Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Merger Vesting Calculations

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

2. Discounting of Prior Year Unpaid Minimum Required Contribution

   By stbennet, June 16, 2011
   • 1 reply
   • 1.5k views
   • 
   • Gary
   • June 16, 2011

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

   By Guest erisajd, June 15, 2011
   • 3 replies
   • 2.1k views
   • 
   • david rigby
   • June 16, 2011

4. DB Plan Statistics

   By Andy the Actuary, June 15, 2011
   • 2 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • June 15, 2011

5. DB/DC Combo Testing Question

   By AndyH, June 8, 2011
   • 9 replies
   • 1.7k views
   • 
   • AndyH
   • June 8, 2011

6. QJSA Rules and New BCD

   By Guest Hawkeye, June 6, 2011
   • 1 reply
   • 3.2k views
   • 
   • Andy the Actuary
   • June 7, 2011

7. Grandfathered benefit

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

8. Life insuranc in DB plan

   By jkdoll2, October 7, 2010
   • 16 replies
   • 3.4k views
   • 
   • Ron Snyder
   • June 2, 2011

9. FAS Amortization period change?

   By AndyH, June 1, 2011
   • 5 replies
   • 4.9k views
   • 
   • SoCalActuary
   • June 2, 2011

10. 401(a)(26) with a twist

    By Guest BCMarch10, June 1, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2011

11. 415 limit v accd benefit

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

12. Vesting with new plan (have another plan)

    By Dinosaur, May 31, 2011
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 31, 2011

13. pbgc coverage

    By Gary, May 27, 2011
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • May 27, 2011

14. 401(a)(26)

    By retbenser, May 26, 2011
    • 11 replies
    • 2.7k views
    • 
    • Gary
    • May 27, 2011

15. Plan Termination Liability

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 3.2k views
    • 
    • Effen
    • May 25, 2011

16. Accrued Interest

    By Andy the Actuary, May 24, 2011
    • 7 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 25, 2011

17. Schedule SB

    By MoShawn, May 17, 2011
    • 6 replies
    • 2.6k views
    • 
    • Andy the Actuary
    • May 24, 2011

18. 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
    • 1.4k views
    • 
    • Andy the Actuary
    • May 23, 2011

19. Plan termination and reallocation of benefits

    By abanky, May 16, 2011
    • 14 replies
    • 2k views
    • 
    • Andy the Actuary
    • May 23, 2011

20. deceased majority owner

    By SheilaD, May 23, 2011
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 23, 2011

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

    By Guest Pete Joachim, May 18, 2011
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • May 18, 2011

22. 412(i) contributions

    By Guest Vinodh, May 17, 2011
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • May 18, 2011

23. Excess Asset reversion

    By QNPG, May 17, 2011
    • 5 replies
    • 5.5k views
    • 
    • QNPG
    • May 17, 2011

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

    By Guest SuzanneW, May 16, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 16, 2011

25. Excess Contribution

    By Guest Orlando4k, May 11, 2011
    • 5 replies
    • 3.8k views
    • 
    • AndyH
    • May 13, 2011

26. Plan assets and cash value

    By retbenser, May 13, 2011
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • May 13, 2011

27. Deductible Contribution

    By RLR, May 12, 2011
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • May 12, 2011

28. Valuation Funding; Lump Sum Assumed

    By JAY21, May 11, 2011
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • May 12, 2011

29. 436 contribution

    By Gary, May 11, 2011
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 11, 2011

30. One Person DB Plan Failed to Make MRC

    By emmetttrudy, May 9, 2011
    • 4 replies
    • 1.4k views
    • 
    • SoCalActuary
    • May 9, 2011

31. 415 limit - hi 3 yr avg

    By Gary, May 5, 2011
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 6, 2011

32. Deduction Split

    By gregburst, May 3, 2011
    • 4 replies
    • 1.8k views
    • 
    • Calavera
    • May 5, 2011

33. RMD from DB plan facing 436 restriction

    By dmb, May 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • May 5, 2011

34. Actuarial Adjustment for late retirement

    By IhrtERISA, May 5, 2011
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • May 5, 2011

35. funding shortfall

    By Gary, May 4, 2011
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • May 4, 2011

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

    By John Feldt ERPA CPC QPA, May 4, 2011
    • 7 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 4, 2011

37. Plan termination

    By Belgarath, May 4, 2011
    • 10 replies
    • 2.4k views
    • 
    • SoCalActuary
    • May 4, 2011

38. 401(a)(26) and document

    By retbenser, May 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 3, 2011

39. PLR that had no effect

    By Guest Southern FA, January 5, 2011
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • May 2, 2011

40. Eligibility for Plan

    By emmetttrudy, May 2, 2011
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • May 2, 2011

41. change in valuation date 2011

    By abanky, April 27, 2011
    • 4 replies
    • 1.3k views
    • 
    • abanky
    • May 2, 2011

42. Multiple Employer Plan - Defined Benefit

    By Rolf Trautmann, April 26, 2011
    • 1 reply
    • 2.2k views
    • 
    • Rolf Trautmann
    • April 29, 2011

43. CB Freeze Amendment

    By JBones, April 22, 2011
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • April 28, 2011

44. enrolled actuary

    By Gary, April 26, 2011
    • 2 replies
    • 1.3k views
    • 
    • JBones
    • April 26, 2011

45. Participant Exclusions

    By amcorson, April 25, 2011
    • 4 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 26, 2011

46. Annual Funding Notice Required?

    By Guest DBStudentAct, April 25, 2011
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • April 26, 2011

47. 5500-EZ Late Notices

    By JAY21, March 15, 2011
    • 18 replies
    • 4k views
    • 
    • Belgarath
    • April 25, 2011

48. PBGC Unfunded Vested Valuation Date

    By Guest osmundo, April 24, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 24, 2011

49. combined plan deduction limit

    By Gary, April 21, 2011
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • April 21, 2011

50. PBGC Reportable Event-Late Filing

    By JAY21, April 20, 2011
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • April 20, 2011