Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Terminating Defined Benefit Plan

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

2. Testing issues in year of freeze

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

3. NRA 55

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

4. 415 Limit-Grandfathered AB

   By JAY21, February 23, 2010
   • 1 reply
   • 1.1k views
   • 
   • AndyH
   • February 23, 2010

5. 430(h)(4) - funding assumptions for Lump Sum benefits

   By carrots, February 19, 2010
   • 5 replies
   • 1.8k views
   • 
   • SoCalActuary
   • February 22, 2010

6. Hours of Service Question

   By jpod, February 21, 2010
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • February 21, 2010

7. Multiple DB Plans

   By Guest naveen, February 19, 2010
   • 3 replies
   • 1.1k views
   • 
   • SoCalActuary
   • February 20, 2010

8. DB Plan in distress

   By jkdoll2, August 18, 2009
   • 16 replies
   • 2.2k views
   • 
   • SoCalActuary
   • February 20, 2010

9. 436 vs 401(a)(9) and nonspouse beneficiaries

   By Guest DFW EBEC, February 19, 2010
   • 0 replies
   • 808 views
   • 
   • Guest
   • February 19, 2010

10. Valuations - Expected Form of Payment for HCEs

    By JAY21, February 18, 2010
    • 1 reply
    • 897 views
    • 
    • SoCalActuary
    • February 18, 2010

11. 417(e) interest rates

    By carrots, February 17, 2010
    • 10 replies
    • 4.2k views
    • 
    • david rigby
    • February 18, 2010

12. End of Year Valuation

    By Guest Doogie61, February 18, 2010
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • February 18, 2010

13. Plan Document

    By Gary, February 11, 2010
    • 11 replies
    • 1.7k views
    • 
    • SoCalActuary
    • February 16, 2010

14. Pension distributions

    By Gary, February 12, 2010
    • 1 reply
    • 918 views
    • 
    • masteff
    • February 12, 2010

15. 5500 EZ: To file or not to file

    By Guest jmrodrig, February 12, 2010
    • 1 reply
    • 1.7k views
    • 
    • Andy the Actuary
    • February 12, 2010

16. TH & Excluded EE's

    By Guest careful1, February 9, 2010
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2010

17. Contribution limits for employers?

    By Guest Ellen Levy, February 10, 2010
    • 1 reply
    • 951 views
    • 
    • SoCalActuary
    • February 10, 2010

18. Restricted Distribution Eligible For Rollover?

    By Andy the Actuary, February 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • February 9, 2010

19. Son in Plan

    By emmetttrudy, February 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 9, 2010

20. 2009 Minimum Distribution

    By AndyH, February 1, 2010
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • February 8, 2010

21. TNC + Fees

    By Guest careful1, February 6, 2010
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 8, 2010

22. fasb - yield curve analysis

    By Guest VTran, February 2, 2010
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 7, 2010

23. USERRA

    By BTG, February 3, 2010
    • 1 reply
    • 1.3k views
    • 
    • BTG
    • February 5, 2010

24. Plan Aggregation and timing of contributions

    By AndyH, January 27, 2010
    • 4 replies
    • 995 views
    • 
    • AndyH
    • February 5, 2010

25. Funding Target

    By JBones, February 3, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2010

26. Quarterly Contributions

    By JBones, February 5, 2010
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • February 5, 2010

27. STANDARD MORTALITY TABLE

    By Guest draper, May 15, 2003
    • 14 replies
    • 4k views
    • 
    • Mike Preston
    • February 5, 2010

28. Funding Balance Elections

    By JBones, February 3, 2010
    • 6 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 4, 2010

29. Eligibility for a new plan

    By emmetttrudy, February 3, 2010
    • 1 reply
    • 935 views
    • 
    • SoCalActuary
    • February 3, 2010

30. Plan withdrawals

    By Gary, February 2, 2010
    • 9 replies
    • 1.6k views
    • 
    • Gary
    • February 3, 2010

31. Adopted new NRD amendment, paid in-service

    By John Feldt ERPA CPC QPA, February 2, 2010
    • 1 reply
    • 932 views
    • 
    • Andy the Actuary
    • February 2, 2010

32. Presumed AFTAP under 60%

    By John Feldt ERPA CPC QPA, January 29, 2010
    • 9 replies
    • 2.8k views
    • 
    • SoCalActuary
    • February 2, 2010

33. FASB

    By Guest JBY, January 29, 2010
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • January 29, 2010

34. Use of Full Yield Curve

    By Dougsbpc, January 29, 2010
    • 0 replies
    • 825 views
    • 
    • Dougsbpc
    • January 29, 2010

35. FASB

    By Guest JBY, January 28, 2010
    • 3 replies
    • 1.1k views
    • 
    • quinnfield
    • January 28, 2010

36. PFB and Excess contributions for EOY plans

    By Guest AP914, January 23, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2010

37. Defined Benefit Administrator

    By Guest DBDude, January 25, 2010
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • January 28, 2010

38. DB Plan and SEP

    By emmetttrudy, January 27, 2010
    • 11 replies
    • 2k views
    • 
    • Andy the Actuary
    • January 27, 2010

39. Require Rollover of Lump Sum?

    By Guest ebailey, January 27, 2010
    • 8 replies
    • 1.2k views
    • 
    • Effen
    • January 27, 2010

40. IRC 401: Plan Qualification and J&S Annuity

    By Guest jfreeborn, January 25, 2010
    • 13 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2010

41. Due date for 5500

    By Gary, January 27, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 27, 2010

42. COB adjustment

    By Guest jmrodrig, January 26, 2010
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • January 26, 2010

43. Cash Balance Termination and Restart

    By AndyH, January 25, 2010
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2010

44. Paying out EE Contribution portion "first"?

    By Guest fcdeacy, May 19, 2005
    • 6 replies
    • 2.5k views
    • 
    • Effen
    • January 25, 2010

45. Post NRA at plan termination

    By ombskid, January 19, 2010
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • January 25, 2010

46. User fee exemption for DB Plans on 5300 filing?

    By Dennis Povloski, January 22, 2010
    • 2 replies
    • 1.4k views
    • 
    • Dennis Povloski
    • January 22, 2010

47. Termination of Underfunded DB Plan

    By ScottR, January 21, 2010
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • January 21, 2010

48. What is my lump sum?

    By JBones, January 18, 2010
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 20, 2010

49. Household employee

    By Gary, January 18, 2010
    • 6 replies
    • 3.7k views
    • 
    • D Syrett
    • January 19, 2010

50. In-Service Distribution

    By Dougsbpc, January 18, 2010
    • 1 reply
    • 901 views
    • 
    • Andy the Actuary
    • January 18, 2010