Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Benefit Restriction Notice

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

2. 11(g) Amendment

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

3. Termination Calculations-Benefits reduced?

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

4. DB/DC Testing and Permitted Disparity

   By AndyH, February 25, 2010
   • 14 replies
   • 3.2k views
   • 
   • AndyH
   • March 2, 2010

5. RMD used for req. contr. due

   By Guest jmrodrig, March 1, 2010
   • 9 replies
   • 2.1k views
   • 
   • david rigby
   • March 2, 2010

6. cash balance Plans

   By mlp0816, February 26, 2010
   • 10 replies
   • 3.9k views
   • 
   • Effen
   • March 1, 2010

7. Short plan year - Target Normal Cost

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

8. Employer wants money back. Now what?

   By katieinny, October 31, 2005
   • 27 replies
   • 9.1k views
   • 
   • SoCalActuary
   • February 28, 2010

9. Terminating Defined Benefit Plan

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

10. Testing issues in year of freeze

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

11. NRA 55

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

12. 415 Limit-Grandfathered AB

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

13. 430(h)(4) - funding assumptions for Lump Sum benefits

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

14. Hours of Service Question

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

15. Multiple DB Plans

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

16. DB Plan in distress

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

17. 436 vs 401(a)(9) and nonspouse beneficiaries

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

18. Valuations - Expected Form of Payment for HCEs

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

19. 417(e) interest rates

    By carrots, February 17, 2010
    • 10 replies
    • 4.3k views
    • 
    • david rigby
    • February 18, 2010

20. End of Year Valuation

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

21. Plan Document

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

22. Pension distributions

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

23. 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

24. TH & Excluded EE's

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

25. Contribution limits for employers?

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

26. Restricted Distribution Eligible For Rollover?

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

27. Son in Plan

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

28. 2009 Minimum Distribution

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

29. TNC + Fees

    By Guest careful1, February 6, 2010
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • February 8, 2010

30. fasb - yield curve analysis

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

31. USERRA

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

32. Plan Aggregation and timing of contributions

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

33. Funding Target

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

34. Quarterly Contributions

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

35. STANDARD MORTALITY TABLE

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

36. Funding Balance Elections

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

37. Eligibility for a new plan

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

38. Plan withdrawals

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

39. Adopted new NRD amendment, paid in-service

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

40. Presumed AFTAP under 60%

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

41. FASB

    By Guest JBY, January 29, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 29, 2010

42. Use of Full Yield Curve

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

43. FASB

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

44. PFB and Excess contributions for EOY plans

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

45. Defined Benefit Administrator

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

46. DB Plan and SEP

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

47. Require Rollover of Lump Sum?

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

48. 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

49. Due date for 5500

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

50. COB adjustment

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