Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Funding Target

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

2. Quarterly Contributions

   By JBones, February 5, 2010
   • 3 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • February 5, 2010

3. STANDARD MORTALITY TABLE

   By Guest draper, May 15, 2003
   • 14 replies
   • 4.1k views
   • 
   • Mike Preston
   • February 5, 2010

4. Funding Balance Elections

   By JBones, February 3, 2010
   • 6 replies
   • 2.3k views
   • 
   • Andy the Actuary
   • February 4, 2010

5. Eligibility for a new plan

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

6. Plan withdrawals

   By Gary, February 2, 2010
   • 9 replies
   • 1.7k views
   • 
   • Gary
   • February 3, 2010

7. Adopted new NRD amendment, paid in-service

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

8. Presumed AFTAP under 60%

   By John Feldt ERPA CPC QPA, January 29, 2010
   • 9 replies
   • 2.9k views
   • 
   • SoCalActuary
   • February 2, 2010

9. FASB

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

10. Use of Full Yield Curve

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

11. FASB

    By Guest JBY, January 28, 2010
    • 3 replies
    • 1.2k views
    • 
    • quinnfield
    • January 28, 2010

12. PFB and Excess contributions for EOY plans

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

13. Defined Benefit Administrator

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

14. DB Plan and SEP

    By emmetttrudy, January 27, 2010
    • 11 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • January 27, 2010

15. Require Rollover of Lump Sum?

    By Guest ebailey, January 27, 2010
    • 8 replies
    • 1.3k views
    • 
    • Effen
    • January 27, 2010

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

    By Guest jfreeborn, January 25, 2010
    • 13 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2010

17. Due date for 5500

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

18. COB adjustment

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

19. Cash Balance Termination and Restart

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

20. Paying out EE Contribution portion "first"?

    By Guest fcdeacy, May 19, 2005
    • 6 replies
    • 2.7k views
    • 
    • Effen
    • January 25, 2010

21. Post NRA at plan termination

    By ombskid, January 19, 2010
    • 8 replies
    • 1.7k views
    • 
    • david rigby
    • January 25, 2010

22. 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

23. Termination of Underfunded DB Plan

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

24. What is my lump sum?

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

25. Household employee

    By Gary, January 18, 2010
    • 6 replies
    • 3.9k views
    • 
    • D Syrett
    • January 19, 2010

26. In-Service Distribution

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

27. first year eoy CB funding whipsaw

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

28. DB Valuations

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

29. Floor Offsets versus DB+DC Combos

    By AndyH, January 13, 2010
    • 14 replies
    • 7.1k views
    • 
    • Everett Moreland
    • January 15, 2010

30. Life Insurance in a DB Plan

    By Madison71, January 13, 2010
    • 7 replies
    • 1.5k views
    • 
    • Madison71
    • January 14, 2010

31. Covered Compensation proration

    By Guest bcggal, January 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 14, 2010

32. Jan 10 Funding Segment Rates

    By mwyatt, January 13, 2010
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • January 14, 2010

33. DB DC Combo

    By John Feldt ERPA CPC QPA, January 11, 2010
    • 4 replies
    • 2.3k views
    • 
    • Everett Moreland
    • January 13, 2010

34. Contribution from Stock Market

    By Madison71, January 6, 2010
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • January 13, 2010

35. Reportable Event?

    By Guest careful1, January 12, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 12, 2010

36. New CBA - 80% AFTAP

    By Dinosaur, December 14, 2009
    • 4 replies
    • 1.4k views
    • 
    • Dinosaur
    • January 12, 2010

37. Tips for plan design

    By Guest JBY, December 15, 2009
    • 8 replies
    • 1.6k views
    • 
    • mwyatt
    • January 11, 2010

38. Rate of Pay assumptions under PPA?

    By Dennis Povloski, January 6, 2010
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 8, 2010

39. 415 limits on plan termination following monthly pmts

    By AndyH, January 6, 2010
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • January 8, 2010

40. Multiple Employer Plans

    By Belgarath, January 8, 2010
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2010

41. 412(i) Plan Audit from Hell (PART 2)

    By RayJJohnsonJr, August 22, 2009
    • 33 replies
    • 4.5k views
    • 
    • Mike Preston
    • January 7, 2010

42. DB Plan Overpays lump sum & Participant Rolls into IRA

    By Guest jfreeborn, January 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 6, 2010

43. Top Heavy and change in NRA

    By AndyH, January 6, 2010
    • 6 replies
    • 1k views
    • 
    • AndyH
    • January 6, 2010

44. Roth IRA

    By carrots, January 6, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • January 6, 2010

45. 415 $ limit at age 55

    By Guest Doogie61, December 30, 2009
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 5, 2010

46. Pro Ration of Contribution?

    By Dougsbpc, January 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • zimbo
    • January 5, 2010

47. Certification Blues -- The Innocent Die Young

    By Andy the Actuary, January 2, 2010
    • 5 replies
    • 1.2k views
    • 
    • chc93
    • January 5, 2010

48. Limitations On Funding In Years After Formula Was Amended Upwards

    By mming, November 4, 2009
    • 8 replies
    • 3.4k views
    • 
    • david rigby
    • December 30, 2009

49. Bundled DB services

    By Guest Spock, December 12, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 2009

50. DB Plan and SEP Contribution

    By Guest lund, December 21, 2009
    • 19 replies
    • 5k views
    • 
    • Mike Preston
    • December 30, 2009