Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 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

2. plan termination

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

3. QSLOB Separate Management Requirement

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

4. Deductible contribution

   By retbenser, January 13, 2011
   • 5 replies
   • 1.4k views
   • 
   • retbenser
   • January 13, 2011

5. short plan year

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

6. Fully Insured Plan terminates

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

7. Revised AFTAP

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

8. DB/DC cross-tested Combo

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

9. return of contribution

   By Gary, January 10, 2011
   • 5 replies
   • 1.7k views
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   • Belgarath
   • January 14, 2011

10. Pension Report at termination of employment

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

11. Fully Subsidized Benefit at Age 50

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

12. Required Minimum Distributions

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

13. Is this J&S Annuity Qualified?

    By Guest jfreeborn, January 6, 2011
    • 11 replies
    • 4.1k views
    • 
    • My 2 cents
    • January 7, 2011

14. Loan to union

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

15. Need help finding correct FASB statement

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

16. Funding Target

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

17. PLR that had no effect

    By Guest Southern FA, January 5, 2011
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • May 2, 2011

18. EGTRRA revisit

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

19. Form 5500 - annuity purchased by insurance co.

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

20. Pop Up Factor Formula

    By Guest chrisb, January 3, 2011
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 3, 2011

21. HEART, USERRA, and Differential Wage Payments

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

22. DB exemption from Excise Tax (nondeductible cont)

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

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

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

24. DB/DC Combined Deductibility

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

25. Distribution of Small Benefits, AFTAP<60%

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

26. 2010 Gray Book Question

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

27. Cash Balance Pay Credit

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

28. DB plan - bankruptcy

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

29. Cash Balance Testing

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

30. December 2010 FASB Discount Rates

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

31. Form 501

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

32. Average Benefit Percentage Test and Imputing Permitted Disparity

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

33. Cash Balance: Maximum deduction after 10 years

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

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

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

35. Accrual rules - new plan

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

36. new plan for old service

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

37. In-Service Distribution

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

38. Normal ret age amendment

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

39. Halting pension payments

    By dmwe, December 21, 2010
    • 4 replies
    • 1.2k views
    • 
    • dmwe
    • December 22, 2010

40. JBEA Renewal

    By JAY21, December 21, 2010
    • 11 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 4, 2011

41. Question re: failed QDRO

    By Guest Wren, December 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • eeyore
    • December 22, 2010

42. QDRO

    By Gary, December 17, 2010
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • December 20, 2010

43. At-risk calculation

    By Gary, December 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • AndyH
    • December 17, 2010

44. 401(a)(26)

    By abanky, December 15, 2010
    • 2 replies
    • 860 views
    • 
    • abanky
    • December 15, 2010

45. RMD after death after RBD

    By Gary, December 15, 2010
    • 0 replies
    • 975 views
    • 
    • Gary
    • December 15, 2010

46. MYPPA and Short Plan Year

    By Andy the Actuary, December 13, 2010
    • 2 replies
    • 935 views
    • 
    • Andy the Actuary
    • December 13, 2010

47. DB Plan and SEP IRA

    By emmetttrudy, December 13, 2010
    • 18 replies
    • 16.7k views
    • 
    • Mike Preston
    • October 15, 2017

48. Corporate DB plan funding

    By Guest joe9pension, December 13, 2010
    • 1 reply
    • 786 views
    • 
    • david rigby
    • December 13, 2010

49. Contribution Deduction for Participating Employer

    By Dougsbpc, December 13, 2010
    • 0 replies
    • 812 views
    • 
    • Dougsbpc
    • December 13, 2010

50. Max tax after PPA

    By Gary, December 13, 2010
    • 0 replies
    • 904 views
    • 
    • Gary
    • December 13, 2010