Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Taking the Actuary Exams - need help starting

   By VincentBocchinfuso CPC, November 19, 2009
   • 14 replies
   • 2.3k views
   • 
   • VincentBocchinfuso CPC
   • November 25, 2009

2. Compensation... can we use

   By K-t-F, May 18, 2012
   • 14 replies
   • 2.1k views
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   • frizzyguy
   • May 30, 2012

3. Majority Owner Waiver

   By dan.jock, August 18, 2017
   • 14 replies
   • 5k views
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   • My 2 cents
   • August 29, 2017

4. Cash balance plan termination and adoption of new one

   By cathyw, November 20, 2018
   • 14 replies
   • 3.2k views
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   • Mike Preston
   • November 27, 2018

5. Small plans - Practicality of AFTAP Cert by 10/01

   By flosfur, May 7, 2008
   • 14 replies
   • 2.5k views
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   • Blinky the 3-eyed Fish
   • May 27, 2008

6. Overfunded DB

   By k man, April 19, 2002
   • 14 replies
   • 2.5k views
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   • Mike Preston
   • April 23, 2002

7. 5330/Funding deficiency penalties-how to minimize

   By AndyH, April 4, 2007
   • 14 replies
   • 3.2k views
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   • AndyH
   • April 5, 2007

8. Funding for lump sum at 415 limit under PPA

   By Blinky the 3-eyed Fish, July 7, 2008
   • 14 replies
   • 3.1k views
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   • tymesup
   • September 4, 2008

9. Treatment of Funding Deficiency

   By AndyH, April 10, 2009
   • 14 replies
   • 3k views
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   • dmb
   • June 30, 2009

10. AFTAP Heaven

    By JAY21, March 13, 2008
    • 14 replies
    • 1.8k views
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    • tuni88
    • March 28, 2008

11. Plan termination and reallocation of benefits

    By abanky, May 16, 2011
    • 14 replies
    • 1.5k views
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    • Andy the Actuary
    • May 23, 2011

12. Break in Service Question

    By SteveH, October 3, 2006
    • 14 replies
    • 4.4k views
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    • Blinky the 3-eyed Fish
    • October 8, 2006

13. Application of 404(a)(1)(d)(ii) current liability calc

    By Guest saeissler, October 31, 2006
    • 14 replies
    • 2.9k views
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    • Mike Preston
    • November 3, 2006

14. PPA maximum deduction

    By drakecohen, January 10, 2009
    • 14 replies
    • 2k views
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    • Mike Preston
    • January 12, 2009

15. When is the RMD due?

    By Jakyasar, August 10, 2021
    • 14 replies
    • 933 views
    • 
    • Mike Preston
    • August 12, 2021

16. Life Insurance In A Frozen Plan

    By Guest merlin, January 28, 2003
    • 14 replies
    • 3.5k views
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    • Guest
    • January 29, 2003

17. DB Plan Fees

    By Guest jhilliard, October 11, 2004
    • 13 replies
    • 2.3k views
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    • Blinky the 3-eyed Fish
    • October 12, 2004

18. Variable Defined Benefit Plan

    By Rai401k, August 11, 2010
    • 13 replies
    • 3.8k views
    • 
    • david rigby
    • May 8, 2013

19. Lump sum interest rate for 2005

    By rcline46, April 26, 2005
    • 13 replies
    • 1.9k views
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    • rcline46
    • April 27, 2005

20. Bank converting DB account to personal

    By SSRRS, August 6, 2024
    • 13 replies
    • 1.4k views
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    • acm_acm
    • August 8, 2024

21. AFTAP

    By Effen, October 2, 2009
    • 13 replies
    • 2.9k views
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    • Mike Preston
    • October 5, 2009

22. 415 Limit with respect to MASD's

    By Blinky the 3-eyed Fish, July 12, 2007
    • 13 replies
    • 3.2k views
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    • David MacLennan
    • July 24, 2007

23. PBGC Premium Payment Logistics

    By Medusa, March 25, 2009
    • 13 replies
    • 1.9k views
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    • Medusa
    • March 26, 2009

24. Compensation excluded from eligible earnings definition

    By Guest Mike Spickard, February 24, 2004
    • 13 replies
    • 3.1k views
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    • AndyH
    • February 26, 2004

25. 2008 Valuations for Small Plans

    By zimbo, March 19, 2008
    • 13 replies
    • 2.7k views
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    • My 2 cents
    • April 8, 2016

26. Accrual of Benefits after age 70 1/2 - actuarial increase

    By AndyH, February 5, 2015
    • 13 replies
    • 8.4k views
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    • My 2 cents
    • February 16, 2016

27. Lump Sums at Plan Term

    By Guest mingblue, February 23, 2007
    • 13 replies
    • 2.5k views
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    • david rigby
    • March 1, 2007

28. New Plan - First Year Funding Inflexibility

    By carrots, October 30, 2008
    • 13 replies
    • 2.5k views
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    • tymesup
    • November 5, 2008

29. post age 65 actuarial increase

    By Gary, November 5, 1999
    • 13 replies
    • 3k views
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    • david rigby
    • November 14, 2000

30. Who Must Get The 7.5% Gateway?

    By metsfan026, March 21, 2023
    • 13 replies
    • 3.7k views
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    • metsfan026
    • May 8, 2023

31. Cross Tested DB

    By goldtpa, July 19, 2006
    • 13 replies
    • 2.6k views
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    • Mike Preston
    • August 4, 2006

32. Deductible contributions and tax return due date

    By Guest Alison Williams, July 17, 2002
    • 13 replies
    • 6.6k views
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    • Blinky the 3-eyed Fish
    • September 19, 2003

33. PBGC Coverage

    By Guest GG, December 20, 2002
    • 13 replies
    • 3.4k views
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    • AndyH
    • September 10, 2015

34. Bull or No Bull?

    By Andy the Actuary, October 8, 2008
    • 13 replies
    • 1.4k views
    • 
    • chc93
    • October 9, 2008

35. At What Point Does a Restricted HCE Drop Out of the Top 25?

    By Guest merlin, May 19, 2008
    • 13 replies
    • 8.9k views
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    • ak2ary
    • May 20, 2008

36. Abusive Cash Balance formulas

    By wsp, March 21, 2007
    • 13 replies
    • 2.7k views
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    • Mike Preston
    • March 23, 2007

37. Converting a DB Plan into a Cash Balance Plan

    By metsfan026, December 20, 2023
    • 13 replies
    • 2.6k views
    • 
    • NewBieHere
    • April 25

38. Can a benefit "flip" from accrued to ancillary?

    By Übernerd, October 9, 2008
    • 13 replies
    • 6.6k views
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    • Übernerd
    • October 20, 2008

39. Lost participants - terminating DB plan (Non PBGC)

    By Scuba 401, September 13, 2017
    • 13 replies
    • 2.3k views
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    • YogaTPA
    • September 27, 2017

40. Client interested in a DB plan, but has a SARSEP currently

    By Guest smhjr, December 10, 2003
    • 13 replies
    • 2.1k views
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    • Belgarath
    • July 7, 2004

41. Early Retirement

    By Guest MC2, July 19, 2007
    • 13 replies
    • 2k views
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    • AndyH
    • July 26, 2007

42. Age for EAAL and EANC for full funding limit

    By Guest saeissler, July 22, 2008
    • 13 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • July 24, 2008

43. 2008 EOY AFTAP's

    By Blinky the 3-eyed Fish, September 17, 2008
    • 13 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2008

44. Naming Names

    By Cloudy, January 7, 2014
    • 13 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 9, 2014

45. cash balance/psp

    By mark Scherer, May 10, 2022
    • 13 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • May 16, 2022

46. Extent funded

    By rcline46, September 19, 2005
    • 13 replies
    • 1.9k views
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    • SoCalActuary
    • September 22, 2005

47. Lump Sum Methodology

    By JAY21, January 29, 2008
    • 13 replies
    • 1.9k views
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    • Mike Preston
    • February 1, 2008

48. Participant died, no beneficiary form on file

    By truphao, April 11, 2023
    • 13 replies
    • 1.7k views
    • 
    • Bird
    • April 12, 2023

49. RMDs based on final regs

    By Gary, October 18, 2006
    • 13 replies
    • 3.1k views
    • 
    • flosfur
    • November 15, 2006

50. Overfunded Solo-DB

    By Catch22PGM, May 3, 2021   

    • defined beneift
    • solo 401(k)
    • (and 1 more)

      Tagged with:

      • defined beneift
      • solo 401(k)
      • overfunded
    • 13 replies
    • 3.2k views
    • 
    • thepensionmaven
    • May 9, 2021