Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Protected Benefits Question

   By Guest newtobenefits, March 12, 2010
   • 2 replies
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • March 12, 2010

2. Freeze of benefit accruals - timing

   By Dinosaur, March 10, 2010
   • 5 replies
   • 2.4k views
   • 
   • Dougsbpc
   • March 11, 2010

3. Annual Funding Notice

   By Guest newtobenefits, March 10, 2010
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • March 11, 2010

4. FAS LTROR assumption

   By AndyH, March 10, 2010
   • 4 replies
   • 1.5k views
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   • AndyH
   • March 11, 2010

5. sole proprietor DB Plan

   By Earl, March 10, 2010
   • 0 replies
   • 1.3k views
   • 
   • Earl
   • March 10, 2010

6. Beneficiary Distributions

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

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

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

8. Plan Never Made Distribution

   By JRG, March 9, 2010
   • 4 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • March 10, 2010

9. Cash Balance Plans: Changing requirements

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

10. Deemed Elections on COB and its use on MRC

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

11. Partial Plan Termination

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

12. Trustee denying a claim

    By Guest jfreeborn, February 1, 2010
    • 9 replies
    • 2.1k views
    • 
    • RCK
    • March 9, 2010

13. Accrued Benefit Decreases?

    By carrots, March 8, 2010
    • 3 replies
    • 2.2k views
    • 
    • David MacLennan
    • March 9, 2010

14. Credit or offset due to overfunding?

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

15. Smartphones

    By carrots, March 5, 2010
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • March 8, 2010

16. IRS User Fee Funding Waiver

    By Andy the Actuary, November 14, 2008
    • 9 replies
    • 2.6k views
    • 
    • david rigby
    • March 5, 2010

17. Is this possible?

    By Guest Doogie61, March 4, 2010
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • March 5, 2010

18. PBGC phase-in

    By tymesup, October 27, 2009
    • 3 replies
    • 1.7k views
    • 
    • SoCalActuary
    • March 4, 2010

19. Benefit Restriction Notice

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

20. 11(g) Amendment

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

21. Termination Calculations-Benefits reduced?

    By Guest DBStudentAct, March 3, 2010
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 3, 2010

22. DB/DC Testing and Permitted Disparity

    By AndyH, February 25, 2010
    • 14 replies
    • 3.3k views
    • 
    • AndyH
    • March 2, 2010

23. RMD used for req. contr. due

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

24. cash balance Plans

    By mlp0816, February 26, 2010
    • 10 replies
    • 4k views
    • 
    • Effen
    • March 1, 2010

25. Short plan year - Target Normal Cost

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

26. Employer wants money back. Now what?

    By katieinny, October 31, 2005
    • 27 replies
    • 9.4k views
    • 
    • SoCalActuary
    • February 28, 2010

27. Terminating Defined Benefit Plan

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

28. Testing issues in year of freeze

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

29. NRA 55

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

30. 415 Limit-Grandfathered AB

    By JAY21, February 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • February 23, 2010

31. 430(h)(4) - funding assumptions for Lump Sum benefits

    By carrots, February 19, 2010
    • 5 replies
    • 1.9k views
    • 
    • SoCalActuary
    • February 22, 2010

32. Hours of Service Question

    By jpod, February 21, 2010
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 21, 2010

33. Multiple DB Plans

    By Guest naveen, February 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • February 20, 2010

34. DB Plan in distress

    By jkdoll2, August 18, 2009
    • 16 replies
    • 2.3k views
    • 
    • SoCalActuary
    • February 20, 2010

35. 436 vs 401(a)(9) and nonspouse beneficiaries

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

36. Valuations - Expected Form of Payment for HCEs

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

37. 417(e) interest rates

    By carrots, February 17, 2010
    • 10 replies
    • 4.5k views
    • 
    • david rigby
    • February 18, 2010

38. End of Year Valuation

    By Guest Doogie61, February 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • February 18, 2010

39. Plan Document

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

40. Pension distributions

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

41. 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

42. TH & Excluded EE's

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

43. Contribution limits for employers?

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

44. Restricted Distribution Eligible For Rollover?

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

45. Son in Plan

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

46. 2009 Minimum Distribution

    By AndyH, February 1, 2010
    • 14 replies
    • 2.3k views
    • 
    • Guest
    • February 8, 2010

47. TNC + Fees

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

48. fasb - yield curve analysis

    By Guest VTran, February 2, 2010
    • 6 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • February 7, 2010

49. USERRA

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

50. Plan Aggregation and timing of contributions

    By AndyH, January 27, 2010
    • 4 replies
    • 1k views
    • 
    • AndyH
    • February 5, 2010