Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Calculating Involuntary Cash Out

   By Guest jfreeborn, January 13, 2012
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • January 13, 2012

2. Revisiting the Combined DB/DC Limitation

   By ubermax, January 10, 2012
   • 6 replies
   • 1.9k views
   • 
   • ubermax
   • January 12, 2012

3. Post NRA Actuarial Increase - 401(a)(26) and 401(a)(4)

   By jpm56, January 11, 2012
   • 0 replies
   • 1.6k views
   • 
   • jpm56
   • January 11, 2012

4. Funding segment rates for 2012 valuation

   By Dinosaur, January 5, 2012
   • 3 replies
   • 1.2k views
   • 
   • Dinosaur
   • January 11, 2012

5. Maximizing Retirement Plan Contributions

   By scarabrad, January 5, 2012
   • 11 replies
   • 2.6k views
   • 
   • Mike Preston
   • January 10, 2012

6. Form 8905

   By Guest Therese, January 10, 2012
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • January 10, 2012

7. Minimum distributions following annuity purchase

   By AndyH, January 9, 2012
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • January 9, 2012

8. MDIB table example

   By Guest EdShill, January 9, 2012
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • January 9, 2012

9. Curtailment

   By Mister Met, January 6, 2012
   • 1 reply
   • 1.6k views
   • 
   • quinnfield
   • January 6, 2012

10. 401(a)(26) - Post NRA Actuarial Increase

    By jpm56, December 20, 2011
    • 3 replies
    • 1.8k views
    • 
    • jpm56
    • January 6, 2012

11. DB/DC Combo - frozen DB

    By John Feldt ERPA CPC QPA, January 6, 2012
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • January 6, 2012

12. Election of Full Yield Curve

    By dmb, December 19, 2011
    • 6 replies
    • 1.9k views
    • 
    • dmb
    • January 3, 2012

13. Eligibility Question

    By Doghouse, December 28, 2011
    • 6 replies
    • 977 views
    • 
    • ak2ary
    • January 1, 2012

14. Required Minimum Distribution

    By dmb, December 29, 2011
    • 5 replies
    • 1.6k views
    • 
    • dmb
    • December 30, 2011

15. Plan Termination, PPA and PBGC

    By rcline46, December 28, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 28, 2011

16. Required Minimum Distribution (0% Vested)

    By emmetttrudy, December 28, 2011
    • 5 replies
    • 4k views
    • 
    • Tom Poje
    • December 28, 2011

17. Overfunded Defined Benefit Plan Termination

    By Doghouse, December 22, 2011
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • December 27, 2011

18. PBGC Policy Statement on Amended Filings

    By david rigby, December 27, 2011
    • 2 replies
    • 1.6k views
    • 
    • Mr. T
    • December 27, 2011

19. Combined Deduction Limit

    By emmetttrudy, December 20, 2011
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • December 21, 2011

20. controlled group and 415

    By retbenser, December 18, 2011
    • 5 replies
    • 1.6k views
    • 
    • retbenser
    • December 20, 2011

21. part time employee's comp treated as full time for benefit calculation

    By Guest erisa75, December 16, 2011
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • December 16, 2011

22. increase accrual rate after nra

    By Guest erisa75, December 16, 2011
    • 1 reply
    • 1k views
    • 
    • Effen
    • December 16, 2011

23. 401(a)(26) for cpb for owners only under audit

    By frizzyguy, August 3, 2011
    • 14 replies
    • 3.1k views
    • 
    • frizzyguy
    • December 16, 2011

24. required min distributions

    By Gary, December 13, 2011
    • 5 replies
    • 1.6k views
    • 
    • Effen
    • December 15, 2011

25. 8955-SSA

    By Guest megs2887, December 14, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2011

26. Plan Merger pros and cons

    By AndyH, December 13, 2011
    • 8 replies
    • 3.3k views
    • 
    • david rigby
    • December 13, 2011

27. Need and Enrolled Actuary

    By HarleyBabe, December 13, 2011
    • 0 replies
    • 834 views
    • 
    • HarleyBabe
    • December 13, 2011

28. bonding requirement

    By Gary, December 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • December 12, 2011

29. Brain Cramp on 436

    By mwyatt, December 8, 2011
    • 4 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • December 9, 2011

30. Funding Waiver Application

    By mwyatt, December 9, 2011
    • 0 replies
    • 888 views
    • 
    • mwyatt
    • December 9, 2011

31. In-service distributions

    By LIBERTYKID, December 8, 2011
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • December 8, 2011

32. death benefit

    By Gary, December 6, 2011
    • 8 replies
    • 1.9k views
    • 
    • Gary
    • December 7, 2011

33. HCE Nuttyness

    By Andy the Actuary, November 14, 2011
    • 7 replies
    • 1.5k views
    • 
    • Kevin C
    • December 5, 2011

34. statutory amendments

    By Gary, November 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • ScottR
    • December 3, 2011

35. Sample 436 Amendment after already amended

    By 7806akp, December 1, 2011
    • 2 replies
    • 1.3k views
    • 
    • 7806akp
    • December 1, 2011

36. small plan audit

    By Gary, November 30, 2011
    • 6 replies
    • 1.2k views
    • 
    • chc93
    • December 1, 2011

37. Overfunded DB plan

    By Belgarath, November 30, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • December 1, 2011

38. PBGC Premium Refund

    By emmetttrudy, November 30, 2011
    • 7 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • December 1, 2011

39. Am I Missing Something?

    By Andy the Actuary, November 27, 2011
    • 3 replies
    • 1.3k views
    • 
    • frizzyguy
    • November 30, 2011

40. Plan Loan for a DB/DC combination

    By emmetttrudy, October 31, 2011
    • 10 replies
    • 2.8k views
    • 
    • frizzyguy
    • November 29, 2011

41. Notice to Interested Parties

    By ERISA-Bubs, November 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • November 28, 2011

42. Amendment and Cushion Amount

    By Dougsbpc, November 21, 2011
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • November 21, 2011

43. Amendment to change procedure to apply for diability pension

    By alexa, November 19, 2011
    • 5 replies
    • 1.1k views
    • 
    • alexa
    • November 20, 2011

44. Required Minimum Distribution

    By retbenser, November 16, 2011
    • 1 reply
    • 931 views
    • 
    • Andy the Actuary
    • November 16, 2011

45. Most Valuable Accrual for Early Retirement Subsidy

    By LarryDavid, November 14, 2011
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • November 15, 2011

46. life insurance on owner only

    By SheilaD, November 8, 2011
    • 3 replies
    • 1k views
    • 
    • frizzyguy
    • November 14, 2011

47. Nondeductible contribution to sole proprietor DB plan

    By Guest Pennysaver, September 9, 2011
    • 8 replies
    • 3.8k views
    • 
    • Belgarath
    • November 14, 2011

48. Prohibited Transaction

    By Guest DBadmin101, November 9, 2011
    • 4 replies
    • 1k views
    • 
    • QDROphile
    • November 9, 2011

49. 2011 Interim Amendments

    By ScottR, November 4, 2011
    • 0 replies
    • 1.2k views
    • 
    • ScottR
    • November 4, 2011

50. Form 8955 SSA required for Cash Balance

    By jmartin, November 4, 2011
    • 4 replies
    • 2.2k views
    • 
    • Effen
    • November 4, 2011