Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Plan Sponor Agreement to Change in Funding Method

   By Guest merlin, September 9, 2002
   • 2 replies
   • 1.3k views
   • 
   • mwyatt
   • September 9, 2002

2. Remember When?

   By Andy the Actuary, May 25, 2012
   • 6 replies
   • 1.3k views
   • 
   • frizzyguy
   • June 4, 2012

3. Change in timing of deduction

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

4. Pre-Participation Service

   By ishi, March 24, 2003
   • 2 replies
   • 1.3k views
   • 
   • Everett Moreland
   • March 26, 2003

5. 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

6. Change from 2007 EOY to 2008 BOY val.

   By Guest GMP, September 29, 2009
   • 8 replies
   • 1.3k views
   • 
   • AndyH
   • October 2, 2009

7. Cash Balance and Determination Letter

   By waid10, October 23, 2002
   • 2 replies
   • 1.3k views
   • 
   • MGB
   • October 23, 2002

8. Annual Funding Notices

   By AndyH, April 16, 2009
   • 4 replies
   • 1.3k views
   • 
   • SoCalActuary
   • April 16, 2009

9. Am I Missing Something?

   By Andy the Actuary, November 27, 2011
   • 3 replies
   • 1.3k views
   • 
   • frizzyguy
   • November 30, 2011

10. Pre-retirement death benefits

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

11. Funding Shortfall of a Terminated Plan

    By Archimage, September 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • September 9, 2004

12. QSLOB's

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

13. EGTRRA Deduction For Terminating Plan

    By Guest merlin, May 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • May 7, 2002

14. Employer wants to rescind DBP during first year; does not want the plan.

    By Guest LMalone, May 11, 2005
    • 4 replies
    • 1.3k views
    • 
    • could be me maybe not
    • May 12, 2005

15. Getting Rid of Merged DB Plan's Frozen Voluntary Employee Contribution Account

    By Guest rocnrols2, July 14, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 14, 2005

16. db pension plan

    By Guest derfbme, August 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • September 3, 2002

17. effect of 12/31 on fiscal year for startup plan

    By TPApril, December 7, 2012
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • December 10, 2012

18. Pre-participation Compensation

    By 12AX7, December 21, 2007
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • December 21, 2007

19. How often does land need to be valued in a pension plan?

    By Dennis Povloski, August 1, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • August 1, 2005

20. Premature termination of Defined Benefit Plan

    By ZakOregon, November 13, 2018
    • 8 replies
    • 1.3k views
    • 
    • imchipbrown
    • November 16, 2018

21. Combined Limits - Different Limitation Years

    By Guest Don N, December 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

22. 2008 AFTAP - Sequence of Events

    By Guest merlin, July 3, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 3, 2008

23. ATFAP & Normal Cost

    By Draper55, August 30, 2017
    • 2 replies
    • 1.3k views
    • 
    • Draper55
    • August 31, 2017

24. 412(i) --> "regular DB plan"

    By Guest texasactuary, December 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2004

25. Double pro-ration

    By tymesup, December 27, 2007
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • December 27, 2007

26. Here's My Story -- It's Sad But True

    By Andy the Actuary, April 21, 2013
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • April 22, 2013

27. Sole Prop - Late contribution

    By Hojo, September 6, 2019
    • 13 replies
    • 1.3k views
    • 
    • AndyH
    • September 13, 2019

28. Disqualified Entity

    By DMcGovern, January 10, 2014
    • 4 replies
    • 1.3k views
    • 
    • DMcGovern
    • January 10, 2014

29. DB/DC Combo Limit Question

    By slburnett, December 2, 2015
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2015

30. Real estate in owner only plan

    By SSRRS, November 5, 2024
    • 10 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 6, 2024

31. 2010 Re-election

    By AndyH, September 25, 2009
    • 3 replies
    • 1.3k views
    • 
    • dmb
    • September 29, 2009

32. cross tested cash balance assumptions

    By abanky, February 28, 2008
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 28, 2008

33. Issues associated with cut backs due to change in HCE determination

    By Guest sui generis, November 11, 2008
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 12, 2008

34. Is there a website for you to search for other individual designed plan?

    By Sarah73, January 27, 2022
    • 7 replies
    • 1.3k views
    • 
    • CuseFan
    • January 28, 2022

35. Asset Evaluation Re: FASB 158

    By Andy the Actuary, August 2, 2008
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • August 2, 2008

36. 30 year Treasury rates

    By Tom Poje, May 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2006

37. Brain Cramp - Cash Balance and Current Liability

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

38. Mid-Market DB Providers and Investment Options

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

39. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2008

40. Top Heavy DB/DC

    By Dougsbpc, July 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2008

41. Change of Valuation Date

    By tymesup, January 12, 2009
    • 4 replies
    • 1.3k views
    • 
    • ScottR
    • January 12, 2009

42. 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

43. DB plan - bankruptcy

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

44. Auditing a DB plan

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

45. Controlled group termination???

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

46. excess contribution (DB)

    By k man, December 20, 2004
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 20, 2004

47. 100% Excise Tax

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

48. contribution 7 filing deadlines

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

49. Avg Comp from previous years

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

50. IAS 19

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