Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. controlled group and 415

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

2. 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

3. increase accrual rate after nra

   By Guest erisa75, December 16, 2011
   • 1 reply
   • 1.1k views
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   • Effen
   • December 16, 2011

4. 401(a)(26) for cpb for owners only under audit

   By frizzyguy, August 3, 2011
   • 14 replies
   • 3.4k views
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   • frizzyguy
   • December 16, 2011

5. required min distributions

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

6. 8955-SSA

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

7. Plan Merger pros and cons

   By AndyH, December 13, 2011
   • 8 replies
   • 3.5k views
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   • david rigby
   • December 13, 2011

8. Need and Enrolled Actuary

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

9. bonding requirement

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

10. Brain Cramp on 436

    By mwyatt, December 8, 2011
    • 4 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • December 9, 2011

11. Funding Waiver Application

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

12. In-service distributions

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

13. death benefit

    By Gary, December 6, 2011
    • 8 replies
    • 2.2k views
    • 
    • Gary
    • December 7, 2011

14. HCE Nuttyness

    By Andy the Actuary, November 14, 2011
    • 7 replies
    • 1.6k views
    • 
    • Kevin C
    • December 5, 2011

15. statutory amendments

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

16. Sample 436 Amendment after already amended

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

17. small plan audit

    By Gary, November 30, 2011
    • 6 replies
    • 1.3k views
    • 
    • chc93
    • December 1, 2011

18. Overfunded DB plan

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

19. PBGC Premium Refund

    By emmetttrudy, November 30, 2011
    • 7 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • December 1, 2011

20. Am I Missing Something?

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

21. Plan Loan for a DB/DC combination

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

22. Notice to Interested Parties

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

23. Amendment and Cushion Amount

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

24. Amendment to change procedure to apply for diability pension

    By alexa, November 19, 2011
    • 5 replies
    • 1.2k views
    • 
    • alexa
    • November 20, 2011

25. Required Minimum Distribution

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

26. Most Valuable Accrual for Early Retirement Subsidy

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

27. life insurance on owner only

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

28. Nondeductible contribution to sole proprietor DB plan

    By Guest Pennysaver, September 9, 2011
    • 8 replies
    • 4k views
    • 
    • Belgarath
    • November 14, 2011

29. Prohibited Transaction

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

30. 2011 Interim Amendments

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

31. Form 8955 SSA required for Cash Balance

    By jmartin, November 4, 2011
    • 4 replies
    • 2.3k views
    • 
    • Effen
    • November 4, 2011

32. Top Heavy Minimum?

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

33. PBGC Form 10 -employee notification

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

34. Shared Employee

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

35. 1990 Commissioners Mortality Table?

    By Guest Actuary Bill, October 31, 2011
    • 3 replies
    • 2k views
    • 
    • eeyore
    • November 1, 2011

36. FASB - Expected Distributions In Expense

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

37. Joint & 75% Option

    By Andy the Actuary, October 19, 2011
    • 6 replies
    • 1.6k views
    • 
    • SoCalActuary
    • October 31, 2011

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

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

39. 110% Test

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

40. Cash Balance "Pension Benefit Statements"

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

41. Cash Balance- 414(k)

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

42. Retro disability AFTAP < 60

    By Effen, October 14, 2011
    • 3 replies
    • 1.5k views
    • 
    • Effen
    • October 21, 2011

43. Floor offset

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

44. Delayed Cash-Balance Regs

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

45. 5500-EZ without schedule SB?

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

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

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

47. 5500EZ - filing required or not?

    By JBones, October 13, 2011
    • 4 replies
    • 1.7k views
    • 
    • JBones
    • October 18, 2011

48. DB / Simple 401(k) Plan

    By Guest elang, October 13, 2011
    • 4 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2011

49. distribution

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

50. PBGC Covered plan with funding deficiencies

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