Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Annual Funding Notice - When Due?

   By tuni88, October 21, 2010
   • 13 replies
   • 3.8k views
   • 
   • tuni88
   • October 25, 2010

2. Joint and Survivor Annuity

   By Blinky the 3-eyed Fish, November 3, 2005
   • 13 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • November 15, 2005

3. Reducing FSCOB to avoid next year quarterly

   By Guest RBlaine, December 29, 2008
   • 13 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • March 2, 2009

4. Affiliated Service Group Questionnaire

   By AndyH, July 13, 2021
   • 13 replies
   • 1.8k views
   • 
   • shERPA
   • September 1, 2021

5. Ninety-five percent of zero?

   By Bri, April 14, 2023
   • 13 replies
   • 1k views
   • 
   • Nate S
   • April 21, 2023

6. Accrued Benefit comparisons

   By Guest CuriousEmployee, January 11, 2014
   • 13 replies
   • 4.8k views
   • 
   • Guest
   • January 15, 2014

7. Regs 1.417(e)-(1)(d) - please check it out

   By Gary, March 12, 2001
   • 13 replies
   • 3.5k views
   • 
   • MGB
   • March 16, 2001

8. American Rescue Plan Act

   By C. B. Zeller, March 11, 2021
   • 13 replies
   • 1.7k views
   • 
   • Hojo
   • March 22, 2021

9. Beginning of year valuation and eligibility

   By Guest smhjr, July 23, 2003
   • 13 replies
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • August 21, 2003

10. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 3.9k views
    • 
    • Effen
    • November 1, 2012

11. Client left and owes considerable amount

    By SSRRS, June 12, 2020
    • 13 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 25, 2020

12. Controlled Group

    By AdKu, December 4, 2015   

    • Controlled Group
    • 13 replies
    • 1.8k views
    • 
    • AdKu
    • December 4, 2015

13. Client's home was contributed to his DB plan

    By katieinny, April 2, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 3, 2008

14. Cash Balance 415 lump sum distribution limit help

    By Julian, June 6
    • 13 replies
    • 1.6k views
    • 
    • Effen
    • June 11

15. That's not cash, is it!

    By Bri, January 19, 2024
    • 13 replies
    • 1.2k views
    • 
    • Paul I
    • February 27, 2024

16. Lump Sums depleting plan assets

    By ConnieStorer, July 11, 2013   

    • partial termination payouts
    • 13 replies
    • 1.8k views
    • 
    • AndyH
    • July 17, 2013

17. Annuity Contract

    By Penman2006, January 6, 2009
    • 13 replies
    • 2.6k views
    • 
    • AndyH
    • March 25, 2009

18. Timing of 436 participant notice

    By dmb, September 26, 2011
    • 13 replies
    • 2.4k views
    • 
    • dmb
    • September 28, 2011

19. Partial Withdrawal

    By Zorro1k, August 28, 2015   

    • Partial Withdrawal
    • 13 replies
    • 2.6k views
    • 
    • rcline46
    • September 8, 2015

20. QSLOB

    By Walter, January 21, 2019
    • 13 replies
    • 2.5k views
    • 
    • Walter
    • February 6, 2019

21. Plan Term - Due Date ?

    By Cloudy, March 7, 2018
    • 13 replies
    • 2.5k views
    • 
    • Calavera
    • March 9, 2018

22. FASB 87

    By Guest RSNOW, September 5, 2003
    • 13 replies
    • 3.3k views
    • 
    • AndyH
    • August 3, 2005

23. 401(a)(26) problem?

    By AndyH, March 11, 2003
    • 13 replies
    • 2.2k views
    • 
    • AndyH
    • March 13, 2003

24. Which mortality table for 2007 lump sums?

    By tuni88, January 21, 2007
    • 13 replies
    • 2k views
    • 
    • FAPInJax
    • February 21, 2007

25. Pension Plan vs. Taxable Account

    By goldtpa, December 18, 2003
    • 13 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 19, 2003

26. IRC 401: Plan Qualification and J&S Annuity

    By Guest jfreeborn, January 25, 2010
    • 13 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2010

27. Sole Prop - Late contribution

    By Hojo, September 6, 2019
    • 13 replies
    • 1.2k views
    • 
    • AndyH
    • September 13, 2019

28. Valuation Assets

    By Guest penman, May 29, 2003
    • 13 replies
    • 1.9k views
    • 
    • ishi
    • June 4, 2003

29. 415 limits precision

    By FAPInJax, November 12, 2003
    • 13 replies
    • 2k views
    • 
    • Mike Preston
    • November 13, 2003

30. DB AND DC COMBINED DEDUCTION

    By Guest f1234, August 10, 2005
    • 13 replies
    • 1.5k views
    • 
    • AndyH
    • August 11, 2005

31. "Spouse" can produce no evidence of legal marriage.

    By mal, November 23, 2004
    • 13 replies
    • 2.5k views
    • 
    • mbozek
    • November 29, 2004

32. Actuaries and Asset Allocations

    By rcline46, March 12, 2012
    • 13 replies
    • 1.8k views
    • 
    • SoCalActuary
    • March 14, 2012

33. AFTAP less than 80%

    By dmb, March 2, 2009
    • 12 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • March 2, 2009

34. 411(d)(6) Protected Benefit?

    By Dougsbpc, June 7, 2006
    • 12 replies
    • 3.4k views
    • 
    • Dougsbpc
    • June 12, 2006

35. 412(i) plans: trying to see through the smoke and mirrors

    By AndyH, January 29, 2003
    • 12 replies
    • 1.8k views
    • 
    • AndyH
    • January 29, 2003

36. Overfunded plan with a credit balance; how to establish new bases each year?

    By Blinky the 3-eyed Fish, October 2, 2003
    • 12 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2003

37. 401a26 for owners only

    By Guest Deflector, July 14, 2009
    • 12 replies
    • 2.6k views
    • 
    • SoCalActuary
    • July 16, 2009

38. 70.5 continued accruals and better of calc

    By Zorro1k, April 15, 2016   

    • 70.5
    • 70-1/2
    • (and 2 more)

      Tagged with:

      • 70.5
      • 70-1/2
      • continued accruals
      • better of
    • 12 replies
    • 4.3k views
    • 
    • Effen
    • April 20, 2016

39. Final Regs - Retroactive Annuity Starting Date

    By Guest KGriffith, August 5, 2004
    • 12 replies
    • 3.6k views
    • 
    • SoCalActuary
    • August 23, 2004

40. rolling over annuity payments

    By RLR, February 6, 2013
    • 12 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 13, 2013

41. PBGC Covered?

    By Cloudy, March 13, 2023
    • 12 replies
    • 1.7k views
    • 
    • Hojo
    • March 20, 2023

42. RMD in year of plan termination

    By Pension RC, December 6, 2017
    • 12 replies
    • 2.4k views
    • 
    • My 2 cents
    • December 12, 2017

43. Defined benefit plan discrimination testing question

    By rodin111, August 27, 2014
    • 12 replies
    • 1.7k views
    • 
    • My 2 cents
    • September 2, 2014

44. Amending NRA for New Regulations

    By Guest AEA, July 14, 2008
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • July 24, 2008

45. New Plan for S-corp

    By Guest DCquestioner, October 30, 2008
    • 12 replies
    • 2k views
    • 
    • J Simmons
    • November 4, 2008

46. Prior PBGC filings

    By Jakyasar, October 12, 2023
    • 12 replies
    • 942 views
    • 
    • Jakyasar
    • October 17, 2023

47. Broker Idea

    By tuni88, May 24, 2010
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • June 13, 2010

48. COB to satisfy quarterly contributions

    By Dinosaur, September 10, 2009
    • 12 replies
    • 2.1k views
    • 
    • AndyH
    • September 14, 2009

49. Cash-Balance Formulas

    By JAY21, August 15, 2007
    • 12 replies
    • 2.2k views
    • 
    • ak2ary
    • October 10, 2007

50. Harm from de-risking?

    By My 2 cents, February 6, 2015
    • 12 replies
    • 2.3k views
    • 
    • mbozek
    • February 12, 2015