Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. Delayed initial annuity or lump sum because of annual audit?

   By Mikeyl41, August 7
   • 10 replies
   • 1.4k views
   • 
   • CuseFan
   • August 8

3. Limit on number of insurers?

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

4. Increasing Benefits for Former HCEs

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

5. Client did not make the PYE 12/31/2002 contribution that he said he made. What to do?

   By Guest Carol the Writer, September 15, 2004
   • 8 replies
   • 1.4k views
   • 
   • Guest
   • September 16, 2004

6. 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

7. Gerstner Speaks (IBM)

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

8. Auditor Independence and TPA

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

9. multiple db plans

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

10. What Is the Accrued Benefit

    By Andy the Actuary, June 23, 2010
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 24, 2010

11. 2008 EOY AFTAPS

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

12. social security or early ret supplement as part of accd ben

    By Gary, July 9, 2002
    • 4 replies
    • 1.4k views
    • 
    • IRC401
    • July 16, 2002

13. Lump sum of pension from ee contributory plan

    By Gary, December 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • December 21, 2001

14. Funding and Top Heavy

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

15. Schedule SB

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

16. 2021 Cash Balance Plan Start-Up that hasn't been funded yet

    By Brob69, November 26, 2024
    • 21 replies
    • 1.4k views
    • 
    • Lou S.
    • December 5, 2024

17. PBGC Premium Cap

    By Guest Deflector, April 13, 2009
    • 1 reply
    • 1.4k views
    • 
    • zimbo
    • April 13, 2009

18. Restricted Employee Mysteries

    By Everett Moreland, February 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Everett Moreland
    • February 10, 2001

19. Law against no legible, current plan doc

    By Gary, August 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • August 7, 2000

20. Restricted Calculations Revisited

    By LIBOR, March 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • LIBOR
    • March 28, 2001

21. vested?

    By Guest mikeak, September 6, 2002
    • 4 replies
    • 1.4k views
    • 
    • RTK
    • September 6, 2002

22. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • June 11, 2020

23. Employee notification when PBGC variable premiums are required

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

24. Purchase of overfunded DB plan

    By Guest Jae, June 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 13, 2000

25. 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

26. If the December benefit for a retiree is paid 1-2-02 which year's 415

    By Guest Iago1269, December 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • December 12, 2001

27. Includable For Coverage, Excludable For Participation?

    By Guest merlin, August 17, 2005
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • August 17, 2005

28. Form 5033/5307 Design based Safe & nondicrimination Safe terminology

    By flosfur, March 30, 2004
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 30, 2004

29. No val, no schedule sb

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

30. Plan document

    By Gary, April 1, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2010

31. 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

32. Election to Limit Plan Compensation

    By Blinky the 3-eyed Fish, February 14, 2003
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • February 18, 2003

33. Floor Offset 415 Limit

    By Dougsbpc, January 6, 2018
    • 4 replies
    • 1.4k views
    • 
    • Dougsbpc
    • January 9, 2018

34. Conversion of DB Plan to DC Plan

    By PJ2009, June 9, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • June 12, 2009

35. Converting a DC plan to a DB plan

    By Blinky the 3-eyed Fish, June 19, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 26, 2003

36. Form 5330

    By emmetttrudy, September 14, 2009
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • September 14, 2009

37. PPA 06 Delay ?

    By JAY21, November 2, 2007
    • 4 replies
    • 1.4k views
    • 
    • D Syrett
    • November 4, 2007

38. IRS Memo on Cash Balance Plans

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

39. Covered Compensation proration

    By Guest bcggal, January 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 14, 2010

40. 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

41. Prior DB related problem

    By flosfur, March 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • flosfur
    • March 19, 2004

42. Safe harbor vs. General Testing Sanity Check

    By AndyH, January 3, 2008
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 4, 2008

43. Actuarial Equivalence Defined

    By Guest Sabadee!, October 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • October 24, 2008

44. 401(a)(26)

    By RLR, December 21, 2014
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 23, 2014

45. Has anyone been through a recent DOL audit on plan expenses?

    By Guest Scaf, December 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 14, 2000

46. Waiver of JS in 1994

    By Guest SMazliah, October 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 16, 2001

47. Problem with Prior Sch B

    By flosfur, May 6, 2003
    • 6 replies
    • 1.4k views
    • 
    • flosfur
    • May 16, 2003

48. Anyone know where I can obtain 2000 cov comp table?

    By Gary, December 21, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2000

49. Is this lady vested?

    By tuni88, July 10, 2009
    • 6 replies
    • 1.4k views
    • 
    • K2retire
    • July 10, 2009

50. Fractional Accrual Method - Break-In-Service

    By Andy the Actuary, July 12, 2012
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 12, 2012