Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. RMD from DB plan facing 436 restriction

   By dmb, May 5, 2011
   • 2 replies
   • 1.2k views
   • 
   • AndyH
   • May 5, 2011

2. Actuarial Adjustment for late retirement

   By IhrtERISA, May 5, 2011
   • 1 reply
   • 1.7k views
   • 
   • SoCalActuary
   • May 5, 2011

3. funding shortfall

   By Gary, May 4, 2011
   • 2 replies
   • 1.2k views
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   • Gary
   • May 4, 2011

4. DB plan with an accrual rate for non-owner HCEs

   By John Feldt ERPA CPC QPA, May 4, 2011
   • 7 replies
   • 942 views
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   • John Feldt ERPA CPC QPA
   • May 4, 2011

5. Plan termination

   By Belgarath, May 4, 2011
   • 10 replies
   • 2k views
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   • SoCalActuary
   • May 4, 2011

6. 401(a)(26) and document

   By retbenser, May 3, 2011
   • 2 replies
   • 1k views
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   • John Feldt ERPA CPC QPA
   • May 3, 2011

7. PLR that had no effect

   By Guest Southern FA, January 5, 2011
   • 9 replies
   • 2.5k views
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   • Guest
   • May 2, 2011

8. Eligibility for Plan

   By emmetttrudy, May 2, 2011
   • 1 reply
   • 940 views
   • 
   • Andy the Actuary
   • May 2, 2011

9. change in valuation date 2011

   By abanky, April 27, 2011
   • 4 replies
   • 1k views
   • 
   • abanky
   • May 2, 2011

10. Multiple Employer Plan - Defined Benefit

    By Rolf Trautmann, April 26, 2011
    • 1 reply
    • 1.9k views
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    • Rolf Trautmann
    • April 29, 2011

11. CB Freeze Amendment

    By JBones, April 22, 2011
    • 6 replies
    • 2.6k views
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    • david rigby
    • April 28, 2011

12. enrolled actuary

    By Gary, April 26, 2011
    • 2 replies
    • 1.2k views
    • 
    • JBones
    • April 26, 2011

13. Participant Exclusions

    By amcorson, April 25, 2011
    • 4 replies
    • 1.6k views
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    • John Feldt ERPA CPC QPA
    • April 26, 2011

14. Annual Funding Notice Required?

    By Guest DBStudentAct, April 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 26, 2011

15. 5500-EZ Late Notices

    By JAY21, March 15, 2011
    • 18 replies
    • 3.5k views
    • 
    • Belgarath
    • April 25, 2011

16. PBGC Unfunded Vested Valuation Date

    By Guest osmundo, April 24, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2011

17. combined plan deduction limit

    By Gary, April 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • April 21, 2011

18. PBGC Reportable Event-Late Filing

    By JAY21, April 20, 2011
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • April 20, 2011

19. Can plan termination affect annuity already in pay status?

    By Guest TaxedToDeath, April 20, 2011
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • April 20, 2011

20. Accrued Benefit - Late Retirement

    By JBones, February 15, 2011
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • April 19, 2011

21. 2011 EA Meeting Kudos

    By Andy the Actuary, April 18, 2011
    • 0 replies
    • 967 views
    • 
    • Andy the Actuary
    • April 18, 2011

22. Short Plan year- full accrual/average comp.

    By Guest sueczer, February 17, 2011
    • 2 replies
    • 1.5k views
    • 
    • ScottR
    • April 16, 2011

23. Maximum Contributions for Self-Employed Individual

    By emmetttrudy, February 22, 2011
    • 2 replies
    • 1.4k views
    • 
    • ScottR
    • April 16, 2011

24. Underlying Interest Rates In Annuity Premiums

    By Andy the Actuary, March 11, 2011
    • 3 replies
    • 949 views
    • 
    • ScottR
    • April 16, 2011

25. multiemployer plan summary

    By Beemer, April 15, 2011
    • 1 reply
    • 766 views
    • 
    • SoCalActuary
    • April 16, 2011

26. plan termination

    By Gary, April 15, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • April 15, 2011

27. Amortizing Pre-Paid Expense (Plan Termination)

    By Andy the Actuary, April 14, 2011
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 14, 2011

28. shortfall amort base

    By Gary, April 14, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 14, 2011

29. Paired Plan - Form 5307

    By retbenser, April 14, 2011
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 14, 2011

30. calculating lump sum when there is unreduced early

    By Guest ctrapatsos, April 13, 2011
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • April 14, 2011

31. DB(k) deduction limits

    By AndrewZ, March 7, 2011
    • 2 replies
    • 1.2k views
    • 
    • Draper55
    • April 13, 2011

32. schedule sb line 12

    By Draper55, April 13, 2011
    • 0 replies
    • 959 views
    • 
    • Draper55
    • April 13, 2011

33. Does Qualified Optional Survivor Annuity Requirement Apply?

    By WestCoast, November 25, 2010
    • 6 replies
    • 4.7k views
    • 
    • Guest
    • April 13, 2011

34. 2011 EA Meeting

    By Andy the Actuary, April 9, 2011
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • April 11, 2011

35. Cash Balance plan for S-corp

    By Guest philw, April 11, 2011
    • 3 replies
    • 4.6k views
    • 
    • Guest
    • April 11, 2011

36. cost method changes

    By Gary, April 8, 2011
    • 3 replies
    • 1.1k views
    • 
    • JAY21
    • April 11, 2011

37. Frozen Plan, increasing benefits

    By abanky, April 8, 2011
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • April 11, 2011

38. Life Insurance in DB plan

    By Mister Met, April 7, 2011
    • 0 replies
    • 949 views
    • 
    • Mister Met
    • April 7, 2011

39. 415 limits and actuarial increases

    By Gary, April 5, 2011
    • 6 replies
    • 3.2k views
    • 
    • SoCalActuary
    • April 6, 2011

40. HCE was restricted, until plan funded status improved

    By John Feldt ERPA CPC QPA, April 5, 2011
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 5, 2011

41. Disability Benefits

    By JBones, April 5, 2011
    • 2 replies
    • 1.3k views
    • 
    • JBones
    • April 5, 2011

42. Two Plans - DB and DC - Combined Loan Limit

    By emmetttrudy, April 5, 2011
    • 2 replies
    • 1.5k views
    • 
    • emmetttrudy
    • April 5, 2011

43. JBEA Renewal

    By JAY21, December 21, 2010
    • 11 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 4, 2011

44. Frozen DB, Bonus in lieu of future benefits

    By Guest A125, February 25, 2011
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • April 4, 2011

45. amendment

    By Gary, April 4, 2011
    • 2 replies
    • 1k views
    • 
    • David MacLennan
    • April 4, 2011

46. Establishing new plan for 2010

    By retbenser, March 31, 2011
    • 4 replies
    • 1.4k views
    • 
    • tymesup
    • April 1, 2011

47. AFTAP/Lump Sum

    By Just Me, March 28, 2011
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 1, 2011

48. line 24 schedul sb

    By Gary, March 30, 2011
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2011

49. Terminated DB plan pre PPA

    By Guest ICannotDiscloseMyIdentity, March 28, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • April 1, 2011

50. offsetting actuarial increases against benefit accruals

    By Guest allen293, March 31, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 31, 2011