Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. Top Heavy requirement

   By Gary, March 1, 2011
   • 2 replies
   • 969 views
   • 
   • AndyH
   • March 1, 2011

2. Missing Amendment

   By JBones, February 22, 2011
   • 6 replies
   • 1.4k views
   • 
   • JBones
   • February 28, 2011

3. accrual requirements

   By John Feldt ERPA CPC QPA, February 28, 2011
   • 2 replies
   • 1.6k views
   • 
   • QNPG
   • February 28, 2011

4. DB DC Combo - Gateway

   By John Feldt ERPA CPC QPA, February 25, 2011
   • 5 replies
   • 5.2k views
   • 
   • John Feldt ERPA CPC QPA
   • February 28, 2011

5. PLLC and testing

   By retbenser, February 27, 2011
   • 0 replies
   • 871 views
   • 
   • retbenser
   • February 27, 2011

6. Modifying Credit Balance Usuage Election

   By Andy the Actuary, February 25, 2011
   • 1 reply
   • 882 views
   • 
   • Guest
   • February 25, 2011

7. 415 limit after SSRA with high pay

   By John Feldt ERPA CPC QPA, February 25, 2011
   • 2 replies
   • 1k views
   • 
   • Effen
   • February 25, 2011

8. First Year Plan Maximum Contribution

   By Dougsbpc, February 24, 2011
   • 5 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • February 24, 2011

9. DB/DC combo BRF

   By Guest ICannotDiscloseMyIdentity, February 23, 2011
   • 0 replies
   • 941 views
   • 
   • Guest
   • February 23, 2011

10. 417(e) Calc for non-lump sum

    By JBones, February 15, 2011
    • 8 replies
    • 6.3k views
    • 
    • JBones
    • February 23, 2011

11. Death Benefit calculation

    By Guest DBStudentAct, February 18, 2011
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • February 21, 2011

12. Critical Status Notice

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

13. Retroactive Adoption

    By Just Me, February 4, 2011
    • 4 replies
    • 2k views
    • 
    • Calavera
    • February 15, 2011

14. Post 70.5, Pre NRA Cash Balance Actuarial Increases

    By stbennet, February 14, 2011
    • 6 replies
    • 2.3k views
    • 
    • SoCalActuary
    • February 15, 2011

15. Operational failure in a DB prototype?

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

16. Cash-Balance Proposed Regs

    By JAY21, February 14, 2011
    • 0 replies
    • 1k views
    • 
    • JAY21
    • February 14, 2011

17. Incidental Death Benefit

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

18. Maximum Lump Sum Calculation

    By Guest s.c.semler, February 7, 2011
    • 2 replies
    • 3.4k views
    • 
    • ScottR
    • February 12, 2011

19. Late Late Retiree

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

20. SH and TH minimum

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

21. 415 and NonD Testing

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

22. AFTAP for At-Risk Plan

    By dmb, February 8, 2011
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • February 8, 2011

23. Non Discrimination testing

    By Gary, February 7, 2011
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 8, 2011

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

    By RobN, February 4, 2011
    • 6 replies
    • 1.5k views
    • 
    • SoCalActuary
    • February 7, 2011

25. 411(d)(6)

    By Guest ICannotDiscloseMyIdentity, February 3, 2011
    • 7 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • February 4, 2011

26. Missed RMDs

    By Just Me, February 3, 2011
    • 1 reply
    • 1.8k views
    • 
    • masteff
    • February 3, 2011

27. Protected Benefit

    By Gary, January 31, 2011
    • 7 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • February 3, 2011

28. Annual Funding Notice for Eligible Charity Plans

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

29. cash balance plan with switch in group

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

30. Pension Relief Elections

    By Effen, January 26, 2011
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • January 31, 2011

31. Deductible Contribution for Terminated PLan

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

32. TH and Gateway Distribution

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

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

    By katieinny, January 27, 2011
    • 6 replies
    • 2k views
    • 
    • mbozek
    • January 28, 2011

34. Actuarial Fees Payable Out of Plan

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

35. whipsaw question

    By ERISA25, August 14, 2009
    • 6 replies
    • 2.5k views
    • 
    • AndyH
    • January 25, 2011

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

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

37. plan assets, quarterly contributions

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

38. 2010 Schedule SB

    By Gary, January 19, 2011
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • January 21, 2011

39. Change in Asset Method

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

40. Question 8c on Form 5300

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

41. AFTAP and distributions

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

42. Fully Insured Plan terminates

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

43. 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

44. short plan year

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

45. return of contribution

    By Gary, January 10, 2011
    • 5 replies
    • 1.9k views
    • 
    • Belgarath
    • January 14, 2011

46. plan termination

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

47. Deductible contribution

    By retbenser, January 13, 2011
    • 5 replies
    • 1.6k views
    • 
    • retbenser
    • January 13, 2011

48. QSLOB Separate Management Requirement

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

49. Actuarial valuation

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

50. December 2010 FASB Discount Rates

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