Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Need help with calculation of pension benefit.

   By Guest Maynard, October 30, 2001
   • 18 replies
   • 3k views
   • 
   • mwyatt
   • November 13, 2001

2. Need Help! IRS Audit

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

3. Need mortality table 1977 Railroad Board Disabled annuitants

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

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

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

5. need revenue ruling 84-45

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

6. Negative PV of S/F Installments

   By Guest raintrain19, September 27, 2013
   • 20 replies
   • 3.5k views
   • 
   • Guest
   • October 7, 2013

7. Neglected 412(i) plan

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

8. Negotiation with the IRS

   By Guest flogger, June 23, 2004
   • 10 replies
   • 2k views
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   • mbozek
   • June 25, 2004

9. Net Sch C = $0

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

10. 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

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

    By Blinky the 3-eyed Fish, August 31, 2006
    • 9 replies
    • 2.5k views
    • 
    • ak2ary
    • September 20, 2006

12. New 412(i) class action

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

13. New 415 Lump Sum Calculation

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

14. New Benefit Form after Participant Terminated

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

15. New Business & First Plan Year

    By flosfur, August 22, 2003
    • 18 replies
    • 5.4k views
    • 
    • Effen
    • June 29, 2022

16. New Business New Plan

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

17. New Cash Balance for recently sold company

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

18. New Cash Balance Plan

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

19. New Cash Balance Plans

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

20. New Cash-Balance Plan Approvals ?

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

21. New Cash-balance Regs

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

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

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

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

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

24. New CBA - 80% AFTAP

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

25. new comp/cash balance excel spreadsheet

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

26. New company sponsor and adopt old plan

    By SSRRS, September 15, 2019
    • 8 replies
    • 995 views
    • 
    • SSRRS
    • September 20, 2019

27. New DB - Already funded SEP for 07

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

28. New DB Employees

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

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

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

30. new DB plan for one participant

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

31. new DB plan funding

    By Guest basilb, October 12, 2007
    • 4 replies
    • 1.1k views
    • 
    • ak2ary
    • October 13, 2007

32. 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

33. New DB plan now for 2020

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

34. 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

35. 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
    • 1.1k views
    • 
    • david rigby
    • September 22, 2003

36. New DB Plan; Old 5500 Problems

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

37. New deductibility limit in 2008 - New Plan

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

38. New Defined Benefit Plan

    By ac, May 16, 2014
    • 2 replies
    • 1k views
    • 
    • ac
    • May 19, 2014

39. New Defined Benefit Plan for 2020

    By jane murray, June 29, 2021
    • 14 replies
    • 1.7k views
    • 
    • Bill Presson
    • August 8, 2021

40. 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

41. New Employer

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

42. 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

43. New FASB calculations

    By FAPInJax, June 7, 2004
    • 11 replies
    • 2.5k views
    • 
    • david rigby
    • June 25, 2004

44. New Floor/offset under PPA

    By rcline46, September 10, 2008
    • 9 replies
    • 2.5k views
    • 
    • Dougsbpc
    • March 21, 2014

45. New funding deficiency and excise taxes

    By rcline46, November 10, 2010
    • 1 reply
    • 981 views
    • 
    • david rigby
    • November 10, 2010

46. New IRS Position on Post-NRA Accruals? (2009 Gray Book, Q&A 39)

    By Übernerd, December 17, 2009
    • 3 replies
    • 5.2k views
    • 
    • Hilton
    • March 3, 2016

47. New law interest rates

    By FAPInJax, March 19, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 29, 2002

48. New law limitations applied to FYE 6/30/01

    By Guest sam w, June 22, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 22, 2001

49. New lump sum and cash balance rules

    By FAPInJax, March 2, 2004
    • 0 replies
    • 896 views
    • 
    • FAPInJax
    • March 2, 2004

50. New maximum deduction

    By FAPInJax, July 18, 2003
    • 9 replies
    • 2.1k views
    • 
    • MGB
    • November 14, 2003