Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. effect of 12/31 on fiscal year for startup plan

   By TPApril, December 7, 2012
   • 4 replies
   • 1.4k views
   • 
   • Calavera
   • December 10, 2012

2. Need Clarification on Benefit Formula

   By Guest Heather_PA, December 10, 2012
   • 5 replies
   • 1.4k views
   • 
   • SoCalActuary
   • December 10, 2012

3. 415(b)(1)(B)

   By Andy the Actuary, December 10, 2012
   • 0 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • December 10, 2012

4. Beneficiary Scenario Question

   By Guest mmaggs, December 3, 2012
   • 3 replies
   • 1.7k views
   • 
   • masteff
   • December 3, 2012

5. Excluding NHCE from a DB Plan

   By emmetttrudy, November 27, 2012
   • 11 replies
   • 2.2k views
   • 
   • SoCalActuary
   • November 29, 2012

6. Rollover From DC to DB Plan

   By Guest DEK1, November 27, 2012
   • 5 replies
   • 2.3k views
   • 
   • SoCalActuary
   • November 29, 2012

7. Unisex actuarial equivalence assumptions.

   By Guest Dave Burns, January 24, 2001
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • November 28, 2012

8. Offset in a Cash Balance Plan

   By Guest RedsPredsVolsTitans, November 20, 2012
   • 4 replies
   • 2.3k views
   • 
   • AndyH
   • November 27, 2012

9. Reversing election to reduce credit balances due to MAP-21

   By dmb, November 26, 2012
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • November 27, 2012

10. Cash Balance Credit Formula

    By emmetttrudy, November 16, 2012
    • 3 replies
    • 1.7k views
    • 
    • emmetttrudy
    • November 19, 2012

11. A Strange Result

    By Andy the Actuary, November 15, 2012
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • November 15, 2012

12. Possible Affiliated Service Group

    By JAY21, November 7, 2012
    • 3 replies
    • 1.4k views
    • 
    • Doghouse
    • November 14, 2012

13. Cash Balance Plans RMDs and SOBs

    By Guest jpadavic, November 12, 2012
    • 1 reply
    • 2.1k views
    • 
    • Mike Preston
    • November 13, 2012

14. Elections under MAP 21

    By Guest DBStudentAct, October 22, 2012
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • November 12, 2012

15. MAP-21

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • November 12, 2012

16. Question about retro payments and rollovers

    By Guest RobBobBobby, November 5, 2012
    • 9 replies
    • 4.4k views
    • 
    • Guest
    • November 5, 2012

17. Suspension of Benefits Notice Not Provided

    By Guest jpadavic, October 30, 2012
    • 13 replies
    • 4.2k views
    • 
    • Effen
    • November 1, 2012

18. 415 limit - Cash Balance

    By Mister Met, August 29, 2012
    • 6 replies
    • 6.1k views
    • 
    • AndyH
    • November 1, 2012

19. DB Plan and 401(a)4 Testing

    By Dougsbpc, October 31, 2012
    • 2 replies
    • 1.2k views
    • 
    • Hojo
    • October 31, 2012

20. Govermental DB Plans

    By Fisher, October 30, 2012
    • 3 replies
    • 959 views
    • 
    • Effen
    • October 30, 2012

21. Terminate a CB Plan and Set Up Another One Right Away

    By emmetttrudy, October 25, 2012
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • October 30, 2012

22. Brain Cramp part 2: 436 restrictions

    By Guest cbclark, October 25, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 26, 2012

23. Ineffective Amendment due to Sec 436; Anti-Cutback

    By Guest BCR, October 24, 2012
    • 3 replies
    • 992 views
    • 
    • Guest
    • October 24, 2012

24. Cash Balance Plan Design - New Account for Rehired Participants?

    By Übernerd, October 24, 2012
    • 4 replies
    • 1.4k views
    • 
    • Übernerd
    • October 24, 2012

25. Multiple Employer Plans

    By Guest Patrick Foley, October 24, 2012
    • 0 replies
    • 869 views
    • 
    • Guest
    • October 24, 2012

26. Late retirement for vested terms

    By AndyH, October 22, 2012
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • October 23, 2012

27. 415 Dollar Limit Increase

    By Dougsbpc, October 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • October 22, 2012

28. Election of Lump Sum after AFTAP increases

    By Pension RC, October 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Hojo
    • October 19, 2012

29. Mandatory rated ofr actuarial equivalence

    By ombskid, October 17, 2012
    • 6 replies
    • 1.2k views
    • 
    • ombskid
    • October 17, 2012

30. DB/401k 415 limits

    By pgold, October 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 17, 2012

31. Schedule SB Certification/Maximum Deduction

    By Doghouse, September 28, 2012
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • October 11, 2012

32. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 3.9k views
    • 
    • AndyH
    • October 9, 2012

33. New Plan with initial short year and PPA

    By mwyatt, October 4, 2012
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • October 4, 2012

34. Attained age permitted for Sec. 415 limited lump sum?

    By Guest Dave Peckham, October 3, 2012
    • 6 replies
    • 2k views
    • 
    • Guest
    • October 4, 2012

35. combo plan nondiscrimination

    By Draper55, October 3, 2012
    • 2 replies
    • 840 views
    • 
    • AndyH
    • October 3, 2012

36. Is this Safe Harbor compliant?

    By Guest DBStudentAct, September 21, 2012
    • 8 replies
    • 1.3k views
    • 
    • AndyH
    • October 3, 2012

37. 417(e) Rates

    By JAY21, October 2, 2012
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • October 2, 2012

38. AFTAP for 12/31 Plan Year

    By nancy, October 1, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • October 1, 2012

39. Value of Insurance Contracts

    By AndyH, September 28, 2012
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • October 1, 2012

40. late retirement

    By Gary, September 28, 2012
    • 9 replies
    • 2.4k views
    • 
    • david rigby
    • September 28, 2012

41. sept 17 deposit

    By Gary, September 28, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • September 28, 2012

42. excluding nhce

    By Draper55, September 27, 2012
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • September 28, 2012

43. Short Plan Year Charges

    By Andy the Actuary, February 14, 2011
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 27, 2012

44. 2011 Contribution Deadline - 9/15/12 or 9/17/12

    By carrots, September 12, 2012
    • 19 replies
    • 6.4k views
    • 
    • frizzyguy
    • September 27, 2012

45. MAP-21 and AFTAP

    By nancy, September 26, 2012
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 26, 2012

46. Refusal to Cooperate with RMD

    By mal, September 25, 2012
    • 4 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 26, 2012

47. Correcting underpayments

    By TPApril, September 19, 2012
    • 3 replies
    • 2.4k views
    • 
    • SoCalActuary
    • September 20, 2012

48. Top Heavy

    By Guest Phineas, September 18, 2012
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • September 18, 2012

49. Reporting obligation on erroneous payment?

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

50. RMD from Segregated DB Assets

    By carrots, September 14, 2012
    • 6 replies
    • 1.6k views
    • 
    • carrots
    • September 17, 2012