Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Contribution date

   By retbenser, September 11, 2013
   • 14 replies
   • 2.8k views
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   • pkfountain
   • October 14, 2013

2. NRA 55

   By abanky, January 28, 2010
   • 14 replies
   • 1.8k views
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   • abanky
   • February 23, 2010

3. Valuing pension annuities using an annuity certain payable for life expectancy

   By Guest Navysalad, June 20, 2005
   • 14 replies
   • 3k views
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   • SoCalActuary
   • June 21, 2005

4. 415 Limit & Segregated Account

   By JAY21, May 27, 2004
   • 14 replies
   • 2.5k views
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   • mwyatt
   • June 5, 2004

5. Benefitting under a DB plan

   By Gary, June 11, 2008
   • 14 replies
   • 2.6k views
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   • Mike Preston
   • June 18, 2008

6. JBEA Renewal

   By retbenser, May 19, 2011
   • 14 replies
   • 2.1k views
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   • FAPInJax
   • June 24, 2011

7. 401(a)(26) for cpb for owners only under audit

   By frizzyguy, August 3, 2011
   • 14 replies
   • 3k views
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   • frizzyguy
   • December 16, 2011

8. 110% Test - Restricted Employee

   By emmetttrudy, October 9, 2012
   • 14 replies
   • 5.7k views
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   • My 2 cents
   • March 26, 2015

9. Unfunded CL Deduction Limit for a New Plan

   By Guest jody303, June 22, 2004
   • 14 replies
   • 1.7k views
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   • david rigby
   • June 24, 2004

10. Required Minimum Distribution

    By flosfur, December 4, 2006
    • 14 replies
    • 3.5k views
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    • Gary
    • December 13, 2006

11. 2009 Minimum Distribution

    By AndyH, February 1, 2010
    • 14 replies
    • 2.2k views
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    • Guest
    • February 8, 2010

12. Retired employee receiving a monthly pension no longer wants her pensi

    By Guest SueJ, February 10, 2003
    • 14 replies
    • 2.6k views
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    • Guest
    • February 12, 2003

13. Looking for Survey Data-Retirement Plans for Private Colleges/Universities

    By AndyH, January 11, 2005
    • 14 replies
    • 1.9k views
    • 
    • SoCalActuary
    • January 14, 2005

14. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3k views
    • 
    • Guest
    • July 11, 2008

15. Revoking the Irrevocable

    By Guest erisafried, November 5, 2004
    • 14 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 2004

16. Change in valuation date

    By John Feldt ERPA CPC QPA, June 30, 2011
    • 14 replies
    • 4.6k views
    • 
    • tymesup
    • May 30, 2014

17. Plan Termination - annuities

    By Guest joe22, November 3, 2008
    • 14 replies
    • 5.4k views
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    • Guest
    • January 21, 2009

18. AFTAP never certified

    By Jakyasar, September 21, 2022
    • 14 replies
    • 1.4k views
    • 
    • Jakyasar
    • October 1, 2022

19. AFTAP and new plan

    By Guest Sus95, March 25, 2008
    • 14 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2008

20. New Business New Plan

    By abanky, November 10, 2010
    • 14 replies
    • 1.6k views
    • 
    • abanky
    • November 12, 2010

21. Plan Freeze

    By Gary, February 12, 2009
    • 14 replies
    • 3.1k views
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    • Guest
    • February 23, 2009

22. W-2 Retirement Plan Box

    By RCK, June 25, 2001
    • 14 replies
    • 7k views
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    • RCK
    • June 27, 2001

23. 412(i) with 401k s.harbor

    By MJ Hartman, November 12, 2007
    • 14 replies
    • 2.6k views
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    • mwyatt
    • November 17, 2007

24. RMD in DB plan

    By cohendrake, October 28, 2016
    • 14 replies
    • 5.5k views
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    • dan.jock
    • December 14, 2016

25. STANDARD MORTALITY TABLE

    By Guest draper, May 15, 2003
    • 14 replies
    • 4k views
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    • Mike Preston
    • February 5, 2010

26. New Defined Benefit Plan for 2020

    By jane murray, June 29, 2021
    • 14 replies
    • 1.7k views
    • 
    • Bill Presson
    • August 8, 2021

27. Amending cash balance contribution credits annually

    By JARichardson, January 19, 2021
    • 14 replies
    • 2.6k views
    • 
    • Big Tuna
    • January 21, 2021

28. FTAP/AFTAP for 2008 (1st effective plan year)

    By flosfur, March 28, 2008
    • 14 replies
    • 2.5k views
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    • Mike Preston
    • April 23, 2008

29. LOOKING FOR 412(i) PLAN TPA FOR 1 PERSON PLAN

    By RayJJohnsonJr, August 15, 2019
    • 14 replies
    • 1.6k views
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    • RayJJohnsonJr
    • October 10, 2019

30. Floor Offsets versus DB+DC Combos

    By AndyH, January 13, 2010
    • 14 replies
    • 6.8k views
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    • Everett Moreland
    • January 15, 2010

31. PPA - 75% QJSA Effective Date

    By J. Bringhurst, October 19, 2007
    • 14 replies
    • 5.4k views
    • 
    • Andy the Actuary
    • November 22, 2007

32. Unfunded Current Liability Limit Under 404

    By Gary, March 2, 2007
    • 14 replies
    • 2.6k views
    • 
    • tymesup
    • January 9, 2008

33. AFTAP Calculation Questions

    By tuni88, March 30, 2008
    • 14 replies
    • 5k views
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    • tuni88
    • March 31, 2008

34. A Twist on the DB/DC Combined Limit

    By Guest erisafried, May 23, 2007
    • 14 replies
    • 2.3k views
    • 
    • AndyH
    • July 11, 2007

35. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3k views
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    • mwyatt
    • August 22, 2008

36. Late Quarterly Interest Penalty

    By Guest lilliand, January 17, 2003
    • 14 replies
    • 2.5k views
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    • WDIK
    • July 18, 2003

37. Maximum lump sum

    By FAPInJax, November 4, 2003
    • 14 replies
    • 3.3k views
    • 
    • flosfur
    • November 14, 2003

38. post normal ret age act increases

    By Gary, April 12, 2002
    • 14 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 6, 2003

39. The maximum amount of compensation taken into account for plan purposes

    By scarabrad, November 16, 2013
    • 14 replies
    • 2.3k views
    • 
    • My 2 cents
    • November 18, 2013

40. Overfunded DB Plan

    By sobrienTPS, June 2   

    • qrp
    • db
    • (and 3 more)

      Tagged with:

      • qrp
      • db
      • overfunded
      • overfunded db plan
      • sale of stock
    • 14 replies
    • 2.6k views
    • 
    • Lou S.
    • June 11

41. Do Money Purchase Plans suffer from age discrimiantion?

    By Guest jbruggeman, April 25, 2001
    • 14 replies
    • 2.4k views
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    • david rigby
    • May 5, 2001

42. Forfeiture allocation and 404(a)(7) limit

    By Guest Rae, February 28, 2006
    • 14 replies
    • 4.4k views
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    • Effen
    • March 8, 2006

43. Reasonable funding method? What to do?

    By Blinky the 3-eyed Fish, April 10, 2003
    • 14 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2003

44. Does a DB plan make sense here?

    By Spencer, December 17, 2012
    • 14 replies
    • 1.7k views
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    • Andy the Actuary
    • December 20, 2012

45. Defined benefit lump-sum distribution "window"

    By Belgarath, July 20, 2016
    • 14 replies
    • 3k views
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    • AndyH
    • July 27, 2016

46. 3% DC contribution as offset

    By SSRRS, August 12, 2022
    • 14 replies
    • 1k views
    • 
    • C. B. Zeller
    • October 3, 2022

47. Funding Cushion if Plan Amended for HCE accruals

    By JAY21, March 16, 2009
    • 14 replies
    • 3.4k views
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    • RLR
    • October 30, 2015

48. Defined Benefit contribution

    By jkdoll2, July 19, 2011
    • 14 replies
    • 1.7k views
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    • AndyH
    • July 22, 2011

49. Quarterly Contributions under PPA

    By Dennis Povloski, May 6, 2008
    • 14 replies
    • 4.9k views
    • 
    • Guest
    • December 13, 2010

50. Takeover of a DB plan

    By Blinky the 3-eyed Fish, September 13, 2004
    • 14 replies
    • 2.1k views
    • 
    • SoCalActuary
    • September 21, 2004