Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Aggregated 401a4 Test

   By JBones, March 15, 2011
   • 7 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • March 17, 2011

2. Deemed Waiver & Voluntary Waiver

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

3. Combined Plan deduction limit

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

4. Plan Terminated - HCE Restrictions

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

5. 2010 Form EZ due 3/31 with Schedule SB

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

6. Benefit Commencement Post NRA

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

7. Creating PFB

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

8. fas158

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

9. Cash balance

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

10. Missing Participants-PBGC Plan Term

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

11. Change in Asset Valuation Method

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

12. Beneficiary Question

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

13. Prepaid Pension Asset (FASB158)

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

14. non deductible contributions

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

15. PBGC Covered?

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

16. Participating employer/deduction issues

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

17. Top Heavy requirement

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

18. Missing Amendment

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

19. accrual requirements

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

20. 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

21. PLLC and testing

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

22. Modifying Credit Balance Usuage Election

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

23. 415 limit after SSRA with high pay

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

24. First Year Plan Maximum Contribution

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

25. DB/DC combo BRF

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

26. 417(e) Calc for non-lump sum

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

27. Death Benefit calculation

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

28. Critical Status Notice

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

29. Retroactive Adoption

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

30. Post 70.5, Pre NRA Cash Balance Actuarial Increases

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

31. Operational failure in a DB prototype?

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

32. Cash-Balance Proposed Regs

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

33. Incidental Death Benefit

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

34. Maximum Lump Sum Calculation

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

35. Late Late Retiree

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

36. SH and TH minimum

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

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. Deduct contribution in 2012 that is deposited in 2011?

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

41. 411(d)(6)

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

42. Missed RMDs

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

43. Protected Benefit

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

44. Annual Funding Notice for Eligible Charity Plans

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

45. cash balance plan with switch in group

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

46. Pension Relief Elections

    By Effen, January 26, 2011
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • January 31, 2011

47. Deductible Contribution for Terminated PLan

    By emmetttrudy, January 20, 2011
    • 1 reply
    • 1k views
    • 
    • ScottR
    • January 29, 2011

48. TH and Gateway Distribution

    By retbenser, January 28, 2011
    • 3 replies
    • 903 views
    • 
    • SoCalActuary
    • January 28, 2011

49. Is a non-electing DB church plan protected from creditors

    By katieinny, January 27, 2011
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • January 28, 2011

50. Actuarial Fees Payable Out of Plan

    By Andy the Actuary, January 25, 2011
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • January 27, 2011