Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. File without SB

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

2. Filing 5500 without 5330

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

3. Filing deadline for 5500 with short plan year

   By Kimberly Valentine-Pierrot, September 4, 2020   

   • final/short plan year
   • 8 replies
   • 3.9k views
   • 
   • Kimberly Valentine-Pierrot
   • September 8, 2020

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

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

5. Filing for a distress termination with the PBGC

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

6. Filing Form 5500 for Frozen Plan

   By metsfan026, October 11, 2024
   • 6 replies
   • 1k views
   • 
   • Bri
   • October 11, 2024

7. Filing SB after discovering document mistakes

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

8. Filing Schedule MP, Plan Termination

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

9. Filing without a Signed SB

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

10. 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

11. Final 415 amendment

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

12. 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

13. Final 415 regulations re plan termination

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

14. Final 415 Regulations - Amendment Deadline

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

15. Final 5500 Due Before Forms Issued

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

16. Final Average Compensation

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

17. 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

18. Final Average Salary

    By Guest Richard Scheer, September 25, 2001
    • 12 replies
    • 3.1k views
    • 
    • Guest
    • September 26, 2001

19. Final Contribution to a Cash Balance Plan

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

20. Final DB 401a9 Regs

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

21. Final Form 5500EZ

    By Gary, August 5, 2008
    • 7 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

22. Final Funding Regs

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

23. Final Payouts from DB Plan

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

24. Final Regs - Retroactive Annuity Starting Date

    By Guest KGriffith, August 5, 2004
    • 12 replies
    • 3.6k views
    • 
    • SoCalActuary
    • August 23, 2004

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

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

26. Final Schedule SB for Terminated Plan

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

27. Financial Accounting for Cash Balance

    By MGB, May 28, 2003
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • July 15, 2003

28. Financial planner and PBGC coverage

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

29. 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

30. First RMD before terminating plan

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

31. First Year AFTAP

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

32. First Year Cash Balance Contribution

    By Penman2006, February 13, 2009
    • 2 replies
    • 993 views
    • 
    • Penman2006
    • February 14, 2009

33. First Year DB that Counts Prior Service

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

34. First year deduction

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

35. first year eoy CB funding whipsaw

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

36. First Year PBGC Premium for Cash Balance Plan

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

37. First Year PBGC Premium for New Plan

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

38. First Year Plan Maximum Contribution

    By Dougsbpc, February 24, 2011
    • 5 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • February 24, 2011

39. First Year Valuation - At-Risk?

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

40. First year, missed funding deadline

    By Jakyasar, November 1, 2021
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 4, 2022

41. Fiscal Plan Year

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

42. 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

43. Flat Benefit Safe Harbor with Top Heavy Accruals

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

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

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

45. Flexibility re participation in cash balance plan

    By Guest Willy235, June 26, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 26, 2003

46. Flexible pension

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

47. Flexible Plan/Cafeteria Plan

    By Guest mwhitaker, August 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 9, 2001

48. flip flop funding

    By Guest, July 11, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 11, 2000

49. Flip-flop method question

    By Blinky the 3-eyed Fish, September 26, 2002
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • October 1, 2002

50. Floor offset

    By R. Butler, October 20, 2011
    • 1 reply
    • 969 views
    • 
    • AndyH
    • October 20, 2011