Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. small PBGC Plan under(over) Funded

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

2. Offset Cash Balance and PBGC Coverage

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

3. What is cost to add a lump sum option?

   By tuni88, March 31, 2010
   • 9 replies
   • 1.5k views
   • 
   • tymesup
   • April 5, 2010

4. Interest Rate Selection (430 & 436)

   By Andy the Actuary, April 5, 2010
   • 3 replies
   • 1.1k views
   • 
   • Effen
   • April 5, 2010

5. Plan document

   By Gary, April 1, 2010
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • April 5, 2010

6. What a Mess ! AFTAP

   By Andy the Actuary, April 1, 2010
   • 6 replies
   • 1.8k views
   • 
   • Andy the Actuary
   • April 2, 2010

7. AOCI

   By abanky, April 1, 2010
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • April 1, 2010

8. Controlled Group Deduction

   By Gary, March 31, 2010
   • 2 replies
   • 1.3k views
   • 
   • David MacLennan
   • April 1, 2010

9. 414k account & MRDs

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

10. optional forms, anti-cutback rule and plan termination

    By Guest Salvador A Mander, March 31, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 31, 2010

11. 417(e), 415, 430

    By Effen, March 31, 2010
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • March 31, 2010

12. Appropriate Assumption

    By Andy the Actuary, March 30, 2010
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 30, 2010

13. Excluding People By Name

    By goldtpa, March 30, 2010
    • 6 replies
    • 1.4k views
    • 
    • SoCalActuary
    • March 30, 2010

14. 436 and freezing accruals

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

15. No val, no schedule sb

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

16. Cash Balance Takeover

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

17. Notice 2009-68 statement aboutdirect rollover of after-tax contributions

    By Everett Moreland, December 3, 2009
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • March 29, 2010

18. Joint & Survivor with 10-year Certain

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

19. Maximum Accrued Benefit

    By Dougsbpc, March 26, 2010
    • 6 replies
    • 1.7k views
    • 
    • Effen
    • March 26, 2010

20. Which Plan Doc Applies

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

21. Does anyone know about the 71 TPF&C mortality table?

    By Gary, March 16, 2001
    • 7 replies
    • 8.5k views
    • 
    • Guest
    • March 25, 2010

22. Adjusting 2008 contribution to 2010

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

23. PBGC Filing in Year of Termination

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

24. Cash Balance Maximum Contribution

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

25. Excise tax for prohibited transaction

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

26. Max 415 Age 70 DB plan

    By Guest Doogie61, March 23, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 23, 2010

27. Quarterly pension contributions required for small plan?

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

28. PLAN DISTRIBUTION

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

29. PBGC Coverage

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

30. Is this dangerous?

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

31. Determination letter

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

32. Which Plan Document Covers Employee

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

33. Default Catastrophe

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

34. cash balance plan and relius

    By HarleyBabe, March 12, 2010
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • March 12, 2010

35. Protected Benefits Question

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

36. Freeze of benefit accruals - timing

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

37. Annual Funding Notice

    By Guest newtobenefits, March 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2010

38. FAS LTROR assumption

    By AndyH, March 10, 2010
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • March 11, 2010

39. sole proprietor DB Plan

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

40. Beneficiary Distributions

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

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

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

42. Plan Never Made Distribution

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

43. Cash Balance Plans: Changing requirements

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

44. Deemed Elections on COB and its use on MRC

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

45. Partial Plan Termination

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

46. Trustee denying a claim

    By Guest jfreeborn, February 1, 2010
    • 9 replies
    • 2.1k views
    • 
    • RCK
    • March 9, 2010

47. Accrued Benefit Decreases?

    By carrots, March 8, 2010
    • 3 replies
    • 2.2k views
    • 
    • David MacLennan
    • March 9, 2010

48. Credit or offset due to overfunding?

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

49. Smartphones

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

50. IRS User Fee Funding Waiver

    By Andy the Actuary, November 14, 2008
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • March 5, 2010