Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. plan amendment

   By Gary, July 28, 2011
   • 3 replies
   • 997 views
   • 
   • Gary
   • July 28, 2011

2. plan termination

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

3. IRS Notice 87-20

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

4. Defined Benefit contribution

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

5. Changing Beneficiary of Post Retirement Death Benefit

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

6. Simple 417e Question

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

7. changing valuation date

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

8. Changing Valuation Date

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

9. messed up plan

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

10. W-2 Compensation

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

11. 415 application after plan freeze revisited

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

12. Is it necessary to grandfather present values?

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

13. election to change segment rates

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

14. Section 436 and Social Security Leveling Options

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

15. cash balance plan design

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

16. cash balance plan calculation

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

17. blank schedule sb

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

18. Overfunded plan and excise tax

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

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

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

20. Sch SB - Change in lookback month

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

21. plan benefits for distribution upone termination

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

22. 401(a)(26) meaningful benefit

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

23. 410(b) benefiting in a 412(e)(3)

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

24. cash balance plan amendments

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

25. PBGC and post-termination PPA amendment

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

26. cash balance plan

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

27. JBEA Renewal

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

28. 412(e)3 Plans

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

29. Annual Funding Notice

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

30. Relative Value

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

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

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

32. non discrimination testing

    By Gary, June 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 22, 2011

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

    By emmetttrudy, June 22, 2011
    • 5 replies
    • 1.4k views
    • 
    • emmetttrudy
    • June 22, 2011

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

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

35. Retroactive payments (beyond NRA)

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

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

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

37. DB offset plan and 415 limits

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

38. cash bal plan design

    By Gary, June 17, 2011
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 18, 2011

39. Frozen Accuals and the 415 Limit

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

40. top heavy testing

    By Guest joe9pension, June 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • June 17, 2011

41. EOY Cash Balance Interest Crediting Rate

    By frizzyguy, June 9, 2011
    • 3 replies
    • 2.2k views
    • 
    • carrots
    • June 17, 2011

42. Merger Vesting Calculations

    By Guest lawfive, June 17, 2011
    • 1 reply
    • 849 views
    • 
    • Andy the Actuary
    • June 17, 2011

43. Discounting of Prior Year Unpaid Minimum Required Contribution

    By stbennet, June 16, 2011
    • 1 reply
    • 1.3k views
    • 
    • Gary
    • June 16, 2011

44. Is this Early Retirement Benefit 'accrued at termination'

    By Guest erisajd, June 15, 2011
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • June 16, 2011

45. DB Plan Statistics

    By Andy the Actuary, June 15, 2011
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • June 15, 2011

46. DB/DC Combo Testing Question

    By AndyH, June 8, 2011
    • 9 replies
    • 1.3k views
    • 
    • AndyH
    • June 8, 2011

47. QJSA Rules and New BCD

    By Guest Hawkeye, June 6, 2011
    • 1 reply
    • 2.9k views
    • 
    • Andy the Actuary
    • June 7, 2011

48. Grandfathered benefit

    By JBones, June 2, 2011
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • June 2, 2011

49. Life insuranc in DB plan

    By jkdoll2, October 7, 2010
    • 16 replies
    • 2.8k views
    • 
    • Ron Snyder
    • June 2, 2011

50. FAS Amortization period change?

    By AndyH, June 1, 2011
    • 5 replies
    • 4.4k views
    • 
    • SoCalActuary
    • June 2, 2011