Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Application of Annual Compensation Limits on Partial Year

   By Guest a1newman, February 6, 2012
   • 15 replies
   • 5.4k views
   • 
   • Hojo
   • April 23, 2012

2. Terminating DB Plan

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

3. Coverage Test - RPT or ABT

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

4. YOS for IRC 415(b) Purposes

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

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

   By TPApril, April 17, 2012
   • 2 replies
   • 1k views
   • 
   • QDROphile
   • April 17, 2012

6. Schedule C income after val date

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

7. Allocation Classes Based on Comp

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

8. partnership income, pension deductions

   By Gary, April 13, 2012
   • 3 replies
   • 3.4k views
   • 
   • Gary
   • April 16, 2012

9. RMDs

   By Gary, April 11, 2012
   • 5 replies
   • 2k views
   • 
   • Gary
   • April 13, 2012

10. Age for Lump Sum distributions

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

11. Successor Plan Issues

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

12. Funding a Plan with a bank loan

    By Guest Zippy, April 5, 2012
    • 16 replies
    • 2k views
    • 
    • Mike Preston
    • April 7, 2012

13. Statutory Employee

    By frizzyguy, March 30, 2012
    • 18 replies
    • 5.3k views
    • 
    • frizzyguy
    • April 4, 2012

14. Gateway Question

    By stbennet, March 29, 2012
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • March 30, 2012

15. PRA election

    By Draper55, March 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 30, 2012

16. statutory amendments

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

17. First Year Valuation - At-Risk?

    By emmetttrudy, March 28, 2012
    • 4 replies
    • 1.5k views
    • 
    • frizzyguy
    • March 28, 2012

18. PBGC Coverage to skirt 404

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

19. Calculation of earned income for sole prop or partnership

    By jkdoll2, March 28, 2012
    • 7 replies
    • 5.9k views
    • 
    • frizzyguy
    • March 28, 2012

20. EOY Valuation and Plan Termination

    By Hojo, March 26, 2012
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 27, 2012

21. plan doc provider

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

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

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

23. PBGC Form 10 question

    By AndyH, March 23, 2012
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • March 24, 2012

24. The MRC in an Overfunded, Terminating

    By JButtrick, March 8, 2012
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2012

25. Non-Profit Organization with DB & DC Plans

    By JAY21, March 22, 2012
    • 4 replies
    • 992 views
    • 
    • movedon
    • March 22, 2012

26. return of contribution revisited

    By Gary, March 20, 2012
    • 9 replies
    • 1.7k views
    • 
    • frizzyguy
    • March 22, 2012

27. 415 Salary Limitation - Urgent

    By Calavera, March 20, 2012
    • 7 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 20, 2012

28. Average Compensation

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

29. 2012 Annual Funding Notice

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

30. 204(h) Notice Required When DB Plan Closed to New Hires?

    By rocknrolls2, March 5, 2012
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2012

31. change in val date, look back month

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

32. Distributions in a terminating plan

    By emmetttrudy, March 15, 2012
    • 10 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • March 16, 2012

33. Cash Balance and RMDs

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

34. Actuaries and Asset Allocations

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

35. 401a4 Testing with DB/DC combo

    By emmetttrudy, March 10, 2012
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • March 12, 2012

36. Burn Ointment

    By Andy the Actuary, March 5, 2012
    • 9 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • March 12, 2012

37. Plan amendment

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

38. Funding Election Form Requirement

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

39. 401(a)(26) Problem?

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

40. Plan Term Impact on Vesting

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

41. PBGC Plan Term

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

42. Applying 401(a)(26)

    By Guest mike0355, February 29, 2012
    • 8 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • February 29, 2012

43. Cash Balance Top-Heavy

    By stbennet, February 28, 2012
    • 2 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

44. non discrimination and testing

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

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

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

46. 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

47. Meaningful benefit operationally OK but no amendment

    By Trekker, February 23, 2012
    • 7 replies
    • 1.2k views
    • 
    • AndyH
    • February 23, 2012

48. Termination of DB Plan Insufficient Assets

    By LIBERTYKID, February 23, 2012
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • February 23, 2012

49. DB and DC contributions for Self- Employed

    By Guest Golden Girl, February 16, 2012
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • February 22, 2012

50. 101(j) Notice

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