Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. automatic approval to move to the full yield curve for FT purposes

   By ishi, September 15, 2023
   • 8 replies
   • 1.5k views
   • 
   • C. B. Zeller
   • September 18, 2023

2. accrual requirements

   By John Feldt ERPA CPC QPA, February 28, 2011
   • 2 replies
   • 1.5k views
   • 
   • QNPG
   • February 28, 2011

3. Contribution mistakenly booked to VEBA 9/14/04, rebooked 9/17/04

   By Guest DBtech, October 6, 2004
   • 12 replies
   • 1.5k views
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   • AndyH
   • October 7, 2004

4. Top Heavy Determination - DB Plan Termination and 401(k) Adoption

   By Guest f1234, May 17, 2005
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • May 17, 2005

5. Forms 1099R

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

6. Pension buyout lump-sum rolled over and under 59 1/2

   By Florida1, May 1, 2013
   • 4 replies
   • 1.5k views
   • 
   • masteff
   • May 9, 2013

7. split-dollar reporting

   By Guest jigpsu, January 24, 2006
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 25, 2006

8. funding relief

   By Dinosaur, June 11, 2012
   • 6 replies
   • 1.5k views
   • 
   • david rigby
   • July 6, 2012

9. 412(i) plan - premium not paid - how to complete Schedule B

   By Lorraine Dorsa, April 5, 2000
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • April 7, 2000

10. yield curve & election months

    By HiVi, April 7, 2009
    • 5 replies
    • 1.5k views
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    • HiVi
    • April 16, 2009

11. What is cost to add a lump sum option?

    By tuni88, March 31, 2010
    • 9 replies
    • 1.5k views
    • 
    • tymesup
    • April 5, 2010

12. model defined benefit plan document

    By Guest Bruce Marotta, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

13. DB Plan Termination

    By Guest le190, October 6, 1999
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 1, 2000

14. Pension Bills

    By JAY21, July 7, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 10, 2006

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

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

16. Top Heavy Plans

    By Guest joe22, November 1, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2005

17. PPA re Church Plans

    By dmb, March 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 6, 2007

18. Funded by 12/31 or when Taxes Filed

    By Guest hherpel, March 16, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2000

19. PBGC penalties - can anything be done?

    By Guest emmaboo, March 5, 2014
    • 6 replies
    • 1.5k views
    • 
    • Calavera
    • March 7, 2014

20. Improperly filled out adoption agreement

    By richard, April 22, 2000
    • 0 replies
    • 1.5k views
    • 
    • richard
    • April 22, 2000

21. How to Keep Informed in the Pension Community

    By Gary, April 28, 2000
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • May 1, 2000

22. Back Pay

    By BTG, July 7, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • July 10, 2009

23. Quarterly pension contributions required for small plan?

    By tuni88, March 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • tuni88
    • March 23, 2010

24. off topic -- Fasb 158

    By abanky, April 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2007

25. 2021 Enrolled Actuaries Meeting

    By mwyatt, November 11, 2020
    • 3 replies
    • 1.5k views
    • 
    • Hojo
    • November 12, 2020

26. 401(a)(17) and anti-EGTRRA amendment

    By Guest kbs, January 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 18, 2002

27. qualified plan distributed annuity

    By Scuba 401, July 17, 2013
    • 5 replies
    • 1.5k views
    • 
    • QLAC Annuity
    • July 24, 2013

28. 2009 AFTAPs < 80%

    By Guest DBPension, May 5, 2009
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • May 12, 2009

29. How do you fix a 411(b) violation

    By Guest jdw, September 29, 2003
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • October 2, 2003

30. IAS 19 HELP!

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

31. Interest charge on late quarterly contributions

    By Guest Marino13, May 4, 2004
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 4, 2004

32. 415 Calculations

    By FAPInJax, May 18, 2009
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 19, 2009

33. Deduction Limit For An affiliated Service Group

    By Guest merlin, September 20, 2002
    • 9 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2002

34. Date of Birth Specific Actuarial Equiv Factors

    By Guest pension222, June 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • June 8, 2004

35. Non-Discrimination testing of carved-out DB plan.

    By flosfur, June 28, 2005
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2005

36. Is Pre-Participation Compensation Excludable?

    By AndyH, April 7, 2003
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • April 10, 2003

37. More fun with 415 questions

    By AndyH, October 12, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • October 14, 2005

38. UP-1994 Unisex

    By abanky, August 23, 2011
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

39. HCE Nuttyness

    By Andy the Actuary, November 14, 2011
    • 7 replies
    • 1.5k views
    • 
    • Kevin C
    • December 5, 2011

40. Election Year Mud

    By Andy the Actuary, August 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 18, 2008

41. Key Employees for determination of 2005 Top Heavy status

    By Guest HaroldA, July 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • Effen
    • July 1, 2005

42. Db Rfp

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2003

43. small Cash Balance Plan - just wasn't right

    By TPApril, November 30, 2023
    • 8 replies
    • 1.5k views
    • 
    • CuseFan
    • December 6, 2023

44. 1099-R needed for death of participant?

    By Cathy from Chicago, January 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • January 16, 2008

45. frozen target plan receives funds

    By Guest shronesz, January 4, 2001
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • January 6, 2001

46. McKay Hochman Document

    By Effen, October 14, 2010
    • 0 replies
    • 1.5k views
    • 
    • Effen
    • October 14, 2010

47. Terminate a CB Plan and Set Up Another One Right Away

    By emmetttrudy, October 25, 2012
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • October 30, 2012

48. Retained Lump Sums for Top 25 Employees

    By Guest David M, October 14, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2003

49. Plan Merger - What are the issues?

    By AndyH, June 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 6, 2006

50. Using Prefunding Balance to Reduce MRC

    By emmetttrudy, September 3, 2010
    • 5 replies
    • 1.5k views
    • 
    • emmetttrudy
    • September 3, 2010