Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. RMD to charity

   By Bri, December 30, 2020
   • 3 replies
   • 1.3k views
   • 
   • Effen
   • December 31, 2020

2. Documentation laws & pension plan participation

   By WhiteCollarWorker, August 5, 2024
   • 3 replies
   • 782 views
   • 
   • R Griffith
   • August 7, 2024

3. Form 1099R

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

4. Amend NRA from 65 to 62 to accommodate in-service distribution?

   By Guest Dave Peckham, September 30, 2009
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • October 1, 2009

5. Recent DOL audit on required disclosures defined benefit plan

   By Adam, August 31, 2017
   • 3 replies
   • 1k views
   • 
   • ESOP Guy
   • September 7, 2017

6. Does the annual compensation limit (currently set at $170,000) mention

   By Guest, October 24, 2000
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • October 25, 2000

7. Error Correction

   By Guest EBW, June 18, 2003
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • June 19, 2003

8. Late Quarterly Interest

   By Guest guppy, April 26, 2005
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • May 3, 2005

9. EOY-Valuations & Final Val

   By JAY21, July 13, 2009
   • 3 replies
   • 1k views
   • 
   • david rigby
   • July 14, 2009

10. Underfunded DB Restrictions on Plan Amendments

    By jpokusa, December 3, 2014   

    • AFTAP
    • Benefit Restrictions
    • (and 3 more)

      Tagged with:

      • AFTAP
      • Benefit Restrictions
      • Underfunded DB
      • 436 Restrictions
      • 401(a)(17)
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • December 3, 2014

11. AFTAP - Annuity Purchase

    By Craig Jacobs, September 14, 2015
    • 3 replies
    • 3.2k views
    • 
    • My 2 cents
    • September 16, 2015

12. Cash Balance Conversion

    By nancy, September 10, 2007
    • 3 replies
    • 1.4k views
    • 
    • tymesup
    • September 12, 2007

13. TNC for frozen plan with life insurance

    By carrots, May 12, 2009
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 14, 2009

14. Election to use PFB

    By RLR, May 30, 2012
    • 3 replies
    • 1.4k views
    • 
    • RLR
    • May 31, 2012

15. Asset Averaging under ERA

    By Andy the Actuary, December 16, 2008
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • December 17, 2008

16. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2009

17. Restricted payouts for surviving spouse of a top 25 employee? Any opti

    By JDuns, December 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 31, 2001

18. cash balance add-on plans

    By Guest ctrapatsos, December 1, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • December 1, 2006

19. Calculation of new shortfall installment

    By Guest DBStudentAct, April 24, 2010
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 27, 2010

20. Schedule C income after val date

    By Dinosaur, April 17, 2012
    • 3 replies
    • 900 views
    • 
    • SoCalActuary
    • April 17, 2012

21. HELP! HCE leaving Underfunded Plan

    By Guest jgordon, March 23, 2004
    • 3 replies
    • 1.1k views
    • 
    • ishi
    • March 24, 2004

22. Pre-Retirement Decrements

    By Andy the Actuary, October 10, 2007
    • 3 replies
    • 2.4k views
    • 
    • tymesup
    • October 10, 2007

23. PPA Funding

    By Guest DBAnalyst123, February 6, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • February 6, 2009

24. Annual Funding Notice

    By FAPInJax, March 24, 2009
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 2009

25. FASB

    By Guest JBY, January 28, 2010
    • 3 replies
    • 1.1k views
    • 
    • quinnfield
    • January 28, 2010

26. New Shortfall Amortization Base?

    By My 2 cents, June 17, 2010
    • 3 replies
    • 3.4k views
    • 
    • My 2 cents
    • June 17, 2010

27. CB Plans - How many?

    By Guest Brian Walsh, April 12, 2001
    • 3 replies
    • 1.6k views
    • 
    • IRC401
    • April 23, 2001

28. What defines a retirement plan account?

    By AndyH, May 22, 2019
    • 3 replies
    • 651 views
    • 
    • AndyH
    • May 22, 2019

29. exclusion language

    By jane murray, June 12, 2021
    • 3 replies
    • 959 views
    • 
    • Jakyasar
    • June 25, 2021

30. Correcting "Restricted Employee" Distribution Error

    By In House Counsel, December 6, 2024
    • 3 replies
    • 680 views
    • 
    • In House Counsel
    • December 12, 2024

31. Participant Notice?

    By Guest kjk, June 5, 2002
    • 3 replies
    • 1.9k views
    • 
    • MGB
    • June 10, 2002

32. Funding Method Change - Frozen Plan

    By flosfur, November 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • flosfur
    • November 14, 2003

33. Coverage Test

    By Guest AKC, April 15, 2008
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • April 17, 2008

34. Insurance in Plan

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

35. Very high paid HCE, terminates, under 3 years and 401(a)(17) limit

    By John Feldt ERPA CPC QPA, April 9, 2021
    • 3 replies
    • 503 views
    • 
    • John Feldt ERPA CPC QPA
    • April 13, 2021

36. 412(i) Safe Harbor

    By Guest pension222, September 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • September 18, 2002

37. In Service Distribution due to DB Plan Termination

    By smm, November 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • smm
    • November 14, 2003

38. Exclude HCE?

    By Dougsbpc, March 8, 2004
    • 3 replies
    • 2.1k views
    • 
    • Lame Duck
    • March 9, 2004

39. Self-employed, earned income, pension deductions

    By Gary, July 18, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • July 19, 2005

40. Cash Balance EOY Valn and First Plan Year

    By rew, July 22, 2015
    • 3 replies
    • 1.3k views
    • 
    • Hojo
    • July 22, 2015

41. PBGC mortality

    By Gary, September 9, 1999
    • 3 replies
    • 2.5k views
    • 
    • SoCalActuary
    • September 23, 1999

42. Interest credit for cash balance plan

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

43. child support order

    By Guest Kehau, December 5, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

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

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

45. Restricted EE also a Beneficiary

    By Guest jody303, June 18, 2003
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 19, 2003

46. Participant paid from wrong plan in Master Trust

    By Guest gerry326, January 10, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 12, 2005

47. 401(a) CalSTRS

    By Guest S.Racer, June 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • AndyH
    • June 19, 2006

48. In Kind Contribution in DB Plan

    By BFlash, January 31, 2018
    • 3 replies
    • 1.4k views
    • 
    • BFlash
    • February 1, 2018

49. Another DB/DC Gateway question

    By Guest Mike Spickard, December 23, 2003
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 23, 2003

50. Cash Balance - Past Service Benefits

    By carrots, March 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • JAY21
    • March 4, 2009