Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. 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

2. LLC Taxed as a Partnership, Owner gets a K-1

   By emmetttrudy, April 16, 2013
   • 5 replies
   • 1.2k views
   • 
   • rcline46
   • April 16, 2013

3. 2010 relief and MAP-21: MRC is larger than shortfall !?

   By Grendel77, March 28, 2013
   • 3 replies
   • 1.3k views
   • 
   • Grendel77
   • April 16, 2013

4. In-kind Contribution

   By emmetttrudy, April 3, 2013
   • 2 replies
   • 1.4k views
   • 
   • emmetttrudy
   • April 16, 2013

5. Affiliated Service Group

   By Guest stanlipton, April 12, 2013
   • 0 replies
   • 887 views
   • 
   • Guest
   • April 12, 2013

6. Terminated Participant beyond Normal Retirement Age

   By YankeeFan, April 11, 2013
   • 2 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • April 11, 2013

7. Annual Funding Notice $50 Million or Not?

   By Just Me, April 9, 2013
   • 2 replies
   • 1k views
   • 
   • Just Me
   • April 10, 2013

8. ERISA 204(h) notice

   By k man, April 4, 2013
   • 1 reply
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • April 4, 2013

9. Cash Balance plan term - PBGC covered

   By rcline46, March 18, 2013   

   • looking for traps and pitfall
   • 6 replies
   • 2k views
   • 
   • rcline46
   • April 1, 2013

10. Cash Balance and Forfeiture

    By retbenser, March 28, 2013
    • 4 replies
    • 2.2k views
    • 
    • FAPInJax
    • April 1, 2013

11. Annual Funding Notice Supplement

    By dmb, March 27, 2013
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • March 28, 2013

12. MAP - 21 Rates for Restricted HCE Distribution

    By JAY21, March 26, 2013   

    • Latest Thinking on this issue
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 26, 2013

13. MAP-21 Election

    By Dougsbpc, March 24, 2013
    • 0 replies
    • 1.2k views
    • 
    • Dougsbpc
    • March 24, 2013

14. Disability definition

    By Benefits to all, March 21, 2013
    • 4 replies
    • 1.8k views
    • 
    • tymesup
    • March 22, 2013

15. management company - PBGC coverage?

    By Belgarath, March 21, 2013
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • March 22, 2013

16. 415(c)(3) Compensation for Gateway Testing

    By Young Curmudgeon, March 18, 2013
    • 5 replies
    • 2.2k views
    • 
    • Mr. T
    • March 19, 2013

17. Annual Funding Notice Supplement

    By Andy the Actuary, March 18, 2013
    • 1 reply
    • 1k views
    • 
    • Hojo
    • March 18, 2013

18. Annual Funding Notice for Terminated Plan

    By AndyH, October 5, 2011
    • 8 replies
    • 3.7k views
    • 
    • JAY21
    • March 15, 2013

19. Change from Multiple Employer to Multiemployer Plan?

    By Guest jac, March 14, 2013
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • March 15, 2013

20. In-service Distribution

    By retbenser, March 14, 2013
    • 5 replies
    • 3k views
    • 
    • Andy the Actuary
    • March 14, 2013

21. Late Retirement Benefit

    By Dinosaur, March 12, 2013
    • 3 replies
    • 3.1k views
    • 
    • tymesup
    • March 14, 2013

22. Diversification issue: How much RE in the plan?

    By rodin011, March 11, 2013   

    • Diversification issue?
    • 5 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2013

23. 415 Maximum Lump Sum

    By Guest BCMarch10, March 12, 2013
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 12, 2013

24. Annuity conversion factors

    By Guest JM123, March 11, 2013   

    • UP-1984 Tables
    • 7 replies
    • 4.1k views
    • 
    • tymesup
    • March 12, 2013

25. Cash Balance Plan - Brain Cramp

    By mwyatt, February 19, 2013
    • 12 replies
    • 2k views
    • 
    • Draper55
    • March 11, 2013

26. 401(a)(26)-retiree only

    By Draper55, March 2, 2013
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • March 11, 2013

27. Excess assets in DB Plan to go to Replacement Plan

    By cdavis25, February 28, 2013
    • 5 replies
    • 1.6k views
    • 
    • cdavis25
    • March 6, 2013

28. DB/DC Combination - Gateway Eligibility

    By emmetttrudy, March 4, 2013
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • March 5, 2013

29. IRC 436 restrictions or 110% test restrictions. Which come first?

    By dmb, March 4, 2013
    • 6 replies
    • 2.5k views
    • 
    • SoCalActuary
    • March 5, 2013

30. Lumps Sums to Retirees

    By nancy, March 1, 2013
    • 3 replies
    • 1k views
    • 
    • david rigby
    • March 2, 2013

31. boy val normal cost late retirement

    By Draper55, February 28, 2013
    • 4 replies
    • 1.2k views
    • 
    • chc93
    • March 1, 2013

32. Change in definition of Actuarial Equivalence

    By John Feldt ERPA CPC QPA, February 28, 2013
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2013

33. Plan Compensation

    By retbenser, February 27, 2013
    • 1 reply
    • 980 views
    • 
    • SoCalActuary
    • February 27, 2013

34. Restricted Distributions to HCEs

    By JAY21, February 21, 2013   

    • What if there are no NHCEs
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 25, 2013

35. Annuities as Investments - Plan Funding

    By Rob P, February 25, 2013
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • February 25, 2013

36. Who should employee talk to about legality of a DB plan?

    By Guest CuriousEmployee, February 12, 2013
    • 16 replies
    • 2.3k views
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    • Guest
    • February 25, 2013

37. Is a DB plan best for my situation?

    By Guest confused, February 14, 2013
    • 8 replies
    • 1.4k views
    • 
    • JAY21
    • February 20, 2013

38. PPA Full Yield Curve

    By dmb, February 20, 2013
    • 6 replies
    • 3.1k views
    • 
    • dmb
    • February 20, 2013

39. Cash Balance Funding - SB

    By cohendrake, February 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • ubermax
    • February 19, 2013

40. MAP-21 Interest Rates For 2013

    By Andy the Actuary, December 20, 2012
    • 25 replies
    • 6.1k views
    • 
    • Andy the Actuary
    • February 19, 2013

41. Can Participant Waive Life Insurance?

    By Dennis Povloski, February 18, 2013
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • February 18, 2013

42. Trust Beneficiaries Want Remainder of 10 year DB Annuity Directly Paid

    By Guest mmaggs, February 7, 2013
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • February 18, 2013

43. Highly Compensated Former Employee and Plan Term

    By CarolineK, February 13, 2013
    • 18 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 15, 2013

44. Change in Actuarial Equivalent Assumption

    By retbenser, February 14, 2013
    • 4 replies
    • 5.5k views
    • 
    • Mike Preston
    • February 15, 2013

45. Top 25 lump sum restrictions

    By YankeeFan, February 15, 2013
    • 4 replies
    • 6.6k views
    • 
    • Mike Preston
    • February 15, 2013

46. rolling over annuity payments

    By RLR, February 6, 2013
    • 12 replies
    • 2.9k views
    • 
    • Mike Preston
    • February 13, 2013

47. If lump sum lowers AFTAP below 80%?

    By Guest GMP, February 13, 2013
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • February 13, 2013

48. PVAB for Deceased Participant After Commencement of RMD

    By §#$%!, February 11, 2013
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • February 11, 2013

49. Amending Plan to stop accruals at NRA

    By dmb, February 5, 2013
    • 6 replies
    • 1.3k views
    • 
    • dmb
    • February 6, 2013

50. Combined Plan Max & EGTRRA's New Excise Tax Rules

    By LIBOR, June 28, 2004
    • 8 replies
    • 2.9k views
    • 
    • Hokielady
    • February 5, 2013