Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. max deductions, allocation, application

   By Gary, September 7, 2011
   • 1 reply
   • 1.1k views
   • 
   • Calavera
   • September 8, 2011

2. Change to different allocation group before end of year

   By Trekker, September 7, 2011
   • 2 replies
   • 923 views
   • 
   • Trekker
   • September 8, 2011

3. LTD offset

   By david rigby, September 6, 2011
   • 0 replies
   • 874 views
   • 
   • david rigby
   • September 6, 2011

4. Mass Submitter, Volume Submitter, or Prototype Cash Balance Plan?

   By Guest TaxedToDeath, September 6, 2011
   • 2 replies
   • 2k views
   • 
   • Guest
   • September 6, 2011

5. Plan Document Wording - with NRA 62 and accrued benefit based on ERA 55

   By HarleyBabe, September 1, 2011
   • 1 reply
   • 917 views
   • 
   • John Feldt ERPA CPC QPA
   • September 1, 2011

6. Notification to Deferred Vested Participants prior to Normal Retirement Date

   By NKOTB, September 1, 2011
   • 6 replies
   • 5.4k views
   • 
   • Guest
   • September 2, 2011

7. DB Plan 415 Limit - Lump Sum Amount

   By Rolf Trautmann, August 31, 2011
   • 16 replies
   • 5.4k views
   • 
   • Calavera
   • September 12, 2011

8. Best merger date

   By rcline46, August 31, 2011
   • 2 replies
   • 1.1k views
   • 
   • rcline46
   • September 1, 2011

9. 401(h)

   By abanky, August 31, 2011
   • 0 replies
   • 1.1k views
   • 
   • abanky
   • August 31, 2011

10. How long to get a Determination for Termination?

    By Guest sugar daddy, August 30, 2011
    • 3 replies
    • 1k views
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    • emmetttrudy
    • September 7, 2011

11. What Must be Contained in Pension Benefit Statement

    By Guest jfreeborn, August 25, 2011
    • 2 replies
    • 1.1k views
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    • david rigby
    • August 26, 2011

12. Retroactive Annuity Starting Date (RASD)

    By Dinosaur, August 25, 2011
    • 3 replies
    • 3.1k views
    • 
    • Dinosaur
    • August 29, 2011

13. Annual Funding Notice

    By ERISA25, August 25, 2011
    • 0 replies
    • 820 views
    • 
    • ERISA25
    • August 25, 2011

14. determination letters

    By Gary, August 25, 2011
    • 10 replies
    • 2.3k views
    • 
    • David MacLennan
    • August 30, 2011

15. UP-1994 Unisex

    By abanky, August 23, 2011
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

16. Amended Schedule B/SB

    By Guest EBoomer, August 23, 2011
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • August 23, 2011

17. PPA Lump Sum Segment Rates

    By dmb, August 23, 2011
    • 3 replies
    • 2k views
    • 
    • david rigby
    • August 23, 2011

18. New Plan - Existing S-Corp that has "not been used in the past"

    By JBones, August 22, 2011
    • 3 replies
    • 1k views
    • 
    • ScottR
    • August 28, 2011

19. New Plan Document - Benefit Formula

    By JBones, August 22, 2011
    • 6 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011

20. Floor Offset and 401(a)(26) - a new one

    By mwyatt, August 22, 2011
    • 12 replies
    • 2.8k views
    • 
    • AndyH
    • August 22, 2011

21. 412(e)(3) to Traditional DB

    By stbennet, August 22, 2011
    • 2 replies
    • 1.5k views
    • 
    • DMcGovern
    • August 22, 2011

22. 242(b) Election at Plan Termination

    By Guest DBadmin101, August 21, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 21, 2011

23. Maximum Deductible Contribution for Partner

    By emmetttrudy, August 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • ScottR
    • August 28, 2011

24. pbgc premium filings

    By Gary, August 18, 2011
    • 1 reply
    • 953 views
    • 
    • SoCalActuary
    • August 18, 2011

25. Increased Accruals After Normal Retirement Age?

    By ERISA-Bubs, August 18, 2011
    • 3 replies
    • 1.1k views
    • 
    • eeyore
    • August 19, 2011

26. 412(e)3 plans

    By Guest jim williams, August 18, 2011
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • August 19, 2011

27. top paid group elections

    By Gary, August 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • August 17, 2011

28. Removal of Restrictions

    By Andy the Actuary, August 17, 2011
    • 8 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • August 28, 2011

29. AFTAP reporting in year following change in val date

    By JBones, August 16, 2011
    • 5 replies
    • 2k views
    • 
    • Guest
    • August 17, 2011

30. Collectibles as Plan Investments

    By emmetttrudy, August 16, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 19, 2011

31. ASPPA DB Webcourse

    By DMcGovern, August 16, 2011
    • 0 replies
    • 986 views
    • 
    • DMcGovern
    • August 16, 2011

32. excluding employees who opt for "no benefits"

    By Guest cbclark, August 15, 2011
    • 6 replies
    • 2k views
    • 
    • Guest
    • August 16, 2011

33. MISREPRSENTATION OF AGE

    By LIBERTYKID, August 15, 2011
    • 8 replies
    • 1.5k views
    • 
    • jpod
    • August 16, 2011

34. Quarterly Contribution Notice Requirement

    By emmetttrudy, August 15, 2011
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • August 30, 2011

35. Does reducing benefit formula to zero freeze plan?

    By Trekker, August 12, 2011
    • 6 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 15, 2011

36. Quick 415 Question

    By JBones, August 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • JBones
    • August 11, 2011

37. Minmum contribution

    By retbenser, August 11, 2011
    • 0 replies
    • 758 views
    • 
    • retbenser
    • August 11, 2011

38. Determination for Termination on a Volume Submitter Plan

    By Guest sugar daddy, August 11, 2011
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 25, 2011

39. Terminating Plan

    By abanky, August 11, 2011
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • August 12, 2011

40. Does 411(d)(6) protection of the subsidized lump sum apply in these scenarios

    By gle318612, August 10, 2011
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 10, 2011

41. Unionized PEO's

    By Guest dshively2, August 8, 2011
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2011

42. Date of Entry after a Plan Freeze

    By Guest raintrain19, August 5, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 6, 2011

43. 401(a)(26) prior benefits structure

    By Dennis Povloski, August 5, 2011
    • 7 replies
    • 3.7k views
    • 
    • Effen
    • August 15, 2011

44. Unpaid Excise Taxes

    By Guest GWilliams, August 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • August 4, 2011

45. 417(e)(3) Rate

    By ERISA25, August 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 4, 2011

46. Joint and Survivor Annuities

    By Guest rhector12, August 4, 2011
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • August 4, 2011

47. 401(a)(26) for cpb for owners only under audit

    By frizzyguy, August 3, 2011
    • 14 replies
    • 3.1k views
    • 
    • frizzyguy
    • December 16, 2011

48. Document vs Implementation

    By retbenser, August 2, 2011
    • 6 replies
    • 1.3k views
    • 
    • Effen
    • August 3, 2011

49. Contributions Included on Form 5500

    By ac, August 2, 2011
    • 8 replies
    • 2k views
    • 
    • Bird
    • August 3, 2011

50. How soon to notify vested terminated employee?

    By tuni88, August 1, 2011
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • August 1, 2011