Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. DB Annual Funding Valuations

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

2. One-person plan initial plan year

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

3. Unfreeze Plan

   By Dougsbpc, August 24, 2010
   • 2 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • August 26, 2010

4. Frozen DB Plan (over-funded)

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

5. earned income and 401(k) deferrals

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

6. 5500 SF asset vs Schedule SB asset

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

7. When Would You Certify AFTAP?

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

8. 415 lump sum limit and several plans

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

9. Unpaid Minimum Required Contributions

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

10. Missing Participants

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

11. Airline Plans and PBGC

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

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

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

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

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

14. Treatment of Life Insurance Premiums Under PPA

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

15. Multiple Formulas in DB Plan

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

16. Archived DOl Opinion Letters

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

17. Change in Valuation Date

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

18. summary annual report

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

19. Overfunded DB Plan

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

20. Line 11a of 5300

    By Guest 409 eh?, August 17, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2010

21. 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

22. 436 restrictions

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

23. Excise Tax for 2 years

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

24. Model 204(h) Notice?

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

25. Cash Balance Plan with young owner

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

26. plan termination

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

27. Funny Numbers in Annual Funding Notice

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

28. Restricted Payments for Top 25 HCE

    By Guest Not Amused, August 6, 2010
    • 4 replies
    • 2k views
    • 
    • SoCalActuary
    • August 6, 2010

29. New plan - too fast

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

30. Eligible Charity Plans

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

31. 2009 Schedule SB

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

32. Terminating Underfunded DB Plan

    By JBones, August 2, 2010
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • August 3, 2010

33. exotic cb formula

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

34. Elimination of payment options

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

35. Schedule SB - line 15

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

36. pension actuarial calculation

    By Gary, July 29, 2010
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • July 30, 2010

37. How to calculate Required Minimum Distribution

    By JRN, July 29, 2010
    • 6 replies
    • 7k views
    • 
    • AndyH
    • July 29, 2010

38. Line 38 of Schedule SB

    By JAY21, July 29, 2010
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • July 29, 2010

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

    By Scott, July 29, 2010
    • 0 replies
    • 1k views
    • 
    • Scott
    • July 29, 2010

40. Where to FedEx Form 5558?

    By ScottR, July 13, 2010
    • 9 replies
    • 7.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2010

41. Retiree notices for sponsor changing banks

    By abanky, July 27, 2010
    • 6 replies
    • 1k views
    • 
    • abanky
    • July 27, 2010

42. Late pension contribution consequences

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

43. Material change in AFTAP?

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

44. Form 5330 - Excess Contributions

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

45. Compensation, Severance, and Unused Vacation Pay

    By Calavera, June 3, 2010
    • 7 replies
    • 6.4k views
    • 
    • Calavera
    • July 26, 2010

46. More Relius/EFAST Validation Error Message Issues

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

47. Has anyone heard of Genesys?

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

48. Actuarial Certification

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

49. QPSA- Form other than 50%

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

50. 2009 SB Filing problem - Relius

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