Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. contribution in employer stock

   By Scuba 401, November 2, 2010
   • 7 replies
   • 1.4k views
   • 
   • KJohnson
   • November 3, 2010

2. Accrual classes by name

   By John Feldt ERPA CPC QPA, November 2, 2010
   • 0 replies
   • 991 views
   • 
   • John Feldt ERPA CPC QPA
   • November 2, 2010

3. Offering Lump Sums to Participants Already In Pay Status

   By WestCoast, November 1, 2010
   • 6 replies
   • 1.9k views
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   • mwyatt
   • November 2, 2010

4. RMD in year of Plan Termination

   By Guest naveen, November 1, 2010
   • 7 replies
   • 3.2k views
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   • YankeeFan
   • December 14, 2010

5. 436 Notice - Due date

   By tymesup, October 28, 2010
   • 0 replies
   • 1.2k views
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   • tymesup
   • October 28, 2010

6. unrounded limits

   By Dinosaur, October 28, 2010
   • 3 replies
   • 2.9k views
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   • david rigby
   • November 16, 2010

7. Use of Credit Balance to Offset MRC and Quarterlies

   By Andy the Actuary, October 25, 2010
   • 3 replies
   • 1.3k views
   • 
   • My 2 cents
   • October 29, 2010

8. Takeover Valuation and Timing

   By abanky, October 25, 2010
   • 4 replies
   • 1.4k views
   • 
   • My 2 cents
   • October 29, 2010

9. Nondiscrimination Testing Floor Offset

   By Young Curmudgeon, October 22, 2010
   • 0 replies
   • 1k views
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   • Young Curmudgeon
   • October 22, 2010

10. looking for a disability table and a withdrawal table

    By abanky, October 22, 2010
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • October 29, 2010

11. cross testing defined benefit plan with ESOP

    By YankeeFan, October 22, 2010
    • 0 replies
    • 1.1k views
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    • YankeeFan
    • October 22, 2010

12. Cash Balance Offset arrangments

    By Guest RMcCord, October 21, 2010
    • 1 reply
    • 800 views
    • 
    • SoCalActuary
    • October 21, 2010

13. Annual Funding Notice - When Due?

    By tuni88, October 21, 2010
    • 13 replies
    • 3.9k views
    • 
    • tuni88
    • October 25, 2010

14. New Plan After Terminated Plan

    By Dougsbpc, October 20, 2010
    • 5 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • October 27, 2010

15. Market Rate of Interest - Frozen Plan

    By Guest Lane, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 21, 2010

16. Affiliated Service Group Deductions

    By Guest skc, October 20, 2010
    • 0 replies
    • 869 views
    • 
    • Guest
    • October 20, 2010

17. DB plan stmts to participants

    By doombuggy, October 20, 2010
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • October 21, 2010

18. PBGC Reportable Events

    By AndyH, October 19, 2010
    • 0 replies
    • 896 views
    • 
    • AndyH
    • October 19, 2010

19. Qualified Optional Survivor Annuity

    By Dougsbpc, October 18, 2010
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • October 19, 2010

20. Section 436 Sample Amendments

    By ERISA-Bubs, October 17, 2010
    • 3 replies
    • 1.7k views
    • 
    • My 2 cents
    • October 19, 2010

21. Real Estate investment

    By Gary, October 15, 2010
    • 3 replies
    • 1.6k views
    • 
    • David MacLennan
    • November 1, 2010

22. McKay Hochman Document

    By Effen, October 14, 2010
    • 0 replies
    • 1.5k views
    • 
    • Effen
    • October 14, 2010

23. Current Timing for DL on Termination

    By Guest bobolink, October 14, 2010
    • 8 replies
    • 1.4k views
    • 
    • Dougsbpc
    • October 18, 2010

24. Error with attachments- Web Client

    By Dinosaur, October 14, 2010
    • 1 reply
    • 1.3k views
    • 
    • Dinosaur
    • October 14, 2010

25. Benefit Restrictions - WRERA relief

    By JBones, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 13, 2010

26. eoy val aftap for following year

    By Draper55, October 11, 2010
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • October 12, 2010

27. Mandatory Employee Contributions: Basis Recovery & Nonforfeitability

    By Guest nicko, October 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • My 2 cents
    • October 11, 2010

28. When are DB plan restatements due for individually designed plans?

    By katieinny, October 8, 2010
    • 0 replies
    • 919 views
    • 
    • katieinny
    • October 8, 2010

29. Post-PPA Funding Rules for Money Purchase Plans

    By J. Bringhurst, October 8, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 12, 2010

30. Life insuranc in DB plan

    By jkdoll2, October 7, 2010
    • 16 replies
    • 2.8k views
    • 
    • Ron Snyder
    • June 2, 2011

31. Schedule SB questions (Part 2)

    By dmb, October 7, 2010
    • 0 replies
    • 992 views
    • 
    • dmb
    • October 7, 2010

32. Normal Retirement Age under 62

    By John Feldt ERPA CPC QPA, October 6, 2010
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 7, 2010

33. Early Retirement Reductions?

    By Guest jfreeborn, October 5, 2010
    • 6 replies
    • 1.1k views
    • 
    • David MacLennan
    • October 5, 2010

34. Schedule SB questions

    By dmb, October 5, 2010
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • October 5, 2010

35. Annual Funding Notice for terminated Plan

    By AndyH, October 4, 2010
    • 5 replies
    • 3.6k views
    • 
    • Andy the Actuary
    • October 4, 2010

36. Aggregated DB/DC Combo with Floor Offset

    By Guest facade, September 30, 2010
    • 12 replies
    • 3.4k views
    • 
    • SoCalActuary
    • October 4, 2010

37. pbgc coverage

    By Gary, September 30, 2010
    • 3 replies
    • 2k views
    • 
    • My 2 cents
    • October 4, 2010

38. EFAST - DB Plan 5500 Filing w/o Sch SB

    By Guest Richard Feynman, September 30, 2010
    • 11 replies
    • 2.7k views
    • 
    • My 2 cents
    • October 1, 2010

39. "Final" Certified AFTAPS

    By AndyH, September 30, 2010
    • 9 replies
    • 2.2k views
    • 
    • dmb
    • October 1, 2010

40. AFTAP & Deemed Burn Timing

    By JBones, September 29, 2010
    • 3 replies
    • 1.3k views
    • 
    • JBones
    • October 4, 2010

41. AFTAP For One-Person PLan

    By emmetttrudy, September 29, 2010
    • 8 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • September 29, 2010

42. Actuarial valuation

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

43. Combo Plans Non Discrimination

    By Gary, September 28, 2010
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • September 28, 2010

44. Plan Freeze/Termination Lump Sum Question

    By tuni88, September 27, 2010
    • 2 replies
    • 1.9k views
    • 
    • My 2 cents
    • September 27, 2010

45. Reporting to PBGC

    By Andy the Actuary, September 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • September 27, 2010

46. Early Retirement Window for One Participant

    By 401 Chaos, September 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • September 24, 2010

47. Elected funding relief

    By Effen, September 22, 2010
    • 1 reply
    • 949 views
    • 
    • Andy the Actuary
    • September 22, 2010

48. Accrued Benefit Calculation High 5 of last 10

    By emmetttrudy, September 21, 2010
    • 16 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • September 24, 2010

49. Valuation Assets

    By JBones, September 20, 2010
    • 3 replies
    • 1.1k views
    • 
    • JBones
    • September 20, 2010

50. DB and 403(b) aggregation for 401(b) testing

    By dmb, September 20, 2010
    • 7 replies
    • 2.3k views
    • 
    • AndyH
    • September 21, 2010