Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Potentially Discriminatory Definition of Pay

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

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

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

3. average comp and rehire

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

4. Funding obligation with property

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

5. cash balance plan retirement age

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

6. Credit balance / pre-funding balance

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

7. DB(k) deduction limits

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

8. Life Insurance in a Cash Balance Plan

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

9. Restricted EE with no Repay Agreement

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

10. 1099-R needed for death of participant?

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

11. Over Contribution

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

12. Required CB Burn

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

13. Cash Balance Takeover

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

14. fas 87, 158

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

15. Top Heavy Minimum Benefits

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

16. Amend New DB Plan Retroactively

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

17. Tax on 401(a) DB payments

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

18. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.5k views
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    • Mike Preston
    • April 2, 2003

19. Merger of DB Plans - Overfunded Into Underfunded

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

20. Offset Plan

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

21. PBGC calculations

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

22. 412-d-2 election

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

23. Interest crediting on a Cash Balance Plan account

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

24. Multiple Formulas in DB Plan

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

25. Changing annuity starting date

    By Guest ERRRISA, September 14, 2010
    • 2 replies
    • 2.2k views
    • 
    • My 2 cents
    • September 17, 2010

26. line 24 schedul sb

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

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

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

28. 412i plans - Overfunding

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

29. Pension Funding

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

30. Need help finding correct FASB statement

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

31. Another Settlement Accounting question (or two)

    By dmb, July 1, 2014   

    • Settlement
    • FAS
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 2, 2014

32. 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
    • 1.2k views
    • 
    • jpod
    • December 5, 2017

33. Strike vs. Lockout

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

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

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

35. Required Minimum Distribution in a DB plan

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

36. Post-NRD accruals

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

37. Amending Plan's credited hours of service

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

38. 401(a)(4) Testing of DB/DC Combo

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

39. New PPA regs?

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

40. Overfunded Defined Benefit Plan Termination

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

41. PBGC re Speech Therapist

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

42. Standing Election

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

43. Claims Procedures

    By Guest t936, December 5, 2001
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • December 6, 2001

44. Forfeiture of benefits

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

45. PBGC Premium Funding Target

    By Andy the Actuary, September 15, 2010
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 15, 2010

46. How to get IRS notices, etc.

    By Mister Met, July 25, 2013
    • 2 replies
    • 814 views
    • 
    • masteff
    • July 25, 2013

47. PBGC Premiums Software

    By austin3515, May 13, 2017
    • 2 replies
    • 573 views
    • 
    • Effen
    • May 15, 2017

48. PVAB / Early Retirement

    By JARichardson, March 20, 2018
    • 2 replies
    • 1.6k views
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    • AndyH
    • March 21, 2018

49. Lump Sum and/or Early Retirement Window - Actuarial Equivalence

    By CuseFan, February 5, 2019
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 5, 2019

50. Deceased Plan Sponsor

    By nancy, September 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • September 23, 1999