Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Restate at Termination

   By Guest sommerjo, May 6, 2010
   • 1 reply
   • 1k views
   • 
   • Mike Preston
   • May 6, 2010

2. Takeover Plan

   By Andy the Actuary, August 14, 2009
   • 10 replies
   • 2.2k views
   • 
   • Mike Preston
   • May 4, 2010

3. Second Year Valuation

   By JBones, May 3, 2010
   • 2 replies
   • 1.3k views
   • 
   • JBones
   • May 4, 2010

4. Pension Income (distributions) subject to FICA

   By JAY21, March 17, 2010
   • 4 replies
   • 4.1k views
   • 
   • Guest
   • May 4, 2010

5. Pre- Retirement Survivor Death benefits

   By Guest smug, April 26, 2010
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • May 3, 2010

6. Asset Purchase

   By Madison71, April 27, 2010
   • 7 replies
   • 1.9k views
   • 
   • Madison71
   • April 29, 2010

7. 5500 lunacy

   By ScottR, April 28, 2010
   • 3 replies
   • 1.1k views
   • 
   • SoCalActuary
   • April 28, 2010

8. Calculation of new shortfall installment

   By Guest DBStudentAct, April 24, 2010
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • April 27, 2010

9. DBP

   By Guest epicdoc1, April 26, 2010
   • 5 replies
   • 1.6k views
   • 
   • Mike Preston
   • April 27, 2010

10. 101(d) Notice for EOY Val

    By stbennet, April 26, 2010
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • April 26, 2010

11. Actuarial Work Flow

    By Andy the Actuary, April 23, 2010
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 26, 2010

12. Immediately Distributable Lump Sums and QJSA

    By stbennet, April 16, 2010
    • 7 replies
    • 2.6k views
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    • AndyH
    • April 26, 2010

13. When should PBGC coverage begin when plan does not yet have vested ben

    By mming, October 6, 2000
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • April 23, 2010

14. 415 Compensation

    By JBones, April 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • April 22, 2010

15. Ex Pat in US Plan

    By Guest Spock, April 21, 2010
    • 2 replies
    • 1k views
    • 
    • PensionPro
    • April 21, 2010

16. Excluding Service

    By goldtpa, April 21, 2010
    • 2 replies
    • 965 views
    • 
    • goldtpa
    • April 21, 2010

17. plan freeze FAS 88 curtailment

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

18. EOY AFTAP

    By Dinosaur, April 20, 2010
    • 2 replies
    • 3k views
    • 
    • SoCalActuary
    • April 21, 2010

19. Plan Term; allocations between HCE and Former HCE

    By JAY21, April 7, 2010
    • 1 reply
    • 1.4k views
    • 
    • David MacLennan
    • April 20, 2010

20. Shorfall Exemption vs. Negative Amortization

    By dmb, April 19, 2010
    • 8 replies
    • 2.9k views
    • 
    • AndyH
    • April 20, 2010

21. Quarterlies (Any Problem?)

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

22. 1.401(a)(4)-5(a) ?

    By Penman2006, April 15, 2010
    • 7 replies
    • 1.7k views
    • 
    • David MacLennan
    • April 19, 2010

23. Use of 2008 EZ until 2009 forms released

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

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

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

25. Oopsey

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

26. Resuming accruals after a freeze

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

27. Deduction Timing

    By JBones, April 12, 2010
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 15, 2010

28. Cash Balance plan testing questions

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

29. ERISA bonding for plan with less than 10 participants

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

30. Amending Actuarial Equivalent Interest

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

31. small PBGC Plan under(over) Funded

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

32. Offset Cash Balance and PBGC Coverage

    By Guest RMcCord, April 5, 2010
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • April 5, 2010

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

    By tuni88, March 31, 2010
    • 9 replies
    • 1.6k views
    • 
    • tymesup
    • April 5, 2010

34. Interest Rate Selection (430 & 436)

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

35. Plan document

    By Gary, April 1, 2010
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2010

36. What a Mess ! AFTAP

    By Andy the Actuary, April 1, 2010
    • 6 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • April 2, 2010

37. AOCI

    By abanky, April 1, 2010
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2010

38. Controlled Group Deduction

    By Gary, March 31, 2010
    • 2 replies
    • 1.4k views
    • 
    • David MacLennan
    • April 1, 2010

39. 414k account & MRDs

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

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

    By Guest Salvador A Mander, March 31, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 31, 2010

41. 417(e), 415, 430

    By Effen, March 31, 2010
    • 5 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • March 31, 2010

42. Appropriate Assumption

    By Andy the Actuary, March 30, 2010
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 30, 2010

43. Excluding People By Name

    By goldtpa, March 30, 2010
    • 6 replies
    • 1.5k views
    • 
    • SoCalActuary
    • March 30, 2010

44. 436 and freezing accruals

    By abanky, March 29, 2010
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • March 30, 2010

45. No val, no schedule sb

    By Gary, March 24, 2010
    • 7 replies
    • 1.5k views
    • 
    • ak2ary
    • March 29, 2010

46. Cash Balance Takeover

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

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

    By Everett Moreland, December 3, 2009
    • 7 replies
    • 2.9k views
    • 
    • david rigby
    • March 29, 2010

48. Joint & Survivor with 10-year Certain

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

49. Maximum Accrued Benefit

    By Dougsbpc, March 26, 2010
    • 6 replies
    • 1.8k views
    • 
    • Effen
    • March 26, 2010

50. Which Plan Doc Applies

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