    By dmb, March 15, 2011
    • 2 replies
    • 1.5k views
    • 
    • dmb
    • March 15, 2011

28. more 412(i)

    By Guest jig100, July 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • July 29, 2002

29. Definition of Accd Ben in Cash Balance Plan

    By Gary, June 15, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary
    • June 15, 2000

30. Divorce and marriage confirmation

    By Aratnmot, March 7, 2021
    • 9 replies
    • 1.5k views
    • 
    • Aratnmot
    • March 8, 2021

31. New plan, funding and the 415 limit

    By Guest ICannotDiscloseMyIdentity, November 12, 2009
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • November 16, 2009

32. Effective Interest Rates

    By carrots, April 16, 2009
    • 2 replies
    • 1.5k views
    • 
    • carrots
    • April 17, 2009

33. Assumptions used in CL calcs for PBGC Var Premium Liability

    By C2C, December 10, 2002
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • December 14, 2002

34. How do I appeal the automatic enrollment for cash balanced retirement

    By Guest tebutler, September 12, 2000
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • September 14, 2000

35. Flexible pension

    By Gary, August 27, 2005
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • September 6, 2005

36. rollovers into db plan

    By Guest lip, October 23, 2008
    • 10 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

37. In-service / Post-retirement withdrawal from DB?

    By Guest Beth N, August 17, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • August 20, 1999

38. 415 limits

    By Guest MikeMiller, July 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 16, 2001

39. Employer securities in a DB plan grow to more than 10%. Now what?

    By katieinny, September 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 12, 2005

40. DB Termination

    By goldtpa, October 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • goldtpa
    • October 13, 2006

41. Is there anyway to keep a DB plan inplace for exsisting benefits, and

    By Guest trustme, July 20, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 7, 2000

42. 75% Joint and Survivor

    By tuni88, May 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • tuni88
    • May 12, 2008

43. Pension Deductions: Sec 412 vs 404(a)(6)

    By VeryOldMan, June 15, 2019   

    • year of deduction
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 15, 2019

44. Has anyone done an SAR for a 412(i) plan?

    By Guest, December 8, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 2000

45. Advance funding of early retirement window

    By AndyH, January 23, 2001
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • January 26, 2001

46. PBGC coverage for DB plans covering spouses only

    By Jakyasar, November 19, 2020
    • 3 replies
    • 1.5k views
    • 
    • Jakyasar
    • November 19, 2020

47. Determining whether spousal consent is required

    By Guest BOK, May 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • May 21, 2004

48. Participant Exclusions

    By amcorson, April 25, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 26, 2011

49. Cash Balance Plan Admininstration software

    By Dan, January 15, 2008
    • 7 replies
    • 1.5k views
    • 
    • Dan
    • January 18, 2008

50. Owner-only DB plan to freeze

    By John Feldt ERPA CPC QPA, September 17, 2010
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • September 20, 2010