Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. 415 Limit-Grandfathered AB

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

2. 430(h)(4) - funding assumptions for Lump Sum benefits

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

3. Hours of Service Question

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

4. Multiple DB Plans

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

5. DB Plan in distress

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

6. 436 vs 401(a)(9) and nonspouse beneficiaries

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

7. Valuations - Expected Form of Payment for HCEs

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

8. 417(e) interest rates

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

9. End of Year Valuation

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

10. Plan Document

    By Gary, February 11, 2010
    • 11 replies
    • 1.6k views
    • 
    • SoCalActuary
    • February 16, 2010

11. Pension distributions

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

12. 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

13. TH & Excluded EE's

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

14. Contribution limits for employers?

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

15. Restricted Distribution Eligible For Rollover?

    By Andy the Actuary, February 9, 2010
    • 5 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • February 9, 2010

16. Son in Plan

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

17. 2009 Minimum Distribution

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

18. TNC + Fees

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

19. fasb - yield curve analysis

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

20. USERRA

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

21. Plan Aggregation and timing of contributions

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

22. Funding Target

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

23. Quarterly Contributions

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

24. STANDARD MORTALITY TABLE

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

25. Funding Balance Elections

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

26. Eligibility for a new plan

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

27. Plan withdrawals

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

28. Adopted new NRD amendment, paid in-service

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

29. Presumed AFTAP under 60%

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

30. FASB

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

31. Use of Full Yield Curve

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

32. FASB

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

33. PFB and Excess contributions for EOY plans

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

34. Defined Benefit Administrator

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

35. DB Plan and SEP

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

36. Require Rollover of Lump Sum?

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

37. 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

38. Due date for 5500

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

39. COB adjustment

    By Guest jmrodrig, January 26, 2010
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • January 26, 2010

40. Cash Balance Termination and Restart

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

41. Paying out EE Contribution portion "first"?

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

42. Post NRA at plan termination

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

43. 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

44. Termination of Underfunded DB Plan

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

45. What is my lump sum?

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

46. Household employee

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

47. In-Service Distribution

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

48. first year eoy CB funding whipsaw

    By abanky, January 18, 2010
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 18, 2010

49. DB Valuations

    By Madison71, January 13, 2010
    • 15 replies
    • 2.9k views
    • 
    • Effen
    • January 16, 2010

50. Floor Offsets versus DB+DC Combos

    By AndyH, January 13, 2010
    • 14 replies
    • 6.8k views
    • 
    • Everett Moreland
    • January 15, 2010