Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. cash balance lump sum

   By Gary, February 24, 2003
   • 3 replies
   • 1.3k views
   • 
   • IRC401
   • March 2, 2003

2. PPA Funding

   By Guest DBAnalyst123, February 6, 2009
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • February 6, 2009

3. 415 (e) repeal transition

   By Guest, October 14, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • October 14, 1999

4. WRERA - Reliance on Prior Year AFTAP

   By emmetttrudy, November 2, 2009
   • 4 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • November 9, 2009

5. For DB plans determining the highest 3-year average compensation after

   By John A, November 9, 1999
   • 0 replies
   • 1.3k views
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   • John A
   • November 9, 1999

6. Controlled Group Deduction

   By Gary, March 31, 2010
   • 2 replies
   • 1.3k views
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   • David MacLennan
   • April 1, 2010

7. Terminating DB Plan

   By Hoard1, March 2, 2000
   • 0 replies
   • 1.3k views
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   • Hoard1
   • March 2, 2000

8. 415 lump sums in 2009

   By FAPInJax, January 2, 2009
   • 4 replies
   • 1.3k views
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   • eeyore
   • January 3, 2009

9. Boy val/aftap

   By Draper55, March 12, 2015
   • 4 replies
   • 1.3k views
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   • StormShadow
   • March 19, 2015

10. Distribution from one participant DB plan

    By Gary, July 6, 2007
    • 1 reply
    • 1.3k views
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    • JAY21
    • July 6, 2007

11. DB Plans and FDIC

    By Guest RMPension, July 15, 2008
    • 3 replies
    • 1.3k views
    • 
    • JAY21
    • July 15, 2008

12. Brain Cramp part 2: 436 restrictions

    By Guest cbclark, October 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 26, 2012

13. Use of Credit Balance to Offset MRC and Quarterlies

    By Andy the Actuary, October 25, 2010
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • October 29, 2010

14. Can nonqual. Deferred Compensation be included in Df of Compensation f

    By Guest Cal, September 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 13, 2000

15. heinz 2005-23

    By Guest JBeck, July 14, 2005
    • 1 reply
    • 1.3k views
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    • SoCalActuary
    • July 14, 2005

16. Excess Employer Securities in DB Plan

    By Guest mingblue, February 22, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 23, 2007

17. Employee Contributions to Boost Pension?

    By AndyH, April 13, 2007
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • April 13, 2007

18. Establishment of multi employer DB offered to HCE prohibited union workers

    By Guest sfeldmeth, November 17, 2003
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • November 18, 2003

19. question retracted

    By AndyH, August 23, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • August 23, 2005

20. Segment Rate Estimate

    By Effen, May 24, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • May 26, 2007

21. EA Meetings

    By Effen, March 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • March 31, 2007

22. CONTROLLED GROUP?

    By himt4, June 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 9, 2005

23. Defined Benefit Plan's S.P.D.(s) and Beneficiary Designation Form contain disqualifiers not in Plan Document

    By pwitt, October 20, 2024
    • 15 replies
    • 1.3k views
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    • pwitt
    • October 24, 2024

24. Frozen Cash Balance Plan

    By Guest Grumpy456, April 6, 2015
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • April 6, 2015

25. Cash Balance Plan Comp. Definition

    By zimbo, July 18, 2008
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • July 18, 2008

26. DB Outsourcing

    By seatpa, February 17, 2012
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 18, 2012

27. General Tested DB/DC

    By Blinky the 3-eyed Fish, February 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 15, 2008

28. CRT as beneficiary of DB plan

    By Guest Matt Tuttle, October 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 27, 2000

29. Is this possible?

    By Guest Doogie61, March 4, 2010
    • 8 replies
    • 1.3k views
    • 
    • Effen
    • March 5, 2010

30. DB and DC contributions for Self- Employed

    By Guest Golden Girl, February 16, 2012
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 22, 2012

31. Plan Qualification in Puerto Rico

    By Guest jac, March 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • March 29, 2004

32. Conversion of a 412(i) Plan

    By ac, August 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 8, 2006

33. Moot Point?

    By Andy the Actuary, August 21, 2014
    • 5 replies
    • 1.3k views
    • 
    • My 2 cents
    • September 2, 2014

34. What requires same mort table for females and males for act equiv?

    By Gary, December 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • December 9, 2000

35. Change in Valuation Date

    By Guest chuckb, August 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 18, 2010

36. Is PPA Funding Just Plain Wrong?

    By Andy the Actuary, December 22, 2008
    • 5 replies
    • 1.3k views
    • 
    • tymesup
    • December 27, 2008

37. Quarterly contributions

    By FAPInJax, April 25, 2008
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 25, 2008

38. Accrued Benefit - After NRA

    By Guest Heather_PA, December 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Hojo
    • December 14, 2012

39. One Election Form for 2 Cash Balance Plans

    By Guest ircreader, May 13, 2005
    • 11 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2005

40. 412(i) Plan and Election to Participate in Announcement 2005-80 Settlement Initiative

    By Guest EMM118, January 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • January 20, 2006

41. Distress Termination with sufficient assets to pay guaranteed benefits

    By Guest Victoria Pelletiere, July 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 19, 2002

42. Cushion calculation due to increase in benefits to HCE's

    By Dinosaur, December 7, 2022
    • 3 replies
    • 1.3k views
    • 
    • Dinosaur
    • December 9, 2022

43. Retroactive Application Of EGTRRA Comp Limit

    By Guest merlin, November 11, 2004
    • 5 replies
    • 1.3k views
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    • MGB
    • November 11, 2004

44. Pro-forma Notices

    By Andy the Actuary, February 13, 2008
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • February 13, 2008

45. Form 5300 question - definition of term "benefits"

    By Guest clgenn, May 17, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2002

46. Reportable Event - Misse Quarterly Contributions

    By Andy the Actuary, June 22, 2009
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • June 23, 2009

47. Flexible Plan/Cafeteria Plan

    By Guest mwhitaker, August 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 9, 2001

48. Brain Cramp on 436

    By mwyatt, December 8, 2011
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 9, 2011

49. Permissive Aggregation for Coverage Test

    By flosfur, November 21, 2007
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • November 26, 2007

50. Easy top heavy minimum question

    By John Feldt ERPA CPC QPA, January 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 6, 2009