Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. TH and Gateway Distribution

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

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

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

3. Pension Relief Elections

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

4. Actuarial Fees Payable Out of Plan

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

5. Defined Benefit and 501(c)(3) Inurement

   By ERISA-Bubs, January 25, 2011
   • 0 replies
   • 1k views
   • 
   • ERISA-Bubs
   • January 25, 2011

6. Change in Asset Method

   By abanky, January 21, 2011
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • January 21, 2011

7. AFTAP and distributions

   By ombskid, January 21, 2011
   • 1 reply
   • 843 views
   • 
   • david rigby
   • January 21, 2011

8. plan assets, quarterly contributions

   By Gary, January 21, 2011
   • 2 replies
   • 972 views
   • 
   • Gary
   • January 25, 2011

9. Deductible Contribution for Terminated PLan

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

10. Question 8c on Form 5300

    By Guest MKE, January 20, 2011
    • 2 replies
    • 986 views
    • 
    • Guest
    • January 21, 2011

11. 2010 Schedule SB

    By Gary, January 19, 2011
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • January 21, 2011

12. Top 25 lump sum restrictions under 1.401(a)(4)-5(b)(3)

    By Guest MJ1, January 17, 2011
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • January 18, 2011

13. plan termination

    By Gary, January 13, 2011
    • 2 replies
    • 827 views
    • 
    • Gary
    • January 13, 2011

14. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • January 13, 2011

15. Deductible contribution

    By retbenser, January 13, 2011
    • 5 replies
    • 1.5k views
    • 
    • retbenser
    • January 13, 2011

16. short plan year

    By Gary, January 13, 2011
    • 4 replies
    • 2k views
    • 
    • Effen
    • January 14, 2011

17. Fully Insured Plan terminates

    By SoCalActuary, January 12, 2011
    • 1 reply
    • 863 views
    • 
    • SoCalActuary
    • January 19, 2011

18. Revised AFTAP

    By dmb, January 12, 2011
    • 0 replies
    • 936 views
    • 
    • dmb
    • January 12, 2011

19. DB/DC cross-tested Combo

    By retbenser, January 11, 2011
    • 1 reply
    • 966 views
    • 
    • Tom Poje
    • January 11, 2011

20. return of contribution

    By Gary, January 10, 2011
    • 5 replies
    • 1.8k views
    • 
    • Belgarath
    • January 14, 2011

21. Pension Report at termination of employment

    By Guest ebgroup, January 10, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 11, 2011

22. Fully Subsidized Benefit at Age 50

    By YankeeFan, January 8, 2011
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • January 10, 2011

23. Required Minimum Distributions

    By Andy the Actuary, January 7, 2011
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 7, 2011

24. Is this J&S Annuity Qualified?

    By Guest jfreeborn, January 6, 2011
    • 11 replies
    • 4.2k views
    • 
    • My 2 cents
    • January 7, 2011

25. Loan to union

    By Guest NYer, January 6, 2011
    • 1 reply
    • 959 views
    • 
    • david rigby
    • January 6, 2011

26. Need help finding correct FASB statement

    By Guest Pennysaver, January 5, 2011
    • 2 replies
    • 864 views
    • 
    • Guest
    • January 5, 2011

27. Funding Target

    By Gary, January 5, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • January 5, 2011

28. PLR that had no effect

    By Guest Southern FA, January 5, 2011
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • May 2, 2011

29. EGTRRA revisit

    By Gary, January 4, 2011
    • 1 reply
    • 925 views
    • 
    • SoCalActuary
    • January 4, 2011

30. Form 5500 - annuity purchased by insurance co.

    By Dinosaur, January 4, 2011
    • 4 replies
    • 1.6k views
    • 
    • Dinosaur
    • January 4, 2011

31. Pop Up Factor Formula

    By Guest chrisb, January 3, 2011
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • January 3, 2011

32. HEART, USERRA, and Differential Wage Payments

    By Guest ebenefits, January 3, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2011

33. DB exemption from Excise Tax (nondeductible cont)

    By retbenser, January 3, 2011
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 4, 2011

34. Distributions Resulting from Fraud - Can a DB Plan Recover Amounts Paid to IRS?

    By lrc14, January 3, 2011
    • 0 replies
    • 762 views
    • 
    • lrc14
    • January 3, 2011

35. DB/DC Combined Deductibility

    By Andy the Actuary, January 2, 2011
    • 2 replies
    • 880 views
    • 
    • Andy the Actuary
    • January 3, 2011

36. Distribution of Small Benefits, AFTAP<60%

    By Andy the Actuary, January 2, 2011
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • January 3, 2011

37. 2010 Gray Book Question

    By FAPInJax, December 31, 2010
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • January 1, 2011

38. Cash Balance Pay Credit

    By retbenser, December 29, 2010
    • 2 replies
    • 1k views
    • 
    • retbenser
    • December 29, 2010

39. DB plan - bankruptcy

    By fiona1, December 29, 2010
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • January 3, 2011

40. Cash Balance Testing

    By retbenser, December 29, 2010
    • 6 replies
    • 1.2k views
    • 
    • AndyH
    • December 29, 2010

41. December 2010 FASB Discount Rates

    By Andy the Actuary, December 28, 2010
    • 5 replies
    • 2k views
    • 
    • Effen
    • January 12, 2011

42. Form 501

    By Guest DBStudentAct, December 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • December 27, 2010

43. Average Benefit Percentage Test and Imputing Permitted Disparity

    By Guest ckharper, December 23, 2010
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • December 23, 2010

44. Cash Balance: Maximum deduction after 10 years

    By retbenser, December 23, 2010
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • December 24, 2010

45. Deductible Contribution to DB plan after year of plan termination

    By YankeeFan, December 23, 2010
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • December 23, 2010

46. Accrual rules - new plan

    By AndyH, December 22, 2010
    • 6 replies
    • 1.2k views
    • 
    • AndyH
    • December 23, 2010

47. new plan for old service

    By Effen, December 22, 2010
    • 1 reply
    • 809 views
    • 
    • Andy the Actuary
    • December 22, 2010

48. In-Service Distribution

    By Dougsbpc, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • December 22, 2010

49. Normal ret age amendment

    By Gary, December 22, 2010
    • 6 replies
    • 1.1k views
    • 
    • Gary
    • December 23, 2010

50. Halting pension payments

    By dmwe, December 21, 2010
    • 4 replies
    • 1.3k views
    • 
    • dmwe
    • December 22, 2010