Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. 415 High-3 Limit

   By JAY21, December 10, 2009
   • 6 replies
   • 1.2k views
   • 
   • JAY21
   • December 10, 2009

2. SIMPLE plan to qualified plan

   By Gary, December 9, 2009
   • 2 replies
   • 1k views
   • 
   • Bird
   • December 10, 2009

3. PPA DB Plan Benefit Statement Contents

   By RCK, December 9, 2009
   • 6 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • December 9, 2009

4. Excise Tax on Termination of Cash Balance Plan

   By dmwe, December 8, 2009
   • 4 replies
   • 1.4k views
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   • ScottR
   • December 9, 2009

5. 436(d)(4) in Final Regs

   By dmb, December 7, 2009
   • 5 replies
   • 2.2k views
   • 
   • Everett Moreland
   • December 8, 2009

6. PBGC Termination question

   By Guest Doogie61, December 1, 2009
   • 5 replies
   • 1.2k views
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   • ScottR
   • December 5, 2009

7. 2009 Final Form 5500-EZ question

   By Guest jmrodrig, December 4, 2009
   • 1 reply
   • 1.4k views
   • 
   • ScottR
   • December 5, 2009

8. Actuarial Equivalence, PPA

   By Guest DBStudentAct, February 27, 2009
   • 6 replies
   • 3.4k views
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   • Guest
   • December 4, 2009

9. 412(e) plan

   By jkdoll2, December 1, 2009
   • 3 replies
   • 1.8k views
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   • Blinky the 3-eyed Fish
   • December 3, 2009

10. cash balance plans and AE

    By abanky, December 1, 2009
    • 4 replies
    • 1.1k views
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    • FAPInJax
    • December 3, 2009

11. 10/15/09 Funding Regs

    By JAY21, December 2, 2009
    • 1 reply
    • 899 views
    • 
    • david rigby
    • December 2, 2009

12. HR 4126 - Bill to prohibit cross-testing

    By Guest careful1, December 2, 2009
    • 0 replies
    • 1k views
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    • Guest
    • December 2, 2009

13. conversion from a 412(i) to standard db

    By abanky, November 24, 2009
    • 3 replies
    • 1.1k views
    • 
    • abanky
    • December 1, 2009

14. Minimum contribution calculation

    By Guest Doogie61, December 1, 2009
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 2009

15. Payout while benefits are restricted

    By Guest GMP, November 25, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • December 1, 2009

16. change in cash balance allocation formula

    By abanky, November 11, 2009
    • 8 replies
    • 1.5k views
    • 
    • abanky
    • November 30, 2009

17. Taking the Actuary Exams - need help starting

    By VincentBocchinfuso CPC, November 19, 2009
    • 14 replies
    • 2.4k views
    • 
    • VincentBocchinfuso CPC
    • November 25, 2009

18. Partial Lump Sum Available for Underfunded DB Plan?

    By Guest jfreeborn, November 17, 2009
    • 7 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • November 25, 2009

19. PBGC premiun - when due?

    By tuni88, November 24, 2009
    • 5 replies
    • 1.1k views
    • 
    • Dinosaur
    • November 24, 2009

20. Deduction Timing

    By Andy the Actuary, November 24, 2009
    • 0 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • November 24, 2009

21. Top heavy question

    By AndyH, November 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • November 23, 2009

22. Post-EGTRRA "Good Faith" Amendment

    By JAY21, November 3, 2009
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • November 20, 2009

23. "Backloading"

    By emmetttrudy, November 19, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 20, 2009

24. Pension Benefit Statements

    By dmb, November 20, 2009
    • 0 replies
    • 1.2k views
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    • dmb
    • November 20, 2009

25. 412(i) Plan and IRS Global Settlement Initiative and Penalty under Code Section 6707A

    By Guest EMM118, January 28, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 20, 2009

26. FAS 88 Settlement

    By ishi, March 2, 2009
    • 7 replies
    • 5.2k views
    • 
    • Guest
    • November 20, 2009

27. Recertify AFTAP?

    By JulietAct, November 19, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • November 19, 2009

28. Combined plan deduction limit

    By Gary, November 19, 2009
    • 3 replies
    • 3.6k views
    • 
    • emmetttrudy
    • November 19, 2009

29. DB DC Combination

    By Guest ICannotDiscloseMyIdentity, November 10, 2009
    • 6 replies
    • 1.5k views
    • 
    • David MacLennan
    • November 19, 2009

30. Interest Credited on Paid-Back Distribution

    By Guest bobolink, November 18, 2009
    • 1 reply
    • 907 views
    • 
    • AndyH
    • November 19, 2009

31. Add interest up to date of payout?

    By Guest Dave Peckham, November 10, 2009
    • 5 replies
    • 1.5k views
    • 
    • Effen
    • November 18, 2009

32. AFTAP < 60%

    By emmetttrudy, November 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • November 18, 2009

33. Maximum Cash Balance Contribution

    By emmetttrudy, November 17, 2009
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • November 17, 2009

34. 1 man plan post-NRA distributions

    By JAY21, November 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • November 17, 2009

35. New plan, funding and the 415 limit

    By Guest ICannotDiscloseMyIdentity, November 12, 2009
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • November 16, 2009

36. Deadline for Mailing the Annual Funding Notice

    By ac, October 21, 2009
    • 2 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • November 15, 2009

37. Real Estate as plan asset

    By Gary, November 11, 2009
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2009

38. Reinstatement of Accruals

    By ScottR, November 12, 2009
    • 10 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 13, 2009

39. 2008 PLR on transfer of surplus assets

    By Guest MAO, November 13, 2009
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • November 13, 2009

40. Question on valuation date change

    By Guest Doogie61, November 13, 2009
    • 1 reply
    • 1k views
    • 
    • JAY21
    • November 13, 2009

41. Money Purchase Plan

    By Guest printogirl, November 12, 2009
    • 12 replies
    • 2.3k views
    • 
    • Bird
    • November 13, 2009

42. frozen plan

    By Guest jack91, November 12, 2009
    • 7 replies
    • 1.5k views
    • 
    • david rigby
    • November 12, 2009

43. Example from Slide 19 of today's webcast

    By ak2ary, November 12, 2009
    • 1 reply
    • 1k views
    • 
    • ak2ary
    • November 12, 2009

44. Can't we simplify this mess?

    By ScottR, November 7, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • November 12, 2009

45. Compensation definition

    By Richard Anderson, November 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 12, 2009

46. Terminating DB plan

    By Guest Doogie61, November 9, 2009
    • 5 replies
    • 1.9k views
    • 
    • JAY21
    • November 10, 2009

47. 100% J&S Annuity assumption under PPA funding

    By YankeeFan, November 9, 2009
    • 6 replies
    • 2.9k views
    • 
    • Belgarath
    • November 10, 2009

48. PPA Cash Balance Plans: Notice 2007-6

    By ERISA25, November 10, 2009
    • 0 replies
    • 814 views
    • 
    • ERISA25
    • November 10, 2009

49. Participating Employer Contribution

    By Dougsbpc, November 8, 2009
    • 2 replies
    • 904 views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009

50. WRERA - Reliance on Prior Year AFTAP

    By emmetttrudy, November 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009