Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 436 and freezing accruals

   By abanky, March 29, 2010
   • 3 replies
   • 1.1k views
   • 
   • SoCalActuary
   • March 30, 2010

2. Joint & Survivor with 10-year Certain

   By JAY21, March 26, 2010
   • 4 replies
   • 2.9k views
   • 
   • david rigby
   • March 27, 2010

3. Maximum Accrued Benefit

   By Dougsbpc, March 26, 2010
   • 6 replies
   • 1.6k views
   • 
   • Effen
   • March 26, 2010

4. Which Plan Doc Applies

   By Guest jfreeborn, March 25, 2010
   • 4 replies
   • 1.1k views
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   • david rigby
   • March 25, 2010

5. Adjusting 2008 contribution to 2010

   By Guest jmrodrig, March 25, 2010
   • 4 replies
   • 953 views
   • 
   • Mike Preston
   • March 25, 2010

6. Cash Balance Maximum Contribution

   By rcline46, March 25, 2010
   • 1 reply
   • 822 views
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   • FAPInJax
   • March 25, 2010

7. No val, no schedule sb

   By Gary, March 24, 2010
   • 7 replies
   • 1.4k views
   • 
   • ak2ary
   • March 29, 2010

8. Cash Balance Takeover

   By nancy, March 24, 2010
   • 2 replies
   • 921 views
   • 
   • ak2ary
   • March 29, 2010

9. PBGC Filing in Year of Termination

   By JBones, March 23, 2010
   • 7 replies
   • 1.8k views
   • 
   • JBones
   • March 25, 2010

10. Max 415 Age 70 DB plan

    By Guest Doogie61, March 23, 2010
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • March 23, 2010

11. Quarterly pension contributions required for small plan?

    By tuni88, March 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • tuni88
    • March 23, 2010

12. 414k account & MRDs

    By D Syrett, March 22, 2010
    • 1 reply
    • 1.2k views
    • 
    • David MacLennan
    • April 1, 2010

13. PBGC Coverage

    By emmetttrudy, March 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 18, 2010

14. Is this dangerous?

    By Guest Doogie61, March 18, 2010
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • March 18, 2010

15. Excise tax for prohibited transaction

    By Gary, March 18, 2010
    • 4 replies
    • 1.5k views
    • 
    • J Simmons
    • March 23, 2010

16. Pension Income (distributions) subject to FICA

    By JAY21, March 17, 2010
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • May 4, 2010

17. Which Plan Document Covers Employee

    By Guest jfreeborn, March 15, 2010
    • 2 replies
    • 815 views
    • 
    • SoCalActuary
    • March 15, 2010

18. Default Catastrophe

    By Andy the Actuary, March 13, 2010
    • 3 replies
    • 975 views
    • 
    • Effen
    • March 13, 2010

19. cash balance plan and relius

    By HarleyBabe, March 12, 2010
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • March 12, 2010

20. Protected Benefits Question

    By Guest newtobenefits, March 12, 2010
    • 2 replies
    • 970 views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2010

21. sole proprietor DB Plan

    By Earl, March 10, 2010
    • 0 replies
    • 1.2k views
    • 
    • Earl
    • March 10, 2010

22. FAS LTROR assumption

    By AndyH, March 10, 2010
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • March 11, 2010

23. Freeze of benefit accruals - timing

    By Dinosaur, March 10, 2010
    • 5 replies
    • 2.3k views
    • 
    • Dougsbpc
    • March 11, 2010

24. Annual Funding Notice

    By Guest newtobenefits, March 10, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 11, 2010

25. "Special Leave" and Continued Benefit Accruals under DB Plan

    By Guest confused1, March 10, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 10, 2010

26. Determination letter

    By Gary, March 10, 2010
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2010

27. Deemed Elections on COB and its use on MRC

    By Guest jmrodrig, March 9, 2010
    • 0 replies
    • 847 views
    • 
    • Guest
    • March 9, 2010

28. Plan Never Made Distribution

    By JRG, March 9, 2010
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 10, 2010

29. Cash Balance Plans: Changing requirements

    By Guest Rachel Hamilton, March 9, 2010
    • 2 replies
    • 904 views
    • 
    • david rigby
    • March 9, 2010

30. Partial Plan Termination

    By JAY21, March 9, 2010
    • 1 reply
    • 986 views
    • 
    • Andy the Actuary
    • March 9, 2010

31. Beneficiary Distributions

    By rcline46, March 9, 2010
    • 6 replies
    • 2.3k views
    • 
    • Effen
    • March 10, 2010

32. Accrued Benefit Decreases?

    By carrots, March 8, 2010
    • 3 replies
    • 2.1k views
    • 
    • David MacLennan
    • March 9, 2010

33. Credit or offset due to overfunding?

    By tuni88, March 8, 2010
    • 2 replies
    • 916 views
    • 
    • david rigby
    • March 8, 2010

34. Smartphones

    By carrots, March 5, 2010
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • March 8, 2010

35. Benefit Restriction Notice

    By Andy the Actuary, March 4, 2010
    • 2 replies
    • 1.8k views
    • 
    • SoCalActuary
    • March 4, 2010

36. Is this possible?

    By Guest Doogie61, March 4, 2010
    • 8 replies
    • 1.3k views
    • 
    • Effen
    • March 5, 2010

37. 11(g) Amendment

    By Dougsbpc, March 3, 2010
    • 1 reply
    • 999 views
    • 
    • Andy the Actuary
    • March 3, 2010

38. Termination Calculations-Benefits reduced?

    By Guest DBStudentAct, March 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • March 3, 2010

39. Amendment to Vesting Schedule

    By emmetttrudy, March 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • Earl
    • December 31, 2010

40. PLAN DISTRIBUTION

    By Gary, March 1, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2010

41. RMD used for req. contr. due

    By Guest jmrodrig, March 1, 2010
    • 9 replies
    • 2k views
    • 
    • david rigby
    • March 2, 2010

42. Short plan year - Target Normal Cost

    By Dinosaur, March 1, 2010
    • 1 reply
    • 2k views
    • 
    • SoCalActuary
    • March 1, 2010

43. cash balance Plans

    By mlp0816, February 26, 2010
    • 10 replies
    • 3.7k views
    • 
    • Effen
    • March 1, 2010

44. DB/DC Testing and Permitted Disparity

    By AndyH, February 25, 2010
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • March 2, 2010

45. 415 Limit-Grandfathered AB

    By JAY21, February 23, 2010
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 23, 2010

46. Terminating Defined Benefit Plan

    By Guest JBY, February 23, 2010
    • 12 replies
    • 2k views
    • 
    • dmb
    • February 24, 2010

47. Testing issues in year of freeze

    By AndyH, February 22, 2010
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • February 24, 2010

48. Hours of Service Question

    By jpod, February 21, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2010

49. 430(h)(4) - funding assumptions for Lump Sum benefits

    By carrots, February 19, 2010
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • February 22, 2010

50. 436 vs 401(a)(9) and nonspouse beneficiaries

    By Guest DFW EBEC, February 19, 2010
    • 0 replies
    • 802 views
    • 
    • Guest
    • February 19, 2010