Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Schedule SB, Line 38b

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

2. 417(e) Rate

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

3. accruals and plan freeze

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

4. Plan Termination

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

5. Lump Sum and Annuity

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

6. Loan to make contribution

   By retbenser, June 12, 2012
   • 2 replies
   • 1k views
   • 
   • SoCalActuary
   • June 12, 2012

7. Participants Listed on SSA

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

8. Small Cashouts - Proof of Age?

   By Guest LazLama, June 7, 2012
   • 4 replies
   • 1.2k views
   • 
   • SoCalActuary
   • June 8, 2012

9. Control Group - maybe

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

10. Post Plan Termination Contribution (non PBGC)

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

11. Remember When?

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

12. 2014 PPA Mortality Tables?

    By dmb, March 26, 2012
    • 6 replies
    • 3.5k views
    • 
    • dmb
    • June 1, 2012

13. Election to use PFB

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

14. Compensation... can we use

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

15. Explaining actuarial increase

    By newguy2012, May 24, 2012
    • 7 replies
    • 7.1k views
    • 
    • david rigby
    • May 29, 2012

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

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

17. interest assumption

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

18. Restrictions on cashouts; 417(e) question

    By newguy2012, May 24, 2012
    • 2 replies
    • 1.8k views
    • 
    • newguy2012
    • May 24, 2012

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

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

20. Accrual in Year of Termination

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

21. Top Heavy Calculation

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

22. retroactive plan amendment

    By Gary, May 16, 2012
    • 3 replies
    • 1.4k views
    • 
    • frizzyguy
    • May 18, 2012

23. terminating DB plan with mortgage

    By doombuggy, May 14, 2012
    • 8 replies
    • 2k views
    • 
    • david rigby
    • May 17, 2012

24. FASB - segment rates?

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

25. DB Plan Service Provider Fees

    By Andy the Actuary, May 12, 2012
    • 4 replies
    • 1.7k views
    • 
    • Belgarath
    • May 15, 2012

26. PBGC Coverage

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

27. Post Retirement Mortality?

    By AndyH, May 9, 2012
    • 23 replies
    • 3.8k views
    • 
    • Mike Preston
    • May 14, 2012

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

    By Übernerd, May 11, 2012
    • 0 replies
    • 2k views
    • 
    • Übernerd
    • May 11, 2012

29. val reports and AFTAP certifications

    By Draper55, May 9, 2012
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 9, 2012

30. 436 bifurcation question

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

31. Wouldn't PBGC coverage be a good thing for one participant Plans?

    By RayJJohnsonJr, May 4, 2012
    • 45 replies
    • 6.1k views
    • 
    • Guest
    • May 8, 2012

32. Deemed Burn and SB Reporting

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

33. Participant Notices upon termination of employment

    By ac, May 2, 2012
    • 1 reply
    • 1.1k views
    • 
    • frizzyguy
    • May 3, 2012

34. What is the absolute maximum DBA value allowed at 65

    By Guest doc1962, May 1, 2012
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 2, 2012

35. Plan Termination (non-PBGC)

    By emmetttrudy, May 1, 2012
    • 3 replies
    • 2k views
    • 
    • SoCalActuary
    • May 1, 2012

36. Distribution of Death Benefit to Minor

    By Guest GmcyWT, May 1, 2012
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 1, 2012

37. 415 Frozen Benefit without Wearaway

    By Guest Dumb & Dumber, April 30, 2012
    • 0 replies
    • 994 views
    • 
    • Guest
    • April 30, 2012

38. NRA - doc due today

    By HarleyBabe, April 30, 2012
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2012

39. Actuarial increase after Normal Retirement Age

    By Guest ERISAphile, April 30, 2012
    • 8 replies
    • 14.8k views
    • 
    • Andy the Actuary
    • April 30, 2012

40. PBG Audit

    By RLR, April 17, 2012
    • 8 replies
    • 1.8k views
    • 
    • RLR
    • April 30, 2012

41. former 412i plan,

    By Gary, April 26, 2012
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • April 27, 2012

42. Non-spousal beneficiaries

    By rcline46, April 27, 2012
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • April 27, 2012

43. Carve-out DB Plan

    By QNPG, February 10, 2011
    • 18 replies
    • 4.1k views
    • 
    • shERPA
    • April 27, 2012

44. most valuable accrual rates

    By Gary, April 20, 2012
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • April 23, 2012

45. Application of Annual Compensation Limits on Partial Year

    By Guest a1newman, February 6, 2012
    • 15 replies
    • 5.3k views
    • 
    • Hojo
    • April 23, 2012

46. Terminating DB Plan

    By Guest Bob Lees, April 20, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • April 20, 2012

47. Coverage Test - RPT or ABT

    By emmetttrudy, April 20, 2012
    • 4 replies
    • 1.7k views
    • 
    • SoCalActuary
    • April 20, 2012

48. YOS for IRC 415(b) Purposes

    By JAY21, April 19, 2012
    • 1 reply
    • 897 views
    • 
    • JAY21
    • April 19, 2012

49. Is a partial year on leave a break in service?

    By TPApril, April 17, 2012
    • 2 replies
    • 987 views
    • 
    • QDROphile
    • April 17, 2012

50. Schedule C income after val date

    By Dinosaur, April 17, 2012
    • 3 replies
    • 928 views
    • 
    • SoCalActuary
    • April 17, 2012