Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

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

2. Unionized PEO's

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

3. Date of Entry after a Plan Freeze

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

4. Partial Distribution

   By JBones, July 20, 2011
   • 4 replies
   • 1.8k views
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   • JBones
   • August 5, 2011

5. Joint and Survivor Annuities

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

6. 417(e)(3) Rate

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

7. Unpaid Excise Taxes

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

8. Document vs Implementation

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

9. Contributions Included on Form 5500

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

10. How soon to notify vested terminated employee?

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

11. cushion amount

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

12. plan amendment

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

13. plan termination

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

14. IRS Notice 87-20

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

15. Defined Benefit contribution

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

16. Changing Beneficiary of Post Retirement Death Benefit

    By Guest BWNWE, July 20, 2011
    • 1 reply
    • 1.3k views
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    • david rigby
    • July 21, 2011

17. Simple 417e Question

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

18. changing valuation date

    By Dinosaur, July 15, 2011
    • 3 replies
    • 1k views
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    • Dinosaur
    • July 18, 2011

19. Changing Valuation Date

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

20. messed up plan

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

21. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 2 replies
    • 1.1k views
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    • masteff
    • July 13, 2011

22. 415 application after plan freeze revisited

    By Gary, June 30, 2011
    • 4 replies
    • 3.4k views
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    • Guest
    • July 13, 2011

23. Is it necessary to grandfather present values?

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

24. election to change segment rates

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

25. Section 436 and Social Security Leveling Options

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

26. cash balance plan design

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

27. cash balance plan calculation

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

28. blank schedule sb

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

29. Overfunded plan and excise tax

    By retbenser, July 4, 2011
    • 6 replies
    • 3.4k views
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    • ETA Consulting LLC
    • July 5, 2011

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

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

31. Sch SB - Change in lookback month

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

32. plan benefits for distribution upone termination

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

33. 401(a)(26) meaningful benefit

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

34. 410(b) benefiting in a 412(e)(3)

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

35. cash balance plan amendments

    By Gary, June 29, 2011
    • 1 reply
    • 849 views
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    • SoCalActuary
    • June 30, 2011

36. PBGC and post-termination PPA amendment

    By Guest Steve C, May 9, 2011
    • 9 replies
    • 6.1k views
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    • david rigby
    • June 28, 2011

37. cash balance plan

    By Gary, June 23, 2011
    • 7 replies
    • 2k views
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    • frizzyguy
    • June 28, 2011

38. JBEA Renewal

    By retbenser, May 19, 2011
    • 14 replies
    • 2.1k views
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    • FAPInJax
    • June 24, 2011

39. 412(e)3 Plans

    By jkdoll2, March 10, 2011
    • 8 replies
    • 3.2k views
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    • Guest
    • June 24, 2011

40. Annual Funding Notice

    By Young Curmudgeon, June 23, 2011
    • 3 replies
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • June 24, 2011

41. Relative Value

    By John Feldt ERPA CPC QPA, June 22, 2011
    • 9 replies
    • 3.4k views
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    • Mr. T
    • June 23, 2011

42. Cross Testing - $1 PS vs $1 CB

    By carrots, June 16, 2011
    • 11 replies
    • 1.6k views
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    • frizzyguy
    • June 22, 2011

43. non discrimination testing

    By Gary, June 22, 2011
    • 2 replies
    • 1.2k views
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    • AndyH
    • June 22, 2011

44. Protected Benefit Issue Regarding NRA Change from 59 to 62

    By emmetttrudy, June 22, 2011
    • 5 replies
    • 1.5k views
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    • emmetttrudy
    • June 22, 2011

45. Fail-safe provision for 410(b) and 401(a)(26)

    By QNPG, June 15, 2011
    • 2 replies
    • 2.3k views
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    • John Feldt ERPA CPC QPA
    • June 21, 2011

46. Retroactive payments (beyond NRA)

    By Dinosaur, June 6, 2011
    • 5 replies
    • 3.8k views
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    • Dinosaur
    • June 21, 2011

47. Can There Be Discrimination Where There's No Discrimination?

    By Andy the Actuary, June 19, 2011
    • 3 replies
    • 1.2k views
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    • frizzyguy
    • June 21, 2011

48. DB offset plan and 415 limits

    By Guest Dave Peckham, June 18, 2011
    • 2 replies
    • 1.1k views
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    • Guest
    • June 20, 2011

49. cash bal plan design

    By Gary, June 17, 2011
    • 4 replies
    • 1.2k views
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    • SoCalActuary
    • June 18, 2011

50. Frozen Accuals and the 415 Limit

    By mming, June 16, 2011
    • 5 replies
    • 2.9k views
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    • david rigby
    • June 17, 2011