Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Schedule SB

   By MoShawn, May 17, 2011
   • 6 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • May 24, 2011

2. 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
   • 1.3k views
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   • Andy the Actuary
   • May 23, 2011

3. Plan termination and reallocation of benefits

   By abanky, May 16, 2011
   • 14 replies
   • 1.7k views
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   • Andy the Actuary
   • May 23, 2011

4. deceased majority owner

   By SheilaD, May 23, 2011
   • 3 replies
   • 1k views
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   • Andy the Actuary
   • May 23, 2011

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

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

6. 412(i) contributions

   By Guest Vinodh, May 17, 2011
   • 10 replies
   • 2.2k views
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   • Guest
   • May 18, 2011

7. Excess Asset reversion

   By QNPG, May 17, 2011
   • 5 replies
   • 5.2k views
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   • QNPG
   • May 17, 2011

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

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

9. Excess Contribution

   By Guest Orlando4k, May 11, 2011
   • 5 replies
   • 3.7k views
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   • AndyH
   • May 13, 2011

10. Plan assets and cash value

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

11. Deductible Contribution

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

12. Valuation Funding; Lump Sum Assumed

    By JAY21, May 11, 2011
    • 6 replies
    • 1.7k views
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    • JAY21
    • May 12, 2011

13. 436 contribution

    By Gary, May 11, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 11, 2011

14. One Person DB Plan Failed to Make MRC

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

15. 415 limit - hi 3 yr avg

    By Gary, May 5, 2011
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • May 6, 2011

16. Deduction Split

    By gregburst, May 3, 2011
    • 4 replies
    • 1.6k views
    • 
    • Calavera
    • May 5, 2011

17. RMD from DB plan facing 436 restriction

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

18. Actuarial Adjustment for late retirement

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

19. funding shortfall

    By Gary, May 4, 2011
    • 2 replies
    • 1.3k views
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    • Gary
    • May 4, 2011

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

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

21. Plan termination

    By Belgarath, May 4, 2011
    • 10 replies
    • 2.1k views
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    • SoCalActuary
    • May 4, 2011

22. 401(a)(26) and document

    By retbenser, May 3, 2011
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 3, 2011

23. PLR that had no effect

    By Guest Southern FA, January 5, 2011
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • May 2, 2011

24. Eligibility for Plan

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

25. change in valuation date 2011

    By abanky, April 27, 2011
    • 4 replies
    • 1.1k views
    • 
    • abanky
    • May 2, 2011

26. Multiple Employer Plan - Defined Benefit

    By Rolf Trautmann, April 26, 2011
    • 1 reply
    • 2k views
    • 
    • Rolf Trautmann
    • April 29, 2011

27. CB Freeze Amendment

    By JBones, April 22, 2011
    • 6 replies
    • 2.7k views
    • 
    • david rigby
    • April 28, 2011

28. enrolled actuary

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

29. Participant Exclusions

    By amcorson, April 25, 2011
    • 4 replies
    • 1.8k views
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    • John Feldt ERPA CPC QPA
    • April 26, 2011

30. Annual Funding Notice Required?

    By Guest DBStudentAct, April 25, 2011
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • April 26, 2011

31. 5500-EZ Late Notices

    By JAY21, March 15, 2011
    • 18 replies
    • 3.6k views
    • 
    • Belgarath
    • April 25, 2011

32. PBGC Unfunded Vested Valuation Date

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

33. combined plan deduction limit

    By Gary, April 21, 2011
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • April 21, 2011

34. PBGC Reportable Event-Late Filing

    By JAY21, April 20, 2011
    • 1 reply
    • 2.4k views
    • 
    • Lou S.
    • April 20, 2011

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

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

36. Accrued Benefit - Late Retirement

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

37. 2011 EA Meeting Kudos

    By Andy the Actuary, April 18, 2011
    • 0 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 18, 2011

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

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

39. Maximum Contributions for Self-Employed Individual

    By emmetttrudy, February 22, 2011
    • 2 replies
    • 1.5k views
    • 
    • ScottR
    • April 16, 2011

40. Underlying Interest Rates In Annuity Premiums

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

41. multiemployer plan summary

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

42. plan termination

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

43. Amortizing Pre-Paid Expense (Plan Termination)

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

44. shortfall amort base

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

45. Paired Plan - Form 5307

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

46. calculating lump sum when there is unreduced early

    By Guest ctrapatsos, April 13, 2011
    • 5 replies
    • 2.1k views
    • 
    • AndyH
    • April 14, 2011

47. DB(k) deduction limits

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

48. schedule sb line 12

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

49. Does Qualified Optional Survivor Annuity Requirement Apply?

    By WestCoast, November 25, 2010
    • 6 replies
    • 4.8k views
    • 
    • Guest
    • April 13, 2011

50. 2011 EA Meeting

    By Andy the Actuary, April 9, 2011
    • 5 replies
    • 1.6k views
    • 
    • SoCalActuary
    • April 11, 2011