Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. unknown date of birth

   By Kevin C, July 31, 2008
   • 2 replies
   • 1.4k views
   • 
   • SoCalActuary
   • August 1, 2008

2. Compensation for Non Discrimination Testing

   By Gary, September 13, 2006
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • September 13, 2006

3. DB and SEP plans

   By Dinosaur, November 8, 2010
   • 2 replies
   • 1.4k views
   • 
   • ScottR
   • December 1, 2010

4. DB/DC Combo - frozen DB

   By John Feldt ERPA CPC QPA, January 6, 2012
   • 1 reply
   • 1.4k views
   • 
   • Andy the Actuary
   • January 6, 2012

5. Restricted employees again

   By KJohnson, October 31, 2002
   • 0 replies
   • 1.4k views
   • 
   • KJohnson
   • October 31, 2002

6. PBGC Form 1 Schedule A - Changing methodology

   By AndyH, April 28, 2006
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • April 28, 2006

7. Average Compensation

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

8. Soft Frozen plan adding participants

   By Safeharbor29, May 26, 2015   

   • soft freeze
   • adding participants
   • 4 replies
   • 1.4k views
   • 
   • My 2 cents
   • May 28, 2015

9. Deadline for amendment increasing benefits?

   By Guest Mark Draa, January 31, 2005
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • February 1, 2005

10. Hurricane Ida Relief

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

11. Minimum Required Distributions

    By Guest Jonah S, March 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2000

12. QDRO Smadro

    By Andy the Actuary, September 24, 2009
    • 9 replies
    • 1.4k views
    • 
    • J Simmons
    • September 25, 2009

13. Top Heavy Minimum-2 plans

    By Guest Don N, May 26, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 1999

14. Nondiscrimination testing

    By FAPInJax, June 9, 2009
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • June 15, 2009

15. ERISA rules for employee terminating in 1975. Eligible or not?

    By Guest Carl Miller, August 26, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 27, 2000

16. valuing plan freeze

    By Guest Kline28, October 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 25, 2002

17. Can DB plan trustee pay himself invest advisory fee

    By JAY21, April 8, 2008
    • 7 replies
    • 1.4k views
    • 
    • AndyH
    • April 10, 2008

18. Amending NRA and Cushion Amount

    By Andy the Actuary, September 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • Dougsbpc
    • September 5, 2008

19. Is land allowed in a DB?

    By Dennis Povloski, December 20, 2004
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • December 22, 2004

20. 2009 Final Form 5500-EZ question

    By Guest jmrodrig, December 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • ScottR
    • December 5, 2009

21. SS Integration-Permitted Disparity

    By JAY21, April 14, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 17, 2006

22. AFTAP/OFF CALENDAR YEAR

    By Guest Sus95, September 16, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 16, 2008

23. Deemed Burn of Carryover Balance

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

24. Migration question

    By Guest DWoodard, December 1, 2005
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • December 2, 2005

25. Contributory DB Plan Question

    By Guest Don N, June 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2000

26. PPA April Fools Day

    By AndyH, June 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • June 15, 2007

27. Optional form of annuity

    By FAPInJax, January 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • FAPInJax
    • January 24, 2006

28. Frozen Traditional Benefit in Cash Balance Plan - Need to Count Comp from Later Years?

    By Übernerd, November 4, 2013   

    • Cash Balance Plans
    • Defined Benefit Plans
    • (and 1 more)

      Tagged with:

      • Cash Balance Plans
      • Defined Benefit Plans
      • Compensation
    • 2 replies
    • 1.4k views
    • 
    • Übernerd
    • November 4, 2013

29. Compensation definition

    By Richard Anderson, November 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 12, 2009

30. Merger Question

    By ndj2377, February 25, 2015
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 25, 2015

31. benefit for funding

    By Gary, June 27, 2012
    • 5 replies
    • 1.4k views
    • 
    • Gary
    • July 6, 2012

32. AFTAP < 60%

    By Dinosaur, September 25, 2009
    • 4 replies
    • 1.4k views
    • 
    • dmb
    • September 29, 2009

33. Restricted Distributions (1.401(a)(4)-5(b))

    By lexi, March 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • March 20, 2007

34. PFEA or PPA lump sum language on restatement?

    By Guest Bearlee, February 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2007

35. 2012 Annual Funding Notice

    By Guest raintrain19, March 19, 2012
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2012

36. maximum hypothetic balance in cash balance plan

    By Guest Deflector, November 10, 2008
    • 7 replies
    • 1.4k views
    • 
    • SoCalActuary
    • November 13, 2008

37. Form 5330 on multiple year missed minimums

    By frizzyguy, February 6, 2012
    • 0 replies
    • 1.4k views
    • 
    • frizzyguy
    • February 6, 2012

38. 415(b) Question

    By Guest Marino13, August 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • August 9, 2002

39. GATT Amendment for Terminating Plan

    By Guest FredReilly, August 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 24, 1999

40. Conversion to Cash Balance plan

    By Guest stippins, January 28, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • January 31, 2003

41. What to Pay?

    By Andy the Actuary, June 22, 2010
    • 6 replies
    • 1.4k views
    • 
    • tymesup
    • June 25, 2010

42. EGTRRA Deduction limit - Plan Termination across years

    By Guest Joshua Meltzer, December 27, 2002
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

43. Underfunded?

    By Guest tintree73, March 31, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • April 1, 2004

44. Failure to make RMDs for several years

    By Dennis Povloski, April 23, 2014
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 28, 2014

45. Cash Balance Plan with 3% Safe Harbor 401k and X-tested PS plan.

    By dmb, October 20, 2003
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • October 21, 2003

46. Value of Insurance Contracts

    By AndyH, September 28, 2012
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • October 1, 2012

47. CL Interest Rate Selection

    By Guest dmdoug, October 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • November 5, 2003

48. 412(e)(3) and life insurance policies

    By DMcGovern, December 6, 2012
    • 5 replies
    • 1.4k views
    • 
    • frizzyguy
    • December 12, 2012

49. Undeducted Contributions Upon Plan Termination

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

50. PBGC - plan vs. sponsor EIN

    By Grendel77, July 24, 2014
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • July 25, 2014