Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Maximum Deductible Contribution for Partner

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

2. EA Continuing Education - Renewal Forms

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

3. Missed MRC

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

4. Establishing DB Plan Retire/Rehire Criteria

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

5. 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

6. Flat Dollar Contribution, requires cash-balance arrangment ?

   By JAY21, June 6, 2005
   • 3 replies
   • 1.6k views
   • 
   • SoCalActuary
   • June 7, 2005

7. Key Employees for determination of 2005 Top Heavy status

   By Guest HaroldA, July 1, 2005
   • 3 replies
   • 1.5k views
   • 
   • Effen
   • July 1, 2005

8. GATT Limits

   By Guest LOST ON THE LEFT COAST, May 24, 2007
   • 3 replies
   • 1.2k views
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   • AndyH
   • May 25, 2007

9. Changing Plan Year

   By flosfur, August 21, 2008
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 21, 2008

10. AFTAP<80% and QDRO

    By Dougsbpc, September 21, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 21, 2009

11. Changing Funding Assumptions

    By flosfur, March 1, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 2, 2004

12. Quicky est. of the 2009 AFTAP

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 919 views
    • 
    • Andy the Actuary
    • April 2, 2009

13. Grandfathering & PIA offset

    By David, September 11, 2000
    • 3 replies
    • 2.7k views
    • 
    • AndyH
    • September 11, 2000

14. Unsigned Plan Document - Schedule B

    By richard, January 31, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • February 1, 2001

15. GUST & EGTRRA restatements

    By Guest Ray Williams, February 11, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2002

16. DC/DB floor offset combo

    By Guest Dave Peckham, March 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

17. First Year DB that Counts Prior Service

    By Guest pension222, July 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 2, 2003

18. Combined DB/DC, Safe Harbor,and Top Heavy

    By retbenser, November 19, 2010
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • December 1, 2010

19. Accrued Benefit - After NRA

    By Guest Heather_PA, December 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Hojo
    • December 14, 2012

20. Testing an early retirement window for a frozen plan

    By AndyH, September 14, 2016
    • 3 replies
    • 1.1k views
    • 
    • MWeddell
    • October 4, 2016

21. CARES Act IRS Notice 2020-61 for DBs: PSA

    By knappy, August 6, 2020   

    • db
    • irs
    • (and 1 more)

      Tagged with:

      • db
      • irs
      • cares act
    • 3 replies
    • 1.3k views
    • 
    • knappy
    • August 11, 2020

22. How do break in service rules apply to service pre-ERISA?

    By chris, March 13, 2000
    • 3 replies
    • 3.2k views
    • 
    • chris
    • March 16, 2000

23. 1099R for benefits sent to the PBGC

    By Guest flogger, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • January 27, 2004

24. Replacement for 30-year Treasury Rate?

    By david rigby, March 27, 2002
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • March 28, 2002

25. Govermental DB Plans

    By Fisher, October 30, 2012
    • 3 replies
    • 869 views
    • 
    • Effen
    • October 30, 2012

26. DB Limits

    By Guest Pamela K, November 27, 2001
    • 3 replies
    • 1.5k views
    • 
    • mwyatt
    • November 28, 2001

27. Reasonable classification test

    By Draper55, February 9, 2023
    • 3 replies
    • 689 views
    • 
    • Draper55
    • February 14, 2023

28. accrued to date testing with sep plan

    By Draper55, December 7, 2005
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • December 8, 2005

29. Gatt

    By Guest kjk, July 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 9, 2002

30. Is term insurance premiums considered plan expenses

    By Guest dgee0721, January 13, 2014
    • 3 replies
    • 903 views
    • 
    • My 2 cents
    • January 15, 2014

31. 401(a)(26) for cash balance plans with low interest credits

    By AndyH, March 5, 2014
    • 3 replies
    • 941 views
    • 
    • John Feldt ERPA CPC QPA
    • March 6, 2014

32. Required Minimum Distributions

    By emmetttrudy, November 11, 2008
    • 3 replies
    • 1.3k views
    • 
    • ScottR
    • November 16, 2008

33. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 2, 2009

34. Newbie Question

    By Leopurrd, July 29, 2005
    • 3 replies
    • 1.2k views
    • 
    • Leopurrd
    • August 1, 2005

35. funding deadline

    By abanky, September 22, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 22, 2008

36. Bundled DB services

    By Guest Spock, December 12, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 30, 2009

37. Incorrect Trustee in Plan Document

    By kmhaab, January 7, 2019
    • 3 replies
    • 728 views
    • 
    • kmhaab
    • January 11, 2019

38. Change from single employer benefit plan to multiemployer benefit plan

    By Guest Diane M. Stolz, July 24, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 25, 2002

39. Restructuring Plan(s)

    By flosfur, March 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • March 17, 2004

40. Termination date and Accrual of benefit

    By flosfur, July 5, 2005
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 6, 2005

41. 412e Question

    By Purplemandinga, March 12, 2021
    • 3 replies
    • 817 views
    • 
    • ErnieG
    • March 15, 2021

42. "air time"

    By joel, September 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 22, 2006

43. Question about S-Corp loss and contribution to Defined Benefit plan

    By John Bliss, May 10, 2021
    • 3 replies
    • 2.4k views
    • 
    • CuseFan
    • May 11, 2021

44. Terminated DB

    By Dougsbpc, January 5, 2018   

    • year of deduction
    • 3 replies
    • 925 views
    • 
    • Mike Preston
    • January 5, 2018

45. Is there anyway to keep a DB plan inplace for exsisting benefits, and

    By Guest trustme, July 20, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 7, 2000

46. Cash-Balance Vesting Requirement

    By JAY21, December 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 13, 2007

47. Optional Forms while Benefit Restrictions Apply

    By Guest Actuary Bill, July 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 30, 2009

48. EOY Cash Balance Interest Crediting Rate

    By frizzyguy, June 9, 2011
    • 3 replies
    • 2.3k views
    • 
    • carrots
    • June 17, 2011

49. Covered Compensation in a spreadsheet

    By Guest MarieH, June 22, 2012
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 22, 2012

50. 415 limit question

    By dmdavala, October 13, 2015   

    • 415
    • death benefit
    • 3 replies
    • 1.8k views
    • 
    • tymesup
    • April 19, 2017