Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Union plan which is frozen

   By fiona1, January 26, 2012
   • 0 replies
   • 1.2k views
   • 
   • fiona1
   • January 26, 2012

2. DB plan maximum service credit reduction

   By 7806akp, January 24, 2012
   • 1 reply
   • 1.1k views
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   • SoCalActuary
   • January 25, 2012

3. Shortfall amortization election

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

4. 415 Pct of Pay Limit

   By Dougsbpc, January 17, 2012
   • 5 replies
   • 1.5k views
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   • SoCalActuary
   • January 18, 2012

5. ASPPA and Linkedin

   By ubermax, January 15, 2012
   • 6 replies
   • 1.8k views
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   • ubermax
   • January 17, 2012

6. Excess insurance in a frozen defined benefit plan

   By Guest SVogel, January 11, 2012
   • 6 replies
   • 1.5k views
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   • Belgarath
   • January 17, 2012

7. Calculating Involuntary Cash Out

   By Guest jfreeborn, January 13, 2012
   • 2 replies
   • 1.3k views
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   • Guest
   • January 13, 2012

8. Revisiting the Combined DB/DC Limitation

   By ubermax, January 10, 2012
   • 6 replies
   • 2.2k views
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   • ubermax
   • January 12, 2012

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

   By jpm56, January 11, 2012
   • 0 replies
   • 1.8k views
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   • jpm56
   • January 11, 2012

10. Funding segment rates for 2012 valuation

    By Dinosaur, January 5, 2012
    • 3 replies
    • 1.5k views
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    • Dinosaur
    • January 11, 2012

11. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 11 replies
    • 3k views
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    • Mike Preston
    • January 10, 2012

12. Form 8905

    By Guest Therese, January 10, 2012
    • 0 replies
    • 1.6k views
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    • Guest
    • January 10, 2012

13. Minimum distributions following annuity purchase

    By AndyH, January 9, 2012
    • 2 replies
    • 1.3k views
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    • AndyH
    • January 9, 2012

14. MDIB table example

    By Guest EdShill, January 9, 2012
    • 0 replies
    • 2k views
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    • Guest
    • January 9, 2012

15. Curtailment

    By Mister Met, January 6, 2012
    • 1 reply
    • 1.9k views
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    • quinnfield
    • January 6, 2012

16. 401(a)(26) - Post NRA Actuarial Increase

    By jpm56, December 20, 2011
    • 3 replies
    • 2.1k views
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    • jpm56
    • January 6, 2012

17. DB/DC Combo - frozen DB

    By John Feldt ERPA CPC QPA, January 6, 2012
    • 1 reply
    • 1.6k views
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    • Andy the Actuary
    • January 6, 2012

18. Election of Full Yield Curve

    By dmb, December 19, 2011
    • 6 replies
    • 2.2k views
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    • dmb
    • January 3, 2012

19. Eligibility Question

    By Doghouse, December 28, 2011
    • 6 replies
    • 1.3k views
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    • ak2ary
    • January 1, 2012

20. Required Minimum Distribution

    By dmb, December 29, 2011
    • 5 replies
    • 1.9k views
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    • dmb
    • December 30, 2011

21. Plan Termination, PPA and PBGC

    By rcline46, December 28, 2011
    • 4 replies
    • 1.4k views
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    • david rigby
    • December 28, 2011

22. Required Minimum Distribution (0% Vested)

    By emmetttrudy, December 28, 2011
    • 5 replies
    • 4.4k views
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    • Tom Poje
    • December 28, 2011

23. Overfunded Defined Benefit Plan Termination

    By Doghouse, December 22, 2011
    • 2 replies
    • 1.6k views
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    • JAY21
    • December 27, 2011

24. PBGC Policy Statement on Amended Filings

    By david rigby, December 27, 2011
    • 2 replies
    • 1.8k views
    • 
    • Mr. T
    • December 27, 2011

25. Combined Deduction Limit

    By emmetttrudy, December 20, 2011
    • 5 replies
    • 2k views
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    • AndyH
    • December 21, 2011

26. controlled group and 415

    By retbenser, December 18, 2011
    • 5 replies
    • 1.9k views
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    • retbenser
    • December 20, 2011

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

    By Guest erisa75, December 16, 2011
    • 3 replies
    • 1.6k views
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    • SoCalActuary
    • December 16, 2011

28. increase accrual rate after nra

    By Guest erisa75, December 16, 2011
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • December 16, 2011

29. 401(a)(26) for cpb for owners only under audit

    By frizzyguy, August 3, 2011
    • 14 replies
    • 3.9k views
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    • frizzyguy
    • December 16, 2011

30. required min distributions

    By Gary, December 13, 2011
    • 5 replies
    • 1.9k views
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    • Effen
    • December 15, 2011

31. 8955-SSA

    By Guest megs2887, December 14, 2011
    • 0 replies
    • 1.5k views
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    • Guest
    • December 14, 2011

32. Plan Merger pros and cons

    By AndyH, December 13, 2011
    • 8 replies
    • 3.7k views
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    • david rigby
    • December 13, 2011

33. Need and Enrolled Actuary

    By HarleyBabe, December 13, 2011
    • 0 replies
    • 1.1k views
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    • HarleyBabe
    • December 13, 2011

34. bonding requirement

    By Gary, December 9, 2011
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • December 12, 2011

35. Brain Cramp on 436

    By mwyatt, December 8, 2011
    • 4 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • December 9, 2011

36. Funding Waiver Application

    By mwyatt, December 9, 2011
    • 0 replies
    • 1k views
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    • mwyatt
    • December 9, 2011

37. In-service distributions

    By LIBERTYKID, December 8, 2011
    • 3 replies
    • 1.5k views
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    • Andy the Actuary
    • December 8, 2011

38. death benefit

    By Gary, December 6, 2011
    • 8 replies
    • 2.5k views
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    • Gary
    • December 7, 2011

39. HCE Nuttyness

    By Andy the Actuary, November 14, 2011
    • 7 replies
    • 1.9k views
    • 
    • Kevin C
    • December 5, 2011

40. statutory amendments

    By Gary, November 7, 2011
    • 1 reply
    • 1.3k views
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    • ScottR
    • December 3, 2011

41. Sample 436 Amendment after already amended

    By 7806akp, December 1, 2011
    • 2 replies
    • 1.6k views
    • 
    • 7806akp
    • December 1, 2011

42. small plan audit

    By Gary, November 30, 2011
    • 6 replies
    • 1.6k views
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    • chc93
    • December 1, 2011

43. Overfunded DB plan

    By Belgarath, November 30, 2011
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • December 1, 2011

44. PBGC Premium Refund

    By emmetttrudy, November 30, 2011
    • 7 replies
    • 2.6k views
    • 
    • Andy the Actuary
    • December 1, 2011

45. Am I Missing Something?

    By Andy the Actuary, November 27, 2011
    • 3 replies
    • 1.6k views
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    • frizzyguy
    • November 30, 2011

46. Plan Loan for a DB/DC combination

    By emmetttrudy, October 31, 2011
    • 10 replies
    • 3.3k views
    • 
    • frizzyguy
    • November 29, 2011

47. Notice to Interested Parties

    By ERISA-Bubs, November 28, 2011
    • 2 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • November 28, 2011

48. Amendment and Cushion Amount

    By Dougsbpc, November 21, 2011
    • 1 reply
    • 1.7k views
    • 
    • Andy the Actuary
    • November 21, 2011

49. Amendment to change procedure to apply for diability pension

    By alexa, November 19, 2011
    • 5 replies
    • 1.3k views
    • 
    • alexa
    • November 20, 2011

50. Required Minimum Distribution

    By retbenser, November 16, 2011
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • November 16, 2011