Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Excise Tax for 2 years

   By emmetttrudy, August 13, 2010
   • 1 reply
   • 1k views
   • 
   • SoCalActuary
   • August 14, 2010

2. Model 204(h) Notice?

   By emmetttrudy, August 12, 2010
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 13, 2010

3. Archived DOl Opinion Letters

   By Guest jfreeborn, August 12, 2010
   • 1 reply
   • 5.1k views
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   • Mike Preston
   • August 18, 2010

4. 436 restrictions

   By Gary, August 12, 2010
   • 3 replies
   • 1.6k views
   • 
   • My 2 cents
   • August 16, 2010

5. Cash Balance, EOY Val, MQCs, SB line 19c

   By carrots, August 12, 2010
   • 9 replies
   • 1.5k views
   • 
   • Mike Preston
   • August 19, 2010

6. Investment purchase of restaurant

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

7. Cash Balance Plan with young owner

   By carrots, August 11, 2010
   • 7 replies
   • 1.8k views
   • 
   • My 2 cents
   • August 12, 2010

8. Multiple Formulas in DB Plan

   By JAY21, August 11, 2010
   • 2 replies
   • 1.1k views
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   • Mike Preston
   • August 18, 2010

9. Variable Defined Benefit Plan

   By Rai401k, August 11, 2010
   • 13 replies
   • 3.9k views
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   • david rigby
   • May 8, 2013

10. plan termination

    By Guest basilb, August 11, 2010
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • August 11, 2010

11. Restricted Payments for Top 25 HCE

    By Guest Not Amused, August 6, 2010
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • August 6, 2010

12. Funny Numbers in Annual Funding Notice

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

13. Eligible Charity Plans

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

14. Terminating Underfunded DB Plan

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

15. New plan - too fast

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

16. Elimination of payment options

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

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

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

18. Line 38 of Schedule SB

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

19. How to calculate Required Minimum Distribution

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

20. pension actuarial calculation

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

21. exotic cb formula

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

22. Late pension contribution consequences

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

23. Retiree notices for sponsor changing banks

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

24. Form 5330 - Excess Contributions

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

25. 2009 Schedule SB

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

26. Has anyone heard of Genesys?

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

27. Actuarial Certification

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

28. More Relius/EFAST Validation Error Message Issues

    By AndyH, July 21, 2010
    • 5 replies
    • 2.5k views
    • 
    • AndyH
    • July 23, 2010

29. Material change in AFTAP?

    By My 2 cents, July 21, 2010
    • 8 replies
    • 2.5k views
    • 
    • My 2 cents
    • July 26, 2010

30. QPSA- Form other than 50%

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

31. Multiple Employer plans

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

32. FASB discount rate

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

33. Schedule SB - line 15

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

34. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.9k views
    • 
    • LRC
    • July 26, 2018

35. Post NRA Accruals

    By Guest jfreeborn, July 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2010

36. 2009 SB Filing problem - Relius

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

37. 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

38. 404 and plan amendment affecting HCEs

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

39. 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

40. Pension Funding

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

41. Where to FedEx Form 5558?

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

42. Pension plan investments

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

43. Cash Balance Min and Max?

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

44. SPD formula descriptions

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

45. Form 6088 - Plan Termination

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

46. Pension funding relief

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

47. Disregarding Prior Service for Rehired Employee

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

48. Method Change + Auto Approval

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

49. When does benefit accrue under elapsed time?

    By Guest PiggyBank, July 6, 2010
    • 4 replies
    • 2.4k views
    • 
    • My 2 cents
    • July 7, 2010

50. Covered Employee

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