Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cash-Balance Stmt/415 Impact

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

2. Contributory DB Plan Involuntary Cash-outs

   By DTH, August 28, 2002
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • August 29, 2002

3. DB/DC Gateway

   By Blinky the 3-eyed Fish, January 25, 2006
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 26, 2006

4. Valuation for a Terminated Plan

   By Blinky the 3-eyed Fish, October 7, 2005
   • 5 replies
   • 1.4k views
   • 
   • AndyH
   • October 10, 2005

5. Taxable Wage Base

   By Guest mich823, November 19, 2001
   • 1 reply
   • 1.4k views
   • 
   • wmyer
   • November 19, 2001

6. Combined Plans using PEO 401(k)

   By Guest pm01, December 28, 2005
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 28, 2005

7. cash balance - interest rate assumption

   By Guest Happy Actuary, October 10, 2003
   • 5 replies
   • 1.4k views
   • 
   • Effen
   • October 13, 2003

8. Floor Offset question

   By Dougsbpc, July 30, 2007
   • 6 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • August 1, 2007

9. Are railroad plans subject to 411 minimum accrual rules?

   By Gary, March 14, 2001
   • 0 replies
   • 1.4k views
   • 
   • Gary
   • March 14, 2001

10. One Year Term Cost For Envelope Funding

    By Guest merlin, June 17, 2005
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • June 23, 2005

11. Average Annual Compensation

    By Guest krijowri, November 4, 2008
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • November 4, 2008

12. Interest crediting on a Cash Balance Plan account

    By Guest meggie, May 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002

13. fas158

    By Guest VTran, March 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 9, 2011

14. deductibility of contribution to underfunded db plan termination

    By Guest joe22, April 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 8, 2002

15. AFTAP never certified

    By Jakyasar, September 21, 2022
    • 14 replies
    • 1.4k views
    • 
    • Jakyasar
    • October 1, 2022

16. Missing Participants

    By BTG, August 23, 2010
    • 0 replies
    • 1.4k views
    • 
    • BTG
    • August 23, 2010

17. Life Insurance in a DB Plan

    By Madison71, January 13, 2010
    • 7 replies
    • 1.4k views
    • 
    • Madison71
    • January 14, 2010

18. Expert Witness RMD

    By John Feldt ERPA CPC QPA, September 15, 2014   

    • Expert Witness
    • 401(a)(9)
    • (and 2 more)

      Tagged with:

      • Expert Witness
      • 401(a)(9)
      • RMD
      • Minimum Distribution
    • 5 replies
    • 1.4k views
    • 
    • Appleby
    • September 16, 2014

19. Cash Balance Court Case

    By Guest JimmyP, September 28, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • September 28, 2001

20. PPA Funding and insurance

    By mwyatt, January 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • January 13, 2009

21. Successor Employer

    By flosfur, January 27, 2004
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • January 29, 2004

22. Method Change + Auto Approval

    By David, July 6, 2010
    • 3 replies
    • 1.4k views
    • 
    • David
    • July 7, 2010

23. Form 1099 reporting relating to PBGC transferred monies

    By Guest Diane DuFresne, February 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 14, 2002

24. DB-DC aggregate testing & features

    By JAY21, August 31, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • September 1, 2004

25. 411(d)(6) early ret subsidy

    By Gary, April 30, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • April 30, 2002

26. Distribution at early retirement

    By ombskid, June 11, 2015
    • 8 replies
    • 1.4k views
    • 
    • david rigby
    • June 12, 2015

27. Significant Increase in Plan Assets

    By Guest lifeweb, March 1, 2000
    • 4 replies
    • 1.4k views
    • 
    • richard
    • March 1, 2000

28. bonding requirement

    By Gary, December 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • December 12, 2011

29. Active participant withdrawal from DC rollover in DB plan allowed?

    By Manatee, June 19, 2018   

    • rollover
    • withdrawal
    • 5 replies
    • 1.4k views
    • 
    • Draper55
    • July 6, 2018

30. In Kind Contribution in DB Plan

    By BFlash, January 31, 2018
    • 3 replies
    • 1.4k views
    • 
    • BFlash
    • February 1, 2018

31. Non-deductible Contribution

    By ac, August 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 24, 2003

32. Need Cash Balance Trust

    By Guest McElroy, December 15, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 2000

33. Money Purchase

    By Guest qualified plan, April 12, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2005

34. Client left and owes considerable amount

    By SSRRS, June 12, 2020
    • 13 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 25, 2020

35. AFTAP Certification

    By Andy the Actuary, November 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 26, 2007

36. Unit Credit Funding For a Frozen Plan

    By Guest merlin, February 11, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2008

37. Rehired EE

    By david rigby, February 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 7, 2003

38. Alternate Beneficiaries in Joint and Survivor Annuities

    By Guest wwest, October 14, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 14, 1999

39. DB MRD start date

    By Dinosaur, December 10, 2010
    • 2 replies
    • 1.4k views
    • 
    • Dinosaur
    • December 10, 2010

40. Excluding pre-participation comp; when allowed?

    By AndyH, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • December 13, 2000

41. Application Of FAS 87 to NQDC Plan

    By Guest merlin, October 17, 2006
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 18, 2006

42. Municipal Plan "Spinoff"

    By LIBOR, October 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • LIBOR
    • October 13, 2001

43. IRS Notice 2012-61 Table of Contents

    By Andy the Actuary, September 15, 2012
    • 0 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 15, 2012

44. Freezing A Cash Balance Plan For Only 1 Year?

    By metsfan026, March 28
    • 5 replies
    • 1.4k views
    • 
    • CuseFan
    • March 31

45. non-profit entity - "maximum" contribution

    By Effen, October 20, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • October 21, 2003

46. Asset Valuation Method

    By Guest h20, March 8, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2005

47. Online source for 2008 Plan AFTAPs ?

    By Guest DBPension, March 31, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • April 2, 2009

48. First year, missed funding deadline

    By Jakyasar, November 1, 2021
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 4, 2022

49. See how IBM Employees are challenging the company's decision to conver

    By Guest dave_lovelace, July 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 1999

50. Potentially Discriminatory Definition of Pay

    By Guest cole stevenson, April 1, 2005
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • April 1, 2005