Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Frozen DB, Bonus in lieu of future benefits

   By Guest A125, February 25, 2011
   • 2 replies
   • 1.3k views
   • 
   • tymesup
   • April 4, 2011

2. amendment

   By Gary, April 4, 2011
   • 2 replies
   • 1.1k views
   • 
   • David MacLennan
   • April 4, 2011

3. Establishing new plan for 2010

   By retbenser, March 31, 2011
   • 4 replies
   • 1.4k views
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   • tymesup
   • April 1, 2011

4. AFTAP/Lump Sum

   By Just Me, March 28, 2011
   • 1 reply
   • 1.4k views
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   • david rigby
   • April 1, 2011

5. line 24 schedul sb

   By Gary, March 30, 2011
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • April 1, 2011

6. Terminated DB plan pre PPA

   By Guest ICannotDiscloseMyIdentity, March 28, 2011
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • April 1, 2011

7. offsetting actuarial increases against benefit accruals

   By Guest allen293, March 31, 2011
   • 1 reply
   • 1.1k views
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   • Guest
   • March 31, 2011

8. PPA

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

9. Deduction Timing

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

10. fas 87, 158

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

11. Filing Schedule MP, Plan Termination

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

12. Testing Benefits, Rights and Features

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

13. standing elections

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

14. First Year AFTAP

    By dmb, March 24, 2011
    • 4 replies
    • 2.7k views
    • 
    • SoCalActuary
    • March 28, 2011

15. change in fundinging method

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

16. Prohibited Payments and Plan Aggregation

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

17. 5500ez

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

18. gateway

    By abanky, March 23, 2011
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 23, 2011

19. FAS Codification Section 715-20-50

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

20. fas 158

    By Gary, March 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • March 22, 2011

21. Reportable Event -- Second Year

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

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

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

23. Return Shown On SB

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

24. Aggregated 401a4 Test

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

25. Deemed Waiver & Voluntary Waiver

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

26. Combined Plan deduction limit

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

27. Plan Terminated - HCE Restrictions

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

28. 2010 Form EZ due 3/31 with Schedule SB

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

29. Benefit Commencement Post NRA

    By LIBERTYKID, March 11, 2011
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • March 11, 2011

30. Creating PFB

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

31. fas158

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

32. Cash balance

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

33. Missing Participants-PBGC Plan Term

    By JAY21, March 8, 2011
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • March 9, 2011

34. Change in Asset Valuation Method

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

35. Beneficiary Question

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

36. Prepaid Pension Asset (FASB158)

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

37. non deductible contributions

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

38. PBGC Covered?

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

39. Participating employer/deduction issues

    By Belgarath, March 1, 2011
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • March 1, 2011

40. Top Heavy requirement

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

41. Missing Amendment

    By JBones, February 22, 2011
    • 6 replies
    • 1.4k views
    • 
    • JBones
    • February 28, 2011

42. accrual requirements

    By John Feldt ERPA CPC QPA, February 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • QNPG
    • February 28, 2011

43. 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

44. PLLC and testing

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

45. Modifying Credit Balance Usuage Election

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

46. 415 limit after SSRA with high pay

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

47. First Year Plan Maximum Contribution

    By Dougsbpc, February 24, 2011
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 24, 2011

48. DB/DC combo BRF

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

49. 417(e) Calc for non-lump sum

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

50. Death Benefit calculation

    By Guest DBStudentAct, February 18, 2011
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • February 21, 2011