Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB AND DC COMBINED DEDUCTION

   By Guest f1234, August 10, 2005
   • 13 replies
   • 1.5k views
   • 
   • AndyH
   • August 11, 2005

2. separation from service

   By lexi, August 20, 2007
   • 2 replies
   • 1.5k views
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   • J Simmons
   • September 6, 2007

3. Plan Merger Timeline

   By Guest smstls, November 3, 2005
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • November 3, 2005

4. Does anyone know what the IRS position on how low a plan sponsor can s

   By Guest Frank Berrodin, February 25, 2000
   • 4 replies
   • 1.5k views
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   • Everett Moreland
   • February 28, 2000

5. Partial Terminations

   By BTG, September 5, 2007
   • 5 replies
   • 1.5k views
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   • AndyH
   • September 14, 2007

6. Definition of Spouse & DOMA

   By Guest jac, August 21, 2012
   • 3 replies
   • 1.5k views
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   • Peter Gulia
   • August 22, 2012

7. Year of Participation (YOP) for Section 415

   By flosfur, March 24, 2004
   • 5 replies
   • 1.5k views
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   • flosfur
   • March 30, 2004

8. Restricted Benefits under a DB plan

   By Guest meggie, August 15, 2003
   • 1 reply
   • 1.5k views
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   • Blinky the 3-eyed Fish
   • August 18, 2003

9. Retention of employee records

   By Gary, December 18, 1999
   • 1 reply
   • 1.5k views
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   • MWeddell
   • December 20, 1999

10. Former HCE

    By Andy the Actuary, April 10, 2009
    • 8 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • April 20, 2009

11. Closed Defined Benefit Plan & Rehired Employee

    By Guest elmo27, February 7, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2012

12. General Testing of Cash Balance Plan

    By AndyH, February 18, 2005
    • 9 replies
    • 1.5k views
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    • MGB
    • February 22, 2005

13. 412(i), where is the guidance?

    By Effen, January 22, 2004
    • 11 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 24, 2004

14. IRS Rev. Proc. 2000-40

    By Andy the Actuary, June 18, 2007
    • 0 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • June 18, 2007

15. Is age 65 or 62 to be used when cross-testing a DB/DC plan?

    By AdKu, June 21, 2019
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • July 2, 2019

16. 204(h) Notice DB Partial Termination?

    By Alf, December 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 1, 2000

17. Terminating DB Plan & Opening A New One

    By metsfan026, May 23, 2024
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 23, 2024

18. Section 415(b)(2)(C) adjustment for retirement age <62

    By Guest Michael Spaid, April 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 7, 1999

19. PBGC coverage

    By Guest Rae, April 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 18, 2002

20. Can Employer Withsraw Amount Contributed to a DB Plan if Amount Contri

    By Guest Edward McElroy, April 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • M R Bernardin
    • April 23, 1999

21. Amendment and Cushion Amount

    By Dougsbpc, November 21, 2011
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • November 21, 2011

22. Mandatory Contributions

    By Guest hussac, July 14, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2003

23. Agent Expense Reimbursements

    By Guest ak, November 22, 1999
    • 4 replies
    • 1.5k views
    • 
    • Dowist
    • December 4, 1999

24. Cash Balance Credit Formula

    By emmetttrudy, November 16, 2012
    • 3 replies
    • 1.5k views
    • 
    • emmetttrudy
    • November 19, 2012

25. Involuntary cashouts and annuity option

    By AndyH, June 17, 2005
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 20, 2005

26. Interest credit for cash balance plan

    By Gary, August 22, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 2001

27. 1099-R question

    By Guest Theresa, January 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2000

28. "Former HCE" vs "HC Former E"

    By carrots, May 22, 2009
    • 2 replies
    • 1.5k views
    • 
    • carrots
    • May 26, 2009

29. Add interest up to date of payout?

    By Guest Dave Peckham, November 10, 2009
    • 5 replies
    • 1.5k views
    • 
    • Effen
    • November 18, 2009

30. DB Plan restoral?

    By No Name, December 30, 2004
    • 9 replies
    • 1.5k views
    • 
    • SoCalActuary
    • January 6, 2005

31. PBGC Coverage - Affiliated Service Group

    By Effen, February 1, 2013
    • 5 replies
    • 1.5k views
    • 
    • Effen
    • February 3, 2013

32. Funding Waiver and interest charges on late quarterly contributions

    By ishi, August 6, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 6, 2004

33. Joint & 75% Option

    By Andy the Actuary, October 19, 2011
    • 6 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 31, 2011

34. Schedule C income

    By thepensionmaven, April 29, 2024
    • 4 replies
    • 1.5k views
    • 
    • CuseFan
    • April 30, 2024

35. change in cash balance allocation formula

    By abanky, November 11, 2009
    • 8 replies
    • 1.5k views
    • 
    • abanky
    • November 30, 2009

36. Lump sum of early ret benefit under cash balance plan

    By Gary, September 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 25, 2000

37. Benefit and Vesting Service Credit for Accrued Vacation Paid Upon Term

    By Guest dhendricks, April 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • M R Bernardin
    • April 23, 1999

38. Qualified Disability Benefit Protected?

    By Snapper, August 4, 2021
    • 4 replies
    • 1.5k views
    • 
    • Effen
    • July 9

39. Plan termination and reallocation of benefits

    By abanky, May 16, 2011
    • 14 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • May 23, 2011

40. Minimum Benefit

    By Dougsbpc, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 6, 2001

41. Disability table

    By FAPInJax, November 4, 2004
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • November 5, 2004

42. 415 limits on plan termination following monthly pmts

    By AndyH, January 6, 2010
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • January 8, 2010

43. Form 8905 vs. Interim amendments

    By D Syrett, October 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • October 8, 2008

44. How are people handling this?

    By Guest tintree73, December 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 13, 2005

45. Former employee thinks scheduled cash-out distribution is not all that

    By Gary, July 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • Gary
    • July 14, 2000

46. 412(e)3 plans

    By Guest jim williams, August 18, 2011
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • August 19, 2011

47. Year of Service Accrued Benefit

    By Guest tscher, July 29, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2004

48. HEART, USERRA, and Differential Wage Payments

    By Guest ebenefits, January 3, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2011

49. Company life insurance reimburse DB trust?

    By Guest Nautical, June 2, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • June 6, 2005

50. New Plan Document - Benefit Formula

    By JBones, August 22, 2011
    • 6 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011