Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Disqualified Plan, Not-For-Profit

   By Rball4, October 23, 2013
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • October 25, 2013

2. Plan Termination with EE contributions

   By Hojo, August 27, 2018
   • 3 replies
   • 769 views
   • 
   • CuseFan
   • August 27, 2018

3. Gateway Contribution if No HCE?

   By metsfan026, March 8, 2023
   • 3 replies
   • 728 views
   • 
   • Lou S.
   • March 8, 2023

4. Project UC vs. Traditional UC

   By JAY21, November 1, 2006
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • November 2, 2006

5. New Plan with initial short year and PPA

   By mwyatt, October 4, 2012
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • October 4, 2012

6. PBGC Coverage

   By thepensionmaven, March 20, 2017   

   • 1st year filing
   • 3 replies
   • 667 views
   • 
   • david rigby
   • March 21, 2017

7. Potentially Discriminatory Definition of Pay

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

8. Amending for $200,000 retroactively in a future year-issues?

   By AndyH, November 12, 2002
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • November 12, 2002

9. average comp and rehire

   By Tom Poje, October 3, 2005
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • October 3, 2005

10. Funding obligation with property

    By thepensionmaven, February 10, 2024
    • 2 replies
    • 609 views
    • 
    • david rigby
    • February 11, 2024

11. cash balance plan retirement age

    By Guest mrsactuary, February 18, 2008
    • 2 replies
    • 1.1k views
    • 
    • ak2ary
    • February 18, 2008

12. Credit balance / pre-funding balance

    By FAPInJax, April 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • FAPInJax
    • April 15, 2008

13. DB(k) deduction limits

    By AndrewZ, March 7, 2011
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • April 13, 2011

14. Life Insurance in a Cash Balance Plan

    By metsfan026, April 11, 2022
    • 2 replies
    • 507 views
    • 
    • Jakyasar
    • April 12, 2022

15. Restricted EE with no Repay Agreement

    By Guest melodik, June 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Everett Moreland
    • June 19, 2003

16. 1099-R needed for death of participant?

    By Cathy from Chicago, January 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • January 16, 2008

17. Over Contribution

    By Dennis Povloski, March 18, 2008
    • 2 replies
    • 1k views
    • 
    • Dennis Povloski
    • March 18, 2008

18. Required CB Burn

    By JAY21, June 11, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 11, 2009

19. Cash Balance Takeover

    By nancy, March 24, 2010
    • 2 replies
    • 933 views
    • 
    • ak2ary
    • March 29, 2010

20. fas 87, 158

    By Gary, March 30, 2011
    • 2 replies
    • 1.9k views
    • 
    • JAY21
    • March 30, 2011

21. Top Heavy Minimum Benefits

    By Rball4, February 3, 2014
    • 2 replies
    • 1k views
    • 
    • Rball4
    • February 4, 2014

22. Amend New DB Plan Retroactively

    By dpav, October 6, 2023
    • 2 replies
    • 1.1k views
    • 
    • dpav
    • October 6, 2023

23. Tax on 401(a) DB payments

    By Guest herronisland, May 15, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2002

24. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 2, 2003

25. Merger of DB Plans - Overfunded Into Underfunded

    By LIBOR, August 5, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 5, 2004

26. Offset Plan

    By Gary, August 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 8, 2008

27. PBGC calculations

    By FAPInJax, October 2, 2008
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2008

28. 412-d-2 election

    By Jakyasar, February 15, 2021
    • 2 replies
    • 827 views
    • 
    • Jakyasar
    • February 16, 2021

29. Interest crediting on a Cash Balance Plan account

    By Guest meggie, May 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002

30. Multiple Formulas in DB Plan

    By JAY21, August 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • August 18, 2010

31. Changing annuity starting date

    By Guest ERRRISA, September 14, 2010
    • 2 replies
    • 2.3k views
    • 
    • My 2 cents
    • September 17, 2010

32. line 24 schedul sb

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

33. Mass Submitter, Volume Submitter, or Prototype Cash Balance Plan?

    By Guest TaxedToDeath, September 6, 2011
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 6, 2011

34. 412i plans - Overfunding

    By Gary, May 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • May 9, 2007

35. Pension Funding

    By Belgarath, July 15, 2010
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • July 15, 2010

36. Need help finding correct FASB statement

    By Guest Pennysaver, January 5, 2011
    • 2 replies
    • 866 views
    • 
    • Guest
    • January 5, 2011

37. Another Settlement Accounting question (or two)

    By dmb, July 1, 2014   

    • Settlement
    • FAS
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • July 2, 2014

38. Missing Participation Agreements and EPCRS

    By jim241, December 5, 2017   

    • epcrs
    • church plan
    • (and 5 more)

      Tagged with:

      • epcrs
      • church plan
      • defined benefit
      • participating employer
      • correction
      • vcp
      • scp
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • December 5, 2017

39. Strike vs. Lockout

    By Guest Catfish, May 12, 2003
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 12, 2003

40. TARGET PLANS (this is the closest forum I see)

    By Guest Rosemary Raymer, May 27, 2004
    • 2 replies
    • 1k views
    • 
    • AndyH
    • May 27, 2004

41. Required Minimum Distribution in a DB plan

    By Dennis Povloski, March 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 14, 2006

42. Post-NRD accruals

    By Guest lerieleech, June 12, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 12, 2007

43. Amending Plan's credited hours of service

    By lexi, July 11, 2007
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • July 12, 2007

44. 401(a)(4) Testing of DB/DC Combo

    By flosfur, November 24, 2008
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • November 25, 2008

45. New PPA regs?

    By carrots, July 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • July 14, 2009

46. Overfunded Defined Benefit Plan Termination

    By Doghouse, December 22, 2011
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • December 27, 2011

47. PBGC re Speech Therapist

    By Cynchbeast, October 12, 2017
    • 2 replies
    • 878 views
    • 
    • CuseFan
    • October 12, 2017

48. Standing Election

    By jane murray, September 14, 2019
    • 2 replies
    • 736 views
    • 
    • AndyH
    • September 19, 2019

49. Claims Procedures

    By Guest t936, December 5, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • December 6, 2001

50. Forfeiture of benefits

    By Guest jmc51, July 11, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2007