Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Suspension of Benefits Notice Not Provided

   By Guest jpadavic, October 30, 2012
   • 13 replies
   • 4.1k views
   • 
   • Effen
   • November 1, 2012

2. 415 limit - Cash Balance

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

3. DB Plan and 401(a)4 Testing

   By Dougsbpc, October 31, 2012
   • 2 replies
   • 1.1k views
   • 
   • Hojo
   • October 31, 2012

4. Govermental DB Plans

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

5. 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

6. Brain Cramp part 2: 436 restrictions

   By Guest cbclark, October 25, 2012
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • October 26, 2012

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

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

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

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

9. Multiple Employer Plans

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

10. Late retirement for vested terms

    By AndyH, October 22, 2012
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • October 23, 2012

11. 415 Dollar Limit Increase

    By Dougsbpc, October 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • October 22, 2012

12. Election of Lump Sum after AFTAP increases

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

13. Mandatory rated ofr actuarial equivalence

    By ombskid, October 17, 2012
    • 6 replies
    • 1.1k views
    • 
    • ombskid
    • October 17, 2012

14. DB/401k 415 limits

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

15. Schedule SB Certification/Maximum Deduction

    By Doghouse, September 28, 2012
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 11, 2012

16. Suspension of benefits

    By Belgarath, October 8, 2012
    • 5 replies
    • 3.8k views
    • 
    • AndyH
    • October 9, 2012

17. New Plan with initial short year and PPA

    By mwyatt, October 4, 2012
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • October 4, 2012

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

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

19. combo plan nondiscrimination

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

20. Is this Safe Harbor compliant?

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

21. 417(e) Rates

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

22. AFTAP for 12/31 Plan Year

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

23. Value of Insurance Contracts

    By AndyH, September 28, 2012
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • October 1, 2012

24. late retirement

    By Gary, September 28, 2012
    • 9 replies
    • 2.3k views
    • 
    • david rigby
    • September 28, 2012

25. sept 17 deposit

    By Gary, September 28, 2012
    • 2 replies
    • 1k views
    • 
    • Gary
    • September 28, 2012

26. excluding nhce

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

27. Short Plan Year Charges

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

28. 2011 Contribution Deadline - 9/15/12 or 9/17/12

    By carrots, September 12, 2012
    • 19 replies
    • 6.2k views
    • 
    • frizzyguy
    • September 27, 2012

29. MAP-21 and AFTAP

    By nancy, September 26, 2012
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 26, 2012

30. Refusal to Cooperate with RMD

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

31. Correcting underpayments

    By TPApril, September 19, 2012
    • 3 replies
    • 2.3k views
    • 
    • SoCalActuary
    • September 20, 2012

32. Top Heavy

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

33. Reporting obligation on erroneous payment?

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

34. RMD from Segregated DB Assets

    By carrots, September 14, 2012
    • 6 replies
    • 1.5k views
    • 
    • carrots
    • September 17, 2012

35. Combined Deduction Limit and Compensation Used

    By emmetttrudy, September 17, 2012
    • 1 reply
    • 902 views
    • 
    • SoCalActuary
    • September 17, 2012

36. IRS Notice 2012-61 Table of Contents

    By Andy the Actuary, September 15, 2012
    • 0 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 15, 2012

37. Revised IRS Notice 2012-61

    By Andy the Actuary, September 12, 2012
    • 0 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 12, 2012

38. Sale of over funded plan

    By rcline46, September 12, 2012
    • 2 replies
    • 1.6k views
    • 
    • SoCalActuary
    • September 12, 2012

39. Frozen defined benefit plan and IRC Section 436

    By holdco, September 11, 2012
    • 0 replies
    • 1.5k views
    • 
    • holdco
    • September 11, 2012

40. Happy Days Are Here Again

    By Andy the Actuary, September 11, 2012
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • September 11, 2012

41. 415 Limit and Average Compensation

    By emmetttrudy, September 10, 2012
    • 5 replies
    • 2.2k views
    • 
    • emmetttrudy
    • September 11, 2012

42. Lost Participant/Terming DB Plan-moving $$ to PBGC

    By Tinman, September 7, 2012
    • 6 replies
    • 1.1k views
    • 
    • mbozek
    • September 8, 2012

43. Contribution To Plan - Allowable Form?

    By emmetttrudy, September 7, 2012
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 7, 2012

44. Employee Transfer Within the Controlled Group

    By Guest TuckerB, September 7, 2012
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • September 7, 2012

45. Brain Cramp - EOY Val and Sole Proprietor

    By mwyatt, September 6, 2012
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • September 7, 2012

46. No AFTAP Certification

    By Andy the Actuary, August 21, 2012
    • 2 replies
    • 2.4k views
    • 
    • Mike Preston
    • September 4, 2012

47. AFTAP Needed?

    By Andy the Actuary, September 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 3, 2012

48. Funding Relief Election under PRA 2010 - Tardy Election, Is It Possible?

    By WestCoast, August 30, 2012
    • 1 reply
    • 1.2k views
    • 
    • tymesup
    • August 31, 2012

49. Transfer of Plan Sponsor Prior to Stock Sale of Current Sponsor

    By WestCoast, August 30, 2012
    • 0 replies
    • 1k views
    • 
    • WestCoast
    • August 30, 2012

50. Cash Balance crediting rate and MAP 21

    By John Feldt ERPA CPC QPA, August 29, 2012
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • August 30, 2012