Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Defaulted plan loan

   By Gary, June 23, 2010
   • 0 replies
   • 856 views
   • 
   • Gary
   • June 23, 2010

2. What Is A Plan Termination

   By Andy the Actuary, June 22, 2010
   • 2 replies
   • 976 views
   • 
   • Andy the Actuary
   • June 22, 2010

3. What to Pay?

   By Andy the Actuary, June 22, 2010
   • 6 replies
   • 1.4k views
   • 
   • tymesup
   • June 25, 2010

4. Presumed AFTAP<60%

   By Dougsbpc, June 21, 2010
   • 4 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • June 22, 2010

5. Required Aggregation Group

   By emmetttrudy, June 18, 2010
   • 1 reply
   • 936 views
   • 
   • Mike Preston
   • June 20, 2010

6. New Shortfall Amortization Base?

   By My 2 cents, June 17, 2010
   • 3 replies
   • 3.4k views
   • 
   • My 2 cents
   • June 17, 2010

7. PBGC Plan Termination Filing - Early Benefit Distributions

   By carrots, June 16, 2010
   • 1 reply
   • 908 views
   • 
   • Andy the Actuary
   • June 16, 2010

8. 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

9. Method or Assumption

   By Effen, June 16, 2010
   • 4 replies
   • 2k views
   • 
   • My 2 cents
   • June 16, 2010

10. Listing of Required Modifications

    By Gary, June 15, 2010
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • June 15, 2010

11. excess contribution - Schedule SB

    By Dinosaur, June 15, 2010
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 15, 2010

12. Schedule SB

    By Dinosaur, June 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • June 15, 2010

13. AFTAP post plan term date

    By dmb, June 14, 2010
    • 6 replies
    • 2.9k views
    • 
    • dmb
    • June 14, 2010

14. Is an offset plan the best here?

    By rcline46, June 11, 2010
    • 3 replies
    • 1.1k views
    • 
    • rcline46
    • June 14, 2010

15. 6707A Moratorium

    By Randy Watson, June 11, 2010
    • 1 reply
    • 931 views
    • 
    • Ron Snyder
    • June 11, 2010

16. Advocate for participants in 412i plan - please help

    By Guest Dean2010, June 11, 2010
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • June 11, 2010

17. How to handle RMD for FT

    By Guest Doogie61, June 10, 2010
    • 1 reply
    • 890 views
    • 
    • Mike Preston
    • June 10, 2010

18. EFAST2 submission

    By Dinosaur, June 9, 2010
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • June 10, 2010

19. Employee exclusions from DB Plans?

    By Lori H, June 9, 2010
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • June 9, 2010

20. pro-rate shortfall amortization installment

    By chc93, June 8, 2010
    • 0 replies
    • 1.3k views
    • 
    • chc93
    • June 8, 2010

21. 401(l) Offset

    By Guest Crankarm, June 8, 2010
    • 0 replies
    • 815 views
    • 
    • Guest
    • June 8, 2010

22. Determining Lump Sum Distribution

    By Dougsbpc, June 5, 2010
    • 8 replies
    • 2.1k views
    • 
    • Dougsbpc
    • June 8, 2010

23. er struggling to fund 2008 plan

    By abanky, June 4, 2010
    • 5 replies
    • 951 views
    • 
    • My 2 cents
    • June 4, 2010

24. DB plan admin

    By Gary, June 4, 2010
    • 1 reply
    • 919 views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2010

25. Simple General Testing Question

    By AndyH, June 4, 2010
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • June 9, 2010

26. 412i plan

    By Gary, June 3, 2010
    • 20 replies
    • 3.5k views
    • 
    • Gary
    • June 14, 2010

27. Compensation, Severance, and Unused Vacation Pay

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

28. Overfunded DB Plan

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

29. Schedule SB Average Retirement Age

    By Andy the Actuary, June 2, 2010
    • 2 replies
    • 3.5k views
    • 
    • Mike Preston
    • June 2, 2010

30. PBGC termination

    By Dinosaur, June 2, 2010
    • 2 replies
    • 1.9k views
    • 
    • ScottR
    • June 12, 2010

31. Distributions of Rollover portion of benefit

    By Gary, May 28, 2010
    • 1 reply
    • 914 views
    • 
    • ScottR
    • June 12, 2010

32. forego receipt of benefits and affect on Schedule SB

    By John Feldt ERPA CPC QPA, May 27, 2010
    • 8 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • May 28, 2010

33. MYPPA 5-27-2010

    By Andy the Actuary, May 27, 2010
    • 1 reply
    • 1k views
    • 
    • tymesup
    • June 2, 2010

34. Insurance From DB Plans

    By Guest naveen, May 27, 2010
    • 7 replies
    • 1.5k views
    • 
    • ScottR
    • June 12, 2010

35. Pre-Plan Year Credit Balance Election

    By Andy the Actuary, May 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • May 26, 2010

36. Excess Credit Balance Election

    By Andy the Actuary, May 25, 2010
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • May 26, 2010

37. MORTALITY TABLE?

    By AndyH, May 25, 2010
    • 7 replies
    • 4.8k views
    • 
    • david rigby
    • May 26, 2010

38. Broker Idea

    By tuni88, May 24, 2010
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • June 13, 2010

39. New Benefit Form after Participant Terminated

    By JRG, May 24, 2010
    • 5 replies
    • 1.1k views
    • 
    • JRG
    • May 25, 2010

40. E-FAST 5500

    By JAY21, May 24, 2010
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • May 24, 2010

41. OK To Terminate with GUST Document?

    By Dougsbpc, May 22, 2010
    • 9 replies
    • 1.4k views
    • 
    • Kevin C
    • May 26, 2010

42. IFILE with EFAST2

    By Gary, May 21, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • May 21, 2010

43. Non spouse beneficiary

    By Gary, May 20, 2010
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2010

44. Total Quarterlies are over Maximum

    By Calavera, May 20, 2010
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 23, 2010

45. Deemed Burn of Carryover Balance

    By nancy, May 19, 2010
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • May 22, 2010

46. Defined Benefit Plan: Plan Disqualification

    By ERISA25, May 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 19, 2010

47. Restrictions and Annuity Start Date

    By Andy the Actuary, May 18, 2010
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 19, 2010

48. Cash Balance Projection Rate

    By nancy, May 17, 2010
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • May 18, 2010

49. AFTAP < 60%

    By emmetttrudy, May 12, 2010
    • 4 replies
    • 1.7k views
    • 
    • Effen
    • May 18, 2010

50. Excise tax penalty for the final year

    By Guest JCao, May 12, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 18, 2010