Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Field directive

   By Guest shronesz, November 1, 2004
   • 4 replies
   • 1.5k views
   • 
   • SRM
   • November 4, 2004

2. FIL & Fully Amortized Bases

   By Guest Don N, May 2, 2000
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • May 11, 2000

3. FIL Funding Method

   By ac, February 18, 2005
   • 6 replies
   • 1.9k views
   • 
   • MGB
   • February 23, 2005

4. FIL Method-Assumption Base

   By JAY21, March 1, 2005
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • March 1, 2005

5. FIL method, UAL < 0, No FFC, RP 2000-40

   By Effen, April 30, 2004
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • April 30, 2004

6. File Schedule B?

   By Guest Bearlee, March 13, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 13, 2007

7. File without SB

   By SSRRS, February 17, 2023
   • 8 replies
   • 740 views
   • 
   • SSRRS
   • February 28, 2023

8. Filing 5500 without 5330

   By Guest GMP, September 20, 2007
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • September 20, 2007

9. Filing deadline for 5500 with short plan year

   By Kimberly Valentine-Pierrot, September 4, 2020   

   • final/short plan year
   • 8 replies
   • 4k views
   • 
   • Kimberly Valentine-Pierrot
   • September 8, 2020

10. Filing for a 2007 & 2008 DB plan funding waiver

    By Guest GaryGaryGary, March 5, 2008
    • 0 replies
    • 807 views
    • 
    • Guest
    • March 5, 2008

11. Filing for a distress termination with the PBGC

    By katieinny, March 11, 2004
    • 25 replies
    • 4.5k views
    • 
    • Guest
    • March 25, 2004

12. Filing Form 5500 for Frozen Plan

    By metsfan026, October 11, 2024
    • 6 replies
    • 1.1k views
    • 
    • Bri
    • October 11, 2024

13. Filing SB after discovering document mistakes

    By Pension RC, July 18, 2013
    • 1 reply
    • 831 views
    • 
    • Effen
    • July 18, 2013

14. Filing Schedule MP, Plan Termination

    By Guest DBStudentAct, March 30, 2011
    • 0 replies
    • 913 views
    • 
    • Guest
    • March 30, 2011

15. Filing without a Signed SB

    By Nate X, October 15, 2021
    • 0 replies
    • 379 views
    • 
    • Nate X
    • October 15, 2021

16. Final 411(d)(6) Regs Permit Elimination of Benefit Forms Satisfying QJ

    By Guest SCUDDESLER, September 11, 2000
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • September 12, 2000

17. Final 415 amendment

    By Rai401k, July 9, 2008
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • July 9, 2008

18. Final 415 Regs - applying the 401(a)(17) limit

    By John Feldt ERPA CPC QPA, April 4, 2007
    • 0 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 4, 2007

19. Final 415 regulations re plan termination

    By Guest saeissler, November 6, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 6, 2007

20. Final 415 Regulations - Amendment Deadline

    By J. Bringhurst, December 3, 2007
    • 1 reply
    • 4.8k views
    • 
    • Belgarath
    • December 3, 2007

21. Final 5500 Due Before Forms Issued

    By Andy the Actuary, May 19, 2008
    • 7 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • May 20, 2008

22. Final Average Compensation

    By Guest calcu, August 4, 2004
    • 7 replies
    • 2.2k views
    • 
    • MGB
    • August 5, 2004

23. Final Average Earnings: Can Post-Severance Comp Be Counted in Final Month of Employment?

    By Übernerd, January 27, 2015   

    • final average earnings
    • compensation
    • (and 1 more)

      Tagged with:

      • final average earnings
      • compensation
      • post-severance
    • 0 replies
    • 1.2k views
    • 
    • Übernerd
    • January 27, 2015

24. Final Average Salary

    By Guest Richard Scheer, September 25, 2001
    • 12 replies
    • 3.2k views
    • 
    • Guest
    • September 26, 2001

25. Final Contribution to a Cash Balance Plan

    By ac, May 15, 2014
    • 4 replies
    • 1.1k views
    • 
    • ac
    • May 16, 2014

26. Final DB 401a9 Regs

    By David MacLennan, June 15, 2004
    • 5 replies
    • 2.8k views
    • 
    • SoCalActuary
    • June 18, 2004

27. Final Form 5500EZ

    By Gary, August 5, 2008
    • 7 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

28. Final Funding Regs

    By JAY21, October 28, 2009
    • 2 replies
    • 1.3k views
    • 
    • ScottR
    • November 7, 2009

29. Final Payouts from DB Plan

    By Earl, December 8, 2017
    • 5 replies
    • 929 views
    • 
    • chc93
    • December 9, 2017

30. Final Regs - Retroactive Annuity Starting Date

    By Guest KGriffith, August 5, 2004
    • 12 replies
    • 3.7k views
    • 
    • SoCalActuary
    • August 23, 2004

31. Final regs under 417(a)(3)

    By Belgarath, March 24, 2006
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • March 24, 2006

32. Final Schedule SB for Terminated Plan

    By emmetttrudy, May 12, 2009
    • 10 replies
    • 6.8k views
    • 
    • Guest
    • June 9, 2009

33. Financial Accounting for Cash Balance

    By MGB, May 28, 2003
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • July 15, 2003

34. Financial planner and PBGC coverage

    By Jakyasar, November 19, 2020
    • 7 replies
    • 988 views
    • 
    • truphao
    • November 22, 2020

35. Firm wants $1800 as Plan need to be restated in entireity

    By Guest lund, August 15, 2010
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • August 16, 2010

36. First RMD before terminating plan

    By SSRRS, October 29, 2018
    • 9 replies
    • 1.5k views
    • 
    • SSRRS
    • March 31, 2020

37. First Year AFTAP

    By dmb, March 24, 2011
    • 4 replies
    • 2.6k views
    • 
    • SoCalActuary
    • March 28, 2011

38. First Year Cash Balance Contribution

    By Penman2006, February 13, 2009
    • 2 replies
    • 1k views
    • 
    • Penman2006
    • February 14, 2009

39. First Year DB that Counts Prior Service

    By Guest pension222, July 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 2, 2003

40. First year deduction

    By John Feldt ERPA CPC QPA, March 26, 2009
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • July 10, 2009

41. first year eoy CB funding whipsaw

    By abanky, January 18, 2010
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 18, 2010

42. First Year PBGC Premium for Cash Balance Plan

    By Dennis Povloski, January 5, 2007
    • 5 replies
    • 1.9k views
    • 
    • flosfur
    • January 16, 2007

43. First Year PBGC Premium for New Plan

    By Guest choirboy, January 13, 2005
    • 6 replies
    • 1.6k views
    • 
    • Effen
    • January 19, 2005

44. First Year Plan Maximum Contribution

    By Dougsbpc, February 24, 2011
    • 5 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • February 24, 2011

45. First Year Valuation - At-Risk?

    By emmetttrudy, March 28, 2012
    • 4 replies
    • 1.4k views
    • 
    • frizzyguy
    • March 28, 2012

46. First year, missed funding deadline

    By Jakyasar, November 1, 2021
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • January 4, 2022

47. Fiscal Plan Year

    By MGOAdmin, September 22, 2015
    • 0 replies
    • 813 views
    • 
    • MGOAdmin
    • September 22, 2015

48. Fixed Factors to Convert Cash Balance Account Balance to Annuity

    By Guest CRC02, March 12, 2004
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • March 12, 2004

49. Flat Benefit Safe Harbor with Top Heavy Accruals

    By Guest sdolce, September 27, 2001
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • September 27, 2001

50. Flat Dollar Contribution, requires cash-balance arrangment ?

    By JAY21, June 6, 2005
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • June 7, 2005