Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Funny Numbers in Annual Funding Notice

   By tuni88, August 4, 2010
   • 8 replies
   • 1.5k views
   • 
   • My 2 cents
   • August 6, 2010

2. Eligible Charity Plans

   By dmb, August 4, 2010
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • August 4, 2010

3. Terminating Underfunded DB Plan

   By JBones, August 2, 2010
   • 7 replies
   • 2.7k views
   • 
   • david rigby
   • August 3, 2010

4. New plan - too fast

   By Guest ICannotDiscloseMyIdentity, August 2, 2010
   • 2 replies
   • 1.2k views
   • 
   • D Syrett
   • August 5, 2010

5. Elimination of payment options

   By John Feldt ERPA CPC QPA, August 2, 2010
   • 1 reply
   • 867 views
   • 
   • Andy the Actuary
   • August 2, 2010

6. Can a DB plan sell employer securities to the employer?

   By Scott, July 29, 2010
   • 0 replies
   • 983 views
   • 
   • Scott
   • July 29, 2010

7. Line 38 of Schedule SB

   By JAY21, July 29, 2010
   • 3 replies
   • 1.7k views
   • 
   • AndyH
   • July 29, 2010

8. How to calculate Required Minimum Distribution

   By JRN, July 29, 2010
   • 6 replies
   • 6.9k views
   • 
   • AndyH
   • July 29, 2010

9. pension actuarial calculation

   By Gary, July 29, 2010
   • 6 replies
   • 1.7k views
   • 
   • david rigby
   • July 30, 2010

10. exotic cb formula

    By abanky, July 28, 2010
    • 3 replies
    • 1.2k views
    • 
    • FAPInJax
    • August 3, 2010

11. Late pension contribution consequences

    By tuni88, July 27, 2010
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • July 27, 2010

12. Retiree notices for sponsor changing banks

    By abanky, July 27, 2010
    • 6 replies
    • 976 views
    • 
    • abanky
    • July 27, 2010

13. Form 5330 - Excess Contributions

    By emmetttrudy, July 26, 2010
    • 4 replies
    • 2.1k views
    • 
    • My 2 cents
    • July 26, 2010

14. 2009 Schedule SB

    By dmb, July 26, 2010
    • 7 replies
    • 1.7k views
    • 
    • FAPInJax
    • August 4, 2010

15. Has anyone heard of Genesys?

    By Guest new2taxes, July 22, 2010
    • 0 replies
    • 949 views
    • 
    • Guest
    • July 22, 2010

16. Actuarial Certification

    By SheilaD, July 22, 2010
    • 0 replies
    • 1k views
    • 
    • SheilaD
    • July 22, 2010

17. More Relius/EFAST Validation Error Message Issues

    By AndyH, July 21, 2010
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • July 23, 2010

18. Material change in AFTAP?

    By My 2 cents, July 21, 2010
    • 8 replies
    • 2.4k views
    • 
    • My 2 cents
    • July 26, 2010

19. QPSA- Form other than 50%

    By Guest jfreeborn, July 20, 2010
    • 9 replies
    • 3.9k views
    • 
    • AndyH
    • July 21, 2010

20. Multiple Employer plans

    By abanky, July 20, 2010
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 20, 2010

21. FASB discount rate

    By Dinosaur, July 20, 2010
    • 3 replies
    • 2.9k views
    • 
    • Effen
    • July 20, 2010

22. Schedule SB - line 15

    By Dinosaur, July 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • ScottR
    • July 31, 2010

23. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.7k views
    • 
    • LRC
    • July 26, 2018

24. Post NRA Accruals

    By Guest jfreeborn, July 15, 2010
    • 3 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2010

25. 2009 SB Filing problem - Relius

    By AndyH, July 15, 2010
    • 8 replies
    • 1.8k views
    • 
    • My 2 cents
    • July 21, 2010

26. AFTAP -- Frequently A Total Waste of Time

    By Andy the Actuary, July 15, 2010
    • 10 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • July 16, 2010

27. 404 and plan amendment affecting HCEs

    By AndyH, July 15, 2010
    • 6 replies
    • 2.4k views
    • 
    • Calavera
    • July 15, 2010

28. Can a pension plan’s funding be expressed as a percentage of the one participant’s salary?

    By Peter Gulia, July 15, 2010
    • 4 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 15, 2010

29. Pension Funding

    By Belgarath, July 15, 2010
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • July 15, 2010

30. Where to FedEx Form 5558?

    By ScottR, July 13, 2010
    • 9 replies
    • 7.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2010

31. Pension plan investments

    By Gary, July 12, 2010
    • 0 replies
    • 913 views
    • 
    • Gary
    • July 12, 2010

32. Cash Balance Min and Max?

    By retbenser, July 12, 2010
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 12, 2010

33. SPD formula descriptions

    By John Feldt ERPA CPC QPA, July 12, 2010
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • September 23, 2010

34. Form 6088 - Plan Termination

    By emmetttrudy, July 8, 2010
    • 6 replies
    • 3.3k views
    • 
    • SoCalActuary
    • July 9, 2010

35. Pension funding relief

    By Gary, July 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2011

36. Disregarding Prior Service for Rehired Employee

    By stbennet, July 7, 2010
    • 5 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • July 7, 2010

37. Method Change + Auto Approval

    By David, July 6, 2010
    • 3 replies
    • 1.4k views
    • 
    • David
    • July 7, 2010

38. When does benefit accrue under elapsed time?

    By Guest PiggyBank, July 6, 2010
    • 4 replies
    • 2.3k views
    • 
    • My 2 cents
    • July 7, 2010

39. Covered Employee

    By Andy the Actuary, July 6, 2010
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 7, 2010

40. Incidental Death Benefit

    By retbenser, July 5, 2010
    • 16 replies
    • 11.2k views
    • 
    • david rigby
    • July 15, 2010

41. Multiple DB plans

    By retbenser, July 2, 2010
    • 4 replies
    • 1.2k views
    • 
    • retbenser
    • July 3, 2010

42. Pension specific withholding taxes?

    By Guest new2taxes, July 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 2, 2010

43. CASH BALANCE INTEREST CREDITS - CORBEL DOC

    By AndyH, July 2, 2010
    • 11 replies
    • 2k views
    • 
    • david rigby
    • July 6, 2010

44. Using Relius Web client and signing as service provider

    By Dinosaur, July 2, 2010
    • 2 replies
    • 1.3k views
    • 
    • Dinosaur
    • July 6, 2010

45. 417(e) lookback

    By abanky, June 30, 2010
    • 5 replies
    • 2k views
    • 
    • D Syrett
    • July 1, 2010

46. error submitting a plan in Relius Web Client

    By Dinosaur, June 30, 2010
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • June 30, 2010

47. Deductibility of Contributions

    By emmetttrudy, June 29, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 29, 2010

48. Valuation and Compensation

    By retbenser, June 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • June 28, 2010

49. What Is the Accrued Benefit

    By Andy the Actuary, June 23, 2010
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 24, 2010

50. Non-insured plan failure

    By Guest BruceC, June 23, 2010
    • 8 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 28, 2010