Defined Benefit Plans, Including Cash Balance

7,187 topics in this forum

1. Verifying Retirees are not Deceased

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

2. Accrued Benefits

   By Guest jjm, February 10, 2012
   • 6 replies
   • 1.8k views
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   • Guest
   • February 15, 2012

3. Minimum Required Contribution overfunds terminating plan

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

4. Life Insurance in DB Plan

   By retbenser, February 14, 2012
   • 6 replies
   • 2.5k views
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   • shERPA
   • February 14, 2012

5. S-Corp Stock

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

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

   By Guest angelf, February 3, 2012
   • 39 replies
   • 5.2k views
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   • Mike Preston
   • February 11, 2012

7. coverage

   By Gary, January 23, 2012
   • 11 replies
   • 1.7k views
   • 
   • frizzyguy
   • February 10, 2012

8. new plan, coverage and non discrimination

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

9. Retroactive Annuity Starting Date

   By Guest Sunnybeau, September 13, 2006
   • 3 replies
   • 9.2k views
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   • alexa
   • February 8, 2012

10. Closed Defined Benefit Plan & Rehired Employee

    By Guest elmo27, February 7, 2012
    • 2 replies
    • 1.6k views
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    • Guest
    • February 7, 2012

11. Settle a 1099-R Debate

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

12. Form 5330 on multiple year missed minimums

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

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

    By ubermax, February 6, 2012
    • 5 replies
    • 6.3k views
    • 
    • frizzyguy
    • February 6, 2012

14. Cash Balance interest credit reduction

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

15. Insight Into the SE Tax - Schedule SE

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

16. 2010 Sch. SE & the Small Business Jobs Act of 2010

    By ubermax, January 28, 2012
    • 12 replies
    • 2.2k views
    • 
    • ubermax
    • February 1, 2012

17. Successor Corp Question

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

18. change in funding method?

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

19. Benefit already in pay status

    By Belgarath, January 19, 2012
    • 34 replies
    • 7.9k views
    • 
    • jpod
    • January 27, 2012

20. Union plan which is frozen

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

21. DB plan maximum service credit reduction

    By 7806akp, January 24, 2012
    • 1 reply
    • 918 views
    • 
    • SoCalActuary
    • January 25, 2012

22. Shortfall amortization election

    By Guest kmvr, January 23, 2012
    • 1 reply
    • 1k views
    • 
    • Effen
    • January 23, 2012

23. 415 Pct of Pay Limit

    By Dougsbpc, January 17, 2012
    • 5 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 18, 2012

24. ASPPA and Linkedin

    By ubermax, January 15, 2012
    • 6 replies
    • 1.5k views
    • 
    • ubermax
    • January 17, 2012

25. Excess insurance in a frozen defined benefit plan

    By Guest SVogel, January 11, 2012
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • January 17, 2012

26. Calculating Involuntary Cash Out

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

27. Revisiting the Combined DB/DC Limitation

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

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

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

29. Funding segment rates for 2012 valuation

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

30. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 11 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 10, 2012

31. Form 8905

    By Guest Therese, January 10, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 10, 2012

32. Minimum distributions following annuity purchase

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

33. MDIB table example

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

34. Curtailment

    By Mister Met, January 6, 2012
    • 1 reply
    • 1.7k views
    • 
    • quinnfield
    • January 6, 2012

35. 401(a)(26) - Post NRA Actuarial Increase

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

36. 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

37. Election of Full Yield Curve

    By dmb, December 19, 2011
    • 6 replies
    • 2k views
    • 
    • dmb
    • January 3, 2012

38. Eligibility Question

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

39. Required Minimum Distribution

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

40. Plan Termination, PPA and PBGC

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

41. Required Minimum Distribution (0% Vested)

    By emmetttrudy, December 28, 2011
    • 5 replies
    • 4.1k views
    • 
    • Tom Poje
    • December 28, 2011

42. Overfunded Defined Benefit Plan Termination

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

43. PBGC Policy Statement on Amended Filings

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

44. Combined Deduction Limit

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

45. controlled group and 415

    By retbenser, December 18, 2011
    • 5 replies
    • 1.7k views
    • 
    • retbenser
    • December 20, 2011

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

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

47. increase accrual rate after nra

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

48. 401(a)(26) for cpb for owners only under audit

    By frizzyguy, August 3, 2011
    • 14 replies
    • 3.3k views
    • 
    • frizzyguy
    • December 16, 2011

49. required min distributions

    By Gary, December 13, 2011
    • 5 replies
    • 1.7k views
    • 
    • Effen
    • December 15, 2011

50. 8955-SSA

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