Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. plan freeze FAS 88 curtailment

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

2. EOY AFTAP

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

3. Plan Term; allocations between HCE and Former HCE

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

4. Shorfall Exemption vs. Negative Amortization

   By dmb, April 19, 2010
   • 8 replies
   • 2.8k views
   • 
   • AndyH
   • April 20, 2010

5. Quarterlies (Any Problem?)

   By Andy the Actuary, April 20, 2010
   • 5 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • April 20, 2010

6. 1.401(a)(4)-5(a) ?

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

7. Use of 2008 EZ until 2009 forms released

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

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

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

9. Oopsey

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

10. Resuming accruals after a freeze

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

11. Deduction Timing

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

12. Cash Balance plan testing questions

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

13. ERISA bonding for plan with less than 10 participants

    By Gary, April 7, 2010
    • 0 replies
    • 1k views
    • 
    • Gary
    • April 7, 2010

14. Amending Actuarial Equivalent Interest

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

15. small PBGC Plan under(over) Funded

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

16. Offset Cash Balance and PBGC Coverage

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

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

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

18. Interest Rate Selection (430 & 436)

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

19. Plan document

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

20. What a Mess ! AFTAP

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

21. AOCI

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

22. Controlled Group Deduction

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

23. 414k account & MRDs

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

24. 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

25. 417(e), 415, 430

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

26. Appropriate Assumption

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

27. Excluding People By Name

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

28. 436 and freezing accruals

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

29. No val, no schedule sb

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

30. Cash Balance Takeover

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

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

    By Everett Moreland, December 3, 2009
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • March 29, 2010

32. Joint & Survivor with 10-year Certain

    By JAY21, March 26, 2010
    • 4 replies
    • 3k views
    • 
    • david rigby
    • March 27, 2010

33. Maximum Accrued Benefit

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

34. Which Plan Doc Applies

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

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

    By Gary, March 16, 2001
    • 7 replies
    • 8.6k views
    • 
    • Guest
    • March 25, 2010

36. Adjusting 2008 contribution to 2010

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

37. PBGC Filing in Year of Termination

    By JBones, March 23, 2010
    • 7 replies
    • 1.9k views
    • 
    • JBones
    • March 25, 2010

38. Cash Balance Maximum Contribution

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

39. Excise tax for prohibited transaction

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

40. Max 415 Age 70 DB plan

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

41. Quarterly pension contributions required for small plan?

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

42. PLAN DISTRIBUTION

    By Gary, March 1, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2010

43. PBGC Coverage

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

44. Is this dangerous?

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

45. Determination letter

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

46. Which Plan Document Covers Employee

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

47. Default Catastrophe

    By Andy the Actuary, March 13, 2010
    • 3 replies
    • 1k views
    • 
    • Effen
    • March 13, 2010

48. cash balance plan and relius

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

49. Protected Benefits Question

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

50. Freeze of benefit accruals - timing

    By Dinosaur, March 10, 2010
    • 5 replies
    • 2.4k views
    • 
    • Dougsbpc
    • March 11, 2010