Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 436 and freezing accruals

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

2. No val, no schedule sb

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

3. Cash Balance Takeover

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

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

   By Everett Moreland, December 3, 2009
   • 7 replies
   • 2.6k views
   • 
   • david rigby
   • March 29, 2010

5. Joint & Survivor with 10-year Certain

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

6. Maximum Accrued Benefit

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

7. Which Plan Doc Applies

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

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

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

9. Adjusting 2008 contribution to 2010

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

10. PBGC Filing in Year of Termination

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

11. Cash Balance Maximum Contribution

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

12. Excise tax for prohibited transaction

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

13. Max 415 Age 70 DB plan

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

14. Quarterly pension contributions required for small plan?

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

15. PLAN DISTRIBUTION

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

16. PBGC Coverage

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

17. Is this dangerous?

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

18. Determination letter

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

19. Which Plan Document Covers Employee

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

20. Default Catastrophe

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

21. cash balance plan and relius

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

22. Protected Benefits Question

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

23. Freeze of benefit accruals - timing

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

24. Annual Funding Notice

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

25. FAS LTROR assumption

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

26. sole proprietor DB Plan

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

27. Beneficiary Distributions

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

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

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

29. Plan Never Made Distribution

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

30. Cash Balance Plans: Changing requirements

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

31. Deemed Elections on COB and its use on MRC

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

32. Partial Plan Termination

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

33. Trustee denying a claim

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

34. Accrued Benefit Decreases?

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

35. Credit or offset due to overfunding?

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

36. Smartphones

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

37. IRS User Fee Funding Waiver

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

38. Is this possible?

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

39. PBGC phase-in

    By tymesup, October 27, 2009
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 4, 2010

40. Benefit Restriction Notice

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

41. 11(g) Amendment

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

42. Termination Calculations-Benefits reduced?

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

43. DB/DC Testing and Permitted Disparity

    By AndyH, February 25, 2010
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • March 2, 2010

44. RMD used for req. contr. due

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

45. cash balance Plans

    By mlp0816, February 26, 2010
    • 10 replies
    • 3.7k views
    • 
    • Effen
    • March 1, 2010

46. Short plan year - Target Normal Cost

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

47. Employer wants money back. Now what?

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

48. Terminating Defined Benefit Plan

    By Guest JBY, February 23, 2010
    • 12 replies
    • 2k views
    • 
    • dmb
    • February 24, 2010

49. Testing issues in year of freeze

    By AndyH, February 22, 2010
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • February 24, 2010

50. NRA 55

    By abanky, January 28, 2010
    • 14 replies
    • 1.8k views
    • 
    • abanky
    • February 23, 2010