Defined Benefit Plans, Including Cash Balance

6,422 topics in this forum

1. For Terminating Overfunded Defined Benefit Plan, If Funds Transfer to a Qualified Replacement Plan, Must QJSA Options Ensue for the Transferred Amounts?

   By Bumppo23, Monday at 11:49 PM   

   • qualified replacement plan
   • overfunded
   • (and 8 more)

     Tagged with:

     • qualified replacement plan
     • overfunded
     • defined benefit plan
     • hybrid plan
     • cash balance plan
     • 411(d)(6)
     • § 4980
     • qjsa
     • qosa
     • hypothetical account balance
   • 2 replies
   • 77 views
   • 
   • chc93
   • Yesterday at 02:59 AM

2. 401(a)(26) with offset involving 2 db plan

   By Socal.actuary, November 29   

   • min part rule with 2 db plan
   • 4 replies
   • 114 views
   • 
   • AndyH
   • Monday at 07:58 PM

3. IRS 736(a) income, can a db plan be set up?

   By Jakyasar, Thursday at 10:32 PM
   • 4 replies
   • 135 views
   • 
   • Jakyasar
   • Monday at 07:54 PM

4. RFP for Single Premium Group Annuity Contract

   By rocknrolls2, December 5
   • 2 replies
   • 77 views
   • 
   • Effen
   • Monday at 04:15 PM

5. cash balance termination - client wants to restart plan

   By Scuba 401, December 3
   • 8 replies
   • 183 views
   • 
   • AndyH
   • Friday at 06:27 PM

6. Floor Offset plan-uniformity

   By SZ, December 4
   • 1 reply
   • 55 views
   • 
   • AndyH
   • Friday at 06:25 PM

7. Salary History

   By SSRRS, Friday at 01:05 AM
   • 3 replies
   • 113 views
   • 
   • david rigby
   • Friday at 04:10 PM

8. FAS87 ASC715 discount rates and Moody's Rates 1 2 3 4 8

   By Guest DBtech, January 3, 2005
   • 196 replies
   • 68,160 views
   • 
   • david rigby
   • December 3

9. 401(a)(26) and Frozen Plan

   By Guest raintrain19, September 12, 2013
   • 6 replies
   • 4,052 views
   • 
   • Socal.actuary
   • December 1

10. Frozen Plan and 401(a)(26)

    By SSRRS, November 6, 2018
    • 9 replies
    • 795 views
    • 
    • Socal.actuary
    • December 1

11. Bad History

    By wally, November 13
    • 3 replies
    • 256 views
    • 
    • Socal.actuary
    • November 29

12. 401(a)(26) issue

    By Socal.actuary, November 29   

    • min participation-db
    • 1 reply
    • 87 views
    • 
    • Socal.actuary
    • November 29

13. Contribution After Plan Termination

    By Dougsbpc, November 27
    • 0 replies
    • 78 views
    • 
    • Dougsbpc
    • November 27

14. Paid out in mid year

    By SSRRS, November 22
    • 2 replies
    • 152 views
    • 
    • SSRRS
    • November 25

15. Loans Against Defined Benefit Plan?

    By lmsmedley, November 15
    • 9 replies
    • 311 views
    • 
    • Luke Bailey
    • November 20

16. How much information must be given

    By SSRRS, November 1
    • 4 replies
    • 386 views
    • 
    • SSRRS
    • November 12

17. Plan at 415 limit but slightly overfunded

    By Hojo, November 11
    • 1 reply
    • 150 views
    • 
    • Mike Preston
    • November 11

18. early retirement - rehired - waiver of future accruals permissible

    By cher, November 8
    • 3 replies
    • 193 views
    • 
    • Calavera
    • November 11

19. Pension Trust Form 5471/Foreign Corporation Filing

    By MAK, September 26
    • 1 reply
    • 134 views
    • 
    • Dan
    • November 4

20. Floor-offset DB plan - life insurance for owner only

    By Jakyasar, October 22
    • 8 replies
    • 404 views
    • 
    • Jakyasar
    • November 1

21. Carry forward contribution

    By Amir, October 29
    • 1 reply
    • 157 views
    • 
    • Lou S.
    • October 29

22. deductions/SEP+DBP

    By Jakyasar, October 28
    • 4 replies
    • 141 views
    • 
    • Earl
    • October 28

23. Interest Rate for EBAR Calculation

    By Stash026, October 23
    • 2 replies
    • 271 views
    • 
    • Cloudy
    • October 25

24. Is a terminating amendment needed for this individually designed DB plan?

    By MeTooToo, October 24
    • 1 reply
    • 325 views
    • 
    • Doc Ument
    • October 24

25. DB plan distribution form signed, participant dies the next day

    By katieinny, October 22   

    • spouse predeceased
    • 4 replies
    • 260 views
    • 
    • david rigby
    • October 22