Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Exceeded 401(a)(17) Limit DB Plan - Governmental

   By JJRetirement, February 1, 2016   

   • governmental plan
   • pick up contribution
   • (and 3 more)

     Tagged with:

     • governmental plan
     • pick up contribution
     • compensation limit
     • EPCRS
     • correction
   • 3 replies
   • 1.4k views
   • 
   • My 2 cents
   • February 2, 2016

2. Unit Credit Funding For a Frozen Plan

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

3. DB funding questions

   By Guest lerieleech, January 9, 2009
   • 7 replies
   • 1.4k views
   • 
   • Mike Preston
   • January 12, 2009

4. Is this lady vested?

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

5. PPA 06 Delay ?

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

6. Alternate Beneficiaries in Joint and Survivor Annuities

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

7. fas158

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

8. deductibility of contribution to underfunded db plan termination

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

9. Valuation for a Terminated Plan

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

10. Distribution at early retirement

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

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

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

12. DB-DC aggregate testing & features

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

13. Hurricane Ida Relief

    By Hojo, September 2, 2021
    • 9 replies
    • 1.4k views
    • 
    • Zimkap
    • December 22, 2021

14. Missing Participants

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

15. bonding requirement

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

16. Method Change + Auto Approval

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

17. Form 1099 reporting relating to PBGC transferred monies

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

18. Asset Valuation Method

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

19. Municipal Plan "Spinoff"

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

20. Can a new Plan have a Short Year End?

    By Guest C.Wendt, April 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • April 25, 2001

21. Floor Offset question

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

22. Non-deductible Contribution

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

23. S404 deduction under PPA for a new Plan

    By flosfur, December 14, 2007
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 17, 2007

24. Average Annual Compensation

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

25. Overfunded plan; sole (very ill) proprietor

    By Guest Penelope, August 20, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2008

26. Amending DB M&P Plan for GUST

    By Guest jcunningham, October 25, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 25, 2000

27. New mortality tables for 2018 funding and lump sums

    By dmb, September 12, 2017
    • 7 replies
    • 1.4k views
    • 
    • My 2 cents
    • September 15, 2017

28. Plan Integration - 401(l)

    By Gary, March 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 8, 2000

29. Money Purchase

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

30. IBM Cash Balance Plan

    By Guest mfiala, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

31. Application Of FAS 87 to NQDC Plan

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

32. Need Cash Balance Trust

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

33. Multiple Employer Plan -- Sharing Excess Assets

    By davef, January 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • davef
    • January 17, 2002

34. 411(d)(6) early ret subsidy

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

35. Significant Increase in Plan Assets

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

36. AFTAP Certification

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

37. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf, April 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • jlf
    • April 1, 1999

38. Average Compensation

    By Dougsbpc, March 12, 2018
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 12, 2018

39. Excluding pre-participation comp; when allowed?

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

40. 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

41. In-service distribution and subsequent benefits

    By Guest HaroldA, May 9, 2005
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 9, 2005

42. 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

43. Funding Method Change

    By Guest Don N, November 19, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

44. De Minimus Funding under 415(b)?

    By Guest danmar, June 10, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 27, 2000

45. just in case sort of freeze amendments?!

    By justanotheradmin, March 4, 2024
    • 6 replies
    • 1.4k views
    • 
    • Effen
    • March 5, 2024

46. Separate Plan for Employees

    By Dougsbpc, November 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2005

47. Potentially Discriminatory Definition of Pay

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

48. IFILE with EFAST2

    By Gary, May 21, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • May 21, 2010

49. Online source for 2008 Plan AFTAPs ?

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

50. EA Meetings

    By Guest, March 16, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2000