Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Form 5330 - Excess Contributions

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

2. Compensation, Severance, and Unused Vacation Pay

   By Calavera, June 3, 2010
   • 7 replies
   • 6.6k views
   • 
   • Calavera
   • July 26, 2010

3. More Relius/EFAST Validation Error Message Issues

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

4. Has anyone heard of Genesys?

   By Guest new2taxes, July 22, 2010
   • 0 replies
   • 984 views
   • 
   • Guest
   • July 22, 2010

5. Actuarial Certification

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

6. QPSA- Form other than 50%

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

7. 2009 SB Filing problem - Relius

   By AndyH, July 15, 2010
   • 8 replies
   • 1.9k views
   • 
   • My 2 cents
   • July 21, 2010

8. Multiple Employer plans

   By abanky, July 20, 2010
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • July 20, 2010

9. FASB discount rate

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

10. Post NRA Accruals

    By Guest jfreeborn, July 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2010

11. AFTAP -- Frequently A Total Waste of Time

    By Andy the Actuary, July 15, 2010
    • 10 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 16, 2010

12. 404 and plan amendment affecting HCEs

    By AndyH, July 15, 2010
    • 6 replies
    • 2.5k views
    • 
    • Calavera
    • July 15, 2010

13. 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

14. Incidental Death Benefit

    By retbenser, July 5, 2010
    • 16 replies
    • 11.7k views
    • 
    • david rigby
    • July 15, 2010

15. Pension Funding

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

16. Cash Balance Min and Max?

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

17. Pension plan investments

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

18. Form 6088 - Plan Termination

    By emmetttrudy, July 8, 2010
    • 6 replies
    • 3.4k views
    • 
    • SoCalActuary
    • July 9, 2010

19. When does benefit accrue under elapsed time?

    By Guest PiggyBank, July 6, 2010
    • 4 replies
    • 2.5k views
    • 
    • My 2 cents
    • July 7, 2010

20. Disregarding Prior Service for Rehired Employee

    By stbennet, July 7, 2010
    • 5 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • July 7, 2010

21. Method Change + Auto Approval

    By David, July 6, 2010
    • 3 replies
    • 1.4k views
    • 
    • David
    • July 7, 2010

22. Covered Employee

    By Andy the Actuary, July 6, 2010
    • 5 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 7, 2010

23. CASH BALANCE INTEREST CREDITS - CORBEL DOC

    By AndyH, July 2, 2010
    • 11 replies
    • 2.1k views
    • 
    • david rigby
    • July 6, 2010

24. Using Relius Web client and signing as service provider

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

25. Multiple DB plans

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

26. Pension specific withholding taxes?

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

27. 417(e) lookback

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

28. error submitting a plan in Relius Web Client

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

29. Deductibility of Contributions

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

30. Overfunded DB Plan

    By JBones, June 3, 2010
    • 8 replies
    • 4k views
    • 
    • JAY21
    • June 29, 2010

31. 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

32. Valuation and Compensation

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

33. Non-insured plan failure

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

34. What to Pay?

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

35. What Is the Accrued Benefit

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

36. Defaulted plan loan

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

37. What Is A Plan Termination

    By Andy the Actuary, June 22, 2010
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • June 22, 2010

38. Presumed AFTAP<60%

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

39. Required Aggregation Group

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

40. Top Heavy COmbined Test DB/DC

    By emmetttrudy, April 6, 2010
    • 6 replies
    • 3.1k views
    • 
    • emmetttrudy
    • June 18, 2010

41. Annual PBGC filing

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

42. New Shortfall Amortization Base?

    By My 2 cents, June 17, 2010
    • 3 replies
    • 3.5k views
    • 
    • My 2 cents
    • June 17, 2010

43. PBGC Plan Termination Filing - Early Benefit Distributions

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

44. Method or Assumption

    By Effen, June 16, 2010
    • 4 replies
    • 2.1k views
    • 
    • My 2 cents
    • June 16, 2010

45. Listing of Required Modifications

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

46. excess contribution - Schedule SB

    By Dinosaur, June 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • Dinosaur
    • June 15, 2010

47. Schedule SB

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

48. 412i plan

    By Gary, June 3, 2010
    • 20 replies
    • 4k views
    • 
    • Gary
    • June 14, 2010

49. AFTAP post plan term date

    By dmb, June 14, 2010
    • 6 replies
    • 3.1k views
    • 
    • dmb
    • June 14, 2010

50. Is an offset plan the best here?

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