Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Short Plan Year (Wear-Away Option)

   By Andy the Actuary, October 12, 2011
   • 2 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • October 13, 2011

2. Due date for Form 5500

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

3. Payments Post-NRA

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

4. plan termination

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

5. Quarterly Contributions After Short Plan Year

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

6. Mandatory Burning

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

7. 5500ez late filing penalties

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

8. Contribution Confirmation

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

9. contributions after 9/15

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

10. 401(a)(26) Correction

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

11. DB-403b testing

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

12. Timing of 436 participant notice

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

13. DB/DC combination testing

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

14. Reopening Frozen Plan

    By Andy the Actuary, September 27, 2011
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • September 27, 2011

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

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

16. More PPA stupidity

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

17. 436 versus 401(a)(9)

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

18. Post NRA

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

19. annuity purchase with insurer

    By Gary, September 21, 2011
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 21, 2011

20. obtaining old forms

    By Gary, September 19, 2011
    • 8 replies
    • 1.3k views
    • 
    • Gary
    • September 21, 2011

21. Nondiscrimination Question 410(b)

    By Mister Met, September 21, 2011
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • September 21, 2011

22. Cash Balance coversion

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

23. ERISA 101(j) Notice

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

24. MRC, Max Deductible and Sole Props

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

25. Precessor Employer under the Section 415 Regulations

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

26. DB Plan 415 Limit - Lump Sum Amount

    By Rolf Trautmann, August 31, 2011
    • 16 replies
    • 5.7k views
    • 
    • Calavera
    • September 12, 2011

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

    By david rigby, November 10, 1999
    • 6 replies
    • 3.1k views
    • 
    • david rigby
    • September 12, 2011

28. Prior Funding Deficiency & Quarterlies

    By JBones, September 8, 2011
    • 3 replies
    • 1.3k views
    • 
    • Calavera
    • September 9, 2011

29. Request to IRS for requesting change in asset method

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

30. Annuity option with a COLA

    By John Feldt ERPA CPC QPA, September 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 8, 2011

31. max deductions, allocation, application

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

32. Change to different allocation group before end of year

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

33. How long to get a Determination for Termination?

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

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

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

35. LTD offset

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

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

    By NKOTB, September 1, 2011
    • 6 replies
    • 5.6k views
    • 
    • Guest
    • September 2, 2011

37. RMD in Cash Balance plans

    By SoCalActuary, December 13, 2006
    • 4 replies
    • 9.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

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

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

39. Best merger date

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

40. 401(h)

    By abanky, August 31, 2011
    • 0 replies
    • 1.2k views
    • 
    • abanky
    • August 31, 2011

41. determination letters

    By Gary, August 25, 2011
    • 10 replies
    • 2.4k views
    • 
    • David MacLennan
    • August 30, 2011

42. Quarterly Contribution Notice Requirement

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

43. Retroactive Annuity Starting Date (RASD)

    By Dinosaur, August 25, 2011
    • 3 replies
    • 3.3k views
    • 
    • Dinosaur
    • August 29, 2011

44. Removal of Restrictions

    By Andy the Actuary, August 17, 2011
    • 8 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • August 28, 2011

45. Maximum Deductible Contribution for Partner

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

46. 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

47. New Plan Document - Benefit Formula

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

48. What Must be Contained in Pension Benefit Statement

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

49. Annual Funding Notice

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

50. Determination for Termination on a Volume Submitter Plan

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