Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 415(b)(1)(B)

   By Andy the Actuary, December 10, 2012
   • 0 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • December 10, 2012

2. Hurricane Katrina

   By flosfur, November 11, 2005
   • 2 replies
   • 1.4k views
   • 
   • flosfur
   • November 11, 2005

3. 2004 Cl rules for DB absent new legislation

   By mwyatt, January 12, 2004
   • 8 replies
   • 1.4k views
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   • Blinky the 3-eyed Fish
   • April 5, 2004

4. Grandfathering Pre-Final Reg 415 Benefit

   By Guest merlin, December 4, 2007
   • 12 replies
   • 1.4k views
   • 
   • Guest
   • December 7, 2007

5. Death benefit from DB Plan

   By Guest lil, September 4, 2008
   • 1 reply
   • 1.4k views
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   • J Simmons
   • September 5, 2008

6. DB with old SEP

   By pompton, December 29, 2006
   • 5 replies
   • 1.4k views
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   • saabraa
   • December 30, 2006

7. 412(i) funding

   By Guest Walt Dallas, May 25, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 1, 2001

8. EOY Val & PBGC premium filing under new rules.

   By flosfur, September 9, 2008
   • 6 replies
   • 1.4k views
   • 
   • JAY21
   • October 27, 2008

9. Life Insurance for participant that is taking in service distributions

   By SSRRS, July 14, 2020
   • 7 replies
   • 1.4k views
   • 
   • SSRRS
   • July 21, 2020

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

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

11. Deferring Benefit

    By Guest Nini, January 9, 2007
    • 3 replies
    • 1.4k views
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    • Effen
    • January 9, 2007

12. Why Audit?

    By Andy the Actuary, September 17, 2008
    • 5 replies
    • 1.4k views
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    • Kevin C
    • September 18, 2008

13. Takeover Valuation and Timing

    By abanky, October 25, 2010
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • October 29, 2010

14. Max Deductible = unfunded CL

    By Guest lisbetf, June 10, 2003
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • August 12, 2003

15. Pre-1995 Frozen Plan

    By flosfur, March 17, 2004
    • 7 replies
    • 1.4k views
    • 
    • mwyatt
    • March 19, 2004

16. Which conversion table?

    By david rigby, April 1, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 2, 2003

17. line 24 schedul sb

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

18. 436 and cash balance

    By Guest JM123, November 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 3, 2009

19. PBGC Coverage to skirt 404

    By Young Curmudgeon, March 23, 2012
    • 4 replies
    • 1.4k views
    • 
    • emmetttrudy
    • March 28, 2012

20. Required Minimum Distributions

    By Gary, February 10, 2007
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • February 13, 2007

21. Different meanings of FTAP

    By Guest Mike Melnick, April 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2008

22. Retroactive Annuity Starting Date

    By Kudos26, March 16, 2018
    • 2 replies
    • 1.4k views
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    • CuseFan
    • March 19, 2018

23. IRS Model SEP

    By Cloudy, October 17, 2017
    • 11 replies
    • 1.3k views
    • 
    • spiritrider
    • October 19, 2017

24. Pension Funding Equity Act re: Lump Sum payments

    By dmb, April 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • April 14, 2004

25. Cash Balance New plan design

    By AndyH, July 22, 2009
    • 6 replies
    • 1.3k views
    • 
    • AndyH
    • July 24, 2009

26. partial distribution - distributable event

    By Guest astonewall, May 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 17, 2003

27. 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

28. Early Retirement Window Doesn't Benefit Participants Over 65

    By HCE, September 14, 2018
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • September 18, 2018

29. Pension Answer Book a plan expense?

    By Guest SueJ, January 9, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2004

30. Restricted Benefits For Fired Employee

    By Guest lvegas, January 30, 2004
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • January 30, 2004

31. Retiree COLA permitted in frozen plan?

    By AndyH, June 8, 2000
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • June 8, 2000

32. FASB and Cash Balance Plans

    By Guest smstls, August 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • August 8, 2005

33. Required Minimum Distribution at Plan Termination

    By mrsjlskss, April 5, 2016   

    • Termination
    • Required Minimum Distribution
    • 0 replies
    • 1.3k views
    • 
    • mrsjlskss
    • April 5, 2016

34. 204(h) Notice Required?

    By truphao, May 24, 2024
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 28, 2024

35. Implementation of new db plan

    By Gary, December 30, 1999
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • December 30, 1999

36. Acquiring Plan data

    By Gary, October 26, 2001
    • 2 replies
    • 1.3k views
    • 
    • Gary
    • October 26, 2001

37. FASB 87 and end of year valuations

    By FAPInJax, May 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • FAPInJax
    • May 1, 2002

38. Restricted Distribution

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 8, 2007

39. DB/DC Combo Testing Question

    By AndyH, June 8, 2011
    • 9 replies
    • 1.3k views
    • 
    • AndyH
    • June 8, 2011

40. Actuarial Increase or Not?

    By JBones, September 23, 2009
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2009

41. 401(a)(26) in an offset arrangement

    By Blinky the 3-eyed Fish, February 4, 2003
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 4, 2003

42. Traditional DB Funding w/insurance

    By JAY21, September 29, 2005
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • October 3, 2005

43. Schedule SB AFTAP (Line 15)

    By Andy the Actuary, June 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 15, 2009

44. Top Heavy Minimum

    By Dougsbpc, February 21, 2018
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • February 21, 2018

45. 404(a)(7) Deduction problem

    By Guest Keith N, January 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • January 21, 2003

46. defined benefit plan with different penalties for early retirement between blue collar and white collar workers.

    By Guest bertie 55, December 31, 2004
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 31, 2004

47. MRD for New Plan

    By mwyatt, November 15, 2005
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • November 15, 2005

48. Trustee never accepted appointment - now what?

    By t.haley, June 3, 2016
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 3, 2016

49. How much is deductible

    By katieinny, October 1, 2009
    • 9 replies
    • 1.3k views
    • 
    • katieinny
    • October 1, 2009

50. Table(s) for Retirement Rates ?

    By Greg Judd, October 25, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 25, 1999