Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 412(e) software

   By Guest CWM, June 14, 2012
   • 4 replies
   • 1.4k views
   • 
   • Doghouse
   • June 14, 2012

2. Early Retirement Window for One Participant

   By 401 Chaos, September 23, 2010
   • 5 replies
   • 1.4k views
   • 
   • david rigby
   • September 24, 2010

3. Cash Balance: Maximum deduction after 10 years

   By retbenser, December 23, 2010
   • 7 replies
   • 1.4k views
   • 
   • Guest
   • December 24, 2010

4. 415 annuity factor

   By JAY21, December 17, 2009
   • 3 replies
   • 1.4k views
   • 
   • Mike Preston
   • December 22, 2009

5. New QJSA/QPSA Notice Requirements - Corbel

   By Guest MikeD, June 21, 2004
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 21, 2004

6. Freezing A Cash Balance Plan

   By metsfan026, May 28, 2024
   • 1 reply
   • 1.4k views
   • 
   • CuseFan
   • May 28, 2024

7. Annuity Contracts in 412i plans

   By Guest Mark Draa, March 23, 2004
   • 5 replies
   • 1.4k views
   • 
   • rcline46
   • March 25, 2004

8. In Service Distribution due to DB Plan Termination

   By smm, November 14, 2003
   • 3 replies
   • 1.4k views
   • 
   • smm
   • November 14, 2003

9. 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

10. Retro disability AFTAP < 60

    By Effen, October 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • October 21, 2011

11. Excise Tax on Termination of Cash Balance Plan

    By dmwe, December 8, 2009
    • 4 replies
    • 1.4k views
    • 
    • ScottR
    • December 9, 2009

12. First Year Valuation - At-Risk?

    By emmetttrudy, March 28, 2012
    • 4 replies
    • 1.4k views
    • 
    • frizzyguy
    • March 28, 2012

13. Frozen DB Plan

    By Guest bjfgfg, April 26, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 27, 2007

14. 412(i) Plans and forfeitures from annuity product

    By Guest picwrc, July 11, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2005

15. Plan merger - funding standard accounts

    By david rigby, May 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 9, 2003

16. ESTIMATING 2008 DISTRIBUTION VALUES

    By Guest geschaft, June 15, 2007
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • June 29, 2007

17. Life Settlement in a DB Plan

    By Dennis Povloski, May 28, 2008
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 30, 2008

18. Contribution for non-employee?

    By Guest forohonek, September 24, 2008
    • 8 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 27, 2008

19. The Value of Life Insurance

    By Guest pm01, June 11, 2008
    • 7 replies
    • 1.4k views
    • 
    • ak2ary
    • June 19, 2008

20. OBRA bases after 1998

    By Guest Trapatsos, September 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 3, 1999

21. AFTAP for At-Risk Plan

    By dmb, February 8, 2011
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • February 8, 2011

22. Can a DB participant change distribution option to lump sum after first annuity payment is made?

    By Guest 1stoppop, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • September 16, 2009

23. Accruals and Testing

    By retbenser, August 15, 2013
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • August 15, 2013

24. Qualified Employer Security

    By Gary, February 8, 2007
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • February 8, 2007

25. PPA J&75% Requirements

    By Guest annie1, September 23, 2008
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • September 23, 2008

26. "Successor" beneficiary in a Defined Benefit plan where Designated/Primary Beneficiary determined to be invalid

    By pwitt, June 3, 2024
    • 8 replies
    • 1.4k views
    • 
    • pwitt
    • June 6, 2024

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

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

28. What is the 415 limit based on prior plan distribution

    By Jakyasar, August 21, 2023
    • 9 replies
    • 1.4k views
    • 
    • Calavera
    • August 22, 2023

29. Benefit Surveys

    By Guest JimmyP, June 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2001

30. incorrect Plan number

    By HiVi, April 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • April 27, 2009

31. Earned Income

    By nancy, October 1, 2013
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2013

32. The MRC in an Overfunded, Terminating

    By JButtrick, March 8, 2012
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 2012

33. Lump sum payments after conversion to cash balance plan

    By Guest nicktaldone, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Alonzo
    • March 15, 2000

34. User fee exemption for DB Plans on 5300 filing?

    By Dennis Povloski, January 22, 2010
    • 2 replies
    • 1.4k views
    • 
    • Dennis Povloski
    • January 22, 2010

35. Deduction Issues

    By dmb, January 7, 2003
    • 9 replies
    • 1.4k views
    • 
    • MGB
    • January 8, 2003

36. Integration rules

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

37. Rate of Return for Credit Balances Adjustment

    By Calavera, May 5, 2014
    • 8 replies
    • 1.4k views
    • 
    • Calavera
    • May 6, 2014

38. Combined DB/DC Deductible contribution

    By retbenser, December 9, 2010
    • 2 replies
    • 1.4k views
    • 
    • retbenser
    • December 9, 2010

39. will 417e table affect lump sum payment from DB plan

    By Bob, April 29, 2024
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • April 30, 2024

40. terminating plan

    By jane murray, January 10, 2018
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 10, 2018

41. QDRO Administration Fees

    By Guest Cobalt, September 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 30, 2002

42. Anti-Cutback Rules as applied to DB Plans?

    By Guest Mike Pazzo, April 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 5, 2001

43. section 404 assets

    By Draper55, October 21, 2009
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2009

44. Reportable Event Notice to PBGC

    By Guest penman, October 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • October 20, 2005

45. Surviving Spouse - QPSA - payout timing

    By Guest ebailey, March 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 19, 2009

46. Fully insured plans 412(i)

    By Guest picwrc, April 16, 2003
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • April 18, 2003

47. 401a4 Testing with DB/DC combo

    By emmetttrudy, March 10, 2012
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • March 12, 2012

48. 415 Compensation

    By JBones, April 22, 2010
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 22, 2010

49. Plan Freeze for Selected Participants

    By Guest mingblue, September 8, 2008
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • September 9, 2008

50. Granting Service

    By Guest Grumpy456, November 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005