Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. full yield curve

   By Gary, December 9, 2010
   • 5 replies
   • 1.7k views
   • 
   • SoCalActuary
   • December 10, 2010

2. last day of plan year valuation date

   By Gary, December 10, 2010
   • 2 replies
   • 1.3k views
   • 
   • SoCalActuary
   • December 10, 2010

3. Combined DB/DC Deductible contribution

   By retbenser, December 9, 2010
   • 2 replies
   • 1.5k views
   • 
   • retbenser
   • December 9, 2010

4. use of s corp to solve earned income limitation

   By Draper55, December 9, 2010
   • 0 replies
   • 899 views
   • 
   • Draper55
   • December 9, 2010

5. One man Plan

   By Guest jfreeborn, December 8, 2010
   • 4 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • December 8, 2010

6. 2010 pension funding relief regulations

   By Guest joe9pension, December 8, 2010
   • 1 reply
   • 939 views
   • 
   • Effen
   • December 8, 2010

7. Underfunded Defined Benefit Plans

   By Ron Snyder, November 24, 2010
   • 5 replies
   • 1.4k views
   • 
   • AndyH
   • December 7, 2010

8. Notice 2007-69 NRA Change

   By Penman2006, December 3, 2010
   • 3 replies
   • 1.5k views
   • 
   • AndyH
   • December 7, 2010

9. IRS attacks 412i plans

   By Guest VEBAPLAN, December 6, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 6, 2010

10. Lump sum calculation

    By Guest DBStudentAct, December 3, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 3, 2010

11. Lump sum payment restrictions

    By Guest Quicksilver, December 2, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 2, 2010

12. Takeover with Insurance

    By JBones, December 2, 2010
    • 0 replies
    • 940 views
    • 
    • JBones
    • December 2, 2010

13. DB and SEP plans

    By Dinosaur, November 8, 2010
    • 2 replies
    • 1.4k views
    • 
    • ScottR
    • December 1, 2010

14. Combined DB/DC, Safe Harbor,and Top Heavy

    By retbenser, November 19, 2010
    • 3 replies
    • 2.2k views
    • 
    • ScottR
    • December 1, 2010

15. DB distribution

    By retbenser, November 24, 2010
    • 1 reply
    • 937 views
    • 
    • ScottR
    • December 1, 2010

16. Plan Amendment and Vesting

    By Guest jfreeborn, November 30, 2010
    • 1 reply
    • 838 views
    • 
    • Andy the Actuary
    • November 30, 2010

17. FICA taxes on partner contributions to cash balance plan

    By Guest TimS, November 29, 2010
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • November 30, 2010

18. 401(a)(26) and Meaningful Benefits

    By Dougsbpc, November 30, 2010
    • 1 reply
    • 2.5k views
    • 
    • Effen
    • November 30, 2010

19. Cash-Balance Plan

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

20. DB Plan Loan

    By ombskid, November 23, 2010
    • 6 replies
    • 2k views
    • 
    • ombskid
    • November 24, 2010

21. Medical Leave and Hours of Service

    By Guest jfreeborn, November 19, 2010
    • 7 replies
    • 1.4k views
    • 
    • tymesup
    • November 23, 2010

22. actuarial equivalence

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

23. Eligibility - Entry Date

    By retbenser, November 21, 2010
    • 6 replies
    • 8.9k views
    • 
    • My 2 cents
    • November 22, 2010

24. Non Safe Harbor Plan and Gateway

    By emmetttrudy, November 16, 2010
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • November 19, 2010

25. unrounded limits

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

26. New Business New Plan

    By abanky, November 10, 2010
    • 14 replies
    • 1.8k views
    • 
    • abanky
    • November 12, 2010

27. divorce after separation from service

    By Gudgergirl, November 10, 2010
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • November 12, 2010

28. Actuarial Increase after Plan Termination

    By Guest DBStudentAct, November 11, 2010
    • 3 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 12, 2010

29. Funding Target in a Cash Balance Plan

    By emmetttrudy, November 4, 2010
    • 22 replies
    • 5.5k views
    • 
    • SoCalActuary
    • November 11, 2010

30. New funding deficiency and excise taxes

    By rcline46, November 10, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 10, 2010

31. New Cash-balance Regs

    By JAY21, November 8, 2010
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • November 8, 2010

32. 415 limits and cash balance plans

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

33. Cash Balance and Gateway Test

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

34. Fully subsidized ER

    By RLR, November 2, 2010
    • 7 replies
    • 1.6k views
    • 
    • Calavera
    • November 3, 2010

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

    By Guest Prytog, November 3, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 3, 2010

36. contribution in employer stock

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

37. Offering Lump Sums to Participants Already In Pay Status

    By WestCoast, November 1, 2010
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • November 2, 2010

38. Accrual classes by name

    By John Feldt ERPA CPC QPA, November 2, 2010
    • 0 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 2, 2010

39. Real Estate investment

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

40. 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

41. Takeover Valuation and Timing

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

42. Use of Credit Balance to Offset MRC and Quarterlies

    By Andy the Actuary, October 25, 2010
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • October 29, 2010

43. 436 Notice - Due date

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

44. New Plan After Terminated Plan

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

45. Annual Funding Notice - When Due?

    By tuni88, October 21, 2010
    • 13 replies
    • 4.1k views
    • 
    • tuni88
    • October 25, 2010

46. Nondiscrimination Testing Floor Offset

    By Young Curmudgeon, October 22, 2010
    • 0 replies
    • 1.1k views
    • 
    • Young Curmudgeon
    • October 22, 2010

47. cross testing defined benefit plan with ESOP

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

48. Cash Balance Offset arrangments

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

49. DB plan stmts to participants

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

50. Market Rate of Interest - Frozen Plan

    By Guest Lane, October 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 21, 2010