Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. Schedule SB questions

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

2. Annual Funding Notice for terminated Plan

   By AndyH, October 4, 2010
   • 5 replies
   • 3.8k views
   • 
   • Andy the Actuary
   • October 4, 2010

3. AFTAP & Deemed Burn Timing

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

4. Aggregated DB/DC Combo with Floor Offset

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

5. pbgc coverage

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

6. Conservative Investment Strategy

   By Andy the Actuary, September 15, 2010
   • 5 replies
   • 1.5k views
   • 
   • tymesup
   • October 1, 2010

7. "Final" Certified AFTAPS

   By AndyH, September 30, 2010
   • 9 replies
   • 2.3k views
   • 
   • dmb
   • October 1, 2010

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

   By Guest Richard Feynman, September 30, 2010
   • 11 replies
   • 2.8k views
   • 
   • My 2 cents
   • October 1, 2010

9. AFTAP For One-Person PLan

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

10. Combo Plans Non Discrimination

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

11. Reporting to PBGC

    By Andy the Actuary, September 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 27, 2010

12. Plan Freeze/Termination Lump Sum Question

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

13. Early Retirement Window for One Participant

    By 401 Chaos, September 23, 2010
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • September 24, 2010

14. Accrued Benefit Calculation High 5 of last 10

    By emmetttrudy, September 21, 2010
    • 16 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 24, 2010

15. Charlie Concept

    By Guest Jim Brennan, July 23, 1999
    • 3 replies
    • 2.5k views
    • 
    • Effen
    • September 23, 2010

16. SPD formula descriptions

    By John Feldt ERPA CPC QPA, July 12, 2010
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • September 23, 2010

17. Elected funding relief

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

18. 415b 3-year average comp

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

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

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

20. Valuation Assets

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

21. pLAN LOANS

    By Gary, September 18, 2010
    • 4 replies
    • 1.8k views
    • 
    • Gary
    • September 20, 2010

22. 415 lump sum

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

23. Owner-only DB plan to freeze

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

24. Changing annuity starting date

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

25. 5500ez

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

26. Plan termination IRS dl

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

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

    By JBones, September 11, 2010
    • 15 replies
    • 5.3k views
    • 
    • Andy the Actuary
    • September 15, 2010

28. PBGC Premium Funding Target

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

29. Professional athlete

    By LIBERTYKID, September 14, 2010
    • 2 replies
    • 1.8k views
    • 
    • mwyatt
    • September 15, 2010

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

    By 401 Chaos, September 13, 2010
    • 3 replies
    • 5.7k views
    • 
    • 401 Chaos
    • September 14, 2010

31. Prefunding Balance elections

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

32. Bender Prototype Plan: Early Distribution

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

33. Schedule B or SB filing for Eligible Charity Plans

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

34. Investment purchase of restaurant

    By Gary, August 11, 2010
    • 10 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 7, 2010

35. 415 application when lump summing deferred annuity

    By Andy the Actuary, December 23, 2009
    • 27 replies
    • 4k views
    • 
    • Andy the Actuary
    • September 7, 2010

36. Frozen DB

    By thepensionmaven, September 4, 2010
    • 5 replies
    • 1.5k views
    • 
    • chc93
    • September 7, 2010

37. New RPA Benefit Restriction Break

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

38. Using Prefunding Balance to Reduce MRC

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

39. Restricted Distribution under 1.401(a)(4)-5(b) to HCE

    By Dennis Povloski, July 18, 2005
    • 15 replies
    • 8.6k views
    • 
    • Guest
    • September 3, 2010

40. Overfunded Frozen DB Plan

    By Doghouse, September 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • JAY21
    • September 2, 2010

41. PBGC termination - Notice of Plan Benefit

    By Dinosaur, September 2, 2010
    • 0 replies
    • 1.8k views
    • 
    • Dinosaur
    • September 2, 2010

42. PBGC Premium Refunds

    By nancy, August 19, 2010
    • 6 replies
    • 2.1k views
    • 
    • nancy
    • September 1, 2010

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

    By Guest mcw, August 31, 2010
    • 6 replies
    • 2.8k views
    • 
    • Tom Poje
    • September 1, 2010

44. Amending Vals, 5500, PBGC

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

45. Calculation of Lump Sum

    By ac, August 31, 2010
    • 3 replies
    • 1.8k views
    • 
    • My 2 cents
    • September 1, 2010

46. AFNs and missed quarterlies

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

47. Voluntary Vs Deemed Waiver

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

48. 2010 AFTAP from 2009 EOY Val

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

49. 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

50. 20% Federal Income Tax Withholding

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