Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Qualified Employer Security

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

2. Gray Book Reliance and the PBGC

   By AndyH, March 31, 2004
   • 2 replies
   • 1.4k views
   • 
   • AndyH
   • April 1, 2004

3. terminating plan

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

4. 412(i) Plans and forfeitures from annuity product

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

5. Excluding People By Name

   By goldtpa, March 30, 2010
   • 6 replies
   • 1.4k views
   • 
   • SoCalActuary
   • March 30, 2010

6. Benefit Surveys

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

7. Life Settlement in a DB Plan

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

8. Contribution for non-employee?

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

9. New Plan for a 72 Years old self-employed - Max Contr. & RMD

   By AdKu, October 22, 2015   

   • RMD & New Plan at age 72
   • New Plan at age 72 & Max
   • 8 replies
   • 1.4k views
   • 
   • tymesup
   • October 26, 2015

10. Plan merger - funding standard accounts

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

11. AFTAP for At-Risk Plan

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

12. ESTIMATING 2008 DISTRIBUTION VALUES

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

13. Integration rules

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

14. Fully insured plans 412(i)

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

15. 415 Compensation

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

16. Tax Max Cushion Amount

    By dan.jock, December 12, 2016
    • 5 replies
    • 1.4k views
    • 
    • Effen
    • December 14, 2016

17. Anybody getting favorable IRS determination letters on new cash balance plans?

    By Guest RSNOW, September 19, 2003
    • 9 replies
    • 1.4k views
    • 
    • mbozek
    • September 21, 2003

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

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

19. section 404 assets

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

20. New QJSA/QPSA Notice Requirements - Corbel

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

21. No val, no schedule sb

    By Gary, March 24, 2010
    • 7 replies
    • 1.4k views
    • 
    • ak2ary
    • March 29, 2010

22. Combined DB/DC Deductible contribution

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

23. Earned Income

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

24. Lump sum payments after conversion to cash balance plan

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

25. Limit on number of insurers?

    By Guest kjk, June 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2002

26. PPA J&75% Requirements

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

27. 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

28. incorrect Plan number

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

29. Actuarial Equivalance

    By Josette, February 3, 2023
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • February 7, 2023

30. Accruals and Testing

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

31. 2008 EOY AFTAPS

    By ak2ary, September 18, 2008
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2008

32. QDRO Administration Fees

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

33. Increasing Benefits for Former HCEs

    By Guest ConsultingActuary, January 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

34. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav, March 18, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 18, 2009

35. Funding and Top Heavy

    By LIBOR, July 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • July 13, 2005

36. Acquisition

    By truphao, October 30, 2020   

    • acquisition
    • 8 replies
    • 1.4k views
    • 
    • truphao
    • November 22, 2020

37. The Value of Life Insurance

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

38. Gerstner Speaks (IBM)

    By Guest Rmontefu, August 21, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 21, 1999

39. multiple db plans

    By Guest harris, October 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • October 15, 1999

40. Granting Service

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

41. Reportable Event Notice to PBGC

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

42. 204(h) Notice

    By AdKu, March 28, 2020
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • April 3, 2020

43. Schedule SB

    By Dinosaur, June 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • June 15, 2010

44. Auditor Independence and TPA

    By Guest RockyTop2, July 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 16, 2002

45. Termination - waiving benefit

    By MGOAdmin, February 23, 2015   

    • termination
    • waiving
    • (and 2 more)

      Tagged with:

      • termination
      • waiving
      • benefit
      • underfunded
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • February 23, 2015

46. Employee notification when PBGC variable premiums are required

    By richard, March 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 27, 2000

47. Employee term date a day before entry date & benefit entitlement

    By flosfur, April 6, 2004
    • 9 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 9, 2004

48. Surviving Spouse - QPSA - payout timing

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

49. IRS Memo on Cash Balance Plans

    By Guest David Thomas, September 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 7, 1999

50. Cash-Balance Stmt/415 Impact

    By JAY21, November 29, 2004
    • 3 replies
    • 1.4k views
    • 
    • JAY21
    • November 30, 2004