Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. cash balance plan amendments

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

2. PBGC and post-termination PPA amendment

   By Guest Steve C, May 9, 2011
   • 9 replies
   • 6.2k views
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   • david rigby
   • June 28, 2011

3. cash balance plan

   By Gary, June 23, 2011
   • 7 replies
   • 2.1k views
   • 
   • frizzyguy
   • June 28, 2011

4. JBEA Renewal

   By retbenser, May 19, 2011
   • 14 replies
   • 2.2k views
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   • FAPInJax
   • June 24, 2011

5. 412(e)3 Plans

   By jkdoll2, March 10, 2011
   • 8 replies
   • 3.3k views
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   • Guest
   • June 24, 2011

6. 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

7. Relative Value

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

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

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

9. non discrimination testing

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

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

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

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

    By QNPG, June 15, 2011
    • 2 replies
    • 2.4k views
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    • John Feldt ERPA CPC QPA
    • June 21, 2011

12. Retroactive payments (beyond NRA)

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

13. 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

14. DB offset plan and 415 limits

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

15. cash bal plan design

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

16. Frozen Accuals and the 415 Limit

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

17. top heavy testing

    By Guest joe9pension, June 17, 2011
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • June 17, 2011

18. EOY Cash Balance Interest Crediting Rate

    By frizzyguy, June 9, 2011
    • 3 replies
    • 2.3k views
    • 
    • carrots
    • June 17, 2011

19. Merger Vesting Calculations

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

20. Discounting of Prior Year Unpaid Minimum Required Contribution

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

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

    By Guest erisajd, June 15, 2011
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • June 16, 2011

22. DB Plan Statistics

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

23. DB/DC Combo Testing Question

    By AndyH, June 8, 2011
    • 9 replies
    • 1.4k views
    • 
    • AndyH
    • June 8, 2011

24. QJSA Rules and New BCD

    By Guest Hawkeye, June 6, 2011
    • 1 reply
    • 3k views
    • 
    • Andy the Actuary
    • June 7, 2011

25. Grandfathered benefit

    By JBones, June 2, 2011
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • June 2, 2011

26. Life insuranc in DB plan

    By jkdoll2, October 7, 2010
    • 16 replies
    • 2.9k views
    • 
    • Ron Snyder
    • June 2, 2011

27. FAS Amortization period change?

    By AndyH, June 1, 2011
    • 5 replies
    • 4.6k views
    • 
    • SoCalActuary
    • June 2, 2011

28. 401(a)(26) with a twist

    By Guest BCMarch10, June 1, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 1, 2011

29. 415 limit v accd benefit

    By Gary, May 31, 2011
    • 0 replies
    • 834 views
    • 
    • Gary
    • May 31, 2011

30. Vesting with new plan (have another plan)

    By Dinosaur, May 31, 2011
    • 5 replies
    • 1.3k views
    • 
    • SoCalActuary
    • May 31, 2011

31. pbgc coverage

    By Gary, May 27, 2011
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • May 27, 2011

32. 401(a)(26)

    By retbenser, May 26, 2011
    • 11 replies
    • 2.3k views
    • 
    • Gary
    • May 27, 2011

33. Plan Termination Liability

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 3k views
    • 
    • Effen
    • May 25, 2011

34. Accrued Interest

    By Andy the Actuary, May 24, 2011
    • 7 replies
    • 2.2k views
    • 
    • SoCalActuary
    • May 25, 2011

35. Schedule SB

    By MoShawn, May 17, 2011
    • 6 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • May 24, 2011

36. How can a participant's estate close if the DB plan insists on paying installments to the estate?

    By katieinny, May 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 23, 2011

37. Plan termination and reallocation of benefits

    By abanky, May 16, 2011
    • 14 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • May 23, 2011

38. deceased majority owner

    By SheilaD, May 23, 2011
    • 3 replies
    • 981 views
    • 
    • Andy the Actuary
    • May 23, 2011

39. Waiver/Forfeit by Owner of Benefits on Plan TM

    By Guest Pete Joachim, May 18, 2011
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • May 18, 2011

40. 412(i) contributions

    By Guest Vinodh, May 17, 2011
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • May 18, 2011

41. Excess Asset reversion

    By QNPG, May 17, 2011
    • 5 replies
    • 5.1k views
    • 
    • QNPG
    • May 17, 2011

42. New Supreme Ct Cash Balance and SPD opinion - Cigna v Amara

    By Guest SuzanneW, May 16, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 16, 2011

43. Excess Contribution

    By Guest Orlando4k, May 11, 2011
    • 5 replies
    • 3.6k views
    • 
    • AndyH
    • May 13, 2011

44. Plan assets and cash value

    By retbenser, May 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • May 13, 2011

45. Deductible Contribution

    By RLR, May 12, 2011
    • 1 reply
    • 948 views
    • 
    • SoCalActuary
    • May 12, 2011

46. Valuation Funding; Lump Sum Assumed

    By JAY21, May 11, 2011
    • 6 replies
    • 1.6k views
    • 
    • JAY21
    • May 12, 2011

47. 436 contribution

    By Gary, May 11, 2011
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 11, 2011

48. One Person DB Plan Failed to Make MRC

    By emmetttrudy, May 9, 2011
    • 4 replies
    • 1.2k views
    • 
    • SoCalActuary
    • May 9, 2011

49. 415 limit - hi 3 yr avg

    By Gary, May 5, 2011
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 6, 2011

50. Deduction Split

    By gregburst, May 3, 2011
    • 4 replies
    • 1.5k views
    • 
    • Calavera
    • May 5, 2011