Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

1. Require Rollover of Lump Sum?

   By Guest ebailey, January 27, 2010
   • 8 replies
   • 1.7k views
   • 
   • Effen
   • January 27, 2010

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

   By Guest jfreeborn, January 25, 2010
   • 13 replies
   • 3.9k views
   • 
   • John Feldt ERPA CPC QPA
   • January 27, 2010

3. Due date for 5500

   By Gary, January 27, 2010
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • January 27, 2010

4. COB adjustment

   By Guest jmrodrig, January 26, 2010
   • 1 reply
   • 1.9k views
   • 
   • Mike Preston
   • January 26, 2010

5. Cash Balance Termination and Restart

   By AndyH, January 25, 2010
   • 3 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • January 25, 2010

6. Paying out EE Contribution portion "first"?

   By Guest fcdeacy, May 19, 2005
   • 6 replies
   • 3.1k views
   • 
   • Effen
   • January 25, 2010

7. Post NRA at plan termination

   By ombskid, January 19, 2010
   • 8 replies
   • 2.2k views
   • 
   • david rigby
   • January 25, 2010

8. User fee exemption for DB Plans on 5300 filing?

   By Dennis Povloski, January 22, 2010
   • 2 replies
   • 1.8k views
   • 
   • Dennis Povloski
   • January 22, 2010

9. Termination of Underfunded DB Plan

   By ScottR, January 21, 2010
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • January 21, 2010

10. What is my lump sum?

    By JBones, January 18, 2010
    • 4 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 20, 2010

11. Household employee

    By Gary, January 18, 2010
    • 6 replies
    • 5k views
    • 
    • D Syrett
    • January 19, 2010

12. In-Service Distribution

    By Dougsbpc, January 18, 2010
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • January 18, 2010

13. first year eoy CB funding whipsaw

    By abanky, January 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • January 18, 2010

14. DB Valuations

    By Madison71, January 13, 2010
    • 15 replies
    • 3.5k views
    • 
    • Effen
    • January 16, 2010

15. Floor Offsets versus DB+DC Combos

    By AndyH, January 13, 2010
    • 14 replies
    • 7.8k views
    • 
    • Everett Moreland
    • January 15, 2010

16. Life Insurance in a DB Plan

    By Madison71, January 13, 2010
    • 7 replies
    • 1.9k views
    • 
    • Madison71
    • January 14, 2010

17. Covered Compensation proration

    By Guest bcggal, January 13, 2010
    • 2 replies
    • 1.8k views
    • 
    • SoCalActuary
    • January 14, 2010

18. Jan 10 Funding Segment Rates

    By mwyatt, January 13, 2010
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • January 14, 2010

19. DB DC Combo

    By John Feldt ERPA CPC QPA, January 11, 2010
    • 4 replies
    • 2.6k views
    • 
    • Everett Moreland
    • January 13, 2010

20. Contribution from Stock Market

    By Madison71, January 6, 2010
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • January 13, 2010

21. Reportable Event?

    By Guest careful1, January 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 2010

22. New CBA - 80% AFTAP

    By Dinosaur, December 14, 2009
    • 4 replies
    • 1.7k views
    • 
    • Dinosaur
    • January 12, 2010

23. Tips for plan design

    By Guest JBY, December 15, 2009
    • 8 replies
    • 2.1k views
    • 
    • mwyatt
    • January 11, 2010

24. Rate of Pay assumptions under PPA?

    By Dennis Povloski, January 6, 2010
    • 3 replies
    • 1.7k views
    • 
    • SoCalActuary
    • January 8, 2010

25. 415 limits on plan termination following monthly pmts

    By AndyH, January 6, 2010
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • January 8, 2010

26. Multiple Employer Plans

    By Belgarath, January 8, 2010
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • January 8, 2010

27. 412(i) Plan Audit from Hell (PART 2)

    By RayJJohnsonJr, August 22, 2009
    • 33 replies
    • 5.8k views
    • 
    • Mike Preston
    • January 7, 2010

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

    By Guest jfreeborn, January 6, 2010
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • January 6, 2010

29. Top Heavy and change in NRA

    By AndyH, January 6, 2010
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • January 6, 2010

30. Roth IRA

    By carrots, January 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 6, 2010

31. 415 $ limit at age 55

    By Guest Doogie61, December 30, 2009
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • January 5, 2010

32. Pro Ration of Contribution?

    By Dougsbpc, January 5, 2010
    • 2 replies
    • 1.4k views
    • 
    • zimbo
    • January 5, 2010

33. Certification Blues -- The Innocent Die Young

    By Andy the Actuary, January 2, 2010
    • 5 replies
    • 1.6k views
    • 
    • chc93
    • January 5, 2010

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

    By mming, November 4, 2009
    • 8 replies
    • 4.1k views
    • 
    • david rigby
    • December 30, 2009

35. Bundled DB services

    By Guest Spock, December 12, 2009
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 30, 2009

36. DB Plan and SEP Contribution

    By Guest lund, December 21, 2009
    • 19 replies
    • 6k views
    • 
    • Mike Preston
    • December 30, 2009

37. 2009 MRD from DB plan

    By Guest Sieve, December 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • ScottR
    • December 26, 2009

38. IRS Notice 2009-97 Plan Amendment Deadline Extension

    By Guest DBPension, December 12, 2009
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • December 24, 2009

39. Lump Sum cashout (timing/value)

    By Guest jmrodrig, December 23, 2009
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • December 23, 2009

40. 415 annuity factor

    By JAY21, December 17, 2009
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 22, 2009

41. Plan document compliance

    By Gary, December 22, 2009
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • December 22, 2009

42. DB/DC Gateway, HCE Rate

    By John Feldt ERPA CPC QPA, December 21, 2009
    • 2 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2009

43. Excel Custom Functions for PPA Annuity Factors

    By Guest Doug Goelz, December 20, 2009
    • 0 replies
    • 3.5k views
    • 
    • Guest
    • December 20, 2009

44. PBGC Coverage

    By Dougsbpc, December 18, 2009
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 19, 2009

45. Schedule K-1, Passive Income

    By emmetttrudy, December 18, 2009
    • 0 replies
    • 1.8k views
    • 
    • emmetttrudy
    • December 18, 2009

46. Where can I find these rates?

    By Guest DBStudentAct, December 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 18, 2009

47. 411(d)(6) ?

    By david rigby, December 16, 2009
    • 18 replies
    • 3.7k views
    • 
    • Andy the Actuary
    • December 17, 2009

48. Rates and Tables

    By Guest Doogie61, December 16, 2009
    • 10 replies
    • 1.8k views
    • 
    • david rigby
    • December 17, 2009

49. Cash Balance Plan amendments

    By AndyH, December 16, 2009
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • December 17, 2009

50. Use of Full Yield Curve

    By Dougsbpc, December 11, 2009
    • 6 replies
    • 2.5k views
    • 
    • Effen
    • December 16, 2009