Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Brain Cramp - Cash Balance and Current Liability

   By mwyatt, August 27, 2003
   • 2 replies
   • 1.3k views
   • 
   • mwyatt
   • August 27, 2003

2. Mid-Market DB Providers and Investment Options

   By Guest gladock, March 26, 2004
   • 5 replies
   • 1.3k views
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   • Effen
   • March 28, 2004

3. 100% Excise Tax

   By Guest ctate, May 20, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 20, 2003

4. Controlled group termination???

   By FAPInJax, June 21, 2002
   • 1 reply
   • 1.3k views
   • 
   • AndyH
   • June 21, 2002

5. 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

6. Change in timing of deduction

   By Earl, July 19, 2005
   • 3 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • July 20, 2005

7. Quick Gateway Question - DB/DC Combo Plan

   By metsfan026, May 2, 2023
   • 5 replies
   • 1.3k views
   • 
   • DBnme
   • May 17, 2023

8. Auditing a DB plan

   By lexi, October 2, 2006
   • 2 replies
   • 1.3k views
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   • JanetM
   • October 3, 2006

9. Coverage (410(b)) Testing

   By LIBOR, January 13, 2003
   • 0 replies
   • 1.3k views
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   • LIBOR
   • January 13, 2003

10. IAS 19

    By Below Ground, October 16, 2006
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • October 16, 2006

11. Minister's housing allowance at plan termination?

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

12. Testing Service used in the General Test for non-safe harbor defined b

    By Guest joanna, March 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

13. 1099-R code 3 or 1?

    By ESOP Guy, January 8, 2018
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 11, 2018

14. Iterest Rate Selection under IRC 430

    By Andy the Actuary, March 9, 2008
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 10, 2008

15. Compulsory Annuitization of Annuity Account Balance Funded Solely By T

    By jlf, May 31, 2000
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • May 31, 2000

16. Mortality Assumption for Actuarial Equivalence

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

17. Aggregating DC for owners only with larger DB. What are the issues?

    By AndyH, February 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • February 8, 2002

18. Top heavy minimum benefits

    By FAPInJax, July 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

19. Change in asset valuation method

    By dmb, February 2, 2016
    • 6 replies
    • 1.3k views
    • 
    • david rigby
    • February 3, 2016

20. Heinz/Rev. Proc. 2005-23

    By Randy Watson, April 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 21, 2005

21. IRS Notice 2015-49, plan termination

    By Belgarath, October 5, 2016
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • October 8, 2016

22. Quarterly Contributions After Short Plan Year

    By Andy the Actuary, October 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 10, 2011

23. Non Safe Harbor Plan and Gateway

    By emmetttrudy, November 16, 2010
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • November 19, 2010

24. PBGC premiums in the context of a mid-year spinoff

    By gle318612, September 26, 2011
    • 0 replies
    • 1.3k views
    • 
    • gle318612
    • September 26, 2011

25. "Unofficial" Estimates of DB Benefits

    By Guest DBS1, November 17, 2008
    • 6 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 18, 2008

26. DB plan - bankruptcy

    By fiona1, December 29, 2010
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • January 3, 2011

27. contribution 7 filing deadlines

    By Guest mich823, November 9, 2001
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • November 9, 2001

28. RMD to charity

    By Bri, December 30, 2020
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • December 31, 2020

29. Minimum Distributions

    By Guest Gumby, November 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • November 29, 2005

30. Pre-retirement death benefits

    By Guest nsapper, August 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 28, 2003

31. PBGC sending out non filing notices for plans that have the IDA extension

    By SSRRS, November 10, 2021
    • 8 replies
    • 1.3k views
    • 
    • thepensionmaven
    • December 16, 2021

32. PBGC Coverage

    By emmetttrudy, March 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 18, 2010

33. DB funding deadline

    By Guest Rae, August 1, 2003
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • August 8, 2003

34. Schedule B vs. 5500

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

35. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 1.3k views
    • 
    • Jakyasar
    • November 23, 2022

36. Payout restrictions

    By Guest pdam, December 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • ScottR
    • January 5, 2009

37. Move existing Whole Life into new DB Plan

    By CTipper, October 17, 2007
    • 5 replies
    • 1.3k views
    • 
    • tymesup
    • October 17, 2007

38. Delayed effective date of regs.

    By Guest GMP, January 31, 2008
    • 4 replies
    • 1.3k views
    • 
    • JAY21
    • February 4, 2008

39. Relative Value Regulations

    By Guest baxjac, September 30, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 30, 2004

40. Disqualified Plan

    By Gary, January 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • January 22, 2008

41. Service Crediting Provision as Protected Benefit?

    By BTG, July 31, 2007
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • August 1, 2007

42. Actuarial Services

    By Guest 401der, September 16, 2004
    • 5 replies
    • 1.3k views
    • 
    • SoCalActuary
    • September 16, 2004

43. Determination Letter Deadline

    By Guest RW, August 30, 2000
    • 1 reply
    • 1.3k views
    • 
    • M R Bernardin
    • August 31, 2000

44. Avg Comp from previous years

    By ombskid, December 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • flosfur
    • December 19, 2007

45. Public Employee with outside earned income

    By Dougsbpc, August 28
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • August 28

46. Anyone know of checklist for required elements of distribution packet?

    By mal, November 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • November 11, 2004

47. More on RMDs made in 2006, 2007

    By Gary, February 28, 2007
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • March 5, 2007

48. demutualization, Trust assets & funding standards

    By Guest Keith N, June 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 13, 2002

49. Frozen Plan, increasing benefits

    By abanky, April 8, 2011
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • April 11, 2011

50. Where can I find Revenue Procedures online?

    By Guest smstls, February 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 5, 2005