Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Schedule B

   By Guest Jaynie, August 15, 2007
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • August 16, 2007

2. Annuity Puchase after age 70-1/2

   By Guest LC Brosio, January 28, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 28, 2000

3. retroactive plan amendment

   By Gary, May 16, 2012
   • 3 replies
   • 1.3k views
   • 
   • frizzyguy
   • May 18, 2012

4. Cash Balance Plan - No Suspension of Benefits Notices Provided

   By Guest jpadavic, January 2, 2013
   • 1 reply
   • 1.3k views
   • 
   • SoCalActuary
   • January 3, 2013

5. HCE was restricted, until plan funded status improved

   By John Feldt ERPA CPC QPA, April 5, 2011
   • 3 replies
   • 1.3k views
   • 
   • SoCalActuary
   • April 5, 2011

6. Transfer of excess plan assets

   By Guest MAP, January 29, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 29, 2001

7. Actuarial Increase starts when?

   By rcline46, August 20, 2015
   • 6 replies
   • 1.3k views
   • 
   • rcline46
   • August 20, 2015

8. benefit elections for ad hoc increases

   By Guest, August 22, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 22, 2000

9. So Now What?

   By tuni88, December 1, 2008
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • December 1, 2008

10. Deductibility of Contribution

    By Dougsbpc, November 15, 2006
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • November 17, 2006

11. Does a 412(e)(3) Plan get an extension to 12/31/20

    By RayJJohnsonJr, October 15, 2020
    • 6 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • November 10, 2020

12. Survivor benefit plan

    By Guest nelsonabby, October 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • October 20, 2005

13. Unfunded Plans - Asset Sale

    By 52626, January 28, 2014
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • January 28, 2014

14. Takeover plan with a 401(a)(26) failure

    By Blinky the 3-eyed Fish, February 17, 2003
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 18, 2003

15. FASB when plan is frozen

    By Guest skc, January 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 23, 2007

16. Amending Plan after Year-End

    By MGOAdmin, January 28, 2014   

    • Amend
    • cash balance allocation
    • 1 reply
    • 1.3k views
    • 
    • StormShadow
    • January 28, 2014

17. Deduct contribution in 2012 that is deposited in 2011?

    By RobN, February 4, 2011
    • 6 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 7, 2011

18. Electronic Signatures

    By Guest MAM190, January 15, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2002

19. Attribution for Projected Unit Credit/FAS 87

    By Guest Texas_Acty, May 5, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 5, 2006

20. annuity purchased and Form 1099R

    By Dinosaur, November 20, 2015
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 20, 2015

21. New CBA - 80% AFTAP

    By Dinosaur, December 14, 2009
    • 4 replies
    • 1.3k views
    • 
    • Dinosaur
    • January 12, 2010

22. CB/PS combo testing

    By Penman2006, January 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Penman2006
    • January 22, 2007

23. Establishing new plan for 2010

    By retbenser, March 31, 2011
    • 4 replies
    • 1.3k views
    • 
    • tymesup
    • April 1, 2011

24. Prior salary & service for 415 limit

    By ScottR, November 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • David MacLennan
    • December 3, 2008

25. Error with attachments- Web Client

    By Dinosaur, October 14, 2010
    • 1 reply
    • 1.3k views
    • 
    • Dinosaur
    • October 14, 2010

26. IRC section 415 limit

    By AdKu, February 16, 2017
    • 7 replies
    • 1.3k views
    • 
    • AdKu
    • February 16, 2017

27. Prohibited Transaction?

    By Gary, October 16, 2009
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • October 23, 2009

28. Request for Assistance

    By Guest jtdplan, December 17, 2002
    • 7 replies
    • 1.3k views
    • 
    • mbozek
    • December 18, 2002

29. PBGC Alternative Treatment (owner benefit waiver) w/QDRO

    By Guest Prytog, November 3, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 2010

30. Terminating Plan Document Update

    By Blinky the 3-eyed Fish, June 20, 2003
    • 8 replies
    • 1.3k views
    • 
    • mwyatt
    • June 23, 2003

31. accum funding deficiency on plan termination

    By Guest Carol the Writer, May 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • May 18, 2006

32. Anyone Got A Magic Bullett?

    By Andy the Actuary, May 29, 2008
    • 6 replies
    • 1.3k views
    • 
    • jpod
    • May 30, 2008

33. 404(a)(7) Question

    By Blinky the 3-eyed Fish, August 12, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 16, 2002

34. Indian Tribal Governments

    By Guest JayB, February 3, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2000

35. Pension payments made to a nonresident alien, he passes away and now the surviving spouse wants to begin her payments under his SSN...is this legal?

    By Guest cole24, November 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • February 29, 2004

36. Benefit Restrictions/Union Plan

    By Guest Sus95, March 3, 2008
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • September 18, 2008

37. I would like to see a compilation of the most generous DB pension fund

    By jlf, July 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • July 28, 2001

38. Public Employee with outside earned income

    By Dougsbpc, August 28, 2025
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • August 28, 2025

39. Couldn't pass this one up

    By mwyatt, January 25, 2006
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • January 25, 2006

40. Vesting Service Question

    By tuni88, February 11, 2015
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 11, 2015

41. cash balance vesting

    By abanky, February 26, 2008
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 26, 2008

42. pro-rate shortfall amortization installment

    By chc93, June 8, 2010
    • 0 replies
    • 1.3k views
    • 
    • chc93
    • June 8, 2010

43. OPEB??

    By Guest Amanda Davis, August 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2003

44. IRS attacks 412i plans

    By Guest VEBAPLAN, December 6, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2010

45. Cash Balance Formulas when Earnings Not Known

    By ERISAAPPLE, May 22, 2018
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 24, 2018

46. Voluntary Compliance w/r/t a 412i plan

    By Gary, December 9, 2006
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • December 9, 2006

47. Predecessor Employer

    By dan.jock, November 6, 2017
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • November 6, 2017

48. 415 LS & PFEA Expired

    By Penman2006, June 28, 2006
    • 5 replies
    • 1.3k views
    • 
    • imchipbrown
    • June 30, 2006

49. Arbitrary Acceleration of Early Retirement Age for Some

    By Guest Grumpy456, November 11, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 14, 2005

50. non-cash contributions

    By Earl, June 2, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • June 3, 2009