Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

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

   By Guest TaxedToDeath, April 20, 2011
   • 3 replies
   • 1.5k views
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   • K2retire
   • April 20, 2011

2. Accrued Benefit - Late Retirement

   By JBones, February 15, 2011
   • 5 replies
   • 2.4k views
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   • SoCalActuary
   • April 19, 2011

3. 2011 EA Meeting Kudos

   By Andy the Actuary, April 18, 2011
   • 0 replies
   • 1.2k views
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   • Andy the Actuary
   • April 18, 2011

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

   By Guest sueczer, February 17, 2011
   • 2 replies
   • 1.7k views
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   • ScottR
   • April 16, 2011

5. Maximum Contributions for Self-Employed Individual

   By emmetttrudy, February 22, 2011
   • 2 replies
   • 1.7k views
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   • ScottR
   • April 16, 2011

6. Underlying Interest Rates In Annuity Premiums

   By Andy the Actuary, March 11, 2011
   • 3 replies
   • 1.1k views
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   • ScottR
   • April 16, 2011

7. multiemployer plan summary

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

8. plan termination

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

9. Amortizing Pre-Paid Expense (Plan Termination)

   By Andy the Actuary, April 14, 2011
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • April 14, 2011

10. shortfall amort base

    By Gary, April 14, 2011
    • 2 replies
    • 1.5k views
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    • Guest
    • April 14, 2011

11. Paired Plan - Form 5307

    By retbenser, April 14, 2011
    • 1 reply
    • 1.3k views
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    • John Feldt ERPA CPC QPA
    • April 14, 2011

12. calculating lump sum when there is unreduced early

    By Guest ctrapatsos, April 13, 2011
    • 5 replies
    • 2.3k views
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    • AndyH
    • April 14, 2011

13. DB(k) deduction limits

    By AndrewZ, March 7, 2011
    • 2 replies
    • 1.5k views
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    • Draper55
    • April 13, 2011

14. schedule sb line 12

    By Draper55, April 13, 2011
    • 0 replies
    • 1.1k views
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    • Draper55
    • April 13, 2011

15. Does Qualified Optional Survivor Annuity Requirement Apply?

    By WestCoast, November 25, 2010
    • 6 replies
    • 5.1k views
    • 
    • Guest
    • April 13, 2011

16. 2011 EA Meeting

    By Andy the Actuary, April 9, 2011
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • April 11, 2011

17. Cash Balance plan for S-corp

    By Guest philw, April 11, 2011
    • 3 replies
    • 5.1k views
    • 
    • Guest
    • April 11, 2011

18. cost method changes

    By Gary, April 8, 2011
    • 3 replies
    • 1.5k views
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    • JAY21
    • April 11, 2011

19. Frozen Plan, increasing benefits

    By abanky, April 8, 2011
    • 7 replies
    • 1.7k views
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    • AndyH
    • April 11, 2011

20. Life Insurance in DB plan

    By Mister Met, April 7, 2011
    • 0 replies
    • 1.2k views
    • 
    • Mister Met
    • April 7, 2011

21. 415 limits and actuarial increases

    By Gary, April 5, 2011
    • 6 replies
    • 3.4k views
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    • SoCalActuary
    • April 6, 2011

22. HCE was restricted, until plan funded status improved

    By John Feldt ERPA CPC QPA, April 5, 2011
    • 3 replies
    • 1.6k views
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    • SoCalActuary
    • April 5, 2011

23. Disability Benefits

    By JBones, April 5, 2011
    • 2 replies
    • 1.5k views
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    • JBones
    • April 5, 2011

24. Two Plans - DB and DC - Combined Loan Limit

    By emmetttrudy, April 5, 2011
    • 2 replies
    • 1.7k views
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    • emmetttrudy
    • April 5, 2011

25. JBEA Renewal

    By JAY21, December 21, 2010
    • 11 replies
    • 2.5k views
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    • SoCalActuary
    • April 4, 2011

26. Frozen DB, Bonus in lieu of future benefits

    By Guest A125, February 25, 2011
    • 2 replies
    • 1.4k views
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    • tymesup
    • April 4, 2011

27. amendment

    By Gary, April 4, 2011
    • 2 replies
    • 1.3k views
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    • David MacLennan
    • April 4, 2011

28. Establishing new plan for 2010

    By retbenser, March 31, 2011
    • 4 replies
    • 1.6k views
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    • tymesup
    • April 1, 2011

29. AFTAP/Lump Sum

    By Just Me, March 28, 2011
    • 1 reply
    • 1.6k views
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    • david rigby
    • April 1, 2011

30. line 24 schedul sb

    By Gary, March 30, 2011
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • April 1, 2011

31. Terminated DB plan pre PPA

    By Guest ICannotDiscloseMyIdentity, March 28, 2011
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2011

32. offsetting actuarial increases against benefit accruals

    By Guest allen293, March 31, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 31, 2011

33. PPA

    By IRA, March 30, 2011
    • 1 reply
    • 1.1k views
    • 
    • FAPInJax
    • March 31, 2011

34. Deduction Timing

    By amcorson, March 30, 2011
    • 1 reply
    • 1.2k views
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    • K2retire
    • March 30, 2011

35. fas 87, 158

    By Gary, March 30, 2011
    • 2 replies
    • 2.2k views
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    • JAY21
    • March 30, 2011

36. Filing Schedule MP, Plan Termination

    By Guest DBStudentAct, March 30, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 30, 2011

37. Testing Benefits, Rights and Features

    By Guest Spock, March 29, 2011
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • March 29, 2011

38. standing elections

    By Gary, March 28, 2011
    • 0 replies
    • 1.2k views
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    • Gary
    • March 28, 2011

39. First Year AFTAP

    By dmb, March 24, 2011
    • 4 replies
    • 2.8k views
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    • SoCalActuary
    • March 28, 2011

40. change in fundinging method

    By Guest NJ-EA, March 28, 2011
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • March 28, 2011

41. Prohibited Payments and Plan Aggregation

    By Guest Aaron Pierce, March 25, 2011
    • 1 reply
    • 1.2k views
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    • SoCalActuary
    • March 25, 2011

42. 5500ez

    By Gary, March 24, 2011
    • 0 replies
    • 1.1k views
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    • Gary
    • March 24, 2011

43. gateway

    By abanky, March 23, 2011
    • 3 replies
    • 1.5k views
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    • Tom Poje
    • March 23, 2011

44. FAS Codification Section 715-20-50

    By Guest RRO, March 22, 2011
    • 4 replies
    • 1.7k views
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    • Guest
    • March 23, 2011

45. fas 158

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

46. Reportable Event -- Second Year

    By Andy the Actuary, March 22, 2011
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 22, 2011

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

    By retbenser, March 22, 2011
    • 2 replies
    • 1.3k views
    • 
    • retbenser
    • March 22, 2011

48. Return Shown On SB

    By Andy the Actuary, March 7, 2011
    • 4 replies
    • 1.3k views
    • 
    • tymesup
    • March 17, 2011

49. Aggregated 401a4 Test

    By JBones, March 15, 2011
    • 7 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

50. Deemed Waiver & Voluntary Waiver

    By dmb, March 15, 2011
    • 2 replies
    • 1.8k views
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    • dmb
    • March 15, 2011