Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Most Valuable Accrual for Early Retirement Subsidy

   By LarryDavid, November 14, 2011
   • 1 reply
   • 1.7k views
   • 
   • Effen
   • November 15, 2011

2. life insurance on owner only

   By SheilaD, November 8, 2011
   • 3 replies
   • 1.3k views
   • 
   • frizzyguy
   • November 14, 2011

3. Nondeductible contribution to sole proprietor DB plan

   By Guest Pennysaver, September 9, 2011
   • 8 replies
   • 4.3k views
   • 
   • Belgarath
   • November 14, 2011

4. Prohibited Transaction

   By Guest DBadmin101, November 9, 2011
   • 4 replies
   • 1.3k views
   • 
   • QDROphile
   • November 9, 2011

5. 2011 Interim Amendments

   By ScottR, November 4, 2011
   • 0 replies
   • 1.3k views
   • 
   • ScottR
   • November 4, 2011

6. Form 8955 SSA required for Cash Balance

   By jmartin, November 4, 2011
   • 4 replies
   • 2.5k views
   • 
   • Effen
   • November 4, 2011

7. Top Heavy Minimum?

   By Dougsbpc, November 3, 2011
   • 2 replies
   • 1.6k views
   • 
   • Dougsbpc
   • November 4, 2011

8. PBGC Form 10 -employee notification

   By Guest sueczer, November 2, 2011
   • 6 replies
   • 3.3k views
   • 
   • Calavera
   • November 3, 2011

9. Shared Employee

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

10. 1990 Commissioners Mortality Table?

    By Guest Actuary Bill, October 31, 2011
    • 3 replies
    • 2.2k views
    • 
    • eeyore
    • November 1, 2011

11. FASB - Expected Distributions In Expense

    By Andy the Actuary, November 1, 2011
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • November 1, 2011

12. Joint & 75% Option

    By Andy the Actuary, October 19, 2011
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 31, 2011

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

    By SMB, October 27, 2011
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • October 27, 2011

14. 110% Test

    By emmetttrudy, October 26, 2011
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 26, 2011

15. Cash Balance "Pension Benefit Statements"

    By stbennet, October 21, 2011
    • 2 replies
    • 1.3k views
    • 
    • emmetttrudy
    • October 26, 2011

16. Cash Balance- 414(k)

    By Randy Watson, October 25, 2011
    • 1 reply
    • 3.2k views
    • 
    • mbozek
    • October 25, 2011

17. Retro disability AFTAP < 60

    By Effen, October 14, 2011
    • 3 replies
    • 1.7k views
    • 
    • Effen
    • October 21, 2011

18. Floor offset

    By R. Butler, October 20, 2011
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • October 20, 2011

19. Delayed Cash-Balance Regs

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

20. 5500-EZ without schedule SB?

    By Dennis Povloski, September 15, 2011
    • 3 replies
    • 2.8k views
    • 
    • Bird
    • October 18, 2011

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

    By fiona1, October 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • Peanut Butter Man
    • October 18, 2011

22. 5500EZ - filing required or not?

    By JBones, October 13, 2011
    • 4 replies
    • 1.9k views
    • 
    • JBones
    • October 18, 2011

23. DB / Simple 401(k) Plan

    By Guest elang, October 13, 2011
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2011

24. distribution

    By Gary, October 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • Gary
    • October 13, 2011

25. PBGC Covered plan with funding deficiencies

    By Guest sueczer, October 13, 2011
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • October 13, 2011

26. Short Plan Year (Wear-Away Option)

    By Andy the Actuary, October 12, 2011
    • 2 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • October 13, 2011

27. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

28. Payments Post-NRA

    By EGB, October 6, 2011
    • 2 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • October 12, 2011

29. plan termination

    By Gary, October 10, 2011
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • October 11, 2011

30. Quarterly Contributions After Short Plan Year

    By Andy the Actuary, October 8, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 10, 2011

31. Mandatory Burning

    By Andy the Actuary, October 6, 2011
    • 5 replies
    • 1.8k views
    • 
    • dmb
    • October 10, 2011

32. 5500ez late filing penalties

    By Gary, October 6, 2011
    • 7 replies
    • 2.6k views
    • 
    • SoCalActuary
    • October 7, 2011

33. Contribution Confirmation

    By JBones, October 6, 2011
    • 7 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 7, 2011

34. contributions after 9/15

    By abanky, October 4, 2011
    • 5 replies
    • 1.6k views
    • 
    • abanky
    • October 5, 2011

35. 401(a)(26) Correction

    By JBones, September 26, 2011
    • 10 replies
    • 3.8k views
    • 
    • PensionPro
    • September 29, 2011

36. DB-403b testing

    By dmb, September 28, 2011
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • September 28, 2011

37. Timing of 436 participant notice

    By dmb, September 26, 2011
    • 13 replies
    • 2.8k views
    • 
    • dmb
    • September 28, 2011

38. DB/DC combination testing

    By emmetttrudy, September 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • emmetttrudy
    • September 28, 2011

39. Reopening Frozen Plan

    By Andy the Actuary, September 27, 2011
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 27, 2011

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

    By gle318612, September 26, 2011
    • 0 replies
    • 1.6k views
    • 
    • gle318612
    • September 26, 2011

41. More PPA stupidity

    By Effen, September 23, 2011
    • 3 replies
    • 1.5k views
    • 
    • frizzyguy
    • September 26, 2011

42. 436 versus 401(a)(9)

    By Guest Bevans7, September 16, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 23, 2011

43. Post NRA

    By ombskid, September 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • September 22, 2011

44. annuity purchase with insurer

    By Gary, September 21, 2011
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • September 21, 2011

45. obtaining old forms

    By Gary, September 19, 2011
    • 8 replies
    • 1.5k views
    • 
    • Gary
    • September 21, 2011

46. Nondiscrimination Question 410(b)

    By Mister Met, September 21, 2011
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • September 21, 2011

47. Cash Balance coversion

    By Guest Quacka, September 18, 2011
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 19, 2011

48. ERISA 101(j) Notice

    By Guest EBoomer, September 16, 2011
    • 1 reply
    • 2.3k views
    • 
    • Andy the Actuary
    • September 16, 2011

49. MRC, Max Deductible and Sole Props

    By Lou S., September 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • September 14, 2011

50. Precessor Employer under the Section 415 Regulations

    By QNPG, September 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • QNPG
    • September 14, 2011