Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Excise Tax Primer

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

2. 401(a)(9) Amendments

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

3. 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

4. DB RFP Template Needed

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

5. Form 8905

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

6. Prior accrued benefit in Cash Balance Plan & IRC 404(a)(7)(A)

   By Guest Rob Kobrine, March 22, 2005
   • 4 replies
   • 1.4k views
   • 
   • JAY21
   • March 24, 2005

7. Pre-participation Service

   By Gary, May 11, 2005
   • 0 replies
   • 1.4k views
   • 
   • Gary
   • May 11, 2005

8. 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

9. offer 5.001% stock option-- NHCE becomes HC

   By SSRRS, September 20, 2019
   • 19 replies
   • 1.4k views
   • 
   • SSRRS
   • September 26, 2019

10. Employee Transfer Within the Controlled Group

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

11. 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

12. Web based Defined Benefit Valuation software

    By thepensionmaven, January 19, 2012
    • 5 replies
    • 1.4k views
    • 
    • thepensionmaven
    • February 20, 2012

13. K-1 vs W-2 for contribution

    By thepensionmaven, September 1, 2020
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • September 2, 2020

14. 415 at 71

    By SSRRS, April 16, 2021
    • 2 replies
    • 1.4k views
    • 
    • SSRRS
    • April 16, 2021

15. Distribution at the 415 limit

    By Dennis Povloski, May 14, 2007
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • May 14, 2007

16. Required Minimum distribution to nonspouse beneficiary

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

17. Indexing Deferred Benefits

    By Guest Mike Luers, September 13, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 1999

18. 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

19. Assignement of Benefit in a DBP

    By Gary, February 6, 2008
    • 8 replies
    • 1.4k views
    • 
    • Gary
    • February 15, 2008

20. Deduction When Plan Year does not match Tax Year

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

21. Valuation of Alternative Investments

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

22. Who Are They Kidding?

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

23. Cash Balance Plan Conversion Assumptions

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

24. 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

25. 436 Prohibited Payment

    By Guest raintrain19, September 9, 2013
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 2013

26. Employee Contributions in Defined Benefit Plan

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

27. ERISA 4011 Notice of VRP

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

28. Timing of payments

    By Guest Brownek, April 8, 1999
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 9, 1999

29. RASD Amendments

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

30. Simple General Testing Question

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

31. 404 Full funding calculation

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

32. DB exemption from Excise Tax (nondeductible cont)

    By retbenser, January 3, 2011
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 4, 2011

33. Funding a DC on top of a DC in a Year

    By Guest Walt Dallas, August 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2001

34. Required Beginning Date for Cash Balance Plan

    By emmetttrudy, May 2, 2017
    • 4 replies
    • 1.4k views
    • 
    • Calavera
    • May 3, 2017

35. Top 25 Restricted Payment

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

36. Bull or No Bull?

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

37. Cash Balance coversion

    By Guest Quacka, September 18, 2011
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • September 19, 2011

38. Age discrimination

    By Draper55, March 7, 2014
    • 4 replies
    • 1.4k views
    • 
    • MWeddell
    • March 11, 2014

39. Early Retirement Windows - Revisited

    By LIBOR, August 14, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • August 15, 2003

40. The January 2004 CL rate is:

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

41. Conservative Investment Strategy

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

42. Effect on Lump Sum Amount - New Mortality Table

    By tuni88, February 12, 2017
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 13, 2017

43. 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

44. DB and PSP

    By thepensionmaven, December 31, 2007
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • January 2, 2008

45. 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

46. Can a 412i plan intergrate social security-is there a program that run

    By Guest NPaleveda, April 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • April 9, 2001

47. 412i and 401(h)

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

48. Contribution for Schedule B

    By richard, August 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 21, 2000

49. 10% penalty on overpayments made to 5% owners

    By Richard Anderson, June 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • June 19, 2000

50. DB novice looking for info

    By Guest jason, December 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 10, 1999