Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Distribution of Death Benefit to Minor

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

2. 415 Frozen Benefit without Wearaway

   By Guest Dumb & Dumber, April 30, 2012
   • 0 replies
   • 1k views
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   • Guest
   • April 30, 2012

3. NRA - doc due today

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

4. Actuarial increase after Normal Retirement Age

   By Guest ERISAphile, April 30, 2012
   • 8 replies
   • 15.1k views
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   • Andy the Actuary
   • April 30, 2012

5. PBG Audit

   By RLR, April 17, 2012
   • 8 replies
   • 1.9k views
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   • RLR
   • April 30, 2012

6. former 412i plan,

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

7. Non-spousal beneficiaries

   By rcline46, April 27, 2012
   • 3 replies
   • 1.6k views
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   • rcline46
   • April 27, 2012

8. Carve-out DB Plan

   By QNPG, February 10, 2011
   • 18 replies
   • 4.2k views
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   • shERPA
   • April 27, 2012

9. most valuable accrual rates

   By Gary, April 20, 2012
   • 5 replies
   • 2.1k views
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   • SoCalActuary
   • April 23, 2012

10. Application of Annual Compensation Limits on Partial Year

    By Guest a1newman, February 6, 2012
    • 15 replies
    • 5.5k views
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    • Hojo
    • April 23, 2012

11. Terminating DB Plan

    By Guest Bob Lees, April 20, 2012
    • 3 replies
    • 1.3k views
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    • david rigby
    • April 20, 2012

12. Coverage Test - RPT or ABT

    By emmetttrudy, April 20, 2012
    • 4 replies
    • 1.8k views
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    • SoCalActuary
    • April 20, 2012

13. YOS for IRC 415(b) Purposes

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

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

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

15. Schedule C income after val date

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

16. Allocation Classes Based on Comp

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

17. partnership income, pension deductions

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

18. RMDs

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

19. Age for Lump Sum distributions

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

20. Successor Plan Issues

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

21. Funding a Plan with a bank loan

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

22. Statutory Employee

    By frizzyguy, March 30, 2012
    • 18 replies
    • 5.4k views
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    • frizzyguy
    • April 4, 2012

23. Gateway Question

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

24. PRA election

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

25. statutory amendments

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

26. First Year Valuation - At-Risk?

    By emmetttrudy, March 28, 2012
    • 4 replies
    • 1.6k views
    • 
    • frizzyguy
    • March 28, 2012

27. PBGC Coverage to skirt 404

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

28. Calculation of earned income for sole prop or partnership

    By jkdoll2, March 28, 2012
    • 7 replies
    • 6k views
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    • frizzyguy
    • March 28, 2012

29. EOY Valuation and Plan Termination

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

30. plan doc provider

    By Gary, March 26, 2012
    • 4 replies
    • 1.2k views
    • 
    • Gary
    • March 26, 2012

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

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

32. PBGC Form 10 question

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

33. The MRC in an Overfunded, Terminating

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

34. Non-Profit Organization with DB & DC Plans

    By JAY21, March 22, 2012
    • 4 replies
    • 1k views
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    • movedon
    • March 22, 2012

35. return of contribution revisited

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

36. 415 Salary Limitation - Urgent

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

37. Average Compensation

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

38. 2012 Annual Funding Notice

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

39. 204(h) Notice Required When DB Plan Closed to New Hires?

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

40. change in val date, look back month

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

41. Distributions in a terminating plan

    By emmetttrudy, March 15, 2012
    • 10 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • March 16, 2012

42. Cash Balance and RMDs

    By rcline46, March 14, 2012
    • 6 replies
    • 3.3k views
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    • frizzyguy
    • March 14, 2012

43. Actuaries and Asset Allocations

    By rcline46, March 12, 2012
    • 13 replies
    • 2k views
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    • SoCalActuary
    • March 14, 2012

44. 401a4 Testing with DB/DC combo

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

45. Burn Ointment

    By Andy the Actuary, March 5, 2012
    • 9 replies
    • 2k views
    • 
    • Andy the Actuary
    • March 12, 2012

46. Plan amendment

    By Guest mike0355, March 8, 2012
    • 5 replies
    • 1.3k views
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    • jpod
    • March 9, 2012

47. Funding Election Form Requirement

    By Young Curmudgeon, March 7, 2012
    • 3 replies
    • 2.2k views
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    • frizzyguy
    • March 7, 2012

48. 401(a)(26) Problem?

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

49. Plan Term Impact on Vesting

    By JAY21, March 1, 2012
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • March 2, 2012

50. PBGC Plan Term

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