Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 2001 Compensation Limit

   By Pension RC, August 2, 2013
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • August 2, 2013

2. Collectibles as Plan Investments

   By emmetttrudy, August 16, 2011
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • August 19, 2011

3. Funding after FFL

   By Guest Chamelnix, February 8, 2002
   • 5 replies
   • 1.5k views
   • 
   • david rigby
   • February 9, 2002

4. 30 Year Treasury Rate

   By flosfur, January 11, 2007
   • 1 reply
   • 1.5k views
   • 
   • Everett Moreland
   • January 11, 2007

5. Can anyone suggest a website that contains information on the average

   By Guest rcenturion, October 19, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • October 19, 2000

6. Memphis IRS rejecting "99" EA prefix

   By mwyatt, June 17, 1999
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • June 18, 1999

7. 1.401(a)(4)-5(a) ?

   By Penman2006, April 15, 2010
   • 7 replies
   • 1.5k views
   • 
   • David MacLennan
   • April 19, 2010

8. 5500EZ filing

   By Gary, September 27, 2005
   • 10 replies
   • 1.5k views
   • 
   • Guest
   • September 28, 2005

9. Change in factors used to compute lump sum-grandfather requirements?

   By AndyH, August 30, 2000
   • 2 replies
   • 1.5k views
   • 
   • AndyH
   • August 30, 2000

10. Change of valuation date

    By dmb, December 4, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 4, 2002

11. Furnishing Participants Documents

    By BFree, December 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • Gary
    • December 20, 2001

12. PBGC takeover

    By AndyH, October 15, 2009
    • 10 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2009

13. Pooling of sick leave credit for use by other plan participants

    By EGB, June 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • June 7, 2001

14. 415 Limits

    By Gary, June 26, 2008
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • June 26, 2008

15. Sole Proprietor excess contribution

    By Dinosaur, July 5, 2013
    • 2 replies
    • 1.5k views
    • 
    • ScottR
    • July 24, 2013

16. determination letter caveat

    By Guest Laura, May 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2000

17. Marti

    By Marti, August 26, 2017
    • 7 replies
    • 1.5k views
    • 
    • My 2 cents
    • September 7, 2017

18. Top Heavy DB and DC under EGTRRA

    By AndyH, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2003

19. Is there proposed legislation that would increase the interest rate and thus lower lump sum values for DB plan?

    By Lori Foresz, February 10, 2004
    • 9 replies
    • 1.5k views
    • 
    • ERISAatty
    • February 26, 2004

20. S corp income issues

    By Gary, November 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 19, 2002

21. FAS Codification Section 715-20-50

    By Guest RRO, March 22, 2011
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2011

22. 417(e) Rates

    By JAY21, October 2, 2012
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • October 2, 2012

23. Benefit Formulas

    By Guest DRN, April 2, 2003
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • April 3, 2003

24. Experience with Bonding/Letter of Credit in regards to HCE restricted

    By AndyH, March 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • March 21, 2000

25. DB Plan Maintained by Corporation that is Owned by an Irrevocable Trust under Code Section 414

    By Guest EMM118, January 19, 2007
    • 4 replies
    • 1.5k views
    • 
    • Gary
    • January 24, 2007

26. EOY funding and PPA

    By FAPInJax, August 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • August 15, 2008

27. controlled group and eligibility rules to participate

    By Guest Benefitsrock, June 14, 2012
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

28. Adding to Prefunding Balance

    By Dougsbpc, September 26, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 27, 2009

29. What is the dollar limit if taxes have been paid on prior DB Plan

    By Guest Roman, August 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • mwyatt
    • August 20, 2001

30. DB Required Minimum's

    By austin3515, January 2, 2013
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 2, 2013

31. 5500 Auditing - Excessive?

    By AndyH, November 1, 2007
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • November 2, 2007

32. DB/DC plan design after 12/31/99

    By Guest Jim Berry, September 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • September 23, 1999

33. Mandatory lump sums

    By Guest meggie, October 28, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 28, 2003

34. 2007-28 Q&A 9 Reversed

    By ak2ary, September 14, 2007
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 14, 2007

35. Can employer's 3% contribution to a 401(k) safe harbor plan be used as an offset for a safe harbor Floor Offset DB plan?

    By flosfur, September 20, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 22, 2003

36. Bad QDRO-What to do?

    By AndyH, April 11, 2005
    • 8 replies
    • 1.5k views
    • 
    • AndyH
    • April 13, 2005

37. Eliminating the insurance in a fully insured plan

    By Guest Mr. Relaxation, July 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • SoCalActuary
    • July 16, 2004

38. Final 415 amendment

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

39. ERISA 204(h) Notice and 1 life plans

    By AndyH, May 25, 2004
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • May 25, 2004

40. PPA Lump Sum Restrictions

    By Guest PAUL DUGAN, November 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • Effen
    • November 13, 2007

41. Defined Benefit for someone currently receiving retirement income

    By dmb, March 26, 2002
    • 3 replies
    • 1.5k views
    • 
    • dmb
    • March 26, 2002

42. Consentual or Non-Consentual

    By Andy the Actuary, November 8, 2008
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • November 9, 2008

43. Insurance in Plan

    By Dougsbpc, July 22, 2015
    • 3 replies
    • 1.5k views
    • 
    • shERPA
    • July 22, 2015

44. Most Valuable Accrual for Early Retirement Subsidy

    By LarryDavid, November 14, 2011
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • November 15, 2011

45. DC/DB floor offset combo

    By Guest Dave Peckham, March 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

46. Breach of Fiduciary Duty

    By Janie, August 15, 2017
    • 5 replies
    • 1.5k views
    • 
    • Janie
    • August 15, 2017

47. Cash balance whipsaw

    By Gary, October 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • October 26, 2001

48. Is Recertification Necessary

    By Andy the Actuary, October 13, 2008
    • 6 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • October 14, 2008

49. does 77-2 apply to end of year valuation?

    By himt4, April 21, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 21, 2006

50. 1.401(a)(4)-5(b) restrictions & church plans

    By Guest, November 8, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 14, 2000