Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. 415 application when lump summing deferred annuity

   By Andy the Actuary, December 23, 2009
   • 27 replies
   • 4.3k views
   • 
   • Andy the Actuary
   • September 7, 2010

2. Frozen DB

   By thepensionmaven, September 4, 2010
   • 5 replies
   • 1.6k views
   • 
   • chc93
   • September 7, 2010

3. New RPA Benefit Restriction Break

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

4. Using Prefunding Balance to Reduce MRC

   By emmetttrudy, September 3, 2010
   • 5 replies
   • 1.6k views
   • 
   • emmetttrudy
   • September 3, 2010

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

   By Dennis Povloski, July 18, 2005
   • 15 replies
   • 8.8k views
   • 
   • Guest
   • September 3, 2010

6. Overfunded Frozen DB Plan

   By Doghouse, September 1, 2010
   • 2 replies
   • 1.9k views
   • 
   • JAY21
   • September 2, 2010

7. PBGC termination - Notice of Plan Benefit

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

8. PBGC Premium Refunds

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

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

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

10. Amending Vals, 5500, PBGC

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

11. Calculation of Lump Sum

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

12. AFNs and missed quarterlies

    By Effen, August 31, 2010
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • August 31, 2010

13. Voluntary Vs Deemed Waiver

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

14. 2010 AFTAP from 2009 EOY Val

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

15. 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

16. 20% Federal Income Tax Withholding

    By Andy the Actuary, August 19, 2010
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • August 27, 2010

17. DB Annual Funding Valuations

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

18. One-person plan initial plan year

    By emmetttrudy, August 25, 2010
    • 6 replies
    • 1.4k views
    • 
    • David MacLennan
    • August 26, 2010

19. Unfreeze Plan

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

20. Frozen DB Plan (over-funded)

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

21. earned income and 401(k) deferrals

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

22. 5500 SF asset vs Schedule SB asset

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

23. When Would You Certify AFTAP?

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

24. 415 lump sum limit and several plans

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

25. Unpaid Minimum Required Contributions

    By emmetttrudy, August 23, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 24, 2010

26. Missing Participants

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

27. Airline Plans and PBGC

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

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

    By carrots, August 12, 2010
    • 9 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 19, 2010

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

    By Guest mcw, August 16, 2010
    • 11 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 18, 2010

30. Treatment of Life Insurance Premiums Under PPA

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

31. Multiple Formulas in DB Plan

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

32. Archived DOl Opinion Letters

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

33. Change in Valuation Date

    By Guest chuckb, August 16, 2010
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • August 18, 2010

34. summary annual report

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

35. Overfunded DB Plan

    By PensionPro, August 16, 2010
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • August 17, 2010

36. Line 11a of 5300

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

37. Firm wants $1800 as Plan need to be restated in entireity

    By Guest lund, August 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • August 16, 2010

38. 436 restrictions

    By Gary, August 12, 2010
    • 3 replies
    • 1.7k views
    • 
    • My 2 cents
    • August 16, 2010

39. Excise Tax for 2 years

    By emmetttrudy, August 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • August 14, 2010

40. Model 204(h) Notice?

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

41. Cash Balance Plan with young owner

    By carrots, August 11, 2010
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • August 12, 2010

42. plan termination

    By Guest basilb, August 11, 2010
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • August 11, 2010

43. Funny Numbers in Annual Funding Notice

    By tuni88, August 4, 2010
    • 8 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 6, 2010

44. Restricted Payments for Top 25 HCE

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

45. New plan - too fast

    By Guest ICannotDiscloseMyIdentity, August 2, 2010
    • 2 replies
    • 1.3k views
    • 
    • D Syrett
    • August 5, 2010

46. Eligible Charity Plans

    By dmb, August 4, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 4, 2010

47. 2009 Schedule SB

    By dmb, July 26, 2010
    • 7 replies
    • 1.8k views
    • 
    • FAPInJax
    • August 4, 2010

48. Terminating Underfunded DB Plan

    By JBones, August 2, 2010
    • 7 replies
    • 2.9k views
    • 
    • david rigby
    • August 3, 2010

49. exotic cb formula

    By abanky, July 28, 2010
    • 3 replies
    • 1.3k views
    • 
    • FAPInJax
    • August 3, 2010

50. Elimination of payment options

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