Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. return of contribution revisited

   By Gary, March 20, 2012
   • 9 replies
   • 1.6k views
   • 
   • frizzyguy
   • March 22, 2012

2. 415 Salary Limitation - Urgent

   By Calavera, March 20, 2012
   • 7 replies
   • 1.5k views
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   • SoCalActuary
   • March 20, 2012

3. 2012 Annual Funding Notice

   By Guest raintrain19, March 19, 2012
   • 5 replies
   • 1.4k views
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   • Guest
   • March 19, 2012

4. Average Compensation

   By retbenser, March 19, 2012
   • 4 replies
   • 1.4k views
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   • frizzyguy
   • March 20, 2012

5. change in val date, look back month

   By Gary, March 15, 2012
   • 1 reply
   • 985 views
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   • Guest
   • March 19, 2012

6. Distributions in a terminating plan

   By emmetttrudy, March 15, 2012
   • 10 replies
   • 2.1k views
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   • Andy the Actuary
   • March 16, 2012

7. Cash Balance and RMDs

   By rcline46, March 14, 2012
   • 6 replies
   • 3.2k views
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   • frizzyguy
   • March 14, 2012

8. Actuaries and Asset Allocations

   By rcline46, March 12, 2012
   • 13 replies
   • 1.9k views
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   • SoCalActuary
   • March 14, 2012

9. 401a4 Testing with DB/DC combo

   By emmetttrudy, March 10, 2012
   • 2 replies
   • 1.4k views
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   • AndyH
   • March 12, 2012

10. Plan amendment

    By Guest mike0355, March 8, 2012
    • 5 replies
    • 1.2k views
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    • jpod
    • March 9, 2012

11. The MRC in an Overfunded, Terminating

    By JButtrick, March 8, 2012
    • 6 replies
    • 1.4k views
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    • Guest
    • March 23, 2012

12. Funding Election Form Requirement

    By Young Curmudgeon, March 7, 2012
    • 3 replies
    • 2.1k views
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    • frizzyguy
    • March 7, 2012

13. Burn Ointment

    By Andy the Actuary, March 5, 2012
    • 9 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • March 12, 2012

14. 204(h) Notice Required When DB Plan Closed to New Hires?

    By rocknrolls2, March 5, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 19, 2012

15. 401(a)(26) Problem?

    By Dougsbpc, March 5, 2012
    • 2 replies
    • 1.1k views
    • 
    • Dougsbpc
    • March 6, 2012

16. Plan Term Impact on Vesting

    By JAY21, March 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 2, 2012

17. PBGC Plan Term

    By JAY21, February 29, 2012
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • March 1, 2012

18. Applying 401(a)(26)

    By Guest mike0355, February 29, 2012
    • 8 replies
    • 3.2k views
    • 
    • Andy the Actuary
    • February 29, 2012

19. Cash Balance Top-Heavy

    By stbennet, February 28, 2012
    • 2 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

20. non discrimination and testing

    By Gary, February 24, 2012
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • February 24, 2012

21. Post-NRA 415 Increases for In-Service Distributions

    By Rob P, February 23, 2012
    • 2 replies
    • 1.1k views
    • 
    • Rob P
    • February 24, 2012

22. Meaningful benefit operationally OK but no amendment

    By Trekker, February 23, 2012
    • 7 replies
    • 1.1k views
    • 
    • AndyH
    • February 23, 2012

23. Termination of DB Plan Insufficient Assets

    By LIBERTYKID, February 23, 2012
    • 2 replies
    • 1k views
    • 
    • Effen
    • February 23, 2012

24. Rollover into DB plan - Immediate annuity

    By Guest NJ-Center of the Universe, February 23, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • February 23, 2012

25. 101(j) Notice

    By Andy the Actuary, February 21, 2012
    • 0 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • February 21, 2012

26. 2 DB plans at once, or 1 old termed DB + 1 new DB

    By John Feldt ERPA CPC QPA, February 20, 2012
    • 7 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 21, 2012

27. DB Outsourcing

    By seatpa, February 17, 2012
    • 4 replies
    • 1.3k views
    • 
    • Effen
    • February 18, 2012

28. 133 1/3% accrual rule

    By ishi, February 17, 2012
    • 4 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 14, 2016

29. 60-80 AFTAP

    By Guest Dumb & Dumber, February 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • mattmc82
    • February 17, 2012

30. DB and DC contributions for Self- Employed

    By Guest Golden Girl, February 16, 2012
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 22, 2012

31. Verifying Retirees are not Deceased

    By emmetttrudy, February 15, 2012
    • 4 replies
    • 1.4k views
    • 
    • emmetttrudy
    • February 15, 2012

32. Minimum Required Contribution overfunds terminating plan

    By mattmc82, February 14, 2012
    • 8 replies
    • 1.3k views
    • 
    • mattmc82
    • February 15, 2012

33. Life Insurance in DB Plan

    By retbenser, February 14, 2012
    • 6 replies
    • 2.4k views
    • 
    • shERPA
    • February 14, 2012

34. S-Corp Stock

    By Guest bankergirl, February 14, 2012
    • 2 replies
    • 869 views
    • 
    • ESOP Guy
    • February 14, 2012

35. Amortization Period Extension

    By JAY21, February 10, 2012
    • 7 replies
    • 1.5k views
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    • JAY21
    • February 16, 2012

36. Accrued Benefits

    By Guest jjm, February 10, 2012
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 15, 2012

37. new plan, coverage and non discrimination

    By Gary, February 10, 2012
    • 0 replies
    • 786 views
    • 
    • Gary
    • February 10, 2012

38. Termination of Cash Balance Plan

    By thepensionmaven, February 9, 2012
    • 6 replies
    • 6.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2012

39. Closed Defined Benefit Plan & Rehired Employee

    By Guest elmo27, February 7, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2012

40. Application of Annual Compensation Limits on Partial Year

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

41. Form 5330 on multiple year missed minimums

    By frizzyguy, February 6, 2012
    • 0 replies
    • 1.4k views
    • 
    • frizzyguy
    • February 6, 2012

42. DB/DC Combo Deduction - Another Look at 404(a)(7)

    By ubermax, February 6, 2012
    • 5 replies
    • 6.2k views
    • 
    • frizzyguy
    • February 6, 2012

43. Settle a 1099-R Debate

    By Guest PMPN, February 6, 2012
    • 1 reply
    • 942 views
    • 
    • Lou S.
    • February 6, 2012

44. To ensure a stream of income to surviving spouses VS Earliest Retirement age

    By Guest angelf, February 3, 2012
    • 39 replies
    • 5.1k views
    • 
    • Mike Preston
    • February 11, 2012

45. Insight Into the SE Tax - Schedule SE

    By ubermax, February 2, 2012
    • 0 replies
    • 1k views
    • 
    • ubermax
    • February 2, 2012

46. Cash Balance interest credit reduction

    By AndyH, February 1, 2012
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • February 2, 2012

47. change in funding method?

    By Gary, January 31, 2012
    • 1 reply
    • 892 views
    • 
    • SoCalActuary
    • January 31, 2012

48. Successor Corp Question

    By CLE401kGuy, January 30, 2012
    • 2 replies
    • 978 views
    • 
    • JAY21
    • January 31, 2012

49. 2010 Sch. SE & the Small Business Jobs Act of 2010

    By ubermax, January 28, 2012
    • 12 replies
    • 2.1k views
    • 
    • ubermax
    • February 1, 2012

50. Union plan which is frozen

    By fiona1, January 26, 2012
    • 0 replies
    • 924 views
    • 
    • fiona1
    • January 26, 2012