Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Using Relius Web client and signing as service provider

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

2. Multiple DB plans

   By retbenser, July 2, 2010
   • 4 replies
   • 1.3k views
   • 
   • retbenser
   • July 3, 2010

3. Pension specific withholding taxes?

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

4. 417(e) lookback

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

5. error submitting a plan in Relius Web Client

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

6. Deductibility of Contributions

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

7. Overfunded DB Plan

   By JBones, June 3, 2010
   • 8 replies
   • 3.9k views
   • 
   • JAY21
   • June 29, 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. Valuation and Compensation

   By retbenser, June 28, 2010
   • 2 replies
   • 1.1k views
   • 
   • SoCalActuary
   • June 28, 2010

10. Non-insured plan failure

    By Guest BruceC, June 23, 2010
    • 8 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 28, 2010

11. What to Pay?

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

12. What Is the Accrued Benefit

    By Andy the Actuary, June 23, 2010
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 24, 2010

13. Defaulted plan loan

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

14. What Is A Plan Termination

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

15. Presumed AFTAP<60%

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

16. Required Aggregation Group

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

17. Top Heavy COmbined Test DB/DC

    By emmetttrudy, April 6, 2010
    • 6 replies
    • 3k views
    • 
    • emmetttrudy
    • June 18, 2010

18. Annual PBGC filing

    By dmb, April 20, 2010
    • 8 replies
    • 1.8k views
    • 
    • dmb
    • June 17, 2010

19. New Shortfall Amortization Base?

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

20. PBGC Plan Termination Filing - Early Benefit Distributions

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

21. Method or Assumption

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

22. Listing of Required Modifications

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

23. excess contribution - Schedule SB

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

24. Schedule SB

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

25. 412i plan

    By Gary, June 3, 2010
    • 20 replies
    • 3.6k views
    • 
    • Gary
    • June 14, 2010

26. AFTAP post plan term date

    By dmb, June 14, 2010
    • 6 replies
    • 3k views
    • 
    • dmb
    • June 14, 2010

27. Is an offset plan the best here?

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

28. Broker Idea

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

29. Distributions of Rollover portion of benefit

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

30. Insurance From DB Plans

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

31. PBGC termination

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

32. 6707A Moratorium

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

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

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

34. How to handle RMD for FT

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

35. EFAST2 submission

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

36. Employee exclusions from DB Plans?

    By Lori H, June 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • June 9, 2010

37. Simple General Testing Question

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

38. pro-rate shortfall amortization installment

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

39. 401(l) Offset

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

40. Determining Lump Sum Distribution

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

41. DB plan admin

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

42. er struggling to fund 2008 plan

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

43. Schedule SB Average Retirement Age

    By Andy the Actuary, June 2, 2010
    • 2 replies
    • 3.6k views
    • 
    • Mike Preston
    • June 2, 2010

44. MYPPA 5-27-2010

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

45. 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

46. OK To Terminate with GUST Document?

    By Dougsbpc, May 22, 2010
    • 9 replies
    • 1.5k views
    • 
    • Kevin C
    • May 26, 2010

47. MORTALITY TABLE?

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

48. Pre-Plan Year Credit Balance Election

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

49. Excess Credit Balance Election

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

50. New Benefit Form after Participant Terminated

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