Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Form 5500 filing with asset sale

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

2. Form 5500 Intranet Posting

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

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

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

4. Form 56

   By Peanut Butter Man, November 7, 2007
   • 1 reply
   • 1.1k views
   • 
   • gc@chimentowebb.com
   • November 7, 2007

5. Form 6088 - Plan Termination

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

6. Form 8717 - Certification

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

7. Form 8905

   By Guest Therese, January 10, 2012
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • January 10, 2012

8. Form 8905 vs. Interim amendments

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

9. Form 8955 SSA required for Cash Balance

   By jmartin, November 4, 2011
   • 4 replies
   • 2.2k views
   • 
   • Effen
   • November 4, 2011

10. Form 8955-SSA

    By AdKu, June 2, 2017
    • 2 replies
    • 1k views
    • 
    • AdKu
    • June 2, 2017

11. Form 8955-SSA vs. Form 5500

    By tuni88, August 5, 2014
    • 12 replies
    • 3.5k views
    • 
    • BG5150
    • July 23, 2018

12. Form 990 - Return for Tax Exempt Organization

    By dmb, March 19, 2009
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • March 19, 2009

13. Form 990 Part VII, Column F

    By dmb, June 22, 2009
    • 2 replies
    • 2.2k views
    • 
    • dmb
    • June 25, 2009

14. former 412i plan,

    By Gary, April 26, 2012
    • 3 replies
    • 1k views
    • 
    • mbozek
    • April 27, 2012

15. Former Employee & Pension Plan Participant as Consultant

    By erisa_novice, February 6, 2017
    • 5 replies
    • 2.9k views
    • 
    • Effen
    • February 7, 2017

16. 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

17. Former employee's rights to plan documents

    By Alonzo, April 4, 2000
    • 2 replies
    • 1.4k views
    • 
    • richard
    • April 5, 2000

18. Former HCE

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

19. Former HCE Def'n

    By JAY21, November 27, 2007
    • 20 replies
    • 3.8k views
    • 
    • SoCalActuary
    • December 4, 2007

20. Forms 1099R

    By Gary, January 14, 2009
    • 8 replies
    • 1.5k views
    • 
    • Effen
    • January 15, 2009

21. Found Plan Assets After Termination

    By Zorro1k, June 1, 2015   

    • Found Assets
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • June 1, 2015

22. fractional accrual

    By Tom Poje, February 14, 2006
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • February 15, 2006

23. Fractional Accrual Method - Break-In-Service

    By Andy the Actuary, July 12, 2012
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 12, 2012

24. fractional accrual rule

    By david rigby, October 3, 1998
    • 10 replies
    • 7.2k views
    • 
    • Guest
    • October 12, 1998

25. Fractional Accrual rule for Fresh Start w/ Add-on

    By dmb, June 2, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 2, 2017

26. accrual rules Fractional Accrual Rule-411(b)(1)(C)

    By VeryOldMan, January 17, 2020
    • 0 replies
    • 475 views
    • 
    • VeryOldMan
    • January 17, 2020

27. Freeze

    By DBnme, March 18, 2020
    • 2 replies
    • 1.1k views
    • 
    • Barbara
    • March 19, 2020

28. Freeze 412(e)(3) Plan

    By jkdoll2, October 14, 2020
    • 4 replies
    • 1.6k views
    • 
    • DMcGovern
    • October 16, 2020

29. Freeze Current DB Plan / Start 401k Plan

    By tuni88, March 25, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 26, 2009

30. Freeze of benefit accruals - timing

    By Dinosaur, March 10, 2010
    • 5 replies
    • 2.3k views
    • 
    • Dougsbpc
    • March 11, 2010

31. Freeze of Benefits and Patial Plan Termination

    By Guest merlin, April 26, 2007
    • 4 replies
    • 2.5k views
    • 
    • AndyH
    • April 26, 2007

32. Freezing A Cash Balance Plan

    By metsfan026, May 28, 2024
    • 1 reply
    • 1.5k views
    • 
    • CuseFan
    • May 28, 2024

33. Freezing A Cash Balance Plan For Only 1 Year?

    By metsfan026, March 28, 2025
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • March 31, 2025

34. Freezing average salary

    By ishi, December 31, 2014
    • 7 replies
    • 2k views
    • 
    • ishi
    • January 6, 2015

35. Freezing Benefit Accruals

    By DTH, June 27, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2003

36. Freezing benefit service

    By fiona1, January 25, 2017
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • January 25, 2017

37. Freezing cash balance plan - can the interest credit be frozen too?

    By JDuns, January 14, 2004
    • 3 replies
    • 4.3k views
    • 
    • Gary
    • January 21, 2004

38. Freezing of Defined Benefit Plan/Enrichment of 401k - Communications I

    By Guest SSCARO, June 10, 1999
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 11, 1999

39. Freezing or partially freezing a DB plan-what are the concerns?

    By Guest MattGulseth, May 26, 2000
    • 7 replies
    • 4.2k views
    • 
    • Guest
    • June 6, 2000

40. § 415(b) Freezing Plans; How/If Does a Plan Freeze Affect the Reckoning of Years of Participation and/or Years of Service, and the High Three Year Streak for § 415(b) Deliberations

    By Kent Allard, December 19, 2023   

    • defined benefit plan
    • years of participation
    • (and 2 more)

      Tagged with:

      • defined benefit plan
      • years of participation
      • years of service
      • high three year
    • 4 replies
    • 863 views
    • 
    • david rigby
    • December 27, 2023

41. Frequent Plan Amendments

    By richard, August 24, 1999
    • 6 replies
    • 3k views
    • 
    • SoCalActuary
    • September 23, 1999

42. Fresh start with wear away

    By rodin111, May 20, 2015   

    • wear away
    • fresh start
    • (and 1 more)

      Tagged with:

      • wear away
      • fresh start
      • discrimination testing
    • 8 replies
    • 2.8k views
    • 
    • rodin111
    • May 20, 2015

43. From 8955-SSA

    By Janie, October 23, 2017   

    • from 8955-ssa and section 6057(a)
    • 1 reply
    • 546 views
    • 
    • Lou S.
    • October 23, 2017

44. From Individual Agg to EANC

    By Guest Roman, September 18, 2003
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2003

45. Front-loaded Funding – Defined Benefit Plan

    By Pete, September 20, 2020
    • 5 replies
    • 3.2k views
    • 
    • Mike Preston
    • September 21, 2020

46. Frozen AB, Benefits restarted, late retirement

    By Guest RBlaine, March 10, 2008
    • 4 replies
    • 965 views
    • 
    • SoCalActuary
    • March 10, 2008

47. Frozen Accruals In a Floor-Offset Plan

    By Guest, February 15, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 18, 2002

48. Frozen Accuals and the 415 Limit

    By mming, June 16, 2011
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • June 17, 2011

49. Frozen Benefit / Frozen Participants

    By Penman2006, September 24, 2007
    • 20 replies
    • 5.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2007

50. Frozen Benefits/Froxen Participation

    By Guest merlin, October 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 30, 2002