Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Charlie Concept

   By Guest Jim Brennan, July 23, 1999
   • 3 replies
   • 2.5k views
   • 
   • Effen
   • September 23, 2010

2. SPD requirements for Termed Vested Participants?

   By Spencer, December 2, 2002
   • 3 replies
   • 2.6k views
   • 
   • david rigby
   • December 2, 2002

3. overfunded DB plan

   By thepensionmaven, January 8, 2003
   • 3 replies
   • 1.5k views
   • 
   • AndyH
   • January 8, 2003

4. Schedule F Income & a new DBP

   By Guest Max Power, October 8, 2004
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • October 12, 2004

5. Notice 2007-69 NRA Change

   By Penman2006, December 3, 2010
   • 3 replies
   • 1.4k views
   • 
   • AndyH
   • December 7, 2010

6. plan amendment

   By Gary, July 28, 2011
   • 3 replies
   • 997 views
   • 
   • Gary
   • July 28, 2011

7. IRS Notice 2015-49, plan termination

   By Belgarath, October 5, 2016
   • 3 replies
   • 1.3k views
   • 
   • Effen
   • October 8, 2016

8. DB plan cutback

   By alexa, June 3, 2002
   • 3 replies
   • 1.6k views
   • 
   • MGB
   • June 10, 2002

9. Retiree and change of annuity form

   By Guest shronesz, August 1, 2002
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • August 1, 2002

10. Exemption from Excise Tax on Certain Non-Deductible Contributions in DB Plans after 2001

    By Dennis Povloski, April 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2005

11. conversion from a 412(i) to standard db

    By abanky, November 24, 2009
    • 3 replies
    • 1.1k views
    • 
    • abanky
    • December 1, 2009

12. Cash Balance Credit Formula

    By emmetttrudy, November 16, 2012
    • 3 replies
    • 1.5k views
    • 
    • emmetttrudy
    • November 19, 2012

13. Sole Prop Contributions to DB plan

    By TPApril, March 28, 2024
    • 3 replies
    • 941 views
    • 
    • Lucky32
    • May 23, 2024

14. Life insurance beneficiary designation-opposite of Egelhoff

    By Guest Susanne, December 26, 2001
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • December 28, 2001

15. Line 14 on 5300

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

16. FAS 87 vs. Funding

    By emmetttrudy, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • November 24, 2008

17. Annual Funding Notice Required?

    By Guest DBStudentAct, April 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 26, 2011

18. Safe Harbor Formula?

    By Cloudy, May 5, 2017
    • 3 replies
    • 895 views
    • 
    • My 2 cents
    • May 5, 2017

19. Annual Funding Notice

    By DL1215, March 14, 2018   

    • plan merger
    • 3 replies
    • 959 views
    • 
    • DL1215
    • March 19, 2018

20. Locating Vested Former Employees

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

21. Plan Termination Waiver of Benefits by non-owners

    By Guest elem, January 28, 2005
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

22. Annual Funding Notice

    By Young Curmudgeon, June 23, 2011
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2011

23. Changes in Plan Measurement-Defined Benefit Plan

    By Guest glauran01, October 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • mwyatt
    • October 9, 2004

24. 401(a)(26) - Post NRA Actuarial Increase

    By jpm56, December 20, 2011
    • 3 replies
    • 1.8k views
    • 
    • jpm56
    • January 6, 2012

25. Lump sum distribution

    By Guest Nini, February 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • February 20, 2007

26. Estate Payment Potential Issue

    By Guest mmaggs, April 24, 2013
    • 3 replies
    • 994 views
    • 
    • david rigby
    • April 26, 2013

27. Terminating DB Plan - lump sum window

    By waid10, January 27, 2015   

    • termination
    • lump sum
    • (and 2 more)

      Tagged with:

      • termination
      • lump sum
      • window
      • active participants
    • 3 replies
    • 3.4k views
    • 
    • My 2 cents
    • January 28, 2015

28. CB First Year Funding Question

    By Lou S., April 8, 2016
    • 3 replies
    • 809 views
    • 
    • Lou S.
    • April 11, 2016

29. Converting Defined Benefit Plan into IRA

    By Alexis K, May 8, 2017   

    • defined benefit plan
    • ira
    • (and 1 more)

      Tagged with:

      • defined benefit plan
      • ira
      • pensco
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 8, 2017

30. benefit plan Where are my benefits?

    By Marti, August 27, 2017   

    • defined
    • 3 replies
    • 709 views
    • 
    • david rigby
    • August 27, 2017

31. improper contributions

    By k man, May 24, 2001
    • 3 replies
    • 1.6k views
    • 
    • k man
    • May 29, 2001

32. Conversion of DB to DC Plan

    By Guest Hedwig, September 10, 2003
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • September 10, 2003

33. Change of funding method?

    By ScottR, February 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 16, 2009

34. Max 415 Age 70 DB plan

    By Guest Doogie61, March 23, 2010
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • March 23, 2010

35. Deduction mechanics for an unincorporated partnership

    By Belgarath, August 1, 2024
    • 3 replies
    • 529 views
    • 
    • Bri
    • August 1, 2024

36. PBGC phase-in

    By tymesup, October 27, 2009
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 4, 2010

37. DB exemption from Excise Tax (nondeductible cont)

    By retbenser, January 3, 2011
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 4, 2011

38. Vested Terminations with Early Retirement Factors

    By jwb0323, December 29, 2015
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • December 30, 2015

39. DB Plan Documents for a Municipality

    By Catch22PGM, June 9, 2021
    • 3 replies
    • 494 views
    • 
    • Catch22PGM
    • June 12, 2021

40. Top Heavy DB and DC under EGTRRA

    By AndyH, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2003

41. Disability table

    By david rigby, July 13, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 14, 2004

42. Closing a Defined Benefit Plan

    By Guest donmartin, September 12, 2006
    • 3 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2006

43. Frozen DB

    By thepensionmaven, May 6, 2018
    • 3 replies
    • 744 views
    • 
    • Larry Starr
    • May 8, 2018

44. Election Not to Participate in DB Plan

    By Guest Don N, September 20, 2000
    • 3 replies
    • 2k views
    • 
    • pjkoehler
    • September 20, 2000

45. Defined Benefit Plan value?

    By Guest Sandylou, February 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • February 10, 2001

46. Full Yield Curve - Website Needed

    By Guest mingblue, October 27, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 29, 2008

47. RP 2017-56 - val date change for terminating DB Plan

    By Jakyasar, April 6, 2022
    • 3 replies
    • 657 views
    • 
    • Jakyasar
    • April 7, 2022

48. Section 436 and Social Security Leveling Options

    By AndyH, June 23, 2011
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2011

49. Increase NRA?

    By Dougsbpc, March 25, 2019
    • 3 replies
    • 999 views
    • 
    • Effen
    • March 27, 2019

50. Acquiring overfunded DB plan

    By Guest pma, August 12, 1999
    • 3 replies
    • 1.5k views
    • 
    • Wessex
    • August 16, 1999