Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Individual Aggregate to Unit Credit

   By Guest mingblue, April 30, 2008
   • 1 reply
   • 1.1k views
   • 
   • Effen
   • May 1, 2008

2. Individual Annuity Used in Funding Plan

   By austin3515, May 19, 2016
   • 8 replies
   • 1.5k views
   • 
   • austin3515
   • May 23, 2016

3. Individual CB Plan for Dr. in Control Group?

   By TPApril, November 14, 2020
   • 1 reply
   • 772 views
   • 
   • C. B. Zeller
   • November 14, 2020

4. Individual CB/DB plan for partnership members with no employees

   By Billypilgrim, December 9, 2020
   • 3 replies
   • 568 views
   • 
   • C. B. Zeller
   • December 9, 2020

5. individually directed cb

   By abanky, April 27, 2007
   • 22 replies
   • 3.6k views
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   • Guest
   • May 5, 2007

6. Individually Owned Annuities in a Cash Balance Plan

   By emmetttrudy, April 6, 2015
   • 12 replies
   • 2.6k views
   • 
   • K2retire
   • April 16, 2015

7. IndyMac FDIC Declaration for DB Plans

   By Guest flogger, July 25, 2008
   • 5 replies
   • 1.3k views
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   • Mike Preston
   • July 28, 2008

8. Ineffective Amendment due to Sec 436; Anti-Cutback

   By Guest BCR, October 24, 2012
   • 3 replies
   • 907 views
   • 
   • Guest
   • October 24, 2012

9. Ineligible employee allowed to participate

   By Guest Scusi, March 26, 2014   

   • nonresident alien
   • ineleigible
   • (and 1 more)

     Tagged with:

     • nonresident alien
     • ineleigible
     • participate
   • 1 reply
   • 1.1k views
   • 
   • 12AX7
   • March 26, 2014

10. Initial Audit

    By Guest EWESTENBERGER, July 6, 2009
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • July 6, 2009

11. Initial CB Document - "Amend" Formula?

    By figure 8, October 31, 2017
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • October 31, 2017

12. Initial Qualification under RAPs

    By BTG, January 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2007

13. initial recognition of FAS 87 for non-US Plan

    By Guest buyertoday, May 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • May 15, 2003

14. Initial short plan year

    By Guest lerieleech, December 16, 2004
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • December 17, 2004

15. Initial short plan year prorate deduction?

    By pensionam, February 15, 2019
    • 4 replies
    • 963 views
    • 
    • pensionam
    • February 15, 2019

16. Initial year double deduction

    By PowerCPA, October 18, 2018
    • 4 replies
    • 733 views
    • 
    • C. B. Zeller
    • October 20, 2018

17. Insight Into the SE Tax - Schedule SE

    By ubermax, February 2, 2012
    • 0 replies
    • 1k views
    • 
    • ubermax
    • February 2, 2012

18. Installing a db plan for 2001

    By Gary, January 4, 2002
    • 6 replies
    • 1.5k views
    • 
    • Medusa
    • January 4, 2002

19. Installment Payment Optional Form

    By Guest careful1, October 10, 2009
    • 4 replies
    • 1.7k views
    • 
    • Penman2006
    • October 14, 2009

20. Installment Payments and Funding Waivers

    By Guest TheShepherd, June 14, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 15, 2005

21. Insurance & B/R/F issues

    By JAY21, September 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • could be me maybe not
    • September 23, 2005

22. Insurance From DB Plans

    By Guest naveen, May 27, 2010
    • 7 replies
    • 1.5k views
    • 
    • ScottR
    • June 12, 2010

23. insurance in a defined benefit plan

    By thepensionmaven, February 15, 2008
    • 1 reply
    • 855 views
    • 
    • Belgarath
    • February 15, 2008

24. Insurance In a Frozen DB Plan

    By Guest merlin, January 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 9, 2007

25. Insurance in DB Plan

    By Dougsbpc, March 9, 2006
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • March 10, 2006

26. Insurance in DB/DC combo plan

    By Earl, October 25, 2018
    • 2 replies
    • 562 views
    • 
    • Earl
    • October 25, 2018

27. insurance in defined benefit plans

    By Guest mich823, November 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2001

28. Insurance in Plan

    By Dougsbpc, July 22, 2015
    • 3 replies
    • 1.5k views
    • 
    • shERPA
    • July 22, 2015

29. Insurance Problem

    By Dougsbpc, December 23, 2004
    • 7 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • December 24, 2004

30. Insurance Products Vs Mutual Funds - Value to be used for Funding.

    By flosfur, March 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • flosfur
    • March 23, 2004

31. Insurance Question

    By Dougsbpc, June 12, 2025
    • 3 replies
    • 1.3k views
    • 
    • Jakyasar
    • June 14, 2025

32. Insurance related 74-307/100X

    By Jakyasar, June 12, 2024
    • 2 replies
    • 553 views
    • 
    • Jakyasar
    • June 13, 2024

33. Insurance used purely as an investment??

    By Dennis Povloski, January 20, 2014
    • 7 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • January 21, 2014

34. Insurance using Revenue Ruling 74-307

    By FAPInJax, April 8, 2005
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • April 8, 2005

35. Insurers Issuing Annuity Contracts for Distributions to Participants

    By rocknrolls2, January 18, 2025
    • 5 replies
    • 883 views
    • 
    • Effen
    • January 18, 2025

36. Integrated Benefit - Is AB protected?

    By Guest HaroldA, May 16, 2005
    • 8 replies
    • 1.8k views
    • 
    • AndyH
    • May 17, 2005

37. Integrated DB / Actuarial Eq.

    By Guest penman, August 20, 2005
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2005

38. Integrated Pension Plan and Divorce

    By fmsinc, July 26, 2021
    • 2 replies
    • 719 views
    • 
    • fmsinc
    • July 27, 2021

39. Integration and Late Retirement

    By Andy the Actuary, October 14, 2009
    • 1 reply
    • 908 views
    • 
    • SoCalActuary
    • October 15, 2009

40. Integration rules

    By FAPInJax, January 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 27, 2005

41. Interest & Compensation Rate Components

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • December 27, 2008

42. Interest added when a lump sum payout is corrected

    By Gary, April 13, 2000
    • 4 replies
    • 1.9k views
    • 
    • richard
    • April 15, 2000

43. interest assumption

    By tuni88, May 1, 2012
    • 3 replies
    • 1.2k views
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    • david rigby
    • May 25, 2012

44. Interest charge on late quarterly contributions

    By Guest Marino13, May 4, 2004
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 4, 2004

45. Interest credit for cash balance plan

    By Gary, August 22, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 2001

46. Interest Credit Rate in a Cash Balance Plan

    By Gary, June 7, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2000

47. Interest Credited on Paid-Back Distribution

    By Guest bobolink, November 18, 2009
    • 1 reply
    • 908 views
    • 
    • AndyH
    • November 19, 2009

48. Interest crediting on a Cash Balance Plan account

    By Guest meggie, May 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002

49. Interest Credits After NRD

    By ERISAAPPLE, April 2, 2018
    • 3 replies
    • 874 views
    • 
    • CuseFan
    • April 3, 2018

50. Interest Credits in Cash Balance Plans

    By Guest SamFischer, July 30, 2003
    • 8 replies
    • 2.3k views
    • 
    • Everett Moreland
    • August 4, 2003