Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Increased Accruals After Normal Retirement Age?

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

2. Collectibles as Plan Investments

   By emmetttrudy, August 16, 2011
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 19, 2011

3. pbgc premium filings

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

4. top paid group elections

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

5. AFTAP reporting in year following change in val date

   By JBones, August 16, 2011
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • August 17, 2011

6. Pension funding relief

   By Gary, July 8, 2010
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • August 17, 2011

7. excluding employees who opt for "no benefits"

   By Guest cbclark, August 15, 2011
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • August 16, 2011

8. ASPPA DB Webcourse

   By DMcGovern, August 16, 2011
   • 0 replies
   • 1k views
   • 
   • DMcGovern
   • August 16, 2011

9. MISREPRSENTATION OF AGE

   By LIBERTYKID, August 15, 2011
   • 8 replies
   • 1.6k views
   • 
   • jpod
   • August 16, 2011

10. 401(a)(26) prior benefits structure

    By Dennis Povloski, August 5, 2011
    • 7 replies
    • 3.9k views
    • 
    • Effen
    • August 15, 2011

11. Does reducing benefit formula to zero freeze plan?

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

12. Predecessor Service

    By John Feldt ERPA CPC QPA, February 1, 2006
    • 3 replies
    • 3.4k views
    • 
    • Madison71
    • August 12, 2011

13. Terminating Plan

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

14. Quick 415 Question

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

15. Minmum contribution

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

16. 415 $ limit for age less than 62

    By RLR, July 21, 2011
    • 11 replies
    • 4.4k views
    • 
    • JBones
    • August 11, 2011

17. 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

18. Unionized PEO's

    By Guest dshively2, August 8, 2011
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • August 10, 2011

19. Date of Entry after a Plan Freeze

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

20. Partial Distribution

    By JBones, July 20, 2011
    • 4 replies
    • 1.9k views
    • 
    • JBones
    • August 5, 2011

21. Joint and Survivor Annuities

    By Guest rhector12, August 4, 2011
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • August 4, 2011

22. 417(e)(3) Rate

    By ERISA25, August 4, 2011
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • August 4, 2011

23. Unpaid Excise Taxes

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

24. Document vs Implementation

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

25. Contributions Included on Form 5500

    By ac, August 2, 2011
    • 8 replies
    • 2.1k views
    • 
    • Bird
    • August 3, 2011

26. How soon to notify vested terminated employee?

    By tuni88, August 1, 2011
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 1, 2011

27. cushion amount

    By Gary, July 29, 2011
    • 1 reply
    • 1.1k views
    • 
    • FAPInJax
    • August 1, 2011

28. plan amendment

    By Gary, July 28, 2011
    • 3 replies
    • 1k views
    • 
    • Gary
    • July 28, 2011

29. plan termination

    By Gary, July 22, 2011
    • 4 replies
    • 1.2k views
    • 
    • ScottR
    • July 23, 2011

30. IRS Notice 87-20

    By Guest algeis, July 22, 2011
    • 3 replies
    • 2.8k views
    • 
    • Belgarath
    • July 22, 2011

31. Defined Benefit contribution

    By jkdoll2, July 19, 2011
    • 14 replies
    • 1.7k views
    • 
    • AndyH
    • July 22, 2011

32. Changing Beneficiary of Post Retirement Death Benefit

    By Guest BWNWE, July 20, 2011
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 21, 2011

33. Simple 417e Question

    By ac, July 20, 2011
    • 2 replies
    • 1.1k views
    • 
    • ac
    • July 20, 2011

34. changing valuation date

    By Dinosaur, July 15, 2011
    • 3 replies
    • 1.1k views
    • 
    • Dinosaur
    • July 18, 2011

35. Changing Valuation Date

    By Dougsbpc, July 17, 2011
    • 0 replies
    • 901 views
    • 
    • Dougsbpc
    • July 17, 2011

36. messed up plan

    By Gary, June 23, 2011
    • 10 replies
    • 1.9k views
    • 
    • Gary
    • July 15, 2011

37. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • July 13, 2011

38. 415 application after plan freeze revisited

    By Gary, June 30, 2011
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • July 13, 2011

39. Is it necessary to grandfather present values?

    By Guest Navysalad, July 4, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2011

40. election to change segment rates

    By Dinosaur, June 24, 2011
    • 3 replies
    • 1.7k views
    • 
    • Dinosaur
    • July 12, 2011

41. Section 436 and Social Security Leveling Options

    By AndyH, June 23, 2011
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2011

42. cash balance plan design

    By Gary, June 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 11, 2011

43. cash balance plan calculation

    By Gary, July 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 11, 2011

44. blank schedule sb

    By Gary, July 7, 2011
    • 1 reply
    • 972 views
    • 
    • SoCalActuary
    • July 8, 2011

45. Overfunded plan and excise tax

    By retbenser, July 4, 2011
    • 6 replies
    • 3.5k views
    • 
    • ETA Consulting LLC
    • July 5, 2011

46. Form 5500-SF/EZ and 412(e)(3)

    By retbenser, July 1, 2011
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • July 1, 2011

47. Sch SB - Change in lookback month

    By retbenser, June 30, 2011
    • 3 replies
    • 1k views
    • 
    • Dinosaur
    • July 1, 2011

48. plan benefits for distribution upone termination

    By Gary, July 1, 2011
    • 0 replies
    • 796 views
    • 
    • Gary
    • July 1, 2011

49. 401(a)(26) meaningful benefit

    By John Feldt ERPA CPC QPA, June 30, 2011
    • 1 reply
    • 938 views
    • 
    • SoCalActuary
    • June 30, 2011

50. 410(b) benefiting in a 412(e)(3)

    By DMcGovern, June 30, 2011
    • 2 replies
    • 905 views
    • 
    • DMcGovern
    • June 30, 2011