Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Critical Status Notice

   By carrots, February 15, 2011
   • 4 replies
   • 1.1k views
   • 
   • carrots
   • February 15, 2011

2. Retroactive Adoption

   By Just Me, February 4, 2011
   • 4 replies
   • 1.9k views
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   • Calavera
   • February 15, 2011

3. Post 70.5, Pre NRA Cash Balance Actuarial Increases

   By stbennet, February 14, 2011
   • 6 replies
   • 2.2k views
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   • SoCalActuary
   • February 15, 2011

4. Operational failure in a DB prototype?

   By QNPG, February 3, 2011
   • 5 replies
   • 1.3k views
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   • QNPG
   • February 15, 2011

5. Cash-Balance Proposed Regs

   By JAY21, February 14, 2011
   • 0 replies
   • 965 views
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   • JAY21
   • February 14, 2011

6. Incidental Death Benefit

   By retbenser, January 30, 2011
   • 3 replies
   • 2k views
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   • Andy the Actuary
   • February 12, 2011

7. Maximum Lump Sum Calculation

   By Guest s.c.semler, February 7, 2011
   • 2 replies
   • 3.3k views
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   • ScottR
   • February 12, 2011

8. Late Late Retiree

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

9. SH and TH minimum

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

10. 415 and NonD Testing

    By retbenser, February 10, 2011
    • 3 replies
    • 1.3k views
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    • AndyH
    • February 10, 2011

11. AFTAP for At-Risk Plan

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

12. Non Discrimination testing

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

13. 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

14. 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

15. Missed RMDs

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

16. Protected Benefit

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

17. Annual Funding Notice for Eligible Charity Plans

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

18. 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

19. Pension Relief Elections

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

20. Deductible Contribution for Terminated PLan

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

21. TH and Gateway Distribution

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

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

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

23. Actuarial Fees Payable Out of Plan

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

24. whipsaw question

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

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

    By ERISA-Bubs, January 25, 2011
    • 0 replies
    • 1.1k views
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    • ERISA-Bubs
    • January 25, 2011

26. plan assets, quarterly contributions

    By Gary, January 21, 2011
    • 2 replies
    • 1k views
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    • Gary
    • January 25, 2011

27. 2010 Schedule SB

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

28. Change in Asset Method

    By abanky, January 21, 2011
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • January 21, 2011

29. Question 8c on Form 5300

    By Guest MKE, January 20, 2011
    • 2 replies
    • 1k views
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    • Guest
    • January 21, 2011

30. AFTAP and distributions

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

31. Fully Insured Plan terminates

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

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

    By Guest MJ1, January 17, 2011
    • 4 replies
    • 3k views
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    • Guest
    • January 18, 2011

33. short plan year

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

34. return of contribution

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

35. plan termination

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

36. Deductible contribution

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

37. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 1 reply
    • 1.3k views
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    • Effen
    • January 13, 2011

38. Actuarial valuation

    By Gary, September 29, 2010
    • 6 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2011

39. December 2010 FASB Discount Rates

    By Andy the Actuary, December 28, 2010
    • 5 replies
    • 2.1k views
    • 
    • Effen
    • January 12, 2011

40. Revised AFTAP

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

41. DB/DC cross-tested Combo

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

42. Pension Report at termination of employment

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

43. Fully Subsidized Benefit at Age 50

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

44. Required Minimum Distributions

    By Andy the Actuary, January 7, 2011
    • 4 replies
    • 1.2k views
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    • Andy the Actuary
    • January 7, 2011

45. Is this J&S Annuity Qualified?

    By Guest jfreeborn, January 6, 2011
    • 11 replies
    • 4.4k views
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    • My 2 cents
    • January 7, 2011

46. Loan to union

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

47. Need help finding correct FASB statement

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

48. Funding Target

    By Gary, January 5, 2011
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • January 5, 2011

49. EGTRRA revisit

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

50. DB exemption from Excise Tax (nondeductible cont)

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