Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Correcting overpayment made after participant's death

   By Guest embeem, July 31, 2012
   • 2 replies
   • 7.8k views
   • 
   • MoJo
   • July 31, 2012

2. 415 and 100% of comp

   By RLR, July 25, 2012
   • 3 replies
   • 1k views
   • 
   • AndyH
   • July 25, 2012

3. Carryover of non deductible after year of term

   By Guest Dumb & Dumber, July 22, 2012
   • 0 replies
   • 835 views
   • 
   • Guest
   • July 22, 2012

4. EGTRRA Restatement

   By retbenser, July 19, 2012
   • 4 replies
   • 1.4k views
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   • frizzyguy
   • August 9, 2012

5. Question 19b and 19c of Schedule SB

   By Dinosaur, July 18, 2012
   • 5 replies
   • 1.4k views
   • 
   • SoCalActuary
   • August 1, 2012

6. life insurance proceeds

   By Gary, July 18, 2012
   • 5 replies
   • 1.1k views
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   • Gary
   • July 18, 2012

7. DB/DC Combo TH Testing wih DB Plan Terminated

   By emmetttrudy, July 17, 2012
   • 8 replies
   • 3k views
   • 
   • emmetttrudy
   • August 22, 2012

8. New Segment Rates under MAP 21

   By ac, July 16, 2012
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • July 16, 2012

9. 92 year old family member receiving 415 limit as a J&S

   By tymesup, July 13, 2012
   • 4 replies
   • 1.1k views
   • 
   • tymesup
   • July 16, 2012

10. Fractional Accrual Method - Break-In-Service

    By Andy the Actuary, July 12, 2012
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 12, 2012

11. when does pbgc coverage end

    By SheilaD, July 10, 2012
    • 8 replies
    • 2.8k views
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    • ScottR
    • July 31, 2012

12. new comp/cash balance excel spreadsheet

    By thepensionmaven, July 7, 2012
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 1, 2012

13. pre funding balance elections

    By Gary, July 6, 2012
    • 2 replies
    • 1.9k views
    • 
    • tymesup
    • July 9, 2012

14. troubled plan

    By Gary, June 30, 2012
    • 1 reply
    • 1k views
    • 
    • tuni88
    • June 30, 2012

15. Highway to You No Where

    By Andy the Actuary, June 30, 2012
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 2, 2012

16. benefit for funding

    By Gary, June 27, 2012
    • 5 replies
    • 1.4k views
    • 
    • Gary
    • July 6, 2012

17. Reporting Cash Balance Benefit on SSA

    By CLE401kGuy, June 26, 2012
    • 2 replies
    • 989 views
    • 
    • SoCalActuary
    • June 26, 2012

18. Restricted Lump sum with employee contributions

    By Dinosaur, June 25, 2012
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • June 27, 2012

19. guild benefits

    By Gary, June 22, 2012
    • 6 replies
    • 1.8k views
    • 
    • Gary
    • August 2, 2012

20. Covered Compensation in a spreadsheet

    By Guest MarieH, June 22, 2012
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 22, 2012

21. DB/K plan document

    By Guest JohnCal, June 21, 2012
    • 6 replies
    • 1.7k views
    • 
    • mwyatt
    • July 11, 2012

22. PBGC Form 10 Waiver

    By AndyH, June 19, 2012
    • 4 replies
    • 2k views
    • 
    • AndyH
    • June 19, 2012

23. PBGC Beefs Up Security

    By Andy the Actuary, June 18, 2012
    • 11 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 24, 2012

24. Lump sum to retirees

    By david rigby, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • June 15, 2012

25. controlled group and eligibility rules to participate

    By Guest Benefitsrock, June 14, 2012
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

26. SFAS

    By §#$%!, June 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • June 14, 2012

27. 412(e) software

    By Guest CWM, June 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • Doghouse
    • June 14, 2012

28. non discrimination

    By Gary, June 13, 2012
    • 4 replies
    • 1.3k views
    • 
    • Gary
    • June 14, 2012

29. Plan Termination

    By Dinosaur, June 13, 2012
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 13, 2012

30. accruals and plan freeze

    By Gary, June 13, 2012
    • 9 replies
    • 1.8k views
    • 
    • ScottR
    • June 13, 2012

31. 417(e) Rate

    By ERISA25, June 13, 2012
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 13, 2012

32. frozen DB

    By K2retire, June 13, 2012
    • 10 replies
    • 2.1k views
    • 
    • K2retire
    • June 14, 2012

33. Lump Sum and Annuity

    By Dougsbpc, June 12, 2012
    • 3 replies
    • 1.2k views
    • 
    • frizzyguy
    • June 12, 2012

34. Schedule SB, Line 38b

    By Mister Met, June 12, 2012
    • 3 replies
    • 2.4k views
    • 
    • ScottR
    • June 13, 2012

35. Loan to make contribution

    By retbenser, June 12, 2012
    • 2 replies
    • 985 views
    • 
    • SoCalActuary
    • June 12, 2012

36. Actuarial equivalency

    By Guest ABC, June 11, 2012
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 15, 2012

37. Participants Listed on SSA

    By Andy the Actuary, June 11, 2012
    • 1 reply
    • 840 views
    • 
    • SoCalActuary
    • June 11, 2012

38. funding relief

    By Dinosaur, June 11, 2012
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • July 6, 2012

39. partner deductions

    By Gary, June 7, 2012
    • 5 replies
    • 1.8k views
    • 
    • Belgarath
    • June 14, 2012

40. Small Cashouts - Proof of Age?

    By Guest LazLama, June 7, 2012
    • 4 replies
    • 1.1k views
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    • SoCalActuary
    • June 8, 2012

41. Control Group - maybe

    By jkdoll2, June 5, 2012
    • 3 replies
    • 1.3k views
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    • david rigby
    • June 5, 2012

42. Is a 5329 Filing Necessary?

    By Guest temmert326, June 1, 2012
    • 3 replies
    • 1.2k views
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    • TPApril
    • May 20, 2013

43. Election to use PFB

    By RLR, May 30, 2012
    • 3 replies
    • 1.4k views
    • 
    • RLR
    • May 31, 2012

44. Remember When?

    By Andy the Actuary, May 25, 2012
    • 6 replies
    • 1.3k views
    • 
    • frizzyguy
    • June 4, 2012

45. Restrictions on cashouts; 417(e) question

    By newguy2012, May 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • newguy2012
    • May 24, 2012

46. Explaining actuarial increase

    By newguy2012, May 24, 2012
    • 7 replies
    • 6.9k views
    • 
    • david rigby
    • May 29, 2012

47. List of transactions not eligible for rollover (Question)

    By newguy2012, May 24, 2012
    • 16 replies
    • 1.7k views
    • 
    • newguy2012
    • May 25, 2012

48. Excess Loan in a DB Plan - How to Handle

    By emmetttrudy, May 22, 2012
    • 1 reply
    • 900 views
    • 
    • SoCalActuary
    • May 23, 2012

49. Accrual in Year of Termination

    By Dougsbpc, May 21, 2012
    • 3 replies
    • 1k views
    • 
    • Dougsbpc
    • May 23, 2012

50. Compensation... can we use

    By K-t-F, May 18, 2012
    • 14 replies
    • 2.1k views
    • 
    • frizzyguy
    • May 30, 2012