Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Plan Termination Calculation

   By Guest DBStudentAct, May 3, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • May 25, 2010

2. Non spouse beneficiary

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

3. E-FAST 5500

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

4. Total Quarterlies are over Maximum

   By Calavera, May 20, 2010
   • 7 replies
   • 1.2k views
   • 
   • Mike Preston
   • May 23, 2010

5. Deemed Burn of Carryover Balance

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

6. IFILE with EFAST2

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

7. Restrictions and Annuity Start Date

   By Andy the Actuary, May 18, 2010
   • 2 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • May 19, 2010

8. Defined Benefit Plan: Plan Disqualification

   By ERISA25, May 18, 2010
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • May 19, 2010

9. AFTAP < 60%

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

10. Excise tax penalty for the final year

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

11. Cash Balance Projection Rate

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

12. 2009 form 5500ez

    By Gary, May 8, 2010
    • 10 replies
    • 2.5k views
    • 
    • Bird
    • May 13, 2010

13. cash balance

    By jkdoll2, May 10, 2010
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 10, 2010

14. Standing Election

    By nancy, May 7, 2010
    • 0 replies
    • 974 views
    • 
    • nancy
    • May 7, 2010

15. MV Yield Calculation

    By david rigby, April 3, 2009
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • May 7, 2010

16. Rate of Return calculation procedure

    By AndyH, May 6, 2010
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • May 7, 2010

17. Taxation of Pension Benefits Paid to Foreign Professional Athletes

    By CaliBen, May 7, 2010
    • 0 replies
    • 892 views
    • 
    • CaliBen
    • May 7, 2010

18. 412(e) Plans

    By jkdoll2, May 5, 2010
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • May 6, 2010

19. Restate at Termination

    By Guest sommerjo, May 6, 2010
    • 1 reply
    • 964 views
    • 
    • Mike Preston
    • May 6, 2010

20. Takeover Plan

    By Andy the Actuary, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • May 4, 2010

21. Second Year Valuation

    By JBones, May 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • JBones
    • May 4, 2010

22. Pension Income (distributions) subject to FICA

    By JAY21, March 17, 2010
    • 4 replies
    • 4k views
    • 
    • Guest
    • May 4, 2010

23. Pre- Retirement Survivor Death benefits

    By Guest smug, April 26, 2010
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • May 3, 2010

24. Asset Purchase

    By Madison71, April 27, 2010
    • 7 replies
    • 1.7k views
    • 
    • Madison71
    • April 29, 2010

25. 5500 lunacy

    By ScottR, April 28, 2010
    • 3 replies
    • 1k views
    • 
    • SoCalActuary
    • April 28, 2010

26. Calculation of new shortfall installment

    By Guest DBStudentAct, April 24, 2010
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 27, 2010

27. DBP

    By Guest epicdoc1, April 26, 2010
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 27, 2010

28. 101(d) Notice for EOY Val

    By stbennet, April 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • April 26, 2010

29. Actuarial Work Flow

    By Andy the Actuary, April 23, 2010
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 26, 2010

30. Immediately Distributable Lump Sums and QJSA

    By stbennet, April 16, 2010
    • 7 replies
    • 2.5k views
    • 
    • AndyH
    • April 26, 2010

31. When should PBGC coverage begin when plan does not yet have vested ben

    By mming, October 6, 2000
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • April 23, 2010

32. 415 Compensation

    By JBones, April 22, 2010
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • April 22, 2010

33. Ex Pat in US Plan

    By Guest Spock, April 21, 2010
    • 2 replies
    • 974 views
    • 
    • PensionPro
    • April 21, 2010

34. Excluding Service

    By goldtpa, April 21, 2010
    • 2 replies
    • 908 views
    • 
    • goldtpa
    • April 21, 2010

35. plan freeze FAS 88 curtailment

    By Guest student_actuary, April 21, 2010
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 21, 2010

36. EOY AFTAP

    By Dinosaur, April 20, 2010
    • 2 replies
    • 2.9k views
    • 
    • SoCalActuary
    • April 21, 2010

37. Plan Term; allocations between HCE and Former HCE

    By JAY21, April 7, 2010
    • 1 reply
    • 1.3k views
    • 
    • David MacLennan
    • April 20, 2010

38. Shorfall Exemption vs. Negative Amortization

    By dmb, April 19, 2010
    • 8 replies
    • 2.7k views
    • 
    • AndyH
    • April 20, 2010

39. Quarterlies (Any Problem?)

    By Andy the Actuary, April 20, 2010
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 20, 2010

40. 1.401(a)(4)-5(a) ?

    By Penman2006, April 15, 2010
    • 7 replies
    • 1.6k views
    • 
    • David MacLennan
    • April 19, 2010

41. Use of 2008 EZ until 2009 forms released

    By Guest jmrodrig, April 19, 2010
    • 0 replies
    • 800 views
    • 
    • Guest
    • April 19, 2010

42. Can I start/convert a Roth IRA and have a DB plan too?

    By Guest gasser, April 17, 2010
    • 1 reply
    • 970 views
    • 
    • SoCalActuary
    • April 17, 2010

43. Oopsey

    By Andy the Actuary, April 16, 2010
    • 2 replies
    • 1.1k views
    • 
    • Effen
    • April 16, 2010

44. Resuming accruals after a freeze

    By Guest tomc, April 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 15, 2010

45. Deduction Timing

    By JBones, April 12, 2010
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 15, 2010

46. Cash Balance plan testing questions

    By AndyH, April 15, 2010
    • 4 replies
    • 1.5k views
    • 
    • Penman2006
    • April 15, 2010

47. ERISA bonding for plan with less than 10 participants

    By Gary, April 7, 2010
    • 0 replies
    • 991 views
    • 
    • Gary
    • April 7, 2010

48. Amending Actuarial Equivalent Interest

    By Dougsbpc, April 7, 2010
    • 1 reply
    • 919 views
    • 
    • Andy the Actuary
    • April 7, 2010

49. small PBGC Plan under(over) Funded

    By Guest jmrodrig, April 6, 2010
    • 2 replies
    • 904 views
    • 
    • JAY21
    • April 6, 2010

50. Offset Cash Balance and PBGC Coverage

    By Guest RMcCord, April 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • tymesup
    • April 5, 2010