Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. FSA, FFC, Max Deductions

   By Gary, May 13, 2005
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • May 14, 2005

2. DB Post Retirement Health Benefits

   By JAY21, September 15, 2006
   • 4 replies
   • 1.3k views
   • 
   • Don Levit
   • September 15, 2006

3. More on RMDs made in 2006, 2007

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

4. Benefits Other Than Retirement Benefits

   By Guest Day Erisa72, October 17, 2006
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • October 17, 2006

5. Late DB contribution

   By Guest CAM223, January 16, 2003
   • 2 replies
   • 1.3k views
   • 
   • MGB
   • January 17, 2003

6. increasing allocation formula in document

   By Scuba 401, December 13, 2012
   • 4 replies
   • 1.3k views
   • 
   • Scuba 401
   • December 17, 2012

7. 2005 Sch B filing for 5500-EZ filers

   By flosfur, April 30, 2008
   • 2 replies
   • 1.3k views
   • 
   • flosfur
   • April 30, 2008

8. Can a final average ever be higher than the average of the 401(a)17 limits for the years considered in the average?

   By Guest elem, September 2, 2005
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • September 3, 2005

9. DB/DC Combo (Floor/Offset Arrangement)

   By Guest DBAnalyst123, February 6, 2009
   • 7 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • February 9, 2009

10. Death Benefit after RMD's Begin

    By JBones, December 10, 2010
    • 1 reply
    • 1.3k views
    • 
    • JBones
    • December 16, 2010

11. Cash Balance Determination Letter

    By jessgaines, February 28, 2020   

    • irs
    • cb
    • (and 2 more)

      Tagged with:

      • irs
      • cb
      • preapproved plan; prototype
      • individually designed plan
    • 5 replies
    • 1.3k views
    • 
    • LANDO
    • March 3, 2020

12. Minimum Required Contribution overfunds terminating plan

    By mattmc82, February 14, 2012
    • 8 replies
    • 1.3k views
    • 
    • mattmc82
    • February 15, 2012

13. QPSA - participants' notice

    By AdKu, June 24, 2019
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 24, 2019

14. Defined Benefit plan formula options

    By Belgarath, March 7, 2014
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • March 11, 2014

15. 415(b) Limits - General Questions

    By IowaActuary, February 7, 2020
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 8, 2020

16. Form 1099R

    By Gary, January 16, 2008
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • January 17, 2008

17. 5500ez

    By Gary, September 15, 2010
    • 4 replies
    • 1.3k views
    • 
    • FAPInJax
    • September 17, 2010

18. More PPA stupidity

    By Effen, September 23, 2011
    • 3 replies
    • 1.3k views
    • 
    • frizzyguy
    • September 26, 2011

19. Entity Ownership Change-New 415 limit ?

    By JAY21, October 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • October 28, 2004

20. Reduced PBGC Premiums not Included in EGTRRA

    By Guest pension222, July 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 26, 2001

21. Creating PFB

    By Guest Xerxes, March 11, 2011
    • 1 reply
    • 1.3k views
    • 
    • FAPInJax
    • March 11, 2011

22. Rollover into DB plan - Immediate annuity

    By Guest NJ-Center of the Universe, February 23, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • February 23, 2012

23. Gatt

    By Guest kjk, July 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 9, 2002

24. Effect of uncashed distribution check during claim appeal

    By t.haley, June 15, 2020
    • 12 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • June 17, 2020

25. Underfunded Defined Benefit Plans

    By Ron Snyder, November 24, 2010
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • December 7, 2010

26. Gray Book for 2004

    By david rigby, December 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • December 30, 2003

27. Adoption of Plan and Deduction

    By Dougsbpc, March 21, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 21, 2006

28. DB Converstion to Money Purchase

    By Saiai, March 10, 2014   

    • pension
    • conversion
    • (and 1 more)

      Tagged with:

      • pension
      • conversion
      • money purchase multiemployer
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 10, 2014

29. Benefit Election Package -- Same Sex Marriage

    By Andy the Actuary, May 5, 2014
    • 12 replies
    • 1.3k views
    • 
    • gregmk
    • May 7, 2014

30. Funding Target for Partially Vested Terminated Participant

    By Pension RC, March 18, 2014
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 18, 2014

31. Datair DB Valuation Help

    By emmetttrudy, May 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • May 18, 2009

32. Plan Termination & 436 restrictions

    By Dennis Povloski, October 7, 2009
    • 4 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • October 8, 2009

33. Variable Annuity DB Investment

    By Guest 692729, February 14, 2003
    • 5 replies
    • 1.3k views
    • 
    • MGB
    • February 14, 2003

34. Restructuring

    By JAY21, September 7, 2004
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • September 7, 2004

35. FASB - Expected Distributions In Expense

    By Andy the Actuary, November 1, 2011
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 1, 2011

36. Lifting of Cash Balance Moratorium

    By Scott, February 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 12, 2007

37. Section 415(b)(1)(A) and EGTRRA

    By Guest lisbetf, October 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • October 21, 2002

38. Contribution Confirmation

    By JBones, October 6, 2011
    • 7 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • October 7, 2011

39. Asset Averaging under ERA

    By Andy the Actuary, December 16, 2008
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 17, 2008

40. Sunrise, Sunset

    By Andy the Actuary, July 22, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • July 23, 2009

41. RMD from cash balance plan

    By thepensionmaven, March 6, 2025
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • March 10, 2025

42. Calculation of Top Heavy Minimum For A deferred Retiree

    By Guest merlin, October 31, 2003
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 31, 2003

43. Where Do You Find 1.430(f)-1(c)

    By Andy the Actuary, April 28, 2008
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 28, 2008

44. 8955-SSA

    By Guest megs2887, December 14, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2011

45. 415 prior plan

    By Guest csk, August 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • August 2, 2004

46. Age for Lump Sum distributions

    By RLR, April 11, 2012
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 12, 2012

47. Retroactive annuity payments - help with understanding them

    By JanetM, May 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • May 28, 2004

48. Are DB plan assets rollable to a qualified plan?

    By Guest Why, November 30, 2004
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 1, 2004

49. starting a new DB plan for a post 70.5er

    By himt4, October 25, 2006
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • October 26, 2006

50. Combo DB/DC Plan

    By nancy, April 30, 2007
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2007