Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. PPA

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

2. Deduction Timing

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

3. fas 87, 158

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

4. Filing Schedule MP, Plan Termination

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

5. Testing Benefits, Rights and Features

   By Guest Spock, March 29, 2011
   • 1 reply
   • 1.5k views
   • 
   • AndyH
   • March 29, 2011

6. standing elections

   By Gary, March 28, 2011
   • 0 replies
   • 1.1k views
   • 
   • Gary
   • March 28, 2011

7. First Year AFTAP

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

8. change in fundinging method

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

9. Prohibited Payments and Plan Aggregation

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

10. 5500ez

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

11. gateway

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

12. FAS Codification Section 715-20-50

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

13. fas 158

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

14. Reportable Event -- Second Year

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

15. Safe Harbor 401(k) - Combined DB/DC

    By retbenser, March 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • retbenser
    • March 22, 2011

16. Return Shown On SB

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

17. Aggregated 401a4 Test

    By JBones, March 15, 2011
    • 7 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

18. Deemed Waiver & Voluntary Waiver

    By dmb, March 15, 2011
    • 2 replies
    • 1.6k views
    • 
    • dmb
    • March 15, 2011

19. Combined Plan deduction limit

    By Guest ICannotDiscloseMyIdentity, March 14, 2011
    • 1 reply
    • 1.9k views
    • 
    • Andy the Actuary
    • March 15, 2011

20. Plan Terminated - HCE Restrictions

    By Andy the Actuary, March 11, 2011
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 14, 2011

21. 2010 Form EZ due 3/31 with Schedule SB

    By Dinosaur, March 14, 2011
    • 0 replies
    • 891 views
    • 
    • Dinosaur
    • March 14, 2011

22. Benefit Commencement Post NRA

    By LIBERTYKID, March 11, 2011
    • 1 reply
    • 1k views
    • 
    • Effen
    • March 11, 2011

23. Creating PFB

    By Guest Xerxes, March 11, 2011
    • 1 reply
    • 1.3k views
    • 
    • FAPInJax
    • March 11, 2011

24. fas158

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

25. Cash balance

    By QNPG, March 7, 2011
    • 7 replies
    • 2.1k views
    • 
    • SoCalActuary
    • March 9, 2011

26. Missing Participants-PBGC Plan Term

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

27. Change in Asset Valuation Method

    By dmb, February 15, 2011
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • March 7, 2011

28. Beneficiary Question

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

29. Prepaid Pension Asset (FASB158)

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

30. non deductible contributions

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

31. PBGC Covered?

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

32. Participating employer/deduction issues

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

33. Top Heavy requirement

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

34. Missing Amendment

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

35. accrual requirements

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

36. DB DC Combo - Gateway

    By John Feldt ERPA CPC QPA, February 25, 2011
    • 5 replies
    • 5.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 28, 2011

37. PLLC and testing

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

38. Modifying Credit Balance Usuage Election

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

39. 415 limit after SSRA with high pay

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

40. First Year Plan Maximum Contribution

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

41. DB/DC combo BRF

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

42. 417(e) Calc for non-lump sum

    By JBones, February 15, 2011
    • 8 replies
    • 6.2k views
    • 
    • JBones
    • February 23, 2011

43. Death Benefit calculation

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

44. Critical Status Notice

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

45. Retroactive Adoption

    By Just Me, February 4, 2011
    • 4 replies
    • 1.9k views
    • 
    • Calavera
    • February 15, 2011

46. Post 70.5, Pre NRA Cash Balance Actuarial Increases

    By stbennet, February 14, 2011
    • 6 replies
    • 2.2k views
    • 
    • SoCalActuary
    • February 15, 2011

47. Operational failure in a DB prototype?

    By QNPG, February 3, 2011
    • 5 replies
    • 1.3k views
    • 
    • QNPG
    • February 15, 2011

48. Cash-Balance Proposed Regs

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

49. Incidental Death Benefit

    By retbenser, January 30, 2011
    • 3 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 12, 2011

50. Maximum Lump Sum Calculation

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