Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Multiple lump sum windows

   By fiona1, December 16, 2016
   • 2 replies
   • 1.4k views
   • 
   • fiona1
   • December 16, 2016

2. Calculation of Restricted/Unrestricted Amount in Underfunde DBPlan

   By Guest sdolce, July 18, 2001
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • July 19, 2001

3. Current 415 Maximum as Relating to Lump Sums

   By LIBOR, August 1, 2005
   • 1 reply
   • 1.4k views
   • 
   • Gary
   • August 3, 2005

4. Excise Tax Primer

   By Guest RBlaine, March 17, 2009
   • 7 replies
   • 1.4k views
   • 
   • Guest
   • April 5, 2009

5. Defined Benefit Plan: Plan Disqualification

   By ERISA25, May 18, 2010
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • May 19, 2010

6. Average Compensation from Prior Employer

   By Guest JPitcl, December 6, 2001
   • 2 replies
   • 1.4k views
   • 
   • David MacLennan
   • December 14, 2001

7. Variable Annuity Plan

   By AndyH, February 26, 2007
   • 0 replies
   • 1.4k views
   • 
   • AndyH
   • February 26, 2007

8. Quarterly Contributions

   By JBones, February 5, 2010
   • 3 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • February 5, 2010

9. Forfeited Involuntary DistributionsTo Revalue or Not To Revalue?

   By Guest ircreader, November 26, 2003
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • December 4, 2003

10. Valuation of Alternative Investments

    By Guest rtdryer, March 19, 2009
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • March 27, 2009

11. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2009

12. Get Together for DB Message Board Participants at the Enrolled Actuaries Meeting

    By Lorraine Dorsa, March 10, 2004
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • March 12, 2004

13. Employee Transfer Within the Controlled Group

    By Guest TuckerB, September 7, 2012
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • September 7, 2012

14. Form 8905

    By Guest Therese, January 10, 2012
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2012

15. FAS LTROR assumption

    By AndyH, March 10, 2010
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • March 11, 2010

16. Splitting a DB Plan into 2 Plans

    By Mister Met, November 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • frizzyguy
    • December 28, 2012

17. 401(a)(9) Amendments

    By Guest qualified plan, November 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • November 16, 2005

18. Required Minimum distribution to nonspouse beneficiary

    By LIBERTYKID, August 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 6, 2008

19. Waiver/Forfeit by Owner of Benefits on Plan TM

    By Guest Pete Joachim, May 18, 2011
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • May 18, 2011

20. determination of an annual interest rate

    By Gary, February 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • February 25, 1999

21. 412(e)(3) plan conversion

    By dan.jock, January 11, 2018
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 11, 2018

22. New FAS for not a new plan

    By Blinky the 3-eyed Fish, June 12, 2006
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • June 13, 2006

23. Asset Management Fees

    By Guest pension222, July 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 23, 2001

24. Predecessor Employer Service in Unit Benefit Plan

    By Guest Jim Brennan, August 2, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 3, 2000

25. ERISA 4011 Notice of VRP

    By Lori Foresz, August 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lori Foresz
    • August 11, 2004

26. 415(b)(2)(C) or (F) for retiree with tax-exempt and for-profit affilia

    By Guest tom h, April 17, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 17, 1999

27. Retroactive Application of $200,000 Comp Limit

    By Guest merlin, November 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 22, 2001

28. Is Report of IQPA needed for company with two plans...?

    By himt4, September 4, 2007
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 4, 2007

29. Unfreezing a DB Plan

    By emmetttrudy, March 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • JAY21
    • March 11, 2009

30. Voluntary Vs Deemed Waiver

    By Guest DBStudentAct, August 30, 2010
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • August 30, 2010

31. 11(g) amendment to fix 401(a)(26) failure

    By JJRetirement, September 17, 2015   

    • defined benefit
    • 11(g) corrective amendment
    • (and 4 more)

      Tagged with:

      • defined benefit
      • 11(g) corrective amendment
      • retroactive amendment
      • substance
      • PBGC premium
      • PBGC exemption
    • 0 replies
    • 1.4k views
    • 
    • JJRetirement
    • September 17, 2015

32. dist at 415 limit - today, Jan 4th

    By Effen, January 4, 2006
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 12, 2006

33. Does a 1/1/2000 amendment to go to GATT rates trigger the 5 year waiti

    By Guest HIPAAdrome, June 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 8, 2000

34. FAS87 & SERP

    By Guest Don N, June 28, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 28, 2000

35. Employee Contributions in Defined Benefit Plan

    By J. Bringhurst, May 9, 2014
    • 5 replies
    • 1.4k views
    • 
    • Calavera
    • May 13, 2014

36. 412i and 401(h)

    By Guest NPaleveda, October 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 10, 2001

37. Who Are They Kidding?

    By Andy the Actuary, June 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 12, 2007

38. The January 2004 CL rate is:

    By AndyH, April 12, 2004
    • 10 replies
    • 1.4k views
    • 
    • david rigby
    • April 13, 2004

39. Conservative Investment Strategy

    By Andy the Actuary, September 15, 2010
    • 5 replies
    • 1.4k views
    • 
    • tymesup
    • October 1, 2010

40. Bull or No Bull?

    By Andy the Actuary, October 8, 2008
    • 13 replies
    • 1.4k views
    • 
    • chc93
    • October 9, 2008

41. New DB Plan with Jan 2 - Jan 1 Plan Year?

    By David MacLennan, November 5, 2001
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • November 6, 2001

42. Simple General Testing Question

    By AndyH, June 4, 2010
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • June 9, 2010

43. Cash Balance Plan Conversion Assumptions

    By Gary, March 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • March 1, 1999

44. 401a4 non-discrim testing - 5% safety value for HCEs

    By Lorraine Dorsa, April 24, 2000
    • 2 replies
    • 1.4k views
    • 
    • Lorraine Dorsa
    • May 4, 2000

45. Deduction When Plan Year does not match Tax Year

    By Dougsbpc, September 27, 2006
    • 6 replies
    • 1.4k views
    • 
    • Dougsbpc
    • September 29, 2006

46. DB plan and someone sold the client a 401(k) plan

    By SteveH, March 30, 2006
    • 6 replies
    • 1.4k views
    • 
    • SoCalActuary
    • March 31, 2006

47. 404 Full funding calculation

    By FAPInJax, February 18, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • February 19, 2004

48. RASD Amendments

    By JAY21, February 8, 2006
    • 0 replies
    • 1.4k views
    • 
    • JAY21
    • February 8, 2006

49. Top 25 Restricted Payment

    By nancy, August 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • August 6, 2009

50. Burn Notice

    By Andy the Actuary, August 14, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 15, 2008