Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. New Shortfall Amortization Base?

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

2. PBGC Plan Termination Filing - Early Benefit Distributions

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

3. Method or Assumption

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

4. Listing of Required Modifications

   By Gary, June 15, 2010
   • 0 replies
   • 1.4k views
   • 
   • Gary
   • June 15, 2010

5. excess contribution - Schedule SB

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

6. Schedule SB

   By Dinosaur, June 15, 2010
   • 1 reply
   • 1.5k views
   • 
   • FAPInJax
   • June 15, 2010

7. 412i plan

   By Gary, June 3, 2010
   • 20 replies
   • 4.2k views
   • 
   • Gary
   • June 14, 2010

8. AFTAP post plan term date

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

9. Is an offset plan the best here?

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

10. Broker Idea

    By tuni88, May 24, 2010
    • 12 replies
    • 1.6k views
    • 
    • Guest
    • June 13, 2010

11. Distributions of Rollover portion of benefit

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

12. Insurance From DB Plans

    By Guest naveen, May 27, 2010
    • 7 replies
    • 1.6k views
    • 
    • ScottR
    • June 12, 2010

13. PBGC termination

    By Dinosaur, June 2, 2010
    • 2 replies
    • 2.1k views
    • 
    • ScottR
    • June 12, 2010

14. 6707A Moratorium

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

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

    By Guest Dean2010, June 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • June 11, 2010

16. How to handle RMD for FT

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

17. EFAST2 submission

    By Dinosaur, June 9, 2010
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • June 10, 2010

18. Employee exclusions from DB Plans?

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

19. Simple General Testing Question

    By AndyH, June 4, 2010
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • June 9, 2010

20. pro-rate shortfall amortization installment

    By chc93, June 8, 2010
    • 0 replies
    • 1.4k views
    • 
    • chc93
    • June 8, 2010

21. 401(l) Offset

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

22. Determining Lump Sum Distribution

    By Dougsbpc, June 5, 2010
    • 8 replies
    • 2.2k views
    • 
    • Dougsbpc
    • June 8, 2010

23. DB plan admin

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

24. er struggling to fund 2008 plan

    By abanky, June 4, 2010
    • 5 replies
    • 1k views
    • 
    • My 2 cents
    • June 4, 2010

25. Schedule SB Average Retirement Age

    By Andy the Actuary, June 2, 2010
    • 2 replies
    • 3.7k views
    • 
    • Mike Preston
    • June 2, 2010

26. MYPPA 5-27-2010

    By Andy the Actuary, May 27, 2010
    • 1 reply
    • 1.1k views
    • 
    • tymesup
    • June 2, 2010

27. forego receipt of benefits and affect on Schedule SB

    By John Feldt ERPA CPC QPA, May 27, 2010
    • 8 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • May 28, 2010

28. OK To Terminate with GUST Document?

    By Dougsbpc, May 22, 2010
    • 9 replies
    • 1.6k views
    • 
    • Kevin C
    • May 26, 2010

29. MORTALITY TABLE?

    By AndyH, May 25, 2010
    • 7 replies
    • 5k views
    • 
    • david rigby
    • May 26, 2010

30. Pre-Plan Year Credit Balance Election

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

31. Excess Credit Balance Election

    By Andy the Actuary, May 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 26, 2010

32. New Benefit Form after Participant Terminated

    By JRG, May 24, 2010
    • 5 replies
    • 1.2k views
    • 
    • JRG
    • May 25, 2010

33. Plan Termination Calculation

    By Guest DBStudentAct, May 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 25, 2010

34. Non spouse beneficiary

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

35. E-FAST 5500

    By JAY21, May 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • JAY21
    • May 24, 2010

36. Total Quarterlies are over Maximum

    By Calavera, May 20, 2010
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 23, 2010

37. Deemed Burn of Carryover Balance

    By nancy, May 19, 2010
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • May 22, 2010

38. IFILE with EFAST2

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

39. Restrictions and Annuity Start Date

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

40. Defined Benefit Plan: Plan Disqualification

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

41. AFTAP < 60%

    By emmetttrudy, May 12, 2010
    • 4 replies
    • 1.8k views
    • 
    • Effen
    • May 18, 2010

42. Excise tax penalty for the final year

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

43. Cash Balance Projection Rate

    By nancy, May 17, 2010
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • May 18, 2010

44. 2009 form 5500ez

    By Gary, May 8, 2010
    • 10 replies
    • 2.6k views
    • 
    • Bird
    • May 13, 2010

45. cash balance

    By jkdoll2, May 10, 2010
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 10, 2010

46. Standing Election

    By nancy, May 7, 2010
    • 0 replies
    • 1k views
    • 
    • nancy
    • May 7, 2010

47. MV Yield Calculation

    By david rigby, April 3, 2009
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • May 7, 2010

48. Rate of Return calculation procedure

    By AndyH, May 6, 2010
    • 8 replies
    • 1.7k views
    • 
    • david rigby
    • May 7, 2010

49. Taxation of Pension Benefits Paid to Foreign Professional Athletes

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

50. 412(e) Plans

    By jkdoll2, May 5, 2010
    • 4 replies
    • 2.6k views
    • 
    • AndyH
    • May 6, 2010