Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Restrictions on cashouts; 417(e) question

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

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

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

3. Accrual in Year of Termination

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

4. Top Heavy Calculation

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

5. retroactive plan amendment

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

6. terminating DB plan with mortgage

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

7. FASB - segment rates?

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

8. 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

9. PBGC Coverage

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

10. Post Retirement Mortality?

    By AndyH, May 9, 2012
    • 23 replies
    • 3.7k views
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    • Mike Preston
    • May 14, 2012

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

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

12. val reports and AFTAP certifications

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

13. 436 bifurcation question

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

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

    By RayJJohnsonJr, May 4, 2012
    • 45 replies
    • 5.9k views
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    • Guest
    • May 8, 2012

15. Deemed Burn and SB Reporting

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

16. Participant Notices upon termination of employment

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

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

    By Guest doc1962, May 1, 2012
    • 7 replies
    • 1.7k views
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    • Mike Preston
    • May 2, 2012

18. Plan Termination (non-PBGC)

    By emmetttrudy, May 1, 2012
    • 3 replies
    • 1.9k views
    • 
    • SoCalActuary
    • May 1, 2012

19. Distribution of Death Benefit to Minor

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

20. 415 Frozen Benefit without Wearaway

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

21. NRA - doc due today

    By HarleyBabe, April 30, 2012
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2012

22. Actuarial increase after Normal Retirement Age

    By Guest ERISAphile, April 30, 2012
    • 8 replies
    • 14.6k views
    • 
    • Andy the Actuary
    • April 30, 2012

23. PBG Audit

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

24. former 412i plan,

    By Gary, April 26, 2012
    • 3 replies
    • 1k views
    • 
    • mbozek
    • April 27, 2012

25. Non-spousal beneficiaries

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

26. Carve-out DB Plan

    By QNPG, February 10, 2011
    • 18 replies
    • 4k views
    • 
    • shERPA
    • April 27, 2012

27. most valuable accrual rates

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

28. Application of Annual Compensation Limits on Partial Year

    By Guest a1newman, February 6, 2012
    • 15 replies
    • 5.2k views
    • 
    • Hojo
    • April 23, 2012

29. Terminating DB Plan

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

30. Coverage Test - RPT or ABT

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

31. YOS for IRC 415(b) Purposes

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

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

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

33. Schedule C income after val date

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

34. Allocation Classes Based on Comp

    By austin3515, April 16, 2012
    • 1 reply
    • 773 views
    • 
    • SoCalActuary
    • April 16, 2012

35. partnership income, pension deductions

    By Gary, April 13, 2012
    • 3 replies
    • 3.1k views
    • 
    • Gary
    • April 16, 2012

36. RMDs

    By Gary, April 11, 2012
    • 5 replies
    • 1.9k views
    • 
    • Gary
    • April 13, 2012

37. Age for Lump Sum distributions

    By RLR, April 11, 2012
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 12, 2012

38. Successor Plan Issues

    By Randy Watson, April 10, 2012
    • 2 replies
    • 2.6k views
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    • david rigby
    • April 11, 2012

39. Funding a Plan with a bank loan

    By Guest Zippy, April 5, 2012
    • 16 replies
    • 1.9k views
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    • Mike Preston
    • April 7, 2012

40. Statutory Employee

    By frizzyguy, March 30, 2012
    • 18 replies
    • 4.9k views
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    • frizzyguy
    • April 4, 2012

41. Gateway Question

    By stbennet, March 29, 2012
    • 2 replies
    • 1k views
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    • SoCalActuary
    • March 30, 2012

42. PRA election

    By Draper55, March 29, 2012
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 30, 2012

43. statutory amendments

    By Gary, March 29, 2012
    • 2 replies
    • 1.1k views
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    • Gary
    • March 29, 2012

44. First Year Valuation - At-Risk?

    By emmetttrudy, March 28, 2012
    • 4 replies
    • 1.4k views
    • 
    • frizzyguy
    • March 28, 2012

45. PBGC Coverage to skirt 404

    By Young Curmudgeon, March 23, 2012
    • 4 replies
    • 1.4k views
    • 
    • emmetttrudy
    • March 28, 2012

46. Calculation of earned income for sole prop or partnership

    By jkdoll2, March 28, 2012
    • 7 replies
    • 5.5k views
    • 
    • frizzyguy
    • March 28, 2012

47. EOY Valuation and Plan Termination

    By Hojo, March 26, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 27, 2012

48. plan doc provider

    By Gary, March 26, 2012
    • 4 replies
    • 1.1k views
    • 
    • Gary
    • March 26, 2012

49. Maximum monthly benefit, Retirement age 55, as of 12/31/11

    By RayJJohnsonJr, March 26, 2012
    • 4 replies
    • 1k views
    • 
    • RayJJohnsonJr
    • March 26, 2012

50. PBGC Form 10 question

    By AndyH, March 23, 2012
    • 3 replies
    • 1k views
    • 
    • david rigby
    • March 24, 2012