Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. Error with attachments- Web Client

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

3. The World of Prohibited Transactions

   By Gary, February 3, 2007
   • 2 replies
   • 1.3k views
   • 
   • Effen
   • February 3, 2007

4. accum funding deficiency on plan termination

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

5. 415 LS & PFEA Expired

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

6. non-cash contributions

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

7. Indian Tribal Governments

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

8. 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

9. Cash Balance plan change in mortality table

   By AndrewM, June 3
   • 1 reply
   • 1.3k views
   • 
   • truphao
   • June 3

10. pro-rate shortfall amortization installment

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

11. MRD for New Plan

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

12. 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

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

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

14. Arbitrary Acceleration of Early Retirement Age for Some

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

15. OPEB??

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

16. RMD Based On Plan Assets

    By Guest merlin, September 4, 2007
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2007

17. CB/PS combo testing

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

18. Establishing new plan for 2010

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

19. PPA Interest rates

    By FAPInJax, August 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • FAPInJax
    • August 14, 2007

20. Couldn't pass this one up

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

21. Early Retirement Pension converted to Disability Pension

    By kenfyoozd, March 31, 2018   

    • new election form
    • waiver new annuity starting date
    • 9 replies
    • 1.3k views
    • 
    • kenfyoozd
    • April 4, 2018

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

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

23. Change-in-Accounting Method ?

    By JAY21, July 21, 2004
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • July 22, 2004

24. Lump sum to retirees

    By david rigby, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • June 15, 2012

25. Acquiring Plan data

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

26. cash balance vesting

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

27. Predecessor Employer

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

28. Actuarial Increase starts when?

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

29. Rollover of Restricted Payments

    By Andy the Actuary, February 24, 2009
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • March 25, 2009

30. annuity purchased and Form 1099R

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

31. Top Heavy Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • Jim Norman
    • March 5, 2008

32. retroactive plan amendment

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

33. Tax exemption for 3/4 accidental disability pension (on the job incurred)

    By joel, April 22, 2005
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • April 22, 2005

34. Inane IRS Funding Deficienty Letter

    By Guest astonewall, November 18, 2004
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • November 19, 2004

35. End of Year Valuation

    By Guest Doogie61, February 18, 2010
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • February 18, 2010

36. IRS attacks 412i plans

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

37. SAS70 and SAS73

    By david rigby, September 19, 2007
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 20, 2007

38. Vesting on new DB Plan

    By Craig Garner, May 25, 2007
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 25, 2007

39. AFTAP -- Frequently A Total Waste of Time

    By Andy the Actuary, July 15, 2010
    • 10 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • July 16, 2010

40. Survivor Annuity Distribution Options

    By Guest wwest, November 12, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 12, 1999

41. Benefit Value for divorce settlement

    By dmb, July 1, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 9, 2005

42. ERISA plan converts to a church plan; must the benefits that accrued while it was an ERISA plan be protected?

    By Guest cosmo01, September 23, 2003
    • 2 replies
    • 1.3k views
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    • mbozek
    • September 24, 2003

43. RMD prior to PBGC plan termination

    By Gilmore, June 19, 2015
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • June 22, 2015

44. 401(a)(4) testing

    By Guest BarryK, March 31, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2004

45. When to increase monthly benefit?

    By shERPA, November 21, 2013   

    • In pay status still accruing
    • 7 replies
    • 1.3k views
    • 
    • tymesup
    • November 21, 2013

46. Datair Question

    By Andy the Actuary, February 3, 2009
    • 5 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • February 3, 2009

47. Amending Plan after Year-End

    By MGOAdmin, January 28, 2014   

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

48. IRS Model SEP

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

49. Annual Funding Notice Supplement

    By dmb, March 27, 2013
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • March 28, 2013

50. No 4/1/08 AFTAP Done?

    By Guest Sus95, June 25, 2008
    • 7 replies
    • 1.3k views
    • 
    • zimbo
    • June 25, 2008