Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Lifting of Cash Balance Moratorium

   By Scott, February 14, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 12, 2007

2. Limit Funding Target by 415 LS limit?

   By Guest raintrain19, May 23, 2013   

   • Funding Target
   • 415
   • 4 replies
   • 2.5k views
   • 
   • Calavera
   • June 3, 2013

3. Limit on number of insurers?

   By Guest kjk, June 17, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • June 17, 2002

4. Limit on Payments to Pension Plan Participants

   By erisa_novice, February 7, 2017
   • 4 replies
   • 717 views
   • 
   • My 2 cents
   • February 7, 2017

5. Limitation of deduction under 404(a)(8)

   By Guest Gary A. Luing, November 15, 2002
   • 7 replies
   • 2.4k views
   • 
   • david rigby
   • November 18, 2002

6. limitation years

   By Belgarath, February 13, 2002
   • 12 replies
   • 2.1k views
   • 
   • Mike Preston
   • February 15, 2002

7. Limitations on Accelerated Benefit Distributions

   By YankeeFan, March 12, 2008
   • 5 replies
   • 1.7k views
   • 
   • SoCalActuary
   • March 13, 2008

8. Limitations on Current Liability Rates

   By MGB, June 24, 2002
   • 2 replies
   • 1.8k views
   • 
   • MGB
   • June 25, 2002

9. 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

10. Limiting Compensation in Year Prior to Effective Date

    By emmetttrudy, September 11, 2014
    • 9 replies
    • 1k views
    • 
    • Effen
    • September 11, 2014

11. Limiting Salary for certain employees

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

12. Limits on Total Compensation to Former Employees

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

13. Line 11a of 5300

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

14. Line 14 on 5300

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

15. line 24 schedul sb

    By Gary, March 30, 2011
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2011

16. Line 38 of Schedule SB

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

17. 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

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

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

19. Listed Transaction

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

20. Listed Transactions

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

21. Listing of DB Pension Plan Sponsors

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

22. Listing of Required Modifications

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

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

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

24. LLC compensation issues

    By dmb, September 13, 2004
    • 12 replies
    • 3k views
    • 
    • E as in ERISA
    • September 15, 2004

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

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

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

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

27. LLC terminated 1st year of plan

    By RobN, March 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 16, 2007

28. Loan from contribution

    By SSRRS, April 19, 2024
    • 11 replies
    • 2.2k views
    • 
    • SSRRS
    • May 2, 2024

29. Loan to a Limited Partnership

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

30. Loan to make contribution

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

31. LOAN TO PLAN FOR REAL ESTATE PURCHASE

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

32. Loan to union

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

33. Loans Against Defined Benefit Plan?

    By lmsmedley, November 15, 2019
    • 10 replies
    • 5.4k views
    • 
    • M_2015
    • June 13, 2025

34. Loans from pension plan

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

35. Loans/Deemed Distributions

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

36. Local goverment retirement plan employee rights?

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

37. locating former employee of pension plan

    By Gary, August 20, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • August 21, 1999

38. Locating Lost participants

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

39. Locating Vested Former Employees

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

40. Long Term Healthcare

    By Guest skc, September 2, 2008
    • 4 replies
    • 1k views
    • 
    • GBurns
    • September 3, 2008

41. 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

42. Lookback month definition

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

43. 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

44. Looked at the yield curve lately?

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

45. Looking for 1983 GAM Table

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

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

    By RayJJohnsonJr, August 15, 2019
    • 14 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • October 10, 2019

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

    By RayJJohnsonJr, November 10, 2015
    • 8 replies
    • 1.4k views
    • 
    • RayJJohnsonJr
    • November 15, 2015

48. 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

49. 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

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

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