Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Cash Balance Plan with young owner

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

2. plan termination

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

3. Funny Numbers in Annual Funding Notice

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

4. Restricted Payments for Top 25 HCE

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

5. New plan - too fast

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

6. Eligible Charity Plans

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

7. 2009 Schedule SB

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

8. Terminating Underfunded DB Plan

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

9. exotic cb formula

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

10. Elimination of payment options

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

11. Schedule SB - line 15

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

12. pension actuarial calculation

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

13. How to calculate Required Minimum Distribution

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

14. Line 38 of Schedule SB

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

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

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

16. Where to FedEx Form 5558?

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

17. Retiree notices for sponsor changing banks

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

18. Late pension contribution consequences

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

19. Material change in AFTAP?

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

20. Form 5330 - Excess Contributions

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

21. Compensation, Severance, and Unused Vacation Pay

    By Calavera, June 3, 2010
    • 7 replies
    • 6.1k views
    • 
    • Calavera
    • July 26, 2010

22. More Relius/EFAST Validation Error Message Issues

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

23. Has anyone heard of Genesys?

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

24. Actuarial Certification

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

25. QPSA- Form other than 50%

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

26. 2009 SB Filing problem - Relius

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

27. Multiple Employer plans

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

28. FASB discount rate

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

29. Post NRA Accruals

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

30. 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

31. 404 and plan amendment affecting HCEs

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

32. 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

33. Incidental Death Benefit

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

34. Pension Funding

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

35. Cash Balance Min and Max?

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

36. Pension plan investments

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

37. Form 6088 - Plan Termination

    By emmetttrudy, July 8, 2010
    • 6 replies
    • 3.3k views
    • 
    • SoCalActuary
    • July 9, 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. Disregarding Prior Service for Rehired Employee

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

40. Method Change + Auto Approval

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

41. Covered Employee

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

42. CASH BALANCE INTEREST CREDITS - CORBEL DOC

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

43. Using Relius Web client and signing as service provider

    By Dinosaur, July 2, 2010
    • 2 replies
    • 1.4k views
    • 
    • Dinosaur
    • July 6, 2010

44. Multiple DB plans

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

45. Pension specific withholding taxes?

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

46. 417(e) lookback

    By abanky, June 30, 2010
    • 5 replies
    • 2.1k views
    • 
    • D Syrett
    • July 1, 2010

47. error submitting a plan in Relius Web Client

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

48. Deductibility of Contributions

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

49. Overfunded DB Plan

    By JBones, June 3, 2010
    • 8 replies
    • 3.9k views
    • 
    • JAY21
    • June 29, 2010

50. Late Election to use COB / PFB to cover quarterlies

    By My 2 cents, June 16, 2010
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 29, 2010