Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Law against no legible, current plan doc

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

2. Restricted Calculations Revisited

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

3. Distribution Error From DB to DC Plan

   By VeryOldMan, January 19, 2021
   • 6 replies
   • 1.4k views
   • 
   • VeryOldMan
   • February 6, 2021

4. Interest crediting on a Cash Balance Plan account

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

5. Restricted Employee Mysteries

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

6. Includable For Coverage, Excludable For Participation?

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

7. Plan document

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

8. Election to Limit Plan Compensation

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

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

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

10. Lump sum of pension from ee contributory plan

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

11. vested?

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

12. J&S for Money Purchase Plan

    By Julia C, April 28, 2020
    • 8 replies
    • 1.4k views
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    • C. B. Zeller
    • April 29, 2020

13. Covered Employee

    By Andy the Actuary, July 6, 2010
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 7, 2010

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

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

15. Purchase of overfunded DB plan

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

16. Frozen prior to September 2005 no aftap restrictions

    By SSRRS, April 11, 2025
    • 2 replies
    • 1.4k views
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    • SSRRS
    • April 24, 2025

17. PBGC Premium Cap

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

18. Conversion of DB Plan to DC Plan

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

19. Fractional Accrual Method - Break-In-Service

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

20. 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

21. Which of these two board meeting actions constitutes an amendment that

    By Guest wwest, December 1, 1999
    • 2 replies
    • 1.4k views
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    • KJohnson
    • December 16, 1999

22. Defined Benefit Plan's S.P.D.(s) and Beneficiary Designation Form contain disqualifiers not in Plan Document

    By pwitt, October 20, 2024
    • 15 replies
    • 1.4k views
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    • pwitt
    • October 24, 2024

23. cash balance - interest rate assumption

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

24. Covered Compensation proration

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

25. Problem with Prior Sch B

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

26. Cash Balance Court Case

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

27. Suspension of Benefits (What to do with contributions)

    By Fielding Mellish, October 7, 2014
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • October 8, 2014

28. Deemed Burn of Carryover Balance

    By nancy, May 19, 2010
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • May 22, 2010

29. 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

30. Contributory DB Plan Involuntary Cash-outs

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

31. Form 5330

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

32. Undeducted Contributions Upon Plan Termination

    By Guest DCquestioner, September 17, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • September 17, 2008

33. Solutions to Ridiculous PBGC Premium?

    By figure 8, May 1, 2018
    • 5 replies
    • 1.4k views
    • 
    • figure 8
    • May 2, 2018

34. Rescinding plan termination

    By Draper55, December 20, 2020
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 21, 2020

35. PPA Funding and insurance

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

36. One Year Term Cost For Envelope Funding

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

37. DB MRD start date

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

38. Combined Plans using PEO 401(k)

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

39. 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

40. 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

41. Safe harbor vs. General Testing Sanity Check

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

42. non-profit entity - "maximum" contribution

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

43. Election to use PFB

    By RLR, May 30, 2012
    • 3 replies
    • 1.4k views
    • 
    • RLR
    • May 31, 2012

44. Waiver of JS in 1994

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

45. Successor Employer

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

46. Rehired EE

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

47. Actuarial Equivalence Defined

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

48. In Kind Contribution in DB Plan

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

49. fas158

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

50. deductibility of contribution to underfunded db plan termination

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