Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Notice of Benefit Restricition (436)

   By Dinosaur, August 26, 2009
   • 3 replies
   • 1.2k views
   • 
   • Dinosaur
   • August 27, 2009

2. Deduction Timing

   By JBones, April 12, 2010
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • April 15, 2010

3. Election to change distribution form

   By 7806akp, January 22, 2013
   • 3 replies
   • 2.2k views
   • 
   • david rigby
   • January 22, 2013

4. Another DB/DC Max Deductible Question

   By Lou S., September 23, 2014
   • 3 replies
   • 979 views
   • 
   • Andy the Actuary
   • September 23, 2014

5. Defined Benefit Plan Document

   By Guest Kathleen Fouquet, August 14, 2001
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • August 15, 2001

6. Meaningful Benefit?

   By Guest guppy, September 3, 2003
   • 3 replies
   • 2k views
   • 
   • Guest
   • September 4, 2003

7. Adding Offset Provision to Existing DB Plan - 411(d)(6) issues

   By Guest APierce, January 21, 2005
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 24, 2005

8. Required Minimum Distributions

   By Gary, February 10, 2007
   • 3 replies
   • 1.3k views
   • 
   • WDIK
   • February 13, 2007

9. Deferral Past NRA

   By Guest shaul, June 1, 2009
   • 3 replies
   • 1.7k views
   • 
   • Effen
   • June 1, 2009

10. Timing of distribution notice

    By Guest ChuckLakeshore, February 27, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • March 2, 1999

11. Qualified Replacement Plan - "Active Participants" under 4980

    By BentoBox, July 10, 2024
    • 3 replies
    • 894 views
    • 
    • BentoBox
    • July 11, 2024

12. Dolgoff Plans? Anyone know anything about these?

    By Guest divadab, September 25, 2006
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • September 26, 2006

13. In service distributions

    By Guest KLM, November 12, 2008
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • November 12, 2008

14. lump sum payments after eff date and prior to adoption of amendment

    By Gary, April 28, 2000
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • April 28, 2000

15. Defined benefits plan for a grantor trust

    By Guest Jpsket, August 23, 2013
    • 3 replies
    • 1.7k views
    • 
    • K2retire
    • August 23, 2013

16. Owner-Only Cash Balance Plan - Investment in Collectibles

    By ehayden27, May 12, 2021
    • 3 replies
    • 499 views
    • 
    • Luke Bailey
    • May 14, 2021

17. Restricted Distributions

    By Belgarath, September 17, 2021
    • 3 replies
    • 875 views
    • 
    • Calavera
    • September 21, 2021

18. How to Keep Informed in the Pension Community

    By Gary, April 28, 2000
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • May 1, 2000

19. For section 404 purposes: any difference between nondeducted contributions and nondeductible contributions?

    By Blinky the 3-eyed Fish, September 24, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 25, 2003

20. Service Crediting Provision as Protected Benefit?

    By BTG, July 31, 2007
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • August 1, 2007

21. DB/DC Combination - Gateway Eligibility

    By emmetttrudy, March 4, 2013
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • March 5, 2013

22. 5500 Filing Extension Date

    By Pension RC, March 22, 2016
    • 3 replies
    • 989 views
    • 
    • Lou S.
    • March 22, 2016

23. Deduction of post termination funding

    By Young Curmudgeon, July 22, 2021
    • 3 replies
    • 775 views
    • 
    • Young Curmudgeon
    • July 26, 2021

24. MP/DB Conversion

    By Guest Mike Mallon, December 20, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2000

25. actuarial equivalence under 401(a)(9)(C)(iii) per SBJPA 96

    By Guest meggie, September 3, 2001
    • 3 replies
    • 2.5k views
    • 
    • MGB
    • September 4, 2001

26. New RPA range

    By Guest Chamelnix, March 28, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 28, 2002

27. Overfunding a CB plan and the 6% rule

    By xtide, Monday at 02:03 PM
    • 3 replies
    • 183 views
    • 
    • Lou S.
    • Thursday at 10:39 PM

28. Residual intrest credited to plan account after final 5500 filed

    By Dennis Povloski, May 12, 2005
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • May 13, 2005

29. Default Catastrophe

    By Andy the Actuary, March 13, 2010
    • 3 replies
    • 975 views
    • 
    • Effen
    • March 13, 2010

30. Restricted Benefit Calc-One Year Period Available ?

    By JAY21, March 2, 2005
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • March 3, 2005

31. Converting a Traditional Defined Benefit Plan to a Cash Balance Plan

    By Mcomeau, September 21, 2016
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • September 21, 2016

32. Termination of underfunded DB Plan - reduction of benefit

    By Guest jvanheyde, December 9, 2005
    • 3 replies
    • 1.7k views
    • 
    • ak2ary
    • December 10, 2005

33. Failure to make RMDs for several years

    By Dennis Povloski, April 23, 2014
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 28, 2014

34. Offering Subsidized Early Retirement for a Limited-time

    By JRG, April 20, 2017
    • 3 replies
    • 784 views
    • 
    • david rigby
    • April 21, 2017

35. Plan Merger that results in reduction of future accruals

    By Gary, May 2, 2000
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • May 4, 2000

36. Easy top heavy minimum question

    By John Feldt ERPA CPC QPA, January 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 6, 2009

37. 1,000 Hour Requirement For Short Plan Year

    By metsfan026, August 13, 2022
    • 3 replies
    • 750 views
    • 
    • Bri
    • August 16, 2022

38. Combined DB/DC & 404 Deduction

    By Guest cngriffin, March 10, 1999
    • 3 replies
    • 2k views
    • 
    • david rigby
    • March 12, 1999

39. 1 man plans in nonqualified funds vs. small plan audtis?

    By Guest ScottB, October 17, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 21, 2002

40. 415 Multiple Annuity Starting Dates

    By Calavera, May 4, 2008
    • 3 replies
    • 2.2k views
    • 
    • David MacLennan
    • May 6, 2008

41. PPA relief?

    By Effen, November 13, 2008
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 13, 2008

42. ER Subsidy On Plan Termination

    By Andy the Actuary, August 23, 2013
    • 3 replies
    • 1.3k views
    • 
    • Rball4
    • August 27, 2013

43. Nondiscrimination Testing in an Early Retirement Window

    By ERISA-Bubs, September 25, 2018
    • 3 replies
    • 1.1k views
    • 
    • Cloudy
    • September 26, 2018

44. More PPA stupidity

    By Effen, September 23, 2011
    • 3 replies
    • 1.2k views
    • 
    • frizzyguy
    • September 26, 2011

45. Top-heavy benefits for hard-frozen DB plans

    By My 2 cents, June 13, 2014
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • July 2, 2014

46. Death Benefit In Excess of QPSA Protected?

    By CuseFan, September 29, 2017
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • September 29, 2017

47. dumb question re: how a lump sum value is computed

    By Guest janie, July 3, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

48. What is included in Compensation

    By Guest tholbert, August 15, 2001
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • August 15, 2001

49. Use of Carryover Balance for Quarterly Contribution

    By Dinosaur, June 2, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • June 3, 2009

50. Possible Affiliated Service Group

    By JAY21, November 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • Doghouse
    • November 14, 2012