Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. 417(e), 415, 430

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

2. Appropriate Assumption

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

3. Excluding People By Name

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

4. 436 and freezing accruals

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

5. No val, no schedule sb

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

6. Cash Balance Takeover

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

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

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

8. Joint & Survivor with 10-year Certain

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

9. Maximum Accrued Benefit

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

10. Which Plan Doc Applies

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

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

    By Gary, March 16, 2001
    • 7 replies
    • 8.4k views
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    • Guest
    • March 25, 2010

12. Adjusting 2008 contribution to 2010

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

13. PBGC Filing in Year of Termination

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

14. Cash Balance Maximum Contribution

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

15. Excise tax for prohibited transaction

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

16. Max 415 Age 70 DB plan

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

17. Quarterly pension contributions required for small plan?

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

18. PLAN DISTRIBUTION

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

19. PBGC Coverage

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

20. Is this dangerous?

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

21. Determination letter

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

22. Which Plan Document Covers Employee

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

23. Default Catastrophe

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

24. cash balance plan and relius

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

25. Protected Benefits Question

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

26. Freeze of benefit accruals - timing

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

27. Annual Funding Notice

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

28. FAS LTROR assumption

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

29. sole proprietor DB Plan

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

30. Beneficiary Distributions

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

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

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

32. Plan Never Made Distribution

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

33. Cash Balance Plans: Changing requirements

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

34. Deemed Elections on COB and its use on MRC

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

35. Partial Plan Termination

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

36. Trustee denying a claim

    By Guest jfreeborn, February 1, 2010
    • 9 replies
    • 2k views
    • 
    • RCK
    • March 9, 2010

37. Accrued Benefit Decreases?

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

38. Credit or offset due to overfunding?

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

39. Smartphones

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

40. IRS User Fee Funding Waiver

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

41. Is this possible?

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

42. PBGC phase-in

    By tymesup, October 27, 2009
    • 3 replies
    • 1.7k views
    • 
    • SoCalActuary
    • March 4, 2010

43. Benefit Restriction Notice

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

44. 11(g) Amendment

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

45. Termination Calculations-Benefits reduced?

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

46. DB/DC Testing and Permitted Disparity

    By AndyH, February 25, 2010
    • 14 replies
    • 3.2k views
    • 
    • AndyH
    • March 2, 2010

47. RMD used for req. contr. due

    By Guest jmrodrig, March 1, 2010
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • March 2, 2010

48. cash balance Plans

    By mlp0816, February 26, 2010
    • 10 replies
    • 3.8k views
    • 
    • Effen
    • March 1, 2010

49. Short plan year - Target Normal Cost

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

50. Employer wants money back. Now what?

    By katieinny, October 31, 2005
    • 27 replies
    • 9k views
    • 
    • SoCalActuary
    • February 28, 2010