Defined Benefit Plans, Including Cash Balance

7,223 topics in this forum

1. Nondiscrimination Question 410(b)

   By Mister Met, September 21, 2011
   • 3 replies
   • 1.4k views
   • 
   • AndyH
   • September 21, 2011

2. Cash Balance coversion

   By Guest Quacka, September 18, 2011
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • September 19, 2011

3. ERISA 101(j) Notice

   By Guest EBoomer, September 16, 2011
   • 1 reply
   • 2.4k views
   • 
   • Andy the Actuary
   • September 16, 2011

4. MRC, Max Deductible and Sole Props

   By Lou S., September 14, 2011
   • 3 replies
   • 1.5k views
   • 
   • Lou S.
   • September 14, 2011

5. Precessor Employer under the Section 415 Regulations

   By QNPG, September 14, 2011
   • 2 replies
   • 1.3k views
   • 
   • QNPG
   • September 14, 2011

6. DB Plan 415 Limit - Lump Sum Amount

   By Rolf Trautmann, August 31, 2011
   • 16 replies
   • 6.4k views
   • 
   • Calavera
   • September 12, 2011

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

   By david rigby, November 10, 1999
   • 6 replies
   • 3.5k views
   • 
   • david rigby
   • September 12, 2011

8. Prior Funding Deficiency & Quarterlies

   By JBones, September 8, 2011
   • 3 replies
   • 1.4k views
   • 
   • Calavera
   • September 9, 2011

9. Request to IRS for requesting change in asset method

   By LarryDavid, September 8, 2011
   • 1 reply
   • 1.2k views
   • 
   • Effen
   • September 9, 2011

10. Annuity option with a COLA

    By John Feldt ERPA CPC QPA, September 8, 2011
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • September 8, 2011

11. max deductions, allocation, application

    By Gary, September 7, 2011
    • 1 reply
    • 1.4k views
    • 
    • Calavera
    • September 8, 2011

12. Change to different allocation group before end of year

    By Trekker, September 7, 2011
    • 2 replies
    • 1.2k views
    • 
    • Trekker
    • September 8, 2011

13. How long to get a Determination for Termination?

    By Guest sugar daddy, August 30, 2011
    • 3 replies
    • 1.3k views
    • 
    • emmetttrudy
    • September 7, 2011

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

    By Guest TaxedToDeath, September 6, 2011
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2011

15. LTD offset

    By david rigby, September 6, 2011
    • 0 replies
    • 1.1k views
    • 
    • david rigby
    • September 6, 2011

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

    By NKOTB, September 1, 2011
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • September 2, 2011

17. RMD in Cash Balance plans

    By SoCalActuary, December 13, 2006
    • 4 replies
    • 10k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

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

    By HarleyBabe, September 1, 2011
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

19. Best merger date

    By rcline46, August 31, 2011
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • September 1, 2011

20. 401(h)

    By abanky, August 31, 2011
    • 0 replies
    • 1.4k views
    • 
    • abanky
    • August 31, 2011

21. determination letters

    By Gary, August 25, 2011
    • 10 replies
    • 2.8k views
    • 
    • David MacLennan
    • August 30, 2011

22. Quarterly Contribution Notice Requirement

    By emmetttrudy, August 15, 2011
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • August 30, 2011

23. Retroactive Annuity Starting Date (RASD)

    By Dinosaur, August 25, 2011
    • 3 replies
    • 3.6k views
    • 
    • Dinosaur
    • August 29, 2011

24. Removal of Restrictions

    By Andy the Actuary, August 17, 2011
    • 8 replies
    • 2k views
    • 
    • Andy the Actuary
    • August 28, 2011

25. Maximum Deductible Contribution for Partner

    By emmetttrudy, August 18, 2011
    • 3 replies
    • 1.8k views
    • 
    • ScottR
    • August 28, 2011

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

    By JBones, August 22, 2011
    • 3 replies
    • 1.4k views
    • 
    • ScottR
    • August 28, 2011

27. New Plan Document - Benefit Formula

    By JBones, August 22, 2011
    • 6 replies
    • 2k views
    • 
    • ScottR
    • August 28, 2011

28. What Must be Contained in Pension Benefit Statement

    By Guest jfreeborn, August 25, 2011
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 26, 2011

29. Annual Funding Notice

    By ERISA25, August 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • ERISA25
    • August 25, 2011

30. Determination for Termination on a Volume Submitter Plan

    By Guest sugar daddy, August 11, 2011
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2011

31. UP-1994 Unisex

    By abanky, August 23, 2011
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • August 23, 2011

32. PPA Lump Sum Segment Rates

    By dmb, August 23, 2011
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • August 23, 2011

33. Amended Schedule B/SB

    By Guest EBoomer, August 23, 2011
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • August 23, 2011

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

    By mwyatt, August 22, 2011
    • 12 replies
    • 3.7k views
    • 
    • AndyH
    • August 22, 2011

35. 412(e)(3) to Traditional DB

    By stbennet, August 22, 2011
    • 2 replies
    • 1.9k views
    • 
    • DMcGovern
    • August 22, 2011

36. 242(b) Election at Plan Termination

    By Guest DBadmin101, August 21, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 21, 2011

37. 412(e)3 plans

    By Guest jim williams, August 18, 2011
    • 4 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • August 19, 2011

38. Increased Accruals After Normal Retirement Age?

    By ERISA-Bubs, August 18, 2011
    • 3 replies
    • 1.4k views
    • 
    • eeyore
    • August 19, 2011

39. Collectibles as Plan Investments

    By emmetttrudy, August 16, 2011
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 19, 2011

40. pbgc premium filings

    By Gary, August 18, 2011
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • August 18, 2011

41. top paid group elections

    By Gary, August 17, 2011
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • August 17, 2011

42. AFTAP reporting in year following change in val date

    By JBones, August 16, 2011
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • August 17, 2011

43. Pension funding relief

    By Gary, July 8, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 17, 2011

44. excluding employees who opt for "no benefits"

    By Guest cbclark, August 15, 2011
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 16, 2011

45. ASPPA DB Webcourse

    By DMcGovern, August 16, 2011
    • 0 replies
    • 1.2k views
    • 
    • DMcGovern
    • August 16, 2011

46. MISREPRSENTATION OF AGE

    By LIBERTYKID, August 15, 2011
    • 8 replies
    • 2k views
    • 
    • jpod
    • August 16, 2011

47. 401(a)(26) prior benefits structure

    By Dennis Povloski, August 5, 2011
    • 7 replies
    • 4.8k views
    • 
    • Effen
    • August 15, 2011

48. Does reducing benefit formula to zero freeze plan?

    By Trekker, August 12, 2011
    • 6 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 15, 2011

49. Predecessor Service

    By John Feldt ERPA CPC QPA, February 1, 2006
    • 3 replies
    • 3.7k views
    • 
    • Madison71
    • August 12, 2011

50. Terminating Plan

    By abanky, August 11, 2011
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • August 12, 2011