Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. sole prioprietor coverage

   By Guest Kline28, January 17, 2003
   • 5 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 20, 2003

2. Schedule SB-Line 14 (FTAP)

   By JAY21, April 28, 2009
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • May 20, 2009

3. 401(h) Account

   By Guest mbw, April 29, 2009
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 29, 2009

4. Assignement of Benefit in a DBP

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

5. 436 Prohibited Payment

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

6. Offset using a hypothetical account balance?

   By C. B. Zeller, May 3, 2018
   • 5 replies
   • 1.4k views
   • 
   • C. B. Zeller
   • May 7, 2018

7. Pre-participation Service

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

8. Required Beginning Date for Cash Balance Plan

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

9. 415 at 71

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

10. Unfunded accrued liability

    By FAPInJax, September 15, 2003
    • 0 replies
    • 1.4k views
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    • FAPInJax
    • September 15, 2003

11. If a client implemented a DB plan and then in a year or so filed bankruptcy, would the money in the DB plan be protected or would "preferential treatment" apply?

    By Guest Donna Neuhauser, June 1, 2005
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • June 1, 2005

12. 415 Limit on 1st Day of Plan Year

    By JAY21, June 20, 2008
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • June 20, 2008

13. Lump sum due under cash balance plan - would it be greater of the acco

    By Gary, July 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2000

14. Web based Defined Benefit Valuation software

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

15. Datair

    By Andy the Actuary, January 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • January 27, 2009

16. Accrued Benefit in Cash Balance Plan

    By Gary, June 16, 1999
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • June 16, 1999

17. 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

18. Moody's Aaa Bond rates for lump sum

    By Gary, September 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 28, 2001

19. DB exemption from Excise Tax (nondeductible cont)

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

20. DB novice looking for info

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

21. Late 5500's and PBGC Forms

    By goldtpa, March 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 20, 2006

22. Schedule K-1, Passive Income

    By emmetttrudy, December 18, 2009
    • 0 replies
    • 1.4k views
    • 
    • emmetttrudy
    • December 18, 2009

23. 10% penalty on overpayments made to 5% owners

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

24. Billing

    By Guest GMP, July 30, 2009
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • August 3, 2009

25. Age discrimination

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

26. 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

27. Death of Sole Owner & Trustee of Underfunded 412(e)(3) Plan

    By TPASue, June 24, 2019   

    • death of owner
    • 412(e)(3)
    • (and 1 more)

      Tagged with:

      • death of owner
      • 412(e)(3)
      • underfunded
    • 5 replies
    • 1.4k views
    • 
    • TPASue
    • June 26, 2019

28. Present Value Calculations under PPA

    By Gary, November 11, 2008
    • 0 replies
    • 1.4k views
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    • Gary
    • November 11, 2008

29. DB and PSP

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

30. In-Kind Reversion To Employer

    By Guest danwintz, May 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2000

31. Can I set up a DB plan for 2020 for sole-prop - off calendar plan

    By Jakyasar, September 20, 2021
    • 9 replies
    • 1.4k views
    • 
    • Jakyasar
    • September 21, 2021

32. Hours of Service

    By Guest cafeaulait08, August 5, 2005
    • 7 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 6, 2005

33. contribution in employer stock

    By Scuba 401, November 2, 2010
    • 7 replies
    • 1.4k views
    • 
    • KJohnson
    • November 3, 2010

34. 94 Gar Qx

    By No Name, April 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 30, 2005

35. Out with the old and in with the new

    By Hoard1, January 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • January 18, 2000

36. Deemed Burn for AFTAP <60%

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

37. Canadian Retirement Benefits

    By alexa, February 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • alexa
    • February 13, 2002

38. Timing of payments

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

39. Bank converting DB account to personal

    By SSRRS, August 6, 2024
    • 13 replies
    • 1.4k views
    • 
    • acm_acm
    • August 8, 2024

40. Creative Unionizing-410b Exclusions

    By JAY21, October 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 29, 2005

41. Distribution at the 415 limit

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

42. Corrective amendment to pass 401(a)(4)

    By Guest sueczer, September 29, 2006
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • September 29, 2006

43. Actuarial increases to unreduced early retirement benefits?

    By Carol V. Calhoun, June 7, 2021
    • 5 replies
    • 1.4k views
    • 
    • Juan Kelly
    • June 9, 2021

44. Indexing Deferred Benefits

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

45. Contributory defined benefit plan and method of determining er/ee allo

    By Guest meggie, March 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2001

46. Current Timing for DL on Termination

    By Guest bobolink, October 14, 2010
    • 8 replies
    • 1.4k views
    • 
    • Dougsbpc
    • October 18, 2010

47. Change in Funding Method

    By dmb, July 12, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 12, 2000

48. Are We Doing Ourselves A Disservice?

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

49. 20% Federal Income Tax Withholding

    By Andy the Actuary, August 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 27, 2010

50. Do the latest "plan asset" regualations change the "Ven

    By Guest RW, July 18, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2000