Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Floor offset - minimum participation

   By tymesup, August 10, 2007
   • 29 replies
   • 4.9k views
   • 
   • ak2ary
   • August 23, 2007

2. Floor Offset 415 Limit

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

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

   By mwyatt, August 22, 2011
   • 12 replies
   • 2.8k views
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   • AndyH
   • August 22, 2011

4. Floor offset and Form 5500 Participant Count

   By C2C, April 24, 2003
   • 8 replies
   • 1.6k views
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   • C2C
   • April 29, 2003

5. Floor Offset arrangement with past service grant

   By Guest samw, August 10, 2009
   • 9 replies
   • 11.1k views
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   • Guest
   • August 11, 2009

6. Floor Offset Deductibility Problem

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

7. 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

8. Floor offset plan

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

9. Floor Offset Plan Participant Count

   By Cloudy, January 27, 2014
   • 10 replies
   • 3.4k views
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   • dan.jock
   • March 14, 2017

10. Floor Offset plan-uniformity

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

11. Floor offset plans

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

12. Floor Offset Plans

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

13. Floor Offset question

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

14. Floor offset with a 403(b) plan

    By Guest Rae, April 2, 2007
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • April 3, 2007

15. Floor Offsets versus DB+DC Combos

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

16. Floor-Offset

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

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

    By Dougsbpc, March 11, 2004
    • 5 replies
    • 1.9k views
    • 
    • Dougsbpc
    • March 12, 2004

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

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

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

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

20. Follow-up mortality table question

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

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

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

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

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

23. 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
    • 
    • Mike Preston
    • September 25, 2003

24. forego receipt of benefits and affect on Schedule SB

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

25. Foreign owned California corp

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

26. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

    By Guest ircreader, November 26, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2003

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

    By Guest Rae, February 28, 2006
    • 14 replies
    • 4.4k views
    • 
    • Effen
    • March 8, 2006

28. Forfeiture in a defined benefit plan

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

29. Forfeiture of benefits

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

30. Form 1099 reporting relating to PBGC transferred monies

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

31. Form 1099R

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

32. Form 4010 information

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

33. Form 501

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

34. 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
    • 2.1k views
    • 
    • AdKu
    • August 17, 2016

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

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

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

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

37. Form 5310-A actuarial attachment

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

38. Form 5330

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

39. Form 5330 - Excess Contributions

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

40. Form 5330 Help

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

41. Form 5330 on multiple year missed minimums

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

42. Form 5500 - annuity purchased by insurance co.

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

43. Form 5500 and Corporate Tax Returns

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

44. Form 5500 Filing - Late Adoption of a Plan

    By metsfan026, October 8
    • 6 replies
    • 677 views
    • 
    • metsfan026
    • October 9

45. Form 5500 filing with asset sale

    By Guest JDL, March 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • E as in ERISA
    • March 12, 2003

46. Form 5500 Intranet Posting

    By AndyH, November 18, 2009
    • 5 replies
    • 4.4k views
    • 
    • TPApril
    • December 12, 2017

47. Form 5500-SF/EZ and 412(e)(3)

    By retbenser, July 1, 2011
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • July 1, 2011

48. Form 56

    By Peanut Butter Man, November 7, 2007
    • 1 reply
    • 1k views
    • 
    • gc@chimentowebb.com
    • November 7, 2007

49. Form 6088 - Plan Termination

    By emmetttrudy, July 8, 2010
    • 6 replies
    • 3.3k views
    • 
    • SoCalActuary
    • July 9, 2010

50. Form 8717 - Certification

    By Guest MProctor, October 5, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 6, 2004