Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Suspension of benefits

   By Guest jim zentner, September 2, 1998
   • 3 replies
   • 1.9k views
   • 
   • KJohnson
   • December 8, 1999

2. How much can a Plan Adminstrator w/ Discretionary Authority Xercise b4 it's abuse of authority

   By pwitt, August 21, 2024
   • 3 replies
   • 689 views
   • 
   • CuseFan
   • August 22, 2024

3. FAS87 - change in accounting methodology?

   By Guest guppy, November 18, 2003
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • November 18, 2003

4. Restricted Benefits and Rollovers

   By Andy the Actuary, December 19, 2008
   • 3 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • December 22, 2008

5. Can you split up a Multi Employer Union Plan?

   By CTipper, July 17, 2007
   • 3 replies
   • 1.4k views
   • 
   • CTipper
   • July 18, 2007

6. Pre-Termination Restrictions on Distributions to HCEs

   By Andy the Actuary, September 11, 2009
   • 3 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • September 11, 2009

7. Adding lump sum options and/or window - discrimination issues?

   By Moose, April 22, 2021
   • 3 replies
   • 1.2k views
   • 
   • Effen
   • April 22, 2021

8. Benefit Accrual Service under Elapsed Time Method

   By JWK, December 8, 1999
   • 3 replies
   • 2.4k views
   • 
   • Wessex
   • December 10, 1999

9. What is protected when the benefit is based on social security covere

   By Guest meggie, April 17, 2001
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • April 19, 2001

10. DB General Test

    By Guest RSNOW, July 16, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 21, 2003

11. Are We Doing Ourselves A Disservice?

    By Andy the Actuary, April 17, 2007
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • April 19, 2007

12. Is it necessary to grandfather present values?

    By Guest Navysalad, July 4, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2011

13. adding a Cash Balance before a Stock Sale

    By Chipwood 24, September 22, 2020   

    • adding a cash balance before a stock sale
    • 3 replies
    • 774 views
    • 
    • Chipwood 24
    • October 7, 2020

14. Funding for a short plan year

    By Blinky the 3-eyed Fish, September 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 23, 2002

15. Funding segment rates for 2012 valuation

    By Dinosaur, January 5, 2012
    • 3 replies
    • 1.2k views
    • 
    • Dinosaur
    • January 11, 2012

16. 415 and 100% of comp

    By RLR, July 25, 2012
    • 3 replies
    • 1k views
    • 
    • AndyH
    • July 25, 2012

17. 2010 relief and MAP-21: MRC is larger than shortfall !?

    By Grendel77, March 28, 2013
    • 3 replies
    • 1.2k views
    • 
    • Grendel77
    • April 16, 2013

18. Enrolled Actuary Gray Books

    By Guest laura2, December 16, 1999
    • 3 replies
    • 3.1k views
    • 
    • david rigby
    • July 28, 2003

19. latest date to contribute to retroactive solo 401k

    By Old Reliable, May 8, 2025
    • 3 replies
    • 4k views
    • 
    • Bill Presson
    • May 8, 2025

20. Shared Interest or Separate Interest?

    By Scott, July 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • July 22, 2009

21. Valuation Assets

    By JBones, September 20, 2010
    • 3 replies
    • 1.1k views
    • 
    • JBones
    • September 20, 2010

22. HCE was restricted, until plan funded status improved

    By John Feldt ERPA CPC QPA, April 5, 2011
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 5, 2011

23. Can a terminated employee who was in a DB plan rollover his funds into

    By Guest Tara Curran, November 21, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • April 1, 2001

24. DB Individually Designed Restatement Deadline

    By susieQ, February 28, 2020
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 2, 2020

25. Plan account labeled with company name only

    By SSRRS, April 26, 2022
    • 3 replies
    • 703 views
    • 
    • Dave Baker
    • April 27, 2022

26. No lump-sum cash payment to the beneficiary of a retiree?

    By joel, September 20, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 23, 2002

27. 2009 RMDs

    By Gary, February 12, 2009
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • February 26, 2009

28. Vesting Service Question

    By tuni88, February 11, 2015
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 11, 2015

29. setting up DB plan recommendations for S corp

    By VA, September 23, 2020   

    • db plan
    • third party administrator
    • 3 replies
    • 1.1k views
    • 
    • Value Growth
    • December 21, 2020

30. Anyone know of checklist for required elements of distribution packet?

    By mal, November 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 11, 2004

31. Plan Conversion, Compliance

    By Gary, May 3, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 5, 2005

32. NRA = 70

    By Penman2006, September 17, 2007
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 17, 2007

33. Interest Credits After NRD

    By ERISAAPPLE, April 2, 2018
    • 3 replies
    • 875 views
    • 
    • CuseFan
    • April 3, 2018

34. Unit Benefit Formula - DB plan

    By Tax Cowboy, November 30, 2022   

    • defined benefit
    • 3 replies
    • 1.1k views
    • 
    • Tax Cowboy
    • December 1, 2022

35. Real Estate investment

    By Gary, October 15, 2010
    • 3 replies
    • 1.6k views
    • 
    • David MacLennan
    • November 1, 2010

36. Underlying Interest Rates In Annuity Premiums

    By Andy the Actuary, March 11, 2011
    • 3 replies
    • 929 views
    • 
    • ScottR
    • April 16, 2011

37. Minimum Gateway DB/DC combo

    By John Feldt ERPA CPC QPA, October 25, 2018
    • 3 replies
    • 1.2k views
    • 
    • mming
    • October 27, 2018

38. Actuarial Equivalence for Late Retirement on Employee Contributions

    By Guest crosseyedtester, October 9, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 13, 2003

39. excess compensation and benefit calc

    By Guest latwz, July 17, 2007
    • 3 replies
    • 1.1k views
    • 
    • JanetM
    • July 18, 2007

40. AFTAP Loophole?

    By Guest GMP, March 25, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 25, 2008

41. Benefits Restriction After Plan Termination

    By Andy the Actuary, July 15, 2014
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • July 15, 2014

42. Traditional DB Plan Doing Lump Sum - Simplified Alternate Payee ID Process

    By rocknrolls2, October 21, 2014
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • October 21, 2014

43. Company makes pension calculation error in favor of participant

    By Gary, December 18, 1999
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • December 20, 1999

44. FAS 87 - Mid Year Computations

    By flosfur, August 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • MGB
    • August 13, 2004

45. Minimum DB/DC Gateway for terminated participants w/1,000 hrs.

    By Guest Roman, December 2, 2004
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 2, 2004

46. Another similar Life Insurance in a DB question

    By SteveH, March 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • SteveH
    • March 18, 2006

47. Plan Design

    By Gary, May 11, 2006
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • May 12, 2006

48. Retro disability AFTAP < 60

    By Effen, October 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • October 21, 2011

49. Can a Plan or Plan Administrator under ERISA be sued for mismanaging a QDRO?

    By Ms. Gloria White, February 26, 2021
    • 3 replies
    • 894 views
    • 
    • Lou S.
    • February 26, 2021

50. DB restatements

    By JAY21, August 17, 2009
    • 3 replies
    • 1.3k views
    • 
    • JAY21
    • August 21, 2009