Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Need and Enrolled Actuary

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

2. bonding requirement

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

3. Brain Cramp on 436

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

4. Funding Waiver Application

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

5. In-service distributions

   By LIBERTYKID, December 8, 2011
   • 3 replies
   • 1.2k views
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   • Andy the Actuary
   • December 8, 2011

6. death benefit

   By Gary, December 6, 2011
   • 8 replies
   • 2.1k views
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   • Gary
   • December 7, 2011

7. HCE Nuttyness

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

8. statutory amendments

   By Gary, November 7, 2011
   • 1 reply
   • 1.2k views
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   • ScottR
   • December 3, 2011

9. Sample 436 Amendment after already amended

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

10. small plan audit

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

11. Overfunded DB plan

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

12. PBGC Premium Refund

    By emmetttrudy, November 30, 2011
    • 7 replies
    • 2.2k views
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    • Andy the Actuary
    • December 1, 2011

13. Am I Missing Something?

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

14. Plan Loan for a DB/DC combination

    By emmetttrudy, October 31, 2011
    • 10 replies
    • 2.9k views
    • 
    • frizzyguy
    • November 29, 2011

15. Notice to Interested Parties

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

16. Amendment and Cushion Amount

    By Dougsbpc, November 21, 2011
    • 1 reply
    • 1.6k views
    • 
    • Andy the Actuary
    • November 21, 2011

17. Amendment to change procedure to apply for diability pension

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

18. Required Minimum Distribution

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

19. Most Valuable Accrual for Early Retirement Subsidy

    By LarryDavid, November 14, 2011
    • 1 reply
    • 1.6k views
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    • Effen
    • November 15, 2011

20. life insurance on owner only

    By SheilaD, November 8, 2011
    • 3 replies
    • 1.1k views
    • 
    • frizzyguy
    • November 14, 2011

21. Nondeductible contribution to sole proprietor DB plan

    By Guest Pennysaver, September 9, 2011
    • 8 replies
    • 3.9k views
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    • Belgarath
    • November 14, 2011

22. Prohibited Transaction

    By Guest DBadmin101, November 9, 2011
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • November 9, 2011

23. 2011 Interim Amendments

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

24. Form 8955 SSA required for Cash Balance

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

25. Top Heavy Minimum?

    By Dougsbpc, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • Dougsbpc
    • November 4, 2011

26. PBGC Form 10 -employee notification

    By Guest sueczer, November 2, 2011
    • 6 replies
    • 3.1k views
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    • Calavera
    • November 3, 2011

27. Shared Employee

    By Guest Orlando4k, November 2, 2011
    • 0 replies
    • 819 views
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    • Guest
    • November 2, 2011

28. 1990 Commissioners Mortality Table?

    By Guest Actuary Bill, October 31, 2011
    • 3 replies
    • 1.9k views
    • 
    • eeyore
    • November 1, 2011

29. FASB - Expected Distributions In Expense

    By Andy the Actuary, November 1, 2011
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 1, 2011

30. Joint & 75% Option

    By Andy the Actuary, October 19, 2011
    • 6 replies
    • 1.5k views
    • 
    • SoCalActuary
    • October 31, 2011

31. DB Plan "When I'm 64"?

    By SMB, October 27, 2011
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • October 27, 2011

32. 110% Test

    By emmetttrudy, October 26, 2011
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • October 26, 2011

33. Cash Balance "Pension Benefit Statements"

    By stbennet, October 21, 2011
    • 2 replies
    • 1.1k views
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    • emmetttrudy
    • October 26, 2011

34. Cash Balance- 414(k)

    By Randy Watson, October 25, 2011
    • 1 reply
    • 3k views
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    • mbozek
    • October 25, 2011

35. Retro disability AFTAP < 60

    By Effen, October 14, 2011
    • 3 replies
    • 1.4k views
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    • Effen
    • October 21, 2011

36. Floor offset

    By R. Butler, October 20, 2011
    • 1 reply
    • 991 views
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    • AndyH
    • October 20, 2011

37. Delayed Cash-Balance Regs

    By JAY21, October 19, 2011
    • 0 replies
    • 823 views
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    • JAY21
    • October 19, 2011

38. 5500-EZ without schedule SB?

    By Dennis Povloski, September 15, 2011
    • 3 replies
    • 2.5k views
    • 
    • Bird
    • October 18, 2011

39. Should this DB plan apply for a determination letter?

    By fiona1, October 17, 2011
    • 1 reply
    • 957 views
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    • Peanut Butter Man
    • October 18, 2011

40. 5500EZ - filing required or not?

    By JBones, October 13, 2011
    • 4 replies
    • 1.6k views
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    • JBones
    • October 18, 2011

41. DB / Simple 401(k) Plan

    By Guest elang, October 13, 2011
    • 4 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2011

42. distribution

    By Gary, October 13, 2011
    • 2 replies
    • 1.1k views
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    • Gary
    • October 13, 2011

43. PBGC Covered plan with funding deficiencies

    By Guest sueczer, October 13, 2011
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • October 13, 2011

44. Short Plan Year (Wear-Away Option)

    By Andy the Actuary, October 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 13, 2011

45. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

46. Payments Post-NRA

    By EGB, October 6, 2011
    • 2 replies
    • 1.6k views
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    • Andy the Actuary
    • October 12, 2011

47. plan termination

    By Gary, October 10, 2011
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • October 11, 2011

48. Quarterly Contributions After Short Plan Year

    By Andy the Actuary, October 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 10, 2011

49. Mandatory Burning

    By Andy the Actuary, October 6, 2011
    • 5 replies
    • 1.5k views
    • 
    • dmb
    • October 10, 2011

50. 5500ez late filing penalties

    By Gary, October 6, 2011
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • October 7, 2011