Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. No AFTAP Certification

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

2. AFTAP Needed?

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

3. 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

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

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

5. 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

6. MAP21 and PBGC

   By Calavera, August 20, 2012
   • 8 replies
   • 2.1k views
   • 
   • Calavera
   • August 30, 2012

7. MAP21 and PBGC 4010

   By Craig Jacobs, August 29, 2012
   • 0 replies
   • 1.1k views
   • 
   • Craig Jacobs
   • August 29, 2012

8. MAP 21 and Lump Sum Assumption

   By Craig Jacobs, August 21, 2012
   • 6 replies
   • 2.9k views
   • 
   • Andy the Actuary
   • August 29, 2012

9. PBGC Beefs Up Security

   By Andy the Actuary, June 18, 2012
   • 11 replies
   • 2k views
   • 
   • Andy the Actuary
   • August 24, 2012

10. Required Quarterly Contributions

    By alexa, January 4, 2012
    • 6 replies
    • 4.7k views
    • 
    • tymesup
    • August 24, 2012

11. PBGC Lump Sum Interest Rates

    By Andy the Actuary, August 9, 2012
    • 2 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 23, 2012

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

    By emmetttrudy, July 17, 2012
    • 8 replies
    • 3.2k views
    • 
    • emmetttrudy
    • August 22, 2012

13. Definition of Spouse & DOMA

    By Guest jac, August 21, 2012
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 22, 2012

14. MAP 21 Interest Rates

    By Dougsbpc, August 15, 2012
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • August 16, 2012

15. Adjusted Compensation for 1/2 SE tax

    By emmetttrudy, August 9, 2012
    • 8 replies
    • 1.8k views
    • 
    • mwyatt
    • August 10, 2012

16. EGTRRA Restatement

    By retbenser, July 19, 2012
    • 4 replies
    • 1.5k views
    • 
    • frizzyguy
    • August 9, 2012

17. Code Section 436

    By ScottR, August 7, 2012
    • 5 replies
    • 2.6k views
    • 
    • Effen
    • August 9, 2012

18. Missing participants in a cash balance plan

    By Guest bucs, August 7, 2012
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • August 9, 2012

19. PBGC Premium calculations for cash balance plans

    By AndyH, August 7, 2012
    • 2 replies
    • 913 views
    • 
    • AndyH
    • August 8, 2012

20. 4062(e) Question

    By ERISA25, August 7, 2012
    • 0 replies
    • 887 views
    • 
    • ERISA25
    • August 7, 2012

21. guild benefits

    By Gary, June 22, 2012
    • 6 replies
    • 1.9k views
    • 
    • Gary
    • August 2, 2012

22. MAP 21 Interest Rates

    By mwyatt, August 2, 2012
    • 4 replies
    • 1.6k views
    • 
    • Effen
    • August 2, 2012

23. When is “sufficiency” contribution deductible for terminating DB plan?

    By Guest YATPA, February 7, 2008
    • 12 replies
    • 2.7k views
    • 
    • AndyH
    • August 2, 2012

24. new comp/cash balance excel spreadsheet

    By thepensionmaven, July 7, 2012
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • August 1, 2012

25. Question 19b and 19c of Schedule SB

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

26. when does pbgc coverage end

    By SheilaD, July 10, 2012
    • 8 replies
    • 2.9k views
    • 
    • ScottR
    • July 31, 2012

27. simple ira plan and qual plan

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

28. Correcting overpayment made after participant's death

    By Guest embeem, July 31, 2012
    • 2 replies
    • 8.1k views
    • 
    • MoJo
    • July 31, 2012

29. Maximum Deductible CoOntribution

    By emmetttrudy, April 15, 2010
    • 5 replies
    • 1.5k views
    • 
    • tymesup
    • July 30, 2012

30. 415 and 100% of comp

    By RLR, July 25, 2012
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • July 25, 2012

31. Calculating final average earnings

    By Guest Jensen, November 22, 2006
    • 12 replies
    • 5.8k views
    • 
    • TPApril
    • July 25, 2012

32. PBGC Coverage Exemption for Substantial Owners

    By Lori Foresz, April 9, 2004
    • 8 replies
    • 7.4k views
    • 
    • jkdoll2
    • July 24, 2012

33. Carryover of non deductible after year of term

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

34. life insurance proceeds

    By Gary, July 18, 2012
    • 5 replies
    • 1.2k views
    • 
    • Gary
    • July 18, 2012

35. 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

36. New Segment Rates under MAP 21

    By ac, July 16, 2012
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • July 16, 2012

37. Fractional Accrual Method - Break-In-Service

    By Andy the Actuary, July 12, 2012
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 12, 2012

38. DB/K plan document

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

39. pre funding balance elections

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

40. funding relief

    By Dinosaur, June 11, 2012
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • July 6, 2012

41. benefit for funding

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

42. Highway to You No Where

    By Andy the Actuary, June 30, 2012
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • July 2, 2012

43. troubled plan

    By Gary, June 30, 2012
    • 1 reply
    • 1.1k views
    • 
    • tuni88
    • June 30, 2012

44. Restricted Lump sum with employee contributions

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

45. Reporting Cash Balance Benefit on SSA

    By CLE401kGuy, June 26, 2012
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • June 26, 2012

46. Covered Compensation in a spreadsheet

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

47. retroactive annuity start date

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

48. PBGC Form 10 Waiver

    By AndyH, June 19, 2012
    • 4 replies
    • 2.1k views
    • 
    • AndyH
    • June 19, 2012

49. Actuarial equivalency

    By Guest ABC, June 11, 2012
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 15, 2012

50. Lump sum to retirees

    By david rigby, June 15, 2012
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • June 15, 2012