Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 401(a)(26) and 436

   By Draper55, February 23, 2021
   • 7 replies
   • 1.5k views
   • 
   • Mike Preston
   • February 25, 2021

2. Deduction Split

   By gregburst, May 3, 2011
   • 4 replies
   • 1.5k views
   • 
   • Calavera
   • May 5, 2011

3. Cross-testing with a 401(k)

   By justanotheradmin, February 21, 2019
   • 3 replies
   • 1.5k views
   • 
   • justanotheradmin
   • February 22, 2019

4. Top Heavy Plans

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

5. Retained Lump Sums for Top 25 Employees

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

6. Key Employees for determination of 2005 Top Heavy status

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

7. How to Keep Informed in the Pension Community

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

8. 1099-R needed for death of participant?

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

9. Mid-Year Merger of DB Plans

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

10. DB plan was not funded timely

    By Jakyasar, June 3, 2023
    • 2 replies
    • 1.5k views
    • 
    • CuseFan
    • June 6, 2023

11. Cost of Actuarial Services

    By Guest forum4, October 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • October 28, 2005

12. Sole Prop with an insurance policy

    By SteveH, April 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2007

13. Missed MRC

    By Penman2006, January 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • Penman2006
    • January 3, 2006

14. PBGC penalties - can anything be done?

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

15. Db Rfp

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

16. Improperly filled out adoption agreement

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

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

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

18. Using Prefunding Balance to Reduce MRC

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

19. Is Pre-Participation Compensation Excludable?

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

20. PPA re Church Plans

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

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

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

22. Forms 1099R

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

23. frozen target plan receives funds

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

24. RMD question

    By Mister Met, February 12, 2015
    • 6 replies
    • 1.5k views
    • 
    • Effen
    • February 12, 2015

25. Encouraging DVs past NRD to commence their pension

    By formeractuary, September 13, 2017
    • 3 replies
    • 1.5k views
    • 
    • formeractuary
    • September 19, 2017

26. Modest DB-Max DB Contributions

    By JAY21, May 17, 2006
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 18, 2006

27. EFAST2 submission

    By Dinosaur, June 9, 2010
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • June 10, 2010

28. Lump sum distribution

    By Guest Nini, February 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • February 20, 2007

29. Subsidized early retirement benefit - its own plan

    By Guest mbw, July 20, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2006

30. Funding Results After Non De-Minimis Spin Off

    By John314, March 1, 2018   

    • spinoff
    • ppa
    • (and 1 more)

      Tagged with:

      • spinoff
      • ppa
      • minimum funding
    • 2 replies
    • 1.5k views
    • 
    • Calavera
    • March 1, 2018

31. Quarterly pension contributions required for small plan?

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

32. PBGC Premium Payments

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

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. McKay Hochman Document

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

35. required quarterly contributions

    By abanky, September 24, 2008
    • 5 replies
    • 1.5k views
    • 
    • FAPInJax
    • September 24, 2008

36. Cash Balance Plan on top of 401k w/ X-tested PS plan

    By dmb, February 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • dmb
    • February 27, 2002

37. Reducing Benefit

    By Dougsbpc, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 30, 2006

38. PBGC covered or not?

    By truphao, February 24
    • 7 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • March 10

39. benefit restrictions

    By Effen, October 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • October 5, 2009

40. Age restrictions on participant election of a certain and life annuity

    By Guest Barbara Rozier, June 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 26, 2002

41. Has Seventh District Court of Appeals ruled on ERISA preemption of post-distribution lawsuits?

    By pwitt, April 17, 2024
    • 11 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 21, 2024

42. Initial CB Document - "Amend" Formula?

    By figure 8, October 31, 2017
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • October 31, 2017

43. new DB plan for one participant

    By Lori H, September 3, 2007
    • 8 replies
    • 1.5k views
    • 
    • Lori H
    • September 4, 2007

44. E.A. Exams

    By Guest J. Dan Brown, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 11, 2001

45. Service exclusion for Vesting

    By flosfur, December 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • December 2, 2005

46. PBGC Interest Rates

    By david rigby, April 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • April 10, 2003

47. Death Benefit & 415 Limit

    By Penman2006, July 30, 2008
    • 2 replies
    • 1.5k views
    • 
    • Penman2006
    • July 30, 2008

48. qualified plan distributed annuity

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

49. Determination of compensation limit

    By Guest RRO, January 23, 2014
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 2014

50. Cash Balance Plans

    By Gary, October 4, 2007
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • October 10, 2007