Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Contribution Confirmation

   By JBones, October 6, 2011
   • 7 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • October 7, 2011

2. contributions after 9/15

   By abanky, October 4, 2011
   • 5 replies
   • 1.2k views
   • 
   • abanky
   • October 5, 2011

3. 401(a)(26) Correction

   By JBones, September 26, 2011
   • 10 replies
   • 3.4k views
   • 
   • PensionPro
   • September 29, 2011

4. DB-403b testing

   By dmb, September 28, 2011
   • 1 reply
   • 1k views
   • 
   • AndyH
   • September 28, 2011

5. Timing of 436 participant notice

   By dmb, September 26, 2011
   • 13 replies
   • 2.5k views
   • 
   • dmb
   • September 28, 2011

6. DB/DC combination testing

   By emmetttrudy, September 8, 2011
   • 2 replies
   • 1k views
   • 
   • emmetttrudy
   • September 28, 2011

7. Reopening Frozen Plan

   By Andy the Actuary, September 27, 2011
   • 2 replies
   • 996 views
   • 
   • Andy the Actuary
   • September 27, 2011

8. PBGC premiums in the context of a mid-year spinoff

   By gle318612, September 26, 2011
   • 0 replies
   • 1.3k views
   • 
   • gle318612
   • September 26, 2011

9. More PPA stupidity

   By Effen, September 23, 2011
   • 3 replies
   • 1.3k views
   • 
   • frizzyguy
   • September 26, 2011

10. 436 versus 401(a)(9)

    By Guest Bevans7, September 16, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 23, 2011

11. Post NRA

    By ombskid, September 22, 2011
    • 2 replies
    • 907 views
    • 
    • ombskid
    • September 22, 2011

12. annuity purchase with insurer

    By Gary, September 21, 2011
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 21, 2011

13. obtaining old forms

    By Gary, September 19, 2011
    • 8 replies
    • 1.2k views
    • 
    • Gary
    • September 21, 2011

14. Nondiscrimination Question 410(b)

    By Mister Met, September 21, 2011
    • 3 replies
    • 1k views
    • 
    • AndyH
    • September 21, 2011

15. Cash Balance coversion

    By Guest Quacka, September 18, 2011
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • September 19, 2011

16. ERISA 101(j) Notice

    By Guest EBoomer, September 16, 2011
    • 1 reply
    • 2.1k views
    • 
    • Andy the Actuary
    • September 16, 2011

17. MRC, Max Deductible and Sole Props

    By Lou S., September 14, 2011
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • September 14, 2011

18. Precessor Employer under the Section 415 Regulations

    By QNPG, September 14, 2011
    • 2 replies
    • 1.1k views
    • 
    • QNPG
    • September 14, 2011

19. DB Plan 415 Limit - Lump Sum Amount

    By Rolf Trautmann, August 31, 2011
    • 16 replies
    • 5.5k views
    • 
    • Calavera
    • September 12, 2011

20. Terminating DB plan offering lump sums to retirees. What about spousa

    By david rigby, November 10, 1999
    • 6 replies
    • 3k views
    • 
    • david rigby
    • September 12, 2011

21. Prior Funding Deficiency & Quarterlies

    By JBones, September 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • Calavera
    • September 9, 2011

22. Request to IRS for requesting change in asset method

    By LarryDavid, September 8, 2011
    • 1 reply
    • 1k views
    • 
    • Effen
    • September 9, 2011

23. Annuity option with a COLA

    By John Feldt ERPA CPC QPA, September 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 8, 2011

24. max deductions, allocation, application

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

25. Change to different allocation group before end of year

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

26. How long to get a Determination for Termination?

    By Guest sugar daddy, August 30, 2011
    • 3 replies
    • 1.1k views
    • 
    • emmetttrudy
    • September 7, 2011

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

    By Guest TaxedToDeath, September 6, 2011
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 6, 2011

28. LTD offset

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

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

    By NKOTB, September 1, 2011
    • 6 replies
    • 5.5k views
    • 
    • Guest
    • September 2, 2011

30. RMD in Cash Balance plans

    By SoCalActuary, December 13, 2006
    • 4 replies
    • 9.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

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

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

32. Best merger date

    By rcline46, August 31, 2011
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • September 1, 2011

33. 401(h)

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

34. determination letters

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

35. Quarterly Contribution Notice Requirement

    By emmetttrudy, August 15, 2011
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • August 30, 2011

36. Retroactive Annuity Starting Date (RASD)

    By Dinosaur, August 25, 2011
    • 3 replies
    • 3.2k views
    • 
    • Dinosaur
    • August 29, 2011

37. Removal of Restrictions

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

38. Maximum Deductible Contribution for Partner

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

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

    By JBones, August 22, 2011
    • 3 replies
    • 1.1k views
    • 
    • ScottR
    • August 28, 2011

40. New Plan Document - Benefit Formula

    By JBones, August 22, 2011
    • 6 replies
    • 1.6k views
    • 
    • ScottR
    • August 28, 2011

41. What Must be Contained in Pension Benefit Statement

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

42. Annual Funding Notice

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

43. Determination for Termination on a Volume Submitter Plan

    By Guest sugar daddy, August 11, 2011
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 25, 2011

44. UP-1994 Unisex

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

45. PPA Lump Sum Segment Rates

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

46. Amended Schedule B/SB

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

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

    By mwyatt, August 22, 2011
    • 12 replies
    • 3k views
    • 
    • AndyH
    • August 22, 2011

48. 412(e)(3) to Traditional DB

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

49. 242(b) Election at Plan Termination

    By Guest DBadmin101, August 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 21, 2011

50. 412(e)3 plans

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