Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 5500 with $0 funding requirement in first plan year

   By Gary, December 4, 2004
   • 3 replies
   • 1.1k views
   • 
   • Gary
   • December 6, 2004

2. Participant not fully vested-when is distribution required

   By bamma, April 27, 2008
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • April 28, 2008

3. Funding Target Attainment % affects what?

   By flosfur, March 10, 2009
   • 3 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • March 10, 2009

4. Late 401(k0 Contributions

   By Guest mich823, December 13, 2001
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 7, 2002

5. two plan top heavy question

   By himt4, January 11, 2007
   • 3 replies
   • 1.1k views
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   • Guest
   • January 11, 2007

6. Compensation definition

   By Richard Anderson, November 11, 2009
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • November 12, 2009

7. Termination of CB Plan - employee help

   By Bb248, November 2, 2021
   • 3 replies
   • 572 views
   • 
   • Effen
   • November 2, 2021

8. Furnishing Participants Documents

   By BFree, December 13, 2001
   • 3 replies
   • 1.5k views
   • 
   • Gary
   • December 20, 2001

9. Death Benefit under QPSA after plan termination

   By Guest BDZ, November 3, 2005
   • 3 replies
   • 2.3k views
   • 
   • JAY21
   • November 4, 2005

10. Actuarial Outsourcing

    By david rigby, January 31, 2006
    • 3 replies
    • 2k views
    • 
    • david rigby
    • February 2, 2006

11. Defined Benefit for someone currently receiving retirement income

    By dmb, March 26, 2002
    • 3 replies
    • 1.5k views
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    • dmb
    • March 26, 2002

12. Maximum Benefit In A Cash Balance Plan

    By metsfan026, September 7, 2023
    • 3 replies
    • 567 views
    • 
    • CuseFan
    • September 7, 2023

13. accrued benefit under cash balance plan

    By Gary, February 10, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 15, 2002

14. Restricted HCE/Bonding Solution

    By JAY21, June 30, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 1, 2004

15. Changes to note for 2007 valuations

    By mwyatt, January 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • January 12, 2007

16. Determination letter

    By Gary, March 10, 2010
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2010

17. 415 limit - hi 3 yr avg

    By Gary, May 5, 2011
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 6, 2011

18. IRS determination letter filing

    By Gary, June 24, 2009
    • 3 replies
    • 1.7k views
    • 
    • mwyatt
    • June 25, 2009

19. Increased Accruals After Normal Retirement Age?

    By ERISA-Bubs, August 18, 2011
    • 3 replies
    • 1.1k views
    • 
    • eeyore
    • August 19, 2011

20. Plan Actuarial Equivalence

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 1, 1998

21. Where do i find the 1970 GA Mortality table. ?

    By Guest J. Dan Brown, March 29, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • April 4, 2001

22. Plan Implementation

    By Gary, December 1, 1998
    • 3 replies
    • 2k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

23. Lumpsum Distribution Options

    By Guest tomaney, March 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2002

24. combo db/dc deduction limit

    By Tom Poje, July 23, 2008
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2008

25. Consentual or Non-Consentual

    By Andy the Actuary, November 8, 2008
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • November 9, 2008

26. Deductibility of Contributions

    By emmetttrudy, June 29, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 29, 2010

27. Funding of plans with Insurance

    By Gary, December 1, 1998
    • 3 replies
    • 2.3k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

28. exotic cb formula

    By abanky, July 28, 2010
    • 3 replies
    • 1.2k views
    • 
    • FAPInJax
    • August 3, 2010

29. 5th Anniv and NRA

    By Guest Richard Scheer, June 29, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • July 2, 2001

30. withdrawing from annuity fund

    By Guest JD698, July 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 23, 2002

31. "Special Leave" and Continued Benefit Accruals under DB Plan

    By Guest confused1, March 10, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 10, 2010

32. 415 lump sum limit

    By Pension RC, January 15, 2013
    • 3 replies
    • 2k views
    • 
    • Calavera
    • January 18, 2013

33. Maximum Cash Balance Contribution

    By metsfan026, March 10, 2022
    • 3 replies
    • 738 views
    • 
    • CuseFan
    • March 10, 2022

34. Separate Plan for Employees

    By Dougsbpc, November 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2005

35. Where Do You Find 1.430(f)-1(c)

    By Andy the Actuary, April 28, 2008
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 28, 2008

36. Deemed Burn for AFTAP <60%

    By Guest Jcarolan, October 14, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 14, 2009

37. error submitting a plan in Relius Web Client

    By Dinosaur, June 30, 2010
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • June 30, 2010

38. Early ret window and lump sum interest rate

    By Gary, November 27, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • November 27, 2001

39. Retained Lump Sums for Top 25 Employees

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

40. Predecessor Service

    By John Feldt ERPA CPC QPA, February 1, 2006
    • 3 replies
    • 3.3k views
    • 
    • Madison71
    • August 12, 2011

41. business scale down ..401(a)(4)&401(a)(26)

    By Draper55, November 3, 2021
    • 3 replies
    • 745 views
    • 
    • CuseFan
    • November 4, 2021

42. Wiping out bases due to ERISA FFL

    By dmb, November 4, 2005
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 4, 2005

43. 404(a)(7)

    By Guest erepper, October 22, 2007
    • 3 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

44. Funding Shortfall of a Terminated Plan

    By Archimage, September 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • September 9, 2004

45. Which stock counts in determining substantial owner status w/re: sufficiency waiver

    By Guest Mark Draa, February 7, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2005

46. Maximum Deductible Contribution for Partner

    By emmetttrudy, August 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011

47. EA Continuing Education - Renewal Forms

    By mwyatt, December 7, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 10, 1998

48. Missed MRC

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

49. Establishing DB Plan Retire/Rehire Criteria

    By Guest wekiva, July 28, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • July 28, 2009

50. ben and comp limits, year-to-year change for funding?

    By Guest Java, April 21, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 22, 2004