Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. ND testing of plan AMD required when 436 says treat as never adopted?

   By SavingsRUS, December 4, 2014   

   • 436
   • AFTAP
   • 11 replies
   • 1.5k views
   • 
   • SavingsRUS
   • December 12, 2014

2. Need 1995 120% Annual Federal Mid-Term Rate

   By JAY21, April 15, 2004
   • 3 replies
   • 1.7k views
   • 
   • JAY21
   • April 15, 2004

3. Need and Enrolled Actuary

   By HarleyBabe, December 13, 2011
   • 0 replies
   • 840 views
   • 
   • HarleyBabe
   • December 13, 2011

4. Need Cash Balance Trust

   By Guest McElroy, December 15, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • December 15, 2000

5. Need Clarification on Benefit Formula

   By Guest Heather_PA, December 10, 2012
   • 5 replies
   • 1.2k views
   • 
   • SoCalActuary
   • December 10, 2012

6. Need copy of rev ruling 71-446

   By Gary, October 24, 2000
   • 5 replies
   • 3.2k views
   • 
   • Gary
   • October 25, 2000

7. Need help finding correct FASB statement

   By Guest Pennysaver, January 5, 2011
   • 2 replies
   • 866 views
   • 
   • Guest
   • January 5, 2011

8. Need help please 1 2

   By AndyH, August 26, 2008
   • 65 replies
   • 8.9k views
   • 
   • Guest
   • May 15, 2015

9. Need help with calculation of pension benefit.

   By Guest Maynard, October 30, 2001
   • 18 replies
   • 3.1k views
   • 
   • mwyatt
   • November 13, 2001

10. Need Help! IRS Audit

    By goldtpa, October 28, 2005
    • 9 replies
    • 2.1k views
    • 
    • AndyH
    • November 5, 2005

11. Need mortality table 1977 Railroad Board Disabled annuitants

    By Guest DBtech, March 25, 2004
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • March 25, 2004

12. Need Names of Companies Implementing In-Service Distributions from DB Plans ('Phased Retirement')

    By Minutiae or not?, February 27, 2020
    • 3 replies
    • 1k views
    • 
    • Minutiae or not?
    • February 28, 2020

13. need revenue ruling 84-45

    By Gary, April 2, 2002
    • 3 replies
    • 3.3k views
    • 
    • mwyatt
    • April 2, 2002

14. Negative PV of S/F Installments

    By Guest raintrain19, September 27, 2013
    • 20 replies
    • 3.6k views
    • 
    • Guest
    • October 7, 2013

15. Neglected 412(i) plan

    By Guest lerieleech, December 19, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • December 21, 2007

16. Negotiation with the IRS

    By Guest flogger, June 23, 2004
    • 10 replies
    • 2.1k views
    • 
    • mbozek
    • June 25, 2004

17. Net Sch C = $0

    By David, April 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • April 2, 2001

18. new "three highest" 415 limits and previous higher income

    By Guest Steven Podnos, March 23, 2006
    • 9 replies
    • 2.2k views
    • 
    • AndyH
    • March 24, 2006

19. New 2006/2007 PPA Unfunded Current Liability Max Deduction

    By Blinky the 3-eyed Fish, August 31, 2006
    • 9 replies
    • 2.6k views
    • 
    • ak2ary
    • September 20, 2006

20. New 412(i) class action

    By Guest edm32, February 25, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 25, 2008

21. New 415 Lump Sum Calculation

    By Guest csk, June 16, 2004
    • 12 replies
    • 3.6k views
    • 
    • SoCalActuary
    • June 22, 2004

22. New Benefit Form after Participant Terminated

    By JRG, May 24, 2010
    • 5 replies
    • 1.1k views
    • 
    • JRG
    • May 25, 2010

23. New Business & First Plan Year

    By flosfur, August 22, 2003
    • 18 replies
    • 5.5k views
    • 
    • Effen
    • June 29, 2022

24. New Business New Plan

    By abanky, November 10, 2010
    • 14 replies
    • 1.6k views
    • 
    • abanky
    • November 12, 2010

25. New Cash Balance for recently sold company

    By Hojo, September 21, 2023
    • 8 replies
    • 1.1k views
    • 
    • Luke Bailey
    • September 24, 2023

26. New Cash Balance Plan

    By Guest The Pension Kid, February 23, 2007
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 9, 2007

27. New Cash Balance Plans

    By Guest lerieleech, November 18, 2004
    • 21 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 19, 2004

28. New Cash-Balance Plan Approvals ?

    By Guest RSNOW, August 7, 2003
    • 2 replies
    • 1k views
    • 
    • mbozek
    • August 8, 2003

29. New Cash-balance Regs

    By JAY21, November 8, 2010
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • November 8, 2010

30. New CB and 401(k) with short plan year

    By SKC, July 27, 2021
    • 0 replies
    • 370 views
    • 
    • SKC
    • July 27, 2021

31. New CB Plan - short year for the new entity

    By Jakyasar, June 11, 2024
    • 1 reply
    • 669 views
    • 
    • Bill Presson
    • June 11, 2024

32. New CBA - 80% AFTAP

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

33. new comp/cash balance excel spreadsheet

    By thepensionmaven, July 7, 2012
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 1, 2012

34. New company sponsor and adopt old plan

    By SSRRS, September 15, 2019
    • 8 replies
    • 1k views
    • 
    • SSRRS
    • September 20, 2019

35. New DB - Already funded SEP for 07

    By Guest erepper, November 9, 2007
    • 4 replies
    • 1.1k views
    • 
    • jevd
    • November 13, 2007

36. New DB Employees

    By Guest tintree173, December 20, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 21, 2005

37. New DB Plan - identifying 1st 5500 filing year

    By TPApril, July 19, 2022
    • 1 reply
    • 558 views
    • 
    • Lou S.
    • July 19, 2022

38. new DB plan for one participant

    By Lori H, September 3, 2007
    • 8 replies
    • 1.5k views
    • 
    • Lori H
    • September 4, 2007

39. new DB plan funding

    By Guest basilb, October 12, 2007
    • 4 replies
    • 1.2k views
    • 
    • ak2ary
    • October 13, 2007

40. New DB plan in old company

    By Blinky the 3-eyed Fish, October 31, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2003

41. New DB plan now for 2020

    By cathyw, September 27, 2021
    • 4 replies
    • 523 views
    • 
    • cathyw
    • September 27, 2021

42. New DB Plan with Jan 2 - Jan 1 Plan Year?

    By David MacLennan, November 5, 2001
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • November 6, 2001

43. New DB plan; Granting credit for more than 5 years of past service (not using 5-year safe harbor); anybody able to show it's nondiscriminatory?

    By Guest pension222, September 19, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • September 22, 2003

44. New DB Plan; Old 5500 Problems

    By JAY21, April 27, 2007
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • April 30, 2007

45. New deductibility limit in 2008 - New Plan

    By mwyatt, January 17, 2008
    • 6 replies
    • 2.4k views
    • 
    • tymesup
    • July 10, 2008

46. New Defined Benefit Plan

    By ac, May 16, 2014
    • 2 replies
    • 1.1k views
    • 
    • ac
    • May 19, 2014

47. New Defined Benefit Plan for 2020

    By jane murray, June 29, 2021
    • 14 replies
    • 1.8k views
    • 
    • Bill Presson
    • August 8, 2021

48. New EA #'s required 4/1/99 - has anyone received their # yet?

    By Lorraine Dorsa, March 31, 1999
    • 9 replies
    • 2k views
    • 
    • Guest
    • April 13, 1999

49. New Employer

    By Gilmore, December 23, 2019
    • 2 replies
    • 519 views
    • 
    • Gilmore
    • December 23, 2019

50. New FAS for not a new plan

    By Blinky the 3-eyed Fish, June 12, 2006
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • June 13, 2006