Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Incidental Death Benefit

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

2. 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

3. Late Late Retiree

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

4. SH and TH minimum

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

5. 415 and NonD Testing

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

6. AFTAP for At-Risk Plan

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

7. Non Discrimination testing

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

8. 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

9. 411(d)(6)

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

10. Missed RMDs

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

11. Protected Benefit

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

12. Annual Funding Notice for Eligible Charity Plans

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

13. cash balance plan with switch in group

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

14. Pension Relief Elections

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

15. Deductible Contribution for Terminated PLan

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

16. TH and Gateway Distribution

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

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

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

18. Actuarial Fees Payable Out of Plan

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

19. whipsaw question

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

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

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

21. plan assets, quarterly contributions

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

22. 2010 Schedule SB

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

23. Change in Asset Method

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

24. Question 8c on Form 5300

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

25. AFTAP and distributions

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

26. Fully Insured Plan terminates

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

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

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

28. short plan year

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

29. return of contribution

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

30. plan termination

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

31. Deductible contribution

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

32. QSLOB Separate Management Requirement

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

33. Actuarial valuation

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

34. December 2010 FASB Discount Rates

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

35. Revised AFTAP

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

36. DB/DC cross-tested Combo

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

37. Pension Report at termination of employment

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

38. Fully Subsidized Benefit at Age 50

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

39. Required Minimum Distributions

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

40. Is this J&S Annuity Qualified?

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

41. Loan to union

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

42. Need help finding correct FASB statement

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

43. Funding Target

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

44. EGTRRA revisit

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

45. DB exemption from Excise Tax (nondeductible cont)

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

46. Form 5500 - annuity purchased by insurance co.

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

47. Pop Up Factor Formula

    By Guest chrisb, January 3, 2011
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • January 3, 2011

48. DB plan - bankruptcy

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

49. HEART, USERRA, and Differential Wage Payments

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

50. Distribution of Small Benefits, AFTAP<60%

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