Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. 101(d) Notice for EOY Val

   By stbennet, April 26, 2010
   • 1 reply
   • 1.1k views
   • 
   • Effen
   • April 26, 2010

2. Actuarial Work Flow

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

3. Immediately Distributable Lump Sums and QJSA

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

4. 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

5. 415 Compensation

   By JBones, April 22, 2010
   • 3 replies
   • 1.4k views
   • 
   • SoCalActuary
   • April 22, 2010

6. Ex Pat in US Plan

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

7. Excluding Service

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

8. plan freeze FAS 88 curtailment

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

9. EOY AFTAP

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

10. Plan Term; allocations between HCE and Former HCE

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

11. Shorfall Exemption vs. Negative Amortization

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

12. Quarterlies (Any Problem?)

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

13. 1.401(a)(4)-5(a) ?

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

14. Use of 2008 EZ until 2009 forms released

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

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

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

16. Oopsey

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

17. Resuming accruals after a freeze

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

18. Deduction Timing

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

19. Cash Balance plan testing questions

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

20. ERISA bonding for plan with less than 10 participants

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

21. Amending Actuarial Equivalent Interest

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

22. small PBGC Plan under(over) Funded

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

23. Offset Cash Balance and PBGC Coverage

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

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

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

25. Interest Rate Selection (430 & 436)

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

26. Plan document

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

27. What a Mess ! AFTAP

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

28. AOCI

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

29. Controlled Group Deduction

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

30. 414k account & MRDs

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

31. 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

32. 417(e), 415, 430

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

33. Appropriate Assumption

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

34. Excluding People By Name

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

35. 436 and freezing accruals

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

36. No val, no schedule sb

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

37. Cash Balance Takeover

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

38. 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

39. Joint & Survivor with 10-year Certain

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

40. Maximum Accrued Benefit

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

41. Which Plan Doc Applies

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

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

    By Gary, March 16, 2001
    • 7 replies
    • 8.7k views
    • 
    • Guest
    • March 25, 2010

43. Adjusting 2008 contribution to 2010

    By Guest jmrodrig, March 25, 2010
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • March 25, 2010

44. PBGC Filing in Year of Termination

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

45. Cash Balance Maximum Contribution

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

46. Excise tax for prohibited transaction

    By Gary, March 18, 2010
    • 4 replies
    • 1.6k views
    • 
    • J Simmons
    • March 23, 2010

47. Max 415 Age 70 DB plan

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

48. Quarterly pension contributions required for small plan?

    By tuni88, March 22, 2010
    • 3 replies
    • 1.6k views
    • 
    • tuni88
    • March 23, 2010

49. PLAN DISTRIBUTION

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

50. PBGC Coverage

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