Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Late Late Retiree

   By abanky, February 7, 2011
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • February 12, 2011

2. SH and TH minimum

   By retbenser, February 11, 2011
   • 1 reply
   • 1.2k views
   • 
   • AndyH
   • February 11, 2011

3. 415 and NonD Testing

   By retbenser, February 10, 2011
   • 3 replies
   • 1.2k views
   • 
   • AndyH
   • February 10, 2011

4. AFTAP for At-Risk Plan

   By dmb, February 8, 2011
   • 1 reply
   • 1.4k views
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   • SoCalActuary
   • February 8, 2011

5. Non Discrimination testing

   By Gary, February 7, 2011
   • 3 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • February 8, 2011

6. Deduct contribution in 2012 that is deposited in 2011?

   By RobN, February 4, 2011
   • 6 replies
   • 1.4k views
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   • SoCalActuary
   • February 7, 2011

7. 411(d)(6)

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

8. Missed RMDs

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

9. Protected Benefit

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

10. Annual Funding Notice for Eligible Charity Plans

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

11. cash balance plan with switch in group

    By Tom Poje, February 1, 2011
    • 4 replies
    • 1.2k views
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    • Lou S.
    • February 1, 2011

12. Pension Relief Elections

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

13. Deductible Contribution for Terminated PLan

    By emmetttrudy, January 20, 2011
    • 1 reply
    • 1.1k views
    • 
    • ScottR
    • January 29, 2011

14. TH and Gateway Distribution

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

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

    By katieinny, January 27, 2011
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • January 28, 2011

16. Actuarial Fees Payable Out of Plan

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

17. whipsaw question

    By ERISA25, August 14, 2009
    • 6 replies
    • 2.4k views
    • 
    • AndyH
    • January 25, 2011

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

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

19. plan assets, quarterly contributions

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

20. 2010 Schedule SB

    By Gary, January 19, 2011
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • January 21, 2011

21. Change in Asset Method

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

22. Question 8c on Form 5300

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

23. AFTAP and distributions

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

24. Fully Insured Plan terminates

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

25. 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

26. short plan year

    By Gary, January 13, 2011
    • 4 replies
    • 2.1k views
    • 
    • Effen
    • January 14, 2011

27. return of contribution

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

28. plan termination

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

29. Deductible contribution

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

30. QSLOB Separate Management Requirement

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

31. Actuarial valuation

    By Gary, September 29, 2010
    • 6 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2011

32. December 2010 FASB Discount Rates

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

33. Revised AFTAP

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

34. DB/DC cross-tested Combo

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

35. Pension Report at termination of employment

    By Guest ebgroup, January 10, 2011
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 11, 2011

36. Fully Subsidized Benefit at Age 50

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

37. Required Minimum Distributions

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

38. Is this J&S Annuity Qualified?

    By Guest jfreeborn, January 6, 2011
    • 11 replies
    • 4.3k views
    • 
    • My 2 cents
    • January 7, 2011

39. Loan to union

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

40. Need help finding correct FASB statement

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

41. Funding Target

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

42. EGTRRA revisit

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

43. DB exemption from Excise Tax (nondeductible cont)

    By retbenser, January 3, 2011
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • January 4, 2011

44. Form 5500 - annuity purchased by insurance co.

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

45. Pop Up Factor Formula

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

46. DB plan - bankruptcy

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

47. HEART, USERRA, and Differential Wage Payments

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

48. Distribution of Small Benefits, AFTAP<60%

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

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

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

50. DB/DC Combined Deductibility

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