Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Trust outstanding checks

   By Guest Nautical, June 28, 2004
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • June 28, 2004

2. Cash Balance Plan Comp. Definition

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

3. Minister's housing allowance at plan termination?

   By Kevin C, May 4, 2016
   • 5 replies
   • 1.3k views
   • 
   • Peter Gulia
   • May 4, 2016

4. CARES Act IRS Notice 2020-61 for DBs: PSA

   By knappy, August 6, 2020   

   • db
   • irs
   • (and 1 more)

     Tagged with:

     • db
     • irs
     • cares act
   • 3 replies
   • 1.3k views
   • 
   • knappy
   • August 11, 2020

5. 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

6. 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

7. Death of nonhighly compensation employee

   By Egold, November 30, 2023
   • 11 replies
   • 1.3k views
   • 
   • Egold
   • December 1, 2023

8. DB and DC contributions for Self- Employed

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

9. DB Outsourcing

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

10. question retracted

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

11. Terminating DB Plan

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

12. Segment Rate Estimate

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

13. CONTROLLED GROUP?

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

14. Moot Point?

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

15. Non-safe harbor Floor-Offset Plan

    By Guest merlin, April 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 29, 2002

16. Excess Employer Securities in DB Plan

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

17. Plan Qualification in Puerto Rico

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

18. General Tested DB/DC

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

19. Change in Valuation Date

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

20. Is this possible?

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

21. When do you start calculating break in service?

    By Guest fcdeacy, November 9, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2004

22. Unit credit funding

    By FAPInJax, January 2, 2004
    • 5 replies
    • 1.3k views
    • 
    • FAPInJax
    • January 6, 2004

23. 5500-SF Prep/Filing

    By Cloudy, October 1, 2020
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • December 30, 2020

24. CB Conversion Transition Benefit

    By Guest DORIGHT, February 7, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 16, 2008

25. Listing of Required Modifications

    By Gary, June 15, 2010
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • June 15, 2010

26. 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

27. Employee Contributions to Boost Pension?

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

28. Brain Cramp part 2: 436 restrictions

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

29. Accrued Benefit - After NRA

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

30. Pro-forma Notices

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

31. CRT as beneficiary of DB plan

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

32. 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

33. top paid group elections

    By Gary, August 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • August 17, 2011

34. 2008 Sch B question

    By Guest Doogie61, September 23, 2009
    • 9 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 24, 2009

35. Nonresponsive Participants in Terminating DB Plan

    By BH1528, December 5, 2018
    • 3 replies
    • 1.3k views
    • 
    • BH1528
    • December 5, 2018

36. Benefit payments in owner-only DB plan

    By Guest Clain, September 14, 2006
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 15, 2006

37. Lump sum annuity factor for fractional age ( years and months)

    By VeryOldMan, August 17, 2021
    • 6 replies
    • 1.3k views
    • 
    • VeryOldMan
    • August 19, 2021

38. Flexible Plan/Cafeteria Plan

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

39. Brain Cramp on 436

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

40. Mortality Assumption for Actuarial Equivalence

    By C. B. Zeller, November 20, 2018
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • November 24, 2018

41. 5330 instructions

    By Draper55, April 5, 2007
    • 0 replies
    • 1.3k views
    • 
    • Draper55
    • April 5, 2007

42. Missing Participants-PBGC Plan Term

    By JAY21, March 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • JAY21
    • March 9, 2011

43. Cash Out/Buy Back

    By Guest Powers, July 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • July 16, 2003

44. Terminating one person Non-PBGC DB Plan

    By AdKu, September 7, 2016   

    • Terminating one person Non-PB
    • 4 replies
    • 1.3k views
    • 
    • AdKu
    • September 8, 2016

45. Quarterly contributions

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

46. 25% deduction limit - a variation on a theme

    By richard, July 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • richard
    • July 27, 1999

47. Schedule B vs. 5500

    By JAY21, October 11, 2007
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 12, 2007

48. Mid-level DB Valuation Software

    By JAY21, May 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • May 17, 2004

49. To DB or not to DB, that is the question!

    By SMB, July 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • July 1, 2002

50. DB restatements

    By Guest Nini, May 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 19, 2006