Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Electing Alternate Funding Target - PBGC

   By Andy the Actuary, November 25, 2008
   • 1 reply
   • 1.2k views
   • 
   • tymesup
   • November 26, 2008

2. Cash Balance Testing

   By retbenser, December 29, 2010
   • 6 replies
   • 1.2k views
   • 
   • AndyH
   • December 29, 2010

3. COLAs

   By jpod, July 18, 2013
   • 5 replies
   • 1.2k views
   • 
   • tymesup
   • July 23, 2013

4. small plan audit

   By Gary, November 30, 2011
   • 6 replies
   • 1.2k views
   • 
   • chc93
   • December 1, 2011

5. 2008 Reenrollment Fee

   By Andy the Actuary, December 27, 2007
   • 7 replies
   • 1.2k views
   • 
   • Guest
   • December 28, 2007

6. PBGC Plan Termination

   By Dougsbpc, December 6, 2008
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • December 6, 2008

7. Demutualization Proceeds

   By Guest planman, August 18, 2003
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • August 18, 2003

8. 412i "converted" to traditional DB

   By JAY21, February 13, 2008
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • February 14, 2008

9. Terminated DB plan pre PPA

   By Guest ICannotDiscloseMyIdentity, March 28, 2011
   • 4 replies
   • 1.2k views
   • 
   • david rigby
   • April 1, 2011

10. Underfunded Frozen PBGC Plan

    By SSRRS, February 6, 2022
    • 11 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 8, 2022

11. Change in Funding Method - Settlor or Fiduciary Function?

    By M_2015, August 26
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • August 26

12. Minimum funding deadline extensions - disaster relief

    By Belgarath, September 28, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 28, 2004

13. Rescinding J&S election a year after payments commence

    By EPCRSGuru, March 8, 2022
    • 11 replies
    • 1.2k views
    • 
    • EPCRSGuru
    • March 11, 2022

14. Minimum hours for year of credited service

    By Pension RC, July 13, 2016
    • 7 replies
    • 1.2k views
    • 
    • My 2 cents
    • July 13, 2016

15. Which stock counts in determining substantial owner status w/re: sufficiency waiver

    By Guest Mark Draa, February 7, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2005

16. DB Plan & New Comparability PS Plan

    By dmb, October 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • October 23, 2006

17. Late Retirement

    By nancy, August 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • nancy
    • August 21, 2003

18. Flat Benefit Safe Harbor with Top Heavy Accruals

    By Guest sdolce, September 27, 2001
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • September 27, 2001

19. Certification Blues -- The Innocent Die Young

    By Andy the Actuary, January 2, 2010
    • 5 replies
    • 1.2k views
    • 
    • chc93
    • January 5, 2010

20. Shared Interest or Separate Interest?

    By Scott, July 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • July 22, 2009

21. Corrective Amendment and Top Heavy Minimum

    By Dougsbpc, September 9, 2014
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 9, 2014

22. Overfunded DB plan

    By Belgarath, November 30, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • December 1, 2011

23. Lost/Missing Participant

    By Fielding Mellish, October 12, 2015
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • October 15, 2015

24. Is this Safe Harbor compliant?

    By Guest DBStudentAct, September 21, 2012
    • 8 replies
    • 1.2k views
    • 
    • AndyH
    • October 3, 2012

25. Waiving benefits like you just don't care.

    By Blinky the 3-eyed Fish, March 18, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • March 19, 2004

26. Death of alternative payee before designating beneficiary

    By Guest Eva14, October 1, 2014   

    • Defined Benefits plan
    • beneficiary
    • (and 1 more)

      Tagged with:

      • Defined Benefits plan
      • beneficiary
      • death
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 1, 2014

27. Plan amendment

    By Guest mike0355, March 8, 2012
    • 5 replies
    • 1.2k views
    • 
    • jpod
    • March 9, 2012

28. Coverage Testing

    By LIBOR, September 11, 2003
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 12, 2003

29. 5500-EZ filing requirement

    By Gary, February 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 1, 2005

30. 101(j) Notice

    By Andy the Actuary, February 21, 2012
    • 0 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • February 21, 2012

31. Funding for Early Retirement Window - Revisited

    By LIBOR, March 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • March 4, 2004

32. What would it take for you to agree to sign the Schedule B?

    By John Feldt ERPA CPC QPA, July 10, 2007
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • July 10, 2007

33. Asset Valuation Method

    By Guest Texas_Acty, November 23, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 23, 2005

34. Plan Termination, PPA and PBGC

    By rcline46, December 28, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 28, 2011

35. 415 High-3 Limit

    By JAY21, December 10, 2009
    • 6 replies
    • 1.2k views
    • 
    • JAY21
    • December 10, 2009

36. RMDs, additional accruals and a term certain

    By Guest erisamelissa, February 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 4, 2008

37. defined benefit life term pension

    By Guest jadaigle, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 17, 2002

38. Coverage/415 Limit

    By MGOAdmin, November 21, 2014   

    • Covereage
    • 415 limit
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • November 21, 2014

39. Proposed Budget increases PBGC premiums

    By david rigby, October 28, 2015
    • 7 replies
    • 1.2k views
    • 
    • Calavera
    • October 29, 2015

40. Line 14 on 5300

    By fiona1, August 10, 2006
    • 3 replies
    • 1.2k views
    • 
    • WDIK
    • August 10, 2006

41. 401(a)(17) limits on HCE who resigns mid-year

    By SandyAZ, October 23, 2024
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • October 29, 2024

42. PBGC Form 500 - timing of filing

    By BrooklynKid88, December 29, 2016   

    • timiing plan termination
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • December 29, 2016

43. ERISA FFL with term cost

    By Guest GMP, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 31, 2007

44. Top Heavy Required Aggregation Group 4 Year Lookback

    By Guest Scott McHenry, February 25, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2003

45. Over funded DB

    By Guest charcoal89, August 4, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • August 7, 2003

46. Cash Basis Corp with a DB plan

    By John Feldt ERPA CPC QPA, November 12, 2013   

    • deduction timing
    • cash basis
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • November 12, 2013

47. Compensation Limit

    By ac, June 24, 2007
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • June 24, 2007

48. Impact of PPA on annuity prices

    By AndyH, February 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 16, 2007

49. Over funded Defined Benefit Plan

    By ConnieStorer, September 9, 2020
    • 4 replies
    • 1.2k views
    • 
    • arthurkagan
    • September 11, 2020

50. 12/31/07 Funding Deficiency

    By Guest GMP, August 7, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 11, 2008