Defined Benefit Plans, Including Cash Balance

6,993 topics in this forum

1. Defined Benefit Late Restatement - SCP eligible?

   By JustMe, August 11, 2020
   • 1 reply
   • 688 views
   • 
   • Benefits Vet
   • March 8, 2021

2. DB plan and exclude HCE

   By Lotrfan1, January 31, 2020
   • 2 replies
   • 688 views
   • 
   • justanotheradmin
   • January 31, 2020

3. plan benefits for distribution upone termination

   By Gary, July 1, 2011
   • 0 replies
   • 687 views
   • 
   • Gary
   • July 1, 2011

4. Death of nonhighly compensation employee

   By Egold, November 30, 2023
   • 11 replies
   • 687 views
   • 
   • Egold
   • December 1, 2023

5. Actuarial Outpost

   By BG5150, September 15, 2020
   • 6 replies
   • 686 views
   • 
   • BG5150
   • September 17, 2020

6. Excluded Employees and Defined Benfeit plan

   By drakecohen, July 15, 2020
   • 2 replies
   • 685 views
   • 
   • C. B. Zeller
   • July 16, 2020

7. Actuarial Equivalance

   By Josette, February 3, 2023
   • 8 replies
   • 685 views
   • 
   • Effen
   • February 7, 2023

8. QDRO using % of assets?

   By figure 8, July 19, 2021
   • 12 replies
   • 685 views
   • 
   • Effen
   • July 21, 2021

9. Short Initial Plan Year Cash Balance/401(k) Combo

   By Catch22PGM, December 11, 2020
   • 3 replies
   • 684 views
   • 
   • Effen
   • December 13, 2020

10. DB RMD - when is it due?

    By Jakyasar, November 22, 2022
    • 8 replies
    • 683 views
    • 
    • Jakyasar
    • November 23, 2022

11. Terminated DB

    By Dougsbpc, January 5, 2018   

    • year of deduction
    • 3 replies
    • 683 views
    • 
    • Mike Preston
    • January 5, 2018

12. If DB Plan frozen mid-June, do plan participant credited a year of service

    By AdKu, February 25, 2016   

    • BA Freeze in June
    • YOS
    • 2 replies
    • 682 views
    • 
    • My 2 cents
    • February 25, 2016

13. Reporting obligation on erroneous payment?

    By Guest PMPN, September 18, 2012
    • 0 replies
    • 682 views
    • 
    • Guest
    • September 18, 2012

14. FSCOB - Any benefit to maintaining?

    By Guest jmrodrig, September 3, 2009
    • 1 reply
    • 682 views
    • 
    • david rigby
    • September 3, 2009

15. Question Regarding Termination of Cash Balance Plan

    By metsfan026, December 2, 2022
    • 5 replies
    • 681 views
    • 
    • C. B. Zeller
    • December 6, 2022

16. Nondiscrimination Testing - Different Measurement Periods?

    By CuseFan, March 6, 2018
    • 3 replies
    • 680 views
    • 
    • Mike Preston
    • March 7, 2018

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

    By MeTooToo, October 24, 2019
    • 1 reply
    • 680 views
    • 
    • Doc Ument
    • October 24, 2019

18. PBGC re Speech Therapist

    By Cynchbeast, October 12, 2017
    • 2 replies
    • 679 views
    • 
    • CuseFan
    • October 12, 2017

19. automatic approval to move to the full yield curve for FT purposes

    By ishi, September 15, 2023
    • 8 replies
    • 679 views
    • 
    • C. B. Zeller
    • September 18, 2023

20. Distributions Resulting from Fraud - Can a DB Plan Recover Amounts Paid to IRS?

    By lrc14, January 3, 2011
    • 0 replies
    • 679 views
    • 
    • lrc14
    • January 3, 2011

21. a4 Combo Testing in Yr of Plan Term

    By Cloudy, June 9, 2015
    • 0 replies
    • 677 views
    • 
    • Cloudy
    • June 9, 2015

22. affiliated service group/ controlled group

    By mefrancis1729, October 4, 2016
    • 1 reply
    • 677 views
    • 
    • Mr Bagwell
    • October 5, 2016

23. In-Service Distributions - Related Rollover from a DB Plan

    By Towanda, November 7, 2018
    • 4 replies
    • 676 views
    • 
    • Towanda
    • November 7, 2018

24. Separate Interest Annuity in Cash Balance Plan

    By fmsinc, July 11, 2019
    • 2 replies
    • 676 views
    • 
    • fmsinc
    • July 11, 2019

25. Allocation Classes Based on Comp

    By austin3515, April 16, 2012
    • 1 reply
    • 674 views
    • 
    • SoCalActuary
    • April 16, 2012