Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Underlying Interest Rates In Annuity Premiums

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

2. 412(e)3 Plans

   By jkdoll2, March 10, 2011
   • 8 replies
   • 3.2k views
   • 
   • Guest
   • June 24, 2011

3. fas158

   By Guest VTran, March 9, 2011
   • 1 reply
   • 1.4k views
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   • david rigby
   • March 9, 2011

4. Missing Participants-PBGC Plan Term

   By JAY21, March 8, 2011
   • 5 replies
   • 1.3k views
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   • JAY21
   • March 9, 2011

5. cushion amount

   By Gary, March 8, 2011
   • 2 replies
   • 2.4k views
   • 
   • tymesup
   • March 16, 2015

6. Cash balance

   By QNPG, March 7, 2011
   • 7 replies
   • 2k views
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   • SoCalActuary
   • March 9, 2011

7. DB(k) deduction limits

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

8. Return Shown On SB

   By Andy the Actuary, March 7, 2011
   • 4 replies
   • 1.1k views
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   • tymesup
   • March 17, 2011

9. Beneficiary Question

   By Guest jfreeborn, March 3, 2011
   • 2 replies
   • 1.1k views
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   • david rigby
   • March 4, 2011

10. Prepaid Pension Asset (FASB158)

    By Andy the Actuary, March 2, 2011
    • 1 reply
    • 2.1k views
    • 
    • SoCalActuary
    • March 2, 2011

11. non deductible contributions

    By Gary, March 2, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • March 2, 2011

12. PBGC Covered?

    By stbennet, March 1, 2011
    • 0 replies
    • 988 views
    • 
    • stbennet
    • March 1, 2011

13. Top Heavy requirement

    By Gary, March 1, 2011
    • 2 replies
    • 908 views
    • 
    • AndyH
    • March 1, 2011

14. Participating employer/deduction issues

    By Belgarath, March 1, 2011
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • March 1, 2011

15. accrual requirements

    By John Feldt ERPA CPC QPA, February 28, 2011
    • 2 replies
    • 1.5k views
    • 
    • QNPG
    • February 28, 2011

16. PLLC and testing

    By retbenser, February 27, 2011
    • 0 replies
    • 797 views
    • 
    • retbenser
    • February 27, 2011

17. DB DC Combo - Gateway

    By John Feldt ERPA CPC QPA, February 25, 2011
    • 5 replies
    • 5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 28, 2011

18. Frozen DB, Bonus in lieu of future benefits

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

19. Modifying Credit Balance Usuage Election

    By Andy the Actuary, February 25, 2011
    • 1 reply
    • 814 views
    • 
    • Guest
    • February 25, 2011

20. 415 limit after SSRA with high pay

    By John Feldt ERPA CPC QPA, February 25, 2011
    • 2 replies
    • 947 views
    • 
    • Effen
    • February 25, 2011

21. First Year Plan Maximum Contribution

    By Dougsbpc, February 24, 2011
    • 5 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • February 24, 2011

22. DB/DC combo BRF

    By Guest ICannotDiscloseMyIdentity, February 23, 2011
    • 0 replies
    • 901 views
    • 
    • Guest
    • February 23, 2011

23. Missing Amendment

    By JBones, February 22, 2011
    • 6 replies
    • 1.3k views
    • 
    • JBones
    • February 28, 2011

24. Maximum Contributions for Self-Employed Individual

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

25. Death Benefit calculation

    By Guest DBStudentAct, February 18, 2011
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • February 21, 2011

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

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

27. Change in Asset Valuation Method

    By dmb, February 15, 2011
    • 7 replies
    • 3k views
    • 
    • david rigby
    • March 7, 2011

28. 417(e) Calc for non-lump sum

    By JBones, February 15, 2011
    • 8 replies
    • 6.1k views
    • 
    • JBones
    • February 23, 2011

29. Accrued Benefit - Late Retirement

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

30. Critical Status Notice

    By carrots, February 15, 2011
    • 4 replies
    • 1k views
    • 
    • carrots
    • February 15, 2011

31. Short Plan Year Charges

    By Andy the Actuary, February 14, 2011
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 27, 2012

32. Cash-Balance Proposed Regs

    By JAY21, February 14, 2011
    • 0 replies
    • 937 views
    • 
    • JAY21
    • February 14, 2011

33. Post 70.5, Pre NRA Cash Balance Actuarial Increases

    By stbennet, February 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • SoCalActuary
    • February 15, 2011

34. NO 412(d)(2) elections for amends after PYE

    By Effen, February 14, 2011
    • 16 replies
    • 6.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 15, 2017

35. SH and TH minimum

    By retbenser, February 11, 2011
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 11, 2011

36. Carve-out DB Plan

    By QNPG, February 10, 2011
    • 18 replies
    • 4k views
    • 
    • shERPA
    • April 27, 2012

37. 415 and NonD Testing

    By retbenser, February 10, 2011
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • February 10, 2011

38. AFTAP for At-Risk Plan

    By dmb, February 8, 2011
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • February 8, 2011

39. Non Discrimination testing

    By Gary, February 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 8, 2011

40. Maximum Lump Sum Calculation

    By Guest s.c.semler, February 7, 2011
    • 2 replies
    • 3.3k views
    • 
    • ScottR
    • February 12, 2011

41. Late Late Retiree

    By abanky, February 7, 2011
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • February 12, 2011

42. Deduct contribution in 2012 that is deposited in 2011?

    By RobN, February 4, 2011
    • 6 replies
    • 1.3k views
    • 
    • SoCalActuary
    • February 7, 2011

43. Retroactive Adoption

    By Just Me, February 4, 2011
    • 4 replies
    • 1.8k views
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    • Calavera
    • February 15, 2011

44. 411(d)(6)

    By Guest ICannotDiscloseMyIdentity, February 3, 2011
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 4, 2011

45. Missed RMDs

    By Just Me, February 3, 2011
    • 1 reply
    • 1.7k views
    • 
    • masteff
    • February 3, 2011

46. Operational failure in a DB prototype?

    By QNPG, February 3, 2011
    • 5 replies
    • 1.2k views
    • 
    • QNPG
    • February 15, 2011

47. Annual Funding Notice for Eligible Charity Plans

    By dmb, February 3, 2011
    • 0 replies
    • 831 views
    • 
    • dmb
    • February 3, 2011

48. cash balance plan with switch in group

    By Tom Poje, February 1, 2011
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • February 1, 2011

49. Protected Benefit

    By Gary, January 31, 2011
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 3, 2011

50. Incidental Death Benefit

    By retbenser, January 30, 2011
    • 3 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 12, 2011