Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. new comp/cash balance excel spreadsheet

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

2. pre funding balance elections

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

3. troubled plan

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

4. Highway to You No Where

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

5. benefit for funding

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

6. Reporting Cash Balance Benefit on SSA

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

7. Restricted Lump sum with employee contributions

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

8. guild benefits

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

9. Covered Compensation in a spreadsheet

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

10. DB/K plan document

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

11. PBGC Form 10 Waiver

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

12. PBGC Beefs Up Security

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

13. Lump sum to retirees

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

14. controlled group and eligibility rules to participate

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

15. SFAS

    By §#$%!, June 14, 2012
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • June 14, 2012

16. 412(e) software

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

17. non discrimination

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

18. Plan Termination

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

19. accruals and plan freeze

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

20. 417(e) Rate

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

21. frozen DB

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

22. Lump Sum and Annuity

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

23. Schedule SB, Line 38b

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

24. Loan to make contribution

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

25. Actuarial equivalency

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

26. Participants Listed on SSA

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

27. funding relief

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

28. partner deductions

    By Gary, June 7, 2012
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • June 14, 2012

29. Small Cashouts - Proof of Age?

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

30. Control Group - maybe

    By jkdoll2, June 5, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • June 5, 2012

31. Is a 5329 Filing Necessary?

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

32. Election to use PFB

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

33. Remember When?

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

34. Restrictions on cashouts; 417(e) question

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

35. Explaining actuarial increase

    By newguy2012, May 24, 2012
    • 7 replies
    • 6.8k views
    • 
    • david rigby
    • May 29, 2012

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

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

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

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

38. Accrual in Year of Termination

    By Dougsbpc, May 21, 2012
    • 3 replies
    • 997 views
    • 
    • Dougsbpc
    • May 23, 2012

39. Compensation... can we use

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

40. FASB - segment rates?

    By Mister Met, May 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • May 16, 2012

41. retroactive plan amendment

    By Gary, May 16, 2012
    • 3 replies
    • 1.3k views
    • 
    • frizzyguy
    • May 18, 2012

42. terminating DB plan with mortgage

    By doombuggy, May 14, 2012
    • 8 replies
    • 1.9k views
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    • david rigby
    • May 17, 2012

43. DB Plan Service Provider Fees

    By Andy the Actuary, May 12, 2012
    • 4 replies
    • 1.6k views
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    • Belgarath
    • May 15, 2012

44. PBGC Coverage

    By John Feldt ERPA CPC QPA, May 11, 2012
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 14, 2012

45. QJSA Most-Valuable Rule vs. Grandfathered Lump Sum

    By Übernerd, May 11, 2012
    • 0 replies
    • 1.9k views
    • 
    • Übernerd
    • May 11, 2012

46. Top Heavy Calculation

    By emmetttrudy, May 11, 2012
    • 4 replies
    • 2.1k views
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    • frizzyguy
    • May 22, 2012

47. val reports and AFTAP certifications

    By Draper55, May 9, 2012
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 9, 2012

48. Post Retirement Mortality?

    By AndyH, May 9, 2012
    • 23 replies
    • 3.6k views
    • 
    • Mike Preston
    • May 14, 2012

49. 436 bifurcation question

    By AndyH, May 7, 2012
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 9, 2012

50. Deemed Burn and SB Reporting

    By Guest Jcarolan, May 4, 2012
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • May 6, 2012