Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Does a Professional Service Employer Need to Have a Calendar Year-End?

   By Guest EMM118, May 23, 2006
   • 2 replies
   • 1.3k views
   • 
   • E as in ERISA
   • May 23, 2006

2. Does a Small Plan 5500 schedule SB requirement an R + attachments

   By CharlesLeggette, August 1, 2014   

   • 5500 schedule SB
   • 3 replies
   • 1.3k views
   • 
   • My 2 cents
   • August 1, 2014

3. Does AFTAP Matter?

   By Andy the Actuary, February 18, 2008
   • 11 replies
   • 2.4k views
   • 
   • Mike Preston
   • March 7, 2008

4. Does anybody super-integrate CB plans?

   By Bri, December 13, 2022
   • 6 replies
   • 724 views
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   • Bill Presson
   • December 15, 2022

5. Does anyone know about the 71 TPF&C mortality table?

   By Gary, March 16, 2001
   • 7 replies
   • 8.4k views
   • 
   • Guest
   • March 25, 2010

6. Does anyone know of a good program that generates actuarial conversion

   By Guest Ted H Munice, March 27, 2001
   • 5 replies
   • 1.7k views
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   • Guest
   • March 30, 2001

7. Does anyone know of a site regarding single life DB plans?

   By Guest jhilliard, May 25, 2004
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • May 25, 2004

8. Does anyone know what the IRS position on how low a plan sponsor can s

   By Guest Frank Berrodin, February 25, 2000
   • 4 replies
   • 1.5k views
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   • Everett Moreland
   • February 28, 2000

9. Does cashout lookback rule apply to vested terms in a DB plan?

   By Guest beth beaube, July 19, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 19, 1999

10. Does highest 3-year compensation figure of 415(b) have to be adjusted

    By Guest shronesz, December 3, 2000
    • 27 replies
    • 5k views
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    • David MacLennan
    • May 25, 2005

11. Does PPA Funding Allow This?

    By Dougsbpc, August 6, 2009
    • 3 replies
    • 1.1k views
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    • Dougsbpc
    • August 6, 2009

12. Does Qualified Optional Survivor Annuity Requirement Apply?

    By WestCoast, November 25, 2010
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • April 13, 2011

13. Does reducing benefit formula to zero freeze plan?

    By Trekker, August 12, 2011
    • 6 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 15, 2011

14. Does soft freeze meet safe harbor

    By dmb, April 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • April 27, 2006

15. Does the annual compensation limit (currently set at $170,000) mention

    By Guest, October 24, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 25, 2000

16. Does the DOL agree that adopting a "safe harbor" interest ra

    By JDuns, May 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary
    • May 7, 2001

17. Does the PFEA amendment to 415(b)(2)(E) apply to Gov't Plans?

    By Guest Bearlee, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2008

18. Does this offset plan appear to pass 411?

    By Gary, May 3, 2001
    • 12 replies
    • 2.4k views
    • 
    • Alonzo
    • May 8, 2001

19. Does this post-age-65 accrual formula seem legal to you?

    By Gary, December 12, 1998
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 31, 2000

20. Does top-heavy 415(e) buy-back using DC plan require 4%(Code) or 7.5%

    By John A, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • November 17, 1999

21. DOL Field Auditor with Potential Conflict of Interest

    By Guest cc1898, July 10, 2007
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 11, 2007

22. DOL Funding Notice - Terminated Plan

    By Penman2006, June 30, 2009
    • 8 replies
    • 1.8k views
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    • Penman2006
    • August 25, 2009

23. Dolgoff Plans? Anyone know anything about these?

    By Guest divadab, September 25, 2006
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • September 26, 2006

24. Don't Squeeze the Payables!

    By Guest erisafried, March 17, 2003
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 28, 2003

25. Dose ERISA cover this?

    By Guest Francis4, May 4, 2007
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • May 13, 2007

26. Double Deduction

    By Guest bippy, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • June 22, 2001

27. Double pro-ration

    By tymesup, December 27, 2007
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • December 27, 2007

28. Double Proration

    By Guest pdxactuary, July 21, 2005
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • July 23, 2005

29. Double Proration?

    By nancy, May 28, 2004
    • 1 reply
    • 2.1k views
    • 
    • RTK
    • May 28, 2004

30. Double Reduction in 415 Limit?

    By Dougsbpc, August 7, 2003
    • 18 replies
    • 2.6k views
    • 
    • flosfur
    • August 16, 2003

31. DRC vs. JCWAA expiration

    By Guest dsyrett, April 6, 2004
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • April 7, 2004

32. DRIVE (Directed Retirement Investment Value Edge)

    By Guest merlin, December 30, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • December 30, 2004

33. Due date for 5500

    By Gary, January 27, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 27, 2010

34. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

35. Dumb Question

    By bzorc, September 10, 2009
    • 4 replies
    • 953 views
    • 
    • Belgarath
    • September 11, 2009

36. dumb question re: how a lump sum value is computed

    By Guest janie, July 3, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

37. Dumb question regarding SP funding

    By mwyatt, October 8, 2007
    • 8 replies
    • 1.4k views
    • 
    • SoCalActuary
    • October 8, 2007

38. Duplicate 1099-R

    By BH1528, January 16, 2019
    • 2 replies
    • 942 views
    • 
    • Kristina
    • January 17, 2019

39. Duplicate DB benefit payments

    By Guest Blueglass, December 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 10, 2003

40. Duty to recoup benefits where no damage to plan

    By Guest StephenJ7976, November 6, 2008
    • 20 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 2008

41. E-FAST 5500

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

42. E.A. Exams

    By Guest J. Dan Brown, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 11, 2001

43. EA AFTAP Certification

    By Gary, June 6, 2008
    • 1 reply
    • 2.2k views
    • 
    • Andy the Actuary
    • June 6, 2008

44. EA Continuing Education - Renewal Forms

    By mwyatt, December 7, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 10, 1998

45. EA Meeting - anything of importance so far?

    By mwyatt, March 18, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2003

46. EA Meeting 2005

    By david rigby, April 1, 2005
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • April 7, 2005

47. EA Meetings

    By Guest, March 16, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

48. EA Meetings

    By Effen, March 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • March 31, 2007

49. EA Topics

    By FAPInJax, April 10, 2008
    • 4 replies
    • 2.1k views
    • 
    • mwyatt
    • April 14, 2008

50. EA-2 Examination takers: Question #45?

    By Guest Donkey Kong, November 3, 2000
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • November 17, 2000