Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Limitations On Funding In Years After Formula Was Amended Upwards

   By mming, November 4, 2009
   • 8 replies
   • 3.2k views
   • 
   • david rigby
   • December 30, 2009

2. Limiting Compensation in Year Prior to Effective Date

   By emmetttrudy, September 11, 2014
   • 9 replies
   • 992 views
   • 
   • Effen
   • September 11, 2014

3. Limiting Salary for certain employees

   By SSRRS, January 13, 2023
   • 2 replies
   • 456 views
   • 
   • truphao
   • January 14, 2023

4. Limits on Total Compensation to Former Employees

   By rg1344, February 7, 2017
   • 7 replies
   • 968 views
   • 
   • david rigby
   • February 9, 2017

5. Line 11a of 5300

   By Guest 409 eh?, August 17, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • August 17, 2010

6. Line 14 on 5300

   By fiona1, August 10, 2006
   • 3 replies
   • 1.2k views
   • 
   • WDIK
   • August 10, 2006

7. line 24 schedul sb

   By Gary, March 30, 2011
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • April 1, 2011

8. Line 38 of Schedule SB

   By JAY21, July 29, 2010
   • 3 replies
   • 1.7k views
   • 
   • AndyH
   • July 29, 2010

9. Link to 3 col. Fed. Reg. Version of New 430/436 Regs

   By ubermax, October 10, 2009
   • 8 replies
   • 1.3k views
   • 
   • zimbo
   • October 16, 2009

10. List of transactions not eligible for rollover (Question)

    By newguy2012, May 24, 2012
    • 16 replies
    • 1.7k views
    • 
    • newguy2012
    • May 25, 2012

11. Listed Transaction

    By Randy Watson, January 13, 2009
    • 4 replies
    • 1.1k views
    • 
    • Randy Watson
    • January 13, 2009

12. Listed Transactions

    By Guest MERISA, July 17, 2008
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • July 17, 2008

13. Listing of DB Pension Plan Sponsors

    By Gary, December 13, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 18, 1998

14. Listing of Required Modifications

    By Gary, June 15, 2010
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • June 15, 2010

15. LLC - Partnership and Plan Comp in year of freeze

    By AndyH, April 30, 2009
    • 6 replies
    • 1.1k views
    • 
    • AndyH
    • May 4, 2009

16. LLC compensation issues

    By dmb, September 13, 2004
    • 12 replies
    • 2.9k views
    • 
    • E as in ERISA
    • September 15, 2004

17. LLC partner can DB plan contribution create a loss?

    By ombskid, April 3, 2019
    • 2 replies
    • 659 views
    • 
    • ombskid
    • April 5, 2019

18. LLC Taxed as a Partnership, Owner gets a K-1

    By emmetttrudy, April 16, 2013
    • 5 replies
    • 1.2k views
    • 
    • rcline46
    • April 16, 2013

19. LLC terminated 1st year of plan

    By RobN, March 15, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 16, 2007

20. Loan from contribution

    By SSRRS, April 19, 2024
    • 11 replies
    • 2k views
    • 
    • SSRRS
    • May 2, 2024

21. Loan to a Limited Partnership

    By Guest Judy S, April 12, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2007

22. Loan to make contribution

    By retbenser, June 12, 2012
    • 2 replies
    • 974 views
    • 
    • SoCalActuary
    • June 12, 2012

23. LOAN TO PLAN FOR REAL ESTATE PURCHASE

    By Gary, December 28, 2004
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • December 30, 2004

24. Loan to union

    By Guest NYer, January 6, 2011
    • 1 reply
    • 948 views
    • 
    • david rigby
    • January 6, 2011

25. Loans Against Defined Benefit Plan?

    By lmsmedley, November 15, 2019
    • 10 replies
    • 4.9k views
    • 
    • M_2015
    • June 13

26. Loans from pension plan

    By Gary, November 1, 2005
    • 2 replies
    • 1.7k views
    • 
    • could be me maybe not
    • November 2, 2005

27. Loans/Deemed Distributions

    By Christine Roberts, June 30, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 30, 1999

28. Local goverment retirement plan employee rights?

    By Guest walley, March 8, 2003
    • 1 reply
    • 936 views
    • 
    • david rigby
    • March 9, 2003

29. locating former employee of pension plan

    By Gary, August 20, 1999
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 21, 1999

30. Locating Lost participants

    By alexa, April 30, 2009
    • 8 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2009

31. Locating Vested Former Employees

    By Guest David M, July 27, 1999
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 28, 1999

32. Long Term Healthcare

    By Guest skc, September 2, 2008
    • 4 replies
    • 998 views
    • 
    • GBurns
    • September 3, 2008

33. Lookback for Cash Balance account hypothetical interest crediting rate

    By John Feldt ERPA CPC QPA, March 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • March 9, 2009

34. Lookback month definition

    By Guest LC Brosio, September 29, 1999
    • 1 reply
    • 2k views
    • 
    • david rigby
    • September 29, 1999

35. Lookback Year Compensation For HCE Status In Off-Calendar Year Plan

    By Guest merlin, February 12, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 12, 2003

36. Looked at the yield curve lately?

    By Effen, October 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 22, 2008

37. Looking for 1983 GAM Table

    By Guest asonneberg, May 7, 2001
    • 3 replies
    • 4k views
    • 
    • david rigby
    • May 8, 2001

38. LOOKING FOR 412(i) PLAN TPA FOR 1 PERSON PLAN

    By RayJJohnsonJr, August 15, 2019
    • 14 replies
    • 1.6k views
    • 
    • RayJJohnsonJr
    • October 10, 2019

39. Looking for a 412(e)(3) document

    By RayJJohnsonJr, November 10, 2015
    • 8 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • November 15, 2015

40. looking for a disability table and a withdrawal table

    By abanky, October 22, 2010
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • October 29, 2010

41. Looking for a sample form for RMD that incorporates any spousal consent, options, etc.

    By Guest shronesz, December 11, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 11, 2003

42. Looking for Actuary - Defined Benefit Plan School District - Needs GASB

    By mjf06241972, June 15, 2022
    • 0 replies
    • 369 views
    • 
    • mjf06241972
    • June 15, 2022

43. Looking for brief overview of cash balance plans

    By fidu, January 29, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 29, 2003

44. Looking for clarification of permitted aggregation of DC and DB plan along with the "special gateway test"

    By Guest smhjr, July 23, 2004
    • 19 replies
    • 2.4k views
    • 
    • SoCalActuary
    • August 4, 2004

45. Looking for opinion on a non-pension actuarial request

    By Gary, March 14, 2005
    • 4 replies
    • 1.3k views
    • 
    • Ron Snyder
    • March 16, 2005

46. Looking for Survey Data-Retirement Plans for Private Colleges/Universities

    By AndyH, January 11, 2005
    • 14 replies
    • 1.9k views
    • 
    • SoCalActuary
    • January 14, 2005

47. Looking for survey with average benefit provided in DB plans

    By Guest Judy S, June 22, 2004
    • 0 replies
    • 804 views
    • 
    • Guest
    • June 22, 2004

48. Looking for tables

    By Guest mparker2028, March 17, 2005
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • March 17, 2005

49. Looking for Third Party Administrator for Personal Defined Benefit Plan

    By Guest paytaxesforusa, December 12, 2014
    • 28 replies
    • 8.7k views
    • 
    • Mike Preston
    • December 18, 2014

50. Looking for this annuity table

    By jkharvey, January 31, 2007
    • 12 replies
    • 2.3k views
    • 
    • jkharvey
    • February 3, 2007