Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Plan Term Impact on Vesting

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

2. PBGC Plan Term

   By JAY21, February 29, 2012
   • 2 replies
   • 1.5k views
   • 
   • chc93
   • March 1, 2012

3. Applying 401(a)(26)

   By Guest mike0355, February 29, 2012
   • 8 replies
   • 3.4k views
   • 
   • Andy the Actuary
   • February 29, 2012

4. Cash Balance Top-Heavy

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

5. non discrimination and testing

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

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

   By Rob P, February 23, 2012
   • 2 replies
   • 1.2k views
   • 
   • Rob P
   • February 24, 2012

7. Rollover into DB plan - Immediate annuity

   By Guest NJ-Center of the Universe, February 23, 2012
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • February 23, 2012

8. Meaningful benefit operationally OK but no amendment

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

9. Termination of DB Plan Insufficient Assets

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

10. DB and DC contributions for Self- Employed

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

11. 101(j) Notice

    By Andy the Actuary, February 21, 2012
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • February 21, 2012

12. 2 DB plans at once, or 1 old termed DB + 1 new DB

    By John Feldt ERPA CPC QPA, February 20, 2012
    • 7 replies
    • 1.4k views
    • 
    • SoCalActuary
    • February 21, 2012

13. Termination of Cash Balance Plan

    By thepensionmaven, February 9, 2012
    • 6 replies
    • 6.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2012

14. Web based Defined Benefit Valuation software

    By thepensionmaven, January 19, 2012
    • 5 replies
    • 1.6k views
    • 
    • thepensionmaven
    • February 20, 2012

15. DB Outsourcing

    By seatpa, February 17, 2012
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • February 18, 2012

16. 60-80 AFTAP

    By Guest Dumb & Dumber, February 16, 2012
    • 2 replies
    • 1.3k views
    • 
    • mattmc82
    • February 17, 2012

17. Amortization Period Extension

    By JAY21, February 10, 2012
    • 7 replies
    • 1.6k views
    • 
    • JAY21
    • February 16, 2012

18. Verifying Retirees are not Deceased

    By emmetttrudy, February 15, 2012
    • 4 replies
    • 1.5k views
    • 
    • emmetttrudy
    • February 15, 2012

19. Accrued Benefits

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

20. Minimum Required Contribution overfunds terminating plan

    By mattmc82, February 14, 2012
    • 8 replies
    • 1.4k views
    • 
    • mattmc82
    • February 15, 2012

21. Life Insurance in DB Plan

    By retbenser, February 14, 2012
    • 6 replies
    • 2.6k views
    • 
    • shERPA
    • February 14, 2012

22. S-Corp Stock

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

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

    By Guest angelf, February 3, 2012
    • 39 replies
    • 5.5k views
    • 
    • Mike Preston
    • February 11, 2012

24. coverage

    By Gary, January 23, 2012
    • 11 replies
    • 1.8k views
    • 
    • frizzyguy
    • February 10, 2012

25. new plan, coverage and non discrimination

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

26. Retroactive Annuity Starting Date

    By Guest Sunnybeau, September 13, 2006
    • 3 replies
    • 9.4k views
    • 
    • alexa
    • February 8, 2012

27. Closed Defined Benefit Plan & Rehired Employee

    By Guest elmo27, February 7, 2012
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 7, 2012

28. Settle a 1099-R Debate

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

29. Form 5330 on multiple year missed minimums

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

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

    By ubermax, February 6, 2012
    • 5 replies
    • 6.4k views
    • 
    • frizzyguy
    • February 6, 2012

31. Cash Balance interest credit reduction

    By AndyH, February 1, 2012
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • February 2, 2012

32. Insight Into the SE Tax - Schedule SE

    By ubermax, February 2, 2012
    • 0 replies
    • 1.1k views
    • 
    • ubermax
    • February 2, 2012

33. 2010 Sch. SE & the Small Business Jobs Act of 2010

    By ubermax, January 28, 2012
    • 12 replies
    • 2.5k views
    • 
    • ubermax
    • February 1, 2012

34. Successor Corp Question

    By CLE401kGuy, January 30, 2012
    • 2 replies
    • 1k views
    • 
    • JAY21
    • January 31, 2012

35. change in funding method?

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

36. Benefit already in pay status

    By Belgarath, January 19, 2012
    • 34 replies
    • 8.4k views
    • 
    • jpod
    • January 27, 2012

37. Union plan which is frozen

    By fiona1, January 26, 2012
    • 0 replies
    • 1k views
    • 
    • fiona1
    • January 26, 2012

38. DB plan maximum service credit reduction

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

39. Shortfall amortization election

    By Guest kmvr, January 23, 2012
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • January 23, 2012

40. 415 Pct of Pay Limit

    By Dougsbpc, January 17, 2012
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 18, 2012

41. ASPPA and Linkedin

    By ubermax, January 15, 2012
    • 6 replies
    • 1.6k views
    • 
    • ubermax
    • January 17, 2012

42. Excess insurance in a frozen defined benefit plan

    By Guest SVogel, January 11, 2012
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • January 17, 2012

43. Calculating Involuntary Cash Out

    By Guest jfreeborn, January 13, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 13, 2012

44. Revisiting the Combined DB/DC Limitation

    By ubermax, January 10, 2012
    • 6 replies
    • 2k views
    • 
    • ubermax
    • January 12, 2012

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

    By jpm56, January 11, 2012
    • 0 replies
    • 1.7k views
    • 
    • jpm56
    • January 11, 2012

46. Funding segment rates for 2012 valuation

    By Dinosaur, January 5, 2012
    • 3 replies
    • 1.3k views
    • 
    • Dinosaur
    • January 11, 2012

47. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 11 replies
    • 2.8k views
    • 
    • Mike Preston
    • January 10, 2012

48. Form 8905

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

49. Minimum distributions following annuity purchase

    By AndyH, January 9, 2012
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • January 9, 2012

50. MDIB table example

    By Guest EdShill, January 9, 2012
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 9, 2012