Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Flexibility re participation in cash balance plan

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

2. Flexible pension

   By Gary, August 27, 2005
   • 5 replies
   • 1.6k views
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   • AndyH
   • September 6, 2005

3. Flexible Plan/Cafeteria Plan

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

4. flip flop funding

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

5. Flip-flop method question

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

6. Floor offset

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

7. Floor offset - minimum participation

   By tymesup, August 10, 2007
   • 29 replies
   • 5k views
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   • ak2ary
   • August 23, 2007

8. Floor Offset 415 Limit

   By Dougsbpc, January 6, 2018
   • 4 replies
   • 1.4k views
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   • Dougsbpc
   • January 9, 2018

9. Floor Offset and 401(a)(26) - a new one

   By mwyatt, August 22, 2011
   • 12 replies
   • 2.9k views
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   • AndyH
   • August 22, 2011

10. Floor offset and Form 5500 Participant Count

    By C2C, April 24, 2003
    • 8 replies
    • 1.7k views
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    • C2C
    • April 29, 2003

11. Floor Offset arrangement with past service grant

    By Guest samw, August 10, 2009
    • 9 replies
    • 11.2k views
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    • Guest
    • August 11, 2009

12. Floor Offset Deductibility Problem

    By dan.jock, February 8, 2017
    • 1 reply
    • 518 views
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    • Mike Preston
    • February 8, 2017

13. Floor Offset Plan

    By Dougsbpc, February 17, 2003
    • 2 replies
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • February 18, 2003

14. Floor offset plan

    By SSRRS, August 26, 2019
    • 2 replies
    • 702 views
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    • Calavera
    • August 28, 2019

15. Floor Offset Plan Participant Count

    By Cloudy, January 27, 2014
    • 10 replies
    • 3.5k views
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    • dan.jock
    • March 14, 2017

16. Floor Offset plan-uniformity

    By SZ, December 4, 2019
    • 1 reply
    • 769 views
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    • AndyH
    • December 6, 2019

17. Floor offset plans

    By FAPInJax, May 10, 2007
    • 7 replies
    • 3.6k views
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    • Guest
    • February 26, 2009

18. Floor Offset Plans

    By flosfur, April 28, 2003
    • 2 replies
    • 1.1k views
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    • Mike Preston
    • April 29, 2003

19. Floor Offset question

    By Dougsbpc, July 30, 2007
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 1, 2007

20. Floor offset with a 403(b) plan

    By Guest Rae, April 2, 2007
    • 1 reply
    • 1.4k views
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    • AndyH
    • April 3, 2007

21. Floor Offsets versus DB+DC Combos

    By AndyH, January 13, 2010
    • 14 replies
    • 6.8k views
    • 
    • Everett Moreland
    • January 15, 2010

22. Floor-Offset

    By Dougsbpc, September 28, 2007
    • 5 replies
    • 1.2k views
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    • SoCalActuary
    • September 28, 2007

23. Floor-Offset & 401(a)(26)

    By Dougsbpc, March 11, 2004
    • 5 replies
    • 2k views
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    • Dougsbpc
    • March 12, 2004

24. Floor-offset DB plan - life insurance for owner only

    By Jakyasar, October 22, 2019
    • 8 replies
    • 1.2k views
    • 
    • Jakyasar
    • November 1, 2019

25. Floor-Offset Plans - Minimum Funding and PBGC Premiums

    By Guest rocnrols2, March 4, 2003
    • 7 replies
    • 2.4k views
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    • Guest
    • March 12, 2003

26. Follow-up mortality table question

    By tuni88, February 3, 2007
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 5, 2007

27. For DB plans determining the highest 3-year average compensation after

    By John A, November 9, 1999
    • 0 replies
    • 1.3k views
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    • John A
    • November 9, 1999

28. For defined benefit plans, what is a typical pay credit percentage per

    By Guest SBritten, April 8, 2002
    • 4 replies
    • 1.5k views
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    • RCK
    • April 11, 2002

29. For section 404 purposes: any difference between nondeducted contributions and nondeductible contributions?

    By Blinky the 3-eyed Fish, September 24, 2003
    • 3 replies
    • 1.2k views
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    • Mike Preston
    • September 25, 2003

30. forego receipt of benefits and affect on Schedule SB

    By John Feldt ERPA CPC QPA, May 27, 2010
    • 8 replies
    • 1.7k views
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    • Andy the Actuary
    • May 28, 2010

31. Foreign owned California corp

    By flosfur, July 29, 2004
    • 1 reply
    • 946 views
    • 
    • Belgarath
    • July 29, 2004

32. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

    By Guest ircreader, November 26, 2003
    • 6 replies
    • 1.5k views
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    • Guest
    • December 4, 2003

33. Forfeiture allocation and 404(a)(7) limit

    By Guest Rae, February 28, 2006
    • 14 replies
    • 4.5k views
    • 
    • Effen
    • March 8, 2006

34. Forfeiture in a defined benefit plan

    By gle318612, July 14, 2009
    • 1 reply
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2009

35. Forfeiture of benefits

    By Guest jmc51, July 11, 2007
    • 2 replies
    • 1.6k views
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    • Guest
    • July 13, 2007

36. Form 1099 reporting relating to PBGC transferred monies

    By Guest Diane DuFresne, February 14, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • February 14, 2002

37. Form 1099R

    By Gary, January 16, 2008
    • 3 replies
    • 1.3k views
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    • AndyH
    • January 17, 2008

38. Form 4010 information

    By Guest jfsinger, September 24, 2007
    • 0 replies
    • 924 views
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    • Guest
    • September 24, 2007

39. Form 501

    By Guest DBStudentAct, December 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • December 27, 2010

40. Form 501 - Post Distribution Certification required attachments

    By AdKu, July 12, 2016   

    • Post
    • For 501 required attachments
    • (and 1 more)

      Tagged with:

      • Post
      • For 501 required attachments
      • Copy of Cancelled Check
    • 8 replies
    • 2.2k views
    • 
    • AdKu
    • August 17, 2016

41. Form 5033/5307 Design based Safe & nondicrimination Safe terminology

    By flosfur, March 30, 2004
    • 1 reply
    • 1.4k views
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    • AndyH
    • March 30, 2004

42. Form 5300 question - definition of term "benefits"

    By Guest clgenn, May 17, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • May 17, 2002

43. Form 5310-A actuarial attachment

    By david rigby, October 24, 2023
    • 1 reply
    • 605 views
    • 
    • Luke Bailey
    • October 26, 2023

44. Form 5330

    By emmetttrudy, September 14, 2009
    • 3 replies
    • 1.4k views
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    • AndyH
    • September 14, 2009

45. Form 5330 - Excess Contributions

    By emmetttrudy, July 26, 2010
    • 4 replies
    • 2.1k views
    • 
    • My 2 cents
    • July 26, 2010

46. Form 5330 Help

    By Guest penman, October 19, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2005

47. Form 5330 on multiple year missed minimums

    By frizzyguy, February 6, 2012
    • 0 replies
    • 1.4k views
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    • frizzyguy
    • February 6, 2012

48. Form 5500 - annuity purchased by insurance co.

    By Dinosaur, January 4, 2011
    • 4 replies
    • 1.6k views
    • 
    • Dinosaur
    • January 4, 2011

49. Form 5500 and Corporate Tax Returns

    By Guest Marino13, February 12, 2004
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 19, 2004

50. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026, October 8, 2025
    • 6 replies
    • 946 views
    • 
    • metsfan026
    • October 9, 2025