Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 415 lump sum

   By Mister Met, September 20, 2010
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • September 20, 2010

2. pLAN LOANS

   By Gary, September 18, 2010
   • 4 replies
   • 1.7k views
   • 
   • Gary
   • September 20, 2010

3. 415b 3-year average comp

   By Mister Met, September 17, 2010
   • 3 replies
   • 1.8k views
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   • Mike Preston
   • September 21, 2010

4. Owner-only DB plan to freeze

   By John Feldt ERPA CPC QPA, September 17, 2010
   • 3 replies
   • 1.6k views
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   • Belgarath
   • September 20, 2010

5. 5500ez

   By Gary, September 15, 2010
   • 4 replies
   • 1.3k views
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   • FAPInJax
   • September 17, 2010

6. Conservative Investment Strategy

   By Andy the Actuary, September 15, 2010
   • 5 replies
   • 1.4k views
   • 
   • tymesup
   • October 1, 2010

7. PBGC Premium Funding Target

   By Andy the Actuary, September 15, 2010
   • 2 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • September 15, 2010

8. Changing annuity starting date

   By Guest ERRRISA, September 14, 2010
   • 2 replies
   • 2.3k views
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   • My 2 cents
   • September 17, 2010

9. Professional athlete

   By LIBERTYKID, September 14, 2010
   • 2 replies
   • 1.7k views
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   • mwyatt
   • September 15, 2010

10. Crediting Benefit Service / Vesting Service Earned Prior to Plan Entry

    By 401 Chaos, September 13, 2010
    • 3 replies
    • 5.5k views
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    • 401 Chaos
    • September 14, 2010

11. Prefunding Balance elections

    By My 2 cents, September 13, 2010
    • 0 replies
    • 2.6k views
    • 
    • My 2 cents
    • September 13, 2010

12. Funding Target and Target Normal Cost in Frozen DB Plan

    By JBones, September 11, 2010
    • 15 replies
    • 5.1k views
    • 
    • Andy the Actuary
    • September 15, 2010

13. Bender Prototype Plan: Early Distribution

    By Guest jfreeborn, September 9, 2010
    • 1 reply
    • 958 views
    • 
    • Andy the Actuary
    • September 9, 2010

14. Plan termination IRS dl

    By Gary, September 8, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • September 15, 2010

15. Schedule B or SB filing for Eligible Charity Plans

    By dmb, September 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • September 8, 2010

16. New RPA Benefit Restriction Break

    By Dougsbpc, September 5, 2010
    • 0 replies
    • 878 views
    • 
    • Dougsbpc
    • September 5, 2010

17. Frozen DB

    By thepensionmaven, September 4, 2010
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • September 7, 2010

18. Using Prefunding Balance to Reduce MRC

    By emmetttrudy, September 3, 2010
    • 5 replies
    • 1.5k views
    • 
    • emmetttrudy
    • September 3, 2010

19. PBGC termination - Notice of Plan Benefit

    By Dinosaur, September 2, 2010
    • 0 replies
    • 1.7k views
    • 
    • Dinosaur
    • September 2, 2010

20. Overfunded Frozen DB Plan

    By Doghouse, September 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • September 2, 2010

21. Cash Balance Plan and Cross Tested 401(k)

    By Guest mcw, August 31, 2010
    • 6 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 1, 2010

22. Calculation of Lump Sum

    By ac, August 31, 2010
    • 3 replies
    • 1.7k views
    • 
    • My 2 cents
    • September 1, 2010

23. AFNs and missed quarterlies

    By Effen, August 31, 2010
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • August 31, 2010

24. Amending Vals, 5500, PBGC

    By Penman2006, August 31, 2010
    • 3 replies
    • 1.1k views
    • 
    • Penman2006
    • September 1, 2010

25. rmd for dead owner

    By abanky, August 31, 2010
    • 5 replies
    • 1.2k views
    • 
    • abanky
    • December 23, 2010

26. Use of "safety valve" provision of §1.401(a)(4)-3(C)(3) with respect to the general test for nondiscrimination in amount of benefits

    By gle318612, August 30, 2010
    • 0 replies
    • 1.1k views
    • 
    • gle318612
    • August 30, 2010

27. Voluntary Vs Deemed Waiver

    By Guest DBStudentAct, August 30, 2010
    • 1 reply
    • 1.5k views
    • 
    • My 2 cents
    • August 30, 2010

28. 2010 AFTAP from 2009 EOY Val

    By Guest Jcarolan, August 27, 2010
    • 1 reply
    • 881 views
    • 
    • Effen
    • August 30, 2010

29. DB Annual Funding Valuations

    By JAY21, August 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • August 26, 2010

30. earned income and 401(k) deferrals

    By Draper55, August 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2010

31. One-person plan initial plan year

    By emmetttrudy, August 25, 2010
    • 6 replies
    • 1.3k views
    • 
    • David MacLennan
    • August 26, 2010

32. 5500 SF asset vs Schedule SB asset

    By retbenser, August 25, 2010
    • 1 reply
    • 1.6k views
    • 
    • My 2 cents
    • August 25, 2010

33. When Would You Certify AFTAP?

    By Andy the Actuary, August 24, 2010
    • 0 replies
    • 950 views
    • 
    • Andy the Actuary
    • August 24, 2010

34. Unfreeze Plan

    By Dougsbpc, August 24, 2010
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 26, 2010

35. 415 lump sum limit and several plans

    By abanky, August 24, 2010
    • 2 replies
    • 879 views
    • 
    • abanky
    • August 24, 2010

36. Unpaid Minimum Required Contributions

    By emmetttrudy, August 23, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 24, 2010

37. Missing Participants

    By BTG, August 23, 2010
    • 0 replies
    • 1.4k views
    • 
    • BTG
    • August 23, 2010

38. Frozen DB Plan (over-funded)

    By Guest naveen, August 23, 2010
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2010

39. Airline Plans and PBGC

    By Guest jfreeborn, August 20, 2010
    • 0 replies
    • 768 views
    • 
    • Guest
    • August 20, 2010

40. PBGC Premium Refunds

    By nancy, August 19, 2010
    • 6 replies
    • 2k views
    • 
    • nancy
    • September 1, 2010

41. 20% Federal Income Tax Withholding

    By Andy the Actuary, August 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 27, 2010

42. Reduction in Accrued Benefit

    By jpod, August 19, 2010
    • 21 replies
    • 6.7k views
    • 
    • ERISAAPPLE
    • December 2, 2017

43. Line 11a of 5300

    By Guest 409 eh?, August 17, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 17, 2010

44. summary annual report

    By Gary, August 16, 2010
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • August 18, 2010

45. Cash Balance Plan - Fixed Interest Credit & Meaningful Benefits

    By Guest mcw, August 16, 2010
    • 11 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 18, 2010

46. Overfunded DB Plan

    By PensionPro, August 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • August 17, 2010

47. Change in Valuation Date

    By Guest chuckb, August 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 18, 2010

48. Treatment of Life Insurance Premiums Under PPA

    By Guest s.c.semler, August 16, 2010
    • 3 replies
    • 1.1k views
    • 
    • FAPInJax
    • August 18, 2010

49. Firm wants $1800 as Plan need to be restated in entireity

    By Guest lund, August 15, 2010
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • August 16, 2010

50. I am searching for the help of an actuary

    By RayJJohnsonJr, August 14, 2010
    • 15 replies
    • 2.7k views
    • 
    • Effen
    • October 6, 2010