Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. exotic cb formula

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

2. Elimination of payment options

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

3. Schedule SB - line 15

   By Dinosaur, July 20, 2010
   • 1 reply
   • 1.2k views
   • 
   • ScottR
   • July 31, 2010

4. pension actuarial calculation

   By Gary, July 29, 2010
   • 6 replies
   • 1.9k views
   • 
   • david rigby
   • July 30, 2010

5. How to calculate Required Minimum Distribution

   By JRN, July 29, 2010
   • 6 replies
   • 7.2k views
   • 
   • AndyH
   • July 29, 2010

6. Line 38 of Schedule SB

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

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

   By Scott, July 29, 2010
   • 0 replies
   • 1.1k views
   • 
   • Scott
   • July 29, 2010

8. Where to FedEx Form 5558?

   By ScottR, July 13, 2010
   • 9 replies
   • 7.7k views
   • 
   • Blinky the 3-eyed Fish
   • July 27, 2010

9. Retiree notices for sponsor changing banks

   By abanky, July 27, 2010
   • 6 replies
   • 1.1k views
   • 
   • abanky
   • July 27, 2010

10. Late pension contribution consequences

    By tuni88, July 27, 2010
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • July 27, 2010

11. Material change in AFTAP?

    By My 2 cents, July 21, 2010
    • 8 replies
    • 2.6k views
    • 
    • My 2 cents
    • July 26, 2010

12. Form 5330 - Excess Contributions

    By emmetttrudy, July 26, 2010
    • 4 replies
    • 2.2k views
    • 
    • My 2 cents
    • July 26, 2010

13. Compensation, Severance, and Unused Vacation Pay

    By Calavera, June 3, 2010
    • 7 replies
    • 6.8k views
    • 
    • Calavera
    • July 26, 2010

14. More Relius/EFAST Validation Error Message Issues

    By AndyH, July 21, 2010
    • 5 replies
    • 2.6k views
    • 
    • AndyH
    • July 23, 2010

15. Has anyone heard of Genesys?

    By Guest new2taxes, July 22, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 22, 2010

16. Actuarial Certification

    By SheilaD, July 22, 2010
    • 0 replies
    • 1.1k views
    • 
    • SheilaD
    • July 22, 2010

17. QPSA- Form other than 50%

    By Guest jfreeborn, July 20, 2010
    • 9 replies
    • 4k views
    • 
    • AndyH
    • July 21, 2010

18. 2009 SB Filing problem - Relius

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

19. Multiple Employer plans

    By abanky, July 20, 2010
    • 3 replies
    • 2k views
    • 
    • david rigby
    • July 20, 2010

20. FASB discount rate

    By Dinosaur, July 20, 2010
    • 3 replies
    • 3k views
    • 
    • Effen
    • July 20, 2010

21. Post NRA Accruals

    By Guest jfreeborn, July 15, 2010
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2010

22. AFTAP -- Frequently A Total Waste of Time

    By Andy the Actuary, July 15, 2010
    • 10 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 16, 2010

23. 404 and plan amendment affecting HCEs

    By AndyH, July 15, 2010
    • 6 replies
    • 2.6k views
    • 
    • Calavera
    • July 15, 2010

24. Can a pension plan’s funding be expressed as a percentage of the one participant’s salary?

    By Peter Gulia, July 15, 2010
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • July 15, 2010

25. Incidental Death Benefit

    By retbenser, July 5, 2010
    • 16 replies
    • 12k views
    • 
    • david rigby
    • July 15, 2010

26. Pension Funding

    By Belgarath, July 15, 2010
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 15, 2010

27. Cash Balance Min and Max?

    By retbenser, July 12, 2010
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 12, 2010

28. Pension plan investments

    By Gary, July 12, 2010
    • 0 replies
    • 975 views
    • 
    • Gary
    • July 12, 2010

29. Form 6088 - Plan Termination

    By emmetttrudy, July 8, 2010
    • 6 replies
    • 3.5k views
    • 
    • SoCalActuary
    • July 9, 2010

30. When does benefit accrue under elapsed time?

    By Guest PiggyBank, July 6, 2010
    • 4 replies
    • 2.6k views
    • 
    • My 2 cents
    • July 7, 2010

31. Disregarding Prior Service for Rehired Employee

    By stbennet, July 7, 2010
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • July 7, 2010

32. Method Change + Auto Approval

    By David, July 6, 2010
    • 3 replies
    • 1.5k views
    • 
    • David
    • July 7, 2010

33. Covered Employee

    By Andy the Actuary, July 6, 2010
    • 5 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 7, 2010

34. CASH BALANCE INTEREST CREDITS - CORBEL DOC

    By AndyH, July 2, 2010
    • 11 replies
    • 2.2k views
    • 
    • david rigby
    • July 6, 2010

35. Using Relius Web client and signing as service provider

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

36. Multiple DB plans

    By retbenser, July 2, 2010
    • 4 replies
    • 1.4k views
    • 
    • retbenser
    • July 3, 2010

37. Pension specific withholding taxes?

    By Guest new2taxes, July 2, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 2, 2010

38. 417(e) lookback

    By abanky, June 30, 2010
    • 5 replies
    • 2.2k views
    • 
    • D Syrett
    • July 1, 2010

39. error submitting a plan in Relius Web Client

    By Dinosaur, June 30, 2010
    • 3 replies
    • 1.7k views
    • 
    • Bill Presson
    • June 30, 2010

40. Deductibility of Contributions

    By emmetttrudy, June 29, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2010

41. Overfunded DB Plan

    By JBones, June 3, 2010
    • 8 replies
    • 4.1k views
    • 
    • JAY21
    • June 29, 2010

42. Late Election to use COB / PFB to cover quarterlies

    By My 2 cents, June 16, 2010
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 29, 2010

43. Valuation and Compensation

    By retbenser, June 28, 2010
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 28, 2010

44. Non-insured plan failure

    By Guest BruceC, June 23, 2010
    • 8 replies
    • 1.2k views
    • 
    • My 2 cents
    • June 28, 2010

45. What to Pay?

    By Andy the Actuary, June 22, 2010
    • 6 replies
    • 1.5k views
    • 
    • tymesup
    • June 25, 2010

46. What Is the Accrued Benefit

    By Andy the Actuary, June 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 24, 2010

47. Defaulted plan loan

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

48. What Is A Plan Termination

    By Andy the Actuary, June 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • June 22, 2010

49. Presumed AFTAP<60%

    By Dougsbpc, June 21, 2010
    • 4 replies
    • 2k views
    • 
    • Andy the Actuary
    • June 22, 2010

50. Required Aggregation Group

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