Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. FICA taxes on partner contributions to cash balance plan

   By Guest TimS, November 29, 2010
   • 3 replies
   • 1.9k views
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   • mwyatt
   • November 30, 2010

2. 401(a)(26) and Meaningful Benefits

   By Dougsbpc, November 30, 2010
   • 1 reply
   • 2.4k views
   • 
   • Effen
   • November 30, 2010

3. Cash-Balance Plan

   By JAY21, November 29, 2010
   • 0 replies
   • 954 views
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   • JAY21
   • November 29, 2010

4. DB Plan Loan

   By ombskid, November 23, 2010
   • 6 replies
   • 1.9k views
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   • ombskid
   • November 24, 2010

5. Medical Leave and Hours of Service

   By Guest jfreeborn, November 19, 2010
   • 7 replies
   • 1.3k views
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   • tymesup
   • November 23, 2010

6. actuarial equivalence

   By HiVi, November 22, 2010
   • 5 replies
   • 1.9k views
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   • david rigby
   • November 23, 2010

7. Eligibility - Entry Date

   By retbenser, November 21, 2010
   • 6 replies
   • 8.6k views
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   • My 2 cents
   • November 22, 2010

8. Non Safe Harbor Plan and Gateway

   By emmetttrudy, November 16, 2010
   • 5 replies
   • 1.3k views
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   • AndyH
   • November 19, 2010

9. unrounded limits

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

10. New Business New Plan

    By abanky, November 10, 2010
    • 14 replies
    • 1.7k views
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    • abanky
    • November 12, 2010

11. divorce after separation from service

    By Gudgergirl, November 10, 2010
    • 5 replies
    • 1.8k views
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    • david rigby
    • November 12, 2010

12. Actuarial Increase after Plan Termination

    By Guest DBStudentAct, November 11, 2010
    • 3 replies
    • 2k views
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    • SoCalActuary
    • November 12, 2010

13. Funding Target in a Cash Balance Plan

    By emmetttrudy, November 4, 2010
    • 22 replies
    • 5.2k views
    • 
    • SoCalActuary
    • November 11, 2010

14. New funding deficiency and excise taxes

    By rcline46, November 10, 2010
    • 1 reply
    • 1k views
    • 
    • david rigby
    • November 10, 2010

15. New Cash-balance Regs

    By JAY21, November 8, 2010
    • 2 replies
    • 1.2k views
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    • Kevin C
    • November 8, 2010

16. 415 limits and cash balance plans

    By ScottR, November 6, 2010
    • 3 replies
    • 2.6k views
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    • SoCalActuary
    • November 8, 2010

17. Cash Balance and Gateway Test

    By retbenser, November 5, 2010
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • November 5, 2010

18. Fully subsidized ER

    By RLR, November 2, 2010
    • 7 replies
    • 1.5k views
    • 
    • Calavera
    • November 3, 2010

19. PBGC Alternative Treatment (owner benefit waiver) w/QDRO

    By Guest Prytog, November 3, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 2010

20. contribution in employer stock

    By Scuba 401, November 2, 2010
    • 7 replies
    • 1.5k views
    • 
    • KJohnson
    • November 3, 2010

21. Offering Lump Sums to Participants Already In Pay Status

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

22. Accrual classes by name

    By John Feldt ERPA CPC QPA, November 2, 2010
    • 0 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 2, 2010

23. Real Estate investment

    By Gary, October 15, 2010
    • 3 replies
    • 1.7k views
    • 
    • David MacLennan
    • November 1, 2010

24. 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

25. Takeover Valuation and Timing

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

26. 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

27. 436 Notice - Due date

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

28. New Plan After Terminated Plan

    By Dougsbpc, October 20, 2010
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • October 27, 2010

29. Annual Funding Notice - When Due?

    By tuni88, October 21, 2010
    • 13 replies
    • 4k views
    • 
    • tuni88
    • October 25, 2010

30. Nondiscrimination Testing Floor Offset

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

31. cross testing defined benefit plan with ESOP

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

32. Cash Balance Offset arrangments

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

33. DB plan stmts to participants

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

34. Market Rate of Interest - Frozen Plan

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

35. Affiliated Service Group Deductions

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

36. Section 436 Sample Amendments

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

37. Qualified Optional Survivor Annuity

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

38. PBGC Reportable Events

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

39. Current Timing for DL on Termination

    By Guest bobolink, October 14, 2010
    • 8 replies
    • 1.5k views
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    • Dougsbpc
    • October 18, 2010

40. McKay Hochman Document

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

41. Error with attachments- Web Client

    By Dinosaur, October 14, 2010
    • 1 reply
    • 1.4k views
    • 
    • Dinosaur
    • October 14, 2010

42. Benefit Restrictions - WRERA relief

    By JBones, October 13, 2010
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • October 13, 2010

43. Post-PPA Funding Rules for Money Purchase Plans

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

44. eoy val aftap for following year

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

45. Mandatory Employee Contributions: Basis Recovery & Nonforfeitability

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

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

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

47. Normal Retirement Age under 62

    By John Feldt ERPA CPC QPA, October 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 7, 2010

48. Schedule SB questions (Part 2)

    By dmb, October 7, 2010
    • 0 replies
    • 1k views
    • 
    • dmb
    • October 7, 2010

49. I am searching for the help of an actuary

    By RayJJohnsonJr, August 14, 2010
    • 15 replies
    • 2.8k views
    • 
    • Effen
    • October 6, 2010

50. Early Retirement Reductions?

    By Guest jfreeborn, October 5, 2010
    • 6 replies
    • 1.2k views
    • 
    • David MacLennan
    • October 5, 2010