Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Participant paid from wrong plan in Master Trust

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

2. 401(a) CalSTRS

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

3. In Kind Contribution in DB Plan

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

4. Another DB/DC Gateway question

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

5. Cash Balance - Past Service Benefits

   By carrots, March 3, 2009
   • 3 replies
   • 1.6k views
   • 
   • JAY21
   • March 4, 2009

6. Restricted Benefit Payments and QDRO

   By Dougsbpc, March 25, 2009
   • 3 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • March 25, 2009

7. Top Heavy Minimum after being excluded?

   By John Feldt ERPA CPC QPA, February 15, 2006
   • 3 replies
   • 2k views
   • 
   • FAPInJax
   • February 20, 2006

8. Withdrawal Under ERISA 4063

   By Guest Grumpy456, July 14, 2008
   • 3 replies
   • 3.6k views
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   • Effen
   • July 14, 2008

9. Pension Deductions with LLC

   By Gary, October 29, 2008
   • 3 replies
   • 1.5k views
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   • mwyatt
   • October 30, 2008

10. General Testing software for DB Plans

    By AndyH, January 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • January 6, 2001

11. 204(h) Notice mailing date ?

    By Guest hyper, October 26, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 27, 2005

12. Vesting in Cash Balance Plans

    By zimbo, March 19, 2008
    • 3 replies
    • 4k views
    • 
    • zimbo
    • March 19, 2008

13. Excess Employer Securities in DB Plan

    By Guest mingblue, February 22, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 23, 2007

14. Non Discrimination testing

    By Gary, February 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 8, 2011

15. 420 Transfers

    By Guest EBW, March 20, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 9, 2003

16. 412(e) plan

    By jkdoll2, December 1, 2009
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2009

17. FASB

    By Guest JBY, January 29, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 29, 2010

18. Cash Balance interest crediting rate

    By Guest Jmar401k, December 5, 2014
    • 3 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 6, 2014

19. Suspension of Benefits if Working Past NRD

    By Guest CRC02, February 5, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 5, 2004

20. Post NRA Accruals

    By Guest jfreeborn, July 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2010

21. Is a 5329 Filing Necessary?

    By Guest temmert326, June 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • TPApril
    • May 20, 2013

22. Can DB contribution be deducted in one year and satisfy MRC in a different year?

    By KevinO, January 31, 2018   

    • mrc
    • 3 replies
    • 679 views
    • 
    • KevinO
    • February 2, 2018

23. Multiple In-Service Distributions by Participant in Same Calendar Year (Cash Balance Plan)

    By waid10, December 13, 2023
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • December 13, 2023

24. Required Minimum Distributions

    By Lori Foresz, April 16, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 28, 2009

25. Tax Credit (SECURE Act)

    By Dobber, January 2, 2020
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • January 2, 2020

26. OBRA and RPA interest rates

    By Blinky the 3-eyed Fish, February 7, 2003
    • 3 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 19, 2003

27. DB Investment Policy Statements

    By Guest MikeAIGFA, March 25, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 2, 2009

28. Divorce on Annuity Starting Date

    By BTG, June 30, 2022
    • 3 replies
    • 1.1k views
    • 
    • BTG
    • July 4, 2022

29. Change in timing of deduction

    By Earl, July 19, 2005
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 20, 2005

30. PBGC Premium Payments

    By Guest abajeb, October 26, 2005
    • 3 replies
    • 1.5k views
    • 
    • could be me maybe not
    • October 27, 2005

31. 2009 DB Min Distribs

    By AndyH, December 17, 2008
    • 3 replies
    • 1.1k views
    • 
    • goldtpa
    • January 2, 2009

32. Definitely Determinable Benefit Requirement and Use of Surplus

    By Guest dolstein, June 12, 2013
    • 3 replies
    • 1.7k views
    • 
    • Hojo
    • June 12, 2013

33. 408b2 - mutual fund investments in DB, CB plans

    By CLE401kGuy, December 17, 2013
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • December 17, 2013

34. What resources do you use to locate deceased DB participants?

    By Guest Nautical, February 17, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 17, 2005

35. Withholding

    By Guest pm01, July 14, 2008
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • July 14, 2008

36. AFTAP; Participant Notice when below 80%

    By JAY21, September 9, 2008
    • 3 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • September 9, 2008

37. Deadline for amendment increasing benefits?

    By Guest Mark Draa, January 31, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 2005

38. IAS 19 HELP!

    By Guest GMP, February 10, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 13, 2009

39. 401a4 testing - accrued-to-date - combo plan

    By Jakyasar, April 13, 2021
    • 3 replies
    • 798 views
    • 
    • Effen
    • April 20, 2021

40. Missed restatements - how to handle?

    By ashleys, April 28, 2025
    • 3 replies
    • 1.6k views
    • 
    • Artie M
    • April 29, 2025

41. Maximum Legal Vesting Period for Part Time Employees?

    By Guest Cindy00000000, April 26, 2002
    • 3 replies
    • 4k views
    • 
    • david rigby
    • April 26, 2002

42. DB for domestic help

    By Lame Duck, January 11, 2005
    • 3 replies
    • 1.2k views
    • 
    • Lame Duck
    • January 11, 2005

43. Allocation of Assets between 2 owners

    By JAY21, November 24, 2008
    • 3 replies
    • 1.2k views
    • 
    • ScottR
    • November 27, 2008

44. Prior Funding Deficiency & Quarterlies

    By JBones, September 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • Calavera
    • September 9, 2011

45. can a 401(k) r PS account be rolled over to a regular DB or a 412(e)(3) and the funds remain segregated?

    By RayJJohnsonJr, November 10, 2020
    • 3 replies
    • 605 views
    • 
    • RayJJohnsonJr
    • November 22, 2020

46. Avg Salary used in pension calculation

    By Gary, October 13, 1999
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 16, 1999

47. Options for funds transferred to a QRP following overfunded DB plan termination?

    By kmhaab, February 14, 2024
    • 3 replies
    • 2k views
    • 
    • Effen
    • February 15, 2024

48. Post Ret Accrual after LS

    By Guest penman, May 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 24, 2005

49. Mid-Year Merger of DB Plans

    By ac, October 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • LIBOR
    • October 31, 2005

50. COVID-19 Withdrawal

    By thepensionmaven, April 5, 2020
    • 3 replies
    • 920 views
    • 
    • digger
    • April 6, 2020