Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. 5500-EZ Late Notices

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

2. PBGC Unfunded Vested Valuation Date

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

3. combined plan deduction limit

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

4. PBGC Reportable Event-Late Filing

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

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

   By Guest TaxedToDeath, April 20, 2011
   • 3 replies
   • 1.1k views
   • 
   • K2retire
   • April 20, 2011

6. Accrued Benefit - Late Retirement

   By JBones, February 15, 2011
   • 5 replies
   • 2k views
   • 
   • SoCalActuary
   • April 19, 2011

7. 2011 EA Meeting Kudos

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

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

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

9. Maximum Contributions for Self-Employed Individual

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

10. Underlying Interest Rates In Annuity Premiums

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

11. multiemployer plan summary

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

12. plan termination

    By Gary, April 15, 2011
    • 0 replies
    • 1k views
    • 
    • Gary
    • April 15, 2011

13. Amortizing Pre-Paid Expense (Plan Termination)

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

14. shortfall amort base

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

15. Paired Plan - Form 5307

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

16. calculating lump sum when there is unreduced early

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

17. DB(k) deduction limits

    By AndrewZ, March 7, 2011
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • April 13, 2011

18. schedule sb line 12

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

19. Does Qualified Optional Survivor Annuity Requirement Apply?

    By WestCoast, November 25, 2010
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • April 13, 2011

20. 2011 EA Meeting

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

21. Cash Balance plan for S-corp

    By Guest philw, April 11, 2011
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • April 11, 2011

22. cost method changes

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

23. Frozen Plan, increasing benefits

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

24. Life Insurance in DB plan

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

25. 415 limits and actuarial increases

    By Gary, April 5, 2011
    • 6 replies
    • 3.1k views
    • 
    • SoCalActuary
    • April 6, 2011

26. HCE was restricted, until plan funded status improved

    By John Feldt ERPA CPC QPA, April 5, 2011
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 5, 2011

27. Disability Benefits

    By JBones, April 5, 2011
    • 2 replies
    • 1.2k views
    • 
    • JBones
    • April 5, 2011

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

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

29. JBEA Renewal

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

30. Frozen DB, Bonus in lieu of future benefits

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

31. amendment

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

32. Establishing new plan for 2010

    By retbenser, March 31, 2011
    • 4 replies
    • 1.3k views
    • 
    • tymesup
    • April 1, 2011

33. AFTAP/Lump Sum

    By Just Me, March 28, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 1, 2011

34. line 24 schedul sb

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

35. Terminated DB plan pre PPA

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

36. offsetting actuarial increases against benefit accruals

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

37. PPA

    By IRA, March 30, 2011
    • 1 reply
    • 858 views
    • 
    • FAPInJax
    • March 31, 2011

38. Deduction Timing

    By amcorson, March 30, 2011
    • 1 reply
    • 915 views
    • 
    • K2retire
    • March 30, 2011

39. fas 87, 158

    By Gary, March 30, 2011
    • 2 replies
    • 2k views
    • 
    • JAY21
    • March 30, 2011

40. Filing Schedule MP, Plan Termination

    By Guest DBStudentAct, March 30, 2011
    • 0 replies
    • 916 views
    • 
    • Guest
    • March 30, 2011

41. Testing Benefits, Rights and Features

    By Guest Spock, March 29, 2011
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 29, 2011

42. standing elections

    By Gary, March 28, 2011
    • 0 replies
    • 1k views
    • 
    • Gary
    • March 28, 2011

43. First Year AFTAP

    By dmb, March 24, 2011
    • 4 replies
    • 2.6k views
    • 
    • SoCalActuary
    • March 28, 2011

44. change in fundinging method

    By Guest NJ-EA, March 28, 2011
    • 1 reply
    • 905 views
    • 
    • SoCalActuary
    • March 28, 2011

45. Prohibited Payments and Plan Aggregation

    By Guest Aaron Pierce, March 25, 2011
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 25, 2011

46. 5500ez

    By Gary, March 24, 2011
    • 0 replies
    • 821 views
    • 
    • Gary
    • March 24, 2011

47. gateway

    By abanky, March 23, 2011
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • March 23, 2011

48. FAS Codification Section 715-20-50

    By Guest RRO, March 22, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 23, 2011

49. fas 158

    By Gary, March 22, 2011
    • 2 replies
    • 1k views
    • 
    • Gary
    • March 22, 2011

50. Reportable Event -- Second Year

    By Andy the Actuary, March 22, 2011
    • 2 replies
    • 942 views
    • 
    • Andy the Actuary
    • March 22, 2011