Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. new comp/cash balance excel spreadsheet

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

2. Question 19b and 19c of Schedule SB

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

3. when does pbgc coverage end

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

4. simple ira plan and qual plan

   By Gary, July 31, 2012
   • 1 reply
   • 976 views
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   • SoCalActuary
   • July 31, 2012

5. Correcting overpayment made after participant's death

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

6. Maximum Deductible CoOntribution

   By emmetttrudy, April 15, 2010
   • 5 replies
   • 1.4k views
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   • tymesup
   • July 30, 2012

7. 415 and 100% of comp

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

8. Calculating final average earnings

   By Guest Jensen, November 22, 2006
   • 12 replies
   • 5.1k views
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   • TPApril
   • July 25, 2012

9. PBGC Coverage Exemption for Substantial Owners

   By Lori Foresz, April 9, 2004
   • 8 replies
   • 7.1k views
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   • jkdoll2
   • July 24, 2012

10. Carryover of non deductible after year of term

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

11. life insurance proceeds

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

12. 92 year old family member receiving 415 limit as a J&S

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

13. New Segment Rates under MAP 21

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

14. Fractional Accrual Method - Break-In-Service

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

15. DB/K plan document

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

16. pre funding balance elections

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

17. funding relief

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

18. benefit for funding

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

19. Highway to You No Where

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

20. troubled plan

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

21. Restricted Lump sum with employee contributions

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

22. Reporting Cash Balance Benefit on SSA

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

23. Covered Compensation in a spreadsheet

    By Guest MarieH, June 22, 2012
    • 3 replies
    • 2.7k views
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    • Tom Poje
    • June 22, 2012

24. retroactive annuity start date

    By Gary, April 17, 2012
    • 2 replies
    • 2k views
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    • Gary
    • June 20, 2012

25. PBGC Form 10 Waiver

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

26. Actuarial equivalency

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

27. Lump sum to retirees

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

28. controlled group and eligibility rules to participate

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

29. non discrimination

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

30. SFAS

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

31. 412(e) software

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

32. partner deductions

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

33. frozen DB

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

34. Schedule SB, Line 38b

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

35. 417(e) Rate

    By ERISA25, June 13, 2012
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 13, 2012

36. accruals and plan freeze

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

37. Plan Termination

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

38. Lump Sum and Annuity

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

39. Loan to make contribution

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

40. Participants Listed on SSA

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

41. Small Cashouts - Proof of Age?

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

42. Control Group - maybe

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

43. Post Plan Termination Contribution (non PBGC)

    By jpm56, April 24, 2012
    • 8 replies
    • 2.3k views
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    • jpm56
    • June 5, 2012

44. Remember When?

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

45. 2014 PPA Mortality Tables?

    By dmb, March 26, 2012
    • 6 replies
    • 3.4k views
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    • dmb
    • June 1, 2012

46. Election to use PFB

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

47. Compensation... can we use

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

48. Explaining actuarial increase

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

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

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

50. interest assumption

    By tuni88, May 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 25, 2012