Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. Tips for plan design

   By Guest JBY, December 15, 2009
   • 8 replies
   • 1.7k views
   • 
   • mwyatt
   • January 11, 2010

2. Rate of Pay assumptions under PPA?

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

3. 415 limits on plan termination following monthly pmts

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

4. Multiple Employer Plans

   By Belgarath, January 8, 2010
   • 2 replies
   • 1.4k views
   • 
   • Belgarath
   • January 8, 2010

5. 412(i) Plan Audit from Hell (PART 2)

   By RayJJohnsonJr, August 22, 2009
   • 33 replies
   • 4.7k views
   • 
   • Mike Preston
   • January 7, 2010

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

   By Guest jfreeborn, January 6, 2010
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • January 6, 2010

7. Top Heavy and change in NRA

   By AndyH, January 6, 2010
   • 6 replies
   • 1.1k views
   • 
   • AndyH
   • January 6, 2010

8. Roth IRA

   By carrots, January 6, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • January 6, 2010

9. 415 $ limit at age 55

   By Guest Doogie61, December 30, 2009
   • 5 replies
   • 1.8k views
   • 
   • Mike Preston
   • January 5, 2010

10. Pro Ration of Contribution?

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

11. Certification Blues -- The Innocent Die Young

    By Andy the Actuary, January 2, 2010
    • 5 replies
    • 1.3k views
    • 
    • chc93
    • January 5, 2010

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

    By mming, November 4, 2009
    • 8 replies
    • 3.5k views
    • 
    • david rigby
    • December 30, 2009

13. Bundled DB services

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

14. DB Plan and SEP Contribution

    By Guest lund, December 21, 2009
    • 19 replies
    • 5.3k views
    • 
    • Mike Preston
    • December 30, 2009

15. 2009 MRD from DB plan

    By Guest Sieve, December 14, 2009
    • 4 replies
    • 1.2k views
    • 
    • ScottR
    • December 26, 2009

16. IRS Notice 2009-97 Plan Amendment Deadline Extension

    By Guest DBPension, December 12, 2009
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • December 24, 2009

17. Lump Sum cashout (timing/value)

    By Guest jmrodrig, December 23, 2009
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 23, 2009

18. 415 annuity factor

    By JAY21, December 17, 2009
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 22, 2009

19. Plan document compliance

    By Gary, December 22, 2009
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • December 22, 2009

20. DB/DC Gateway, HCE Rate

    By John Feldt ERPA CPC QPA, December 21, 2009
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2009

21. Excel Custom Functions for PPA Annuity Factors

    By Guest Doug Goelz, December 20, 2009
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • December 20, 2009

22. PBGC Coverage

    By Dougsbpc, December 18, 2009
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 19, 2009

23. Schedule K-1, Passive Income

    By emmetttrudy, December 18, 2009
    • 0 replies
    • 1.5k views
    • 
    • emmetttrudy
    • December 18, 2009

24. Where can I find these rates?

    By Guest DBStudentAct, December 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 18, 2009

25. 411(d)(6) ?

    By david rigby, December 16, 2009
    • 18 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • December 17, 2009

26. Rates and Tables

    By Guest Doogie61, December 16, 2009
    • 10 replies
    • 1.5k views
    • 
    • david rigby
    • December 17, 2009

27. Cash Balance Plan amendments

    By AndyH, December 16, 2009
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • December 17, 2009

28. Use of Full Yield Curve

    By Dougsbpc, December 11, 2009
    • 6 replies
    • 2k views
    • 
    • Effen
    • December 16, 2009

29. non-qualified defined benefit plan

    By abanky, December 11, 2009
    • 6 replies
    • 2k views
    • 
    • XTitan
    • December 15, 2009

30. Model Section 436 Amendment Language?

    By rocknrolls2, November 5, 2009
    • 10 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 15, 2009

31. Schedule C earned income

    By Gary, December 10, 2009
    • 8 replies
    • 3k views
    • 
    • SoCalActuary
    • December 14, 2009

32. JSL PLan

    By Guest Doogie61, December 10, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2009

33. 415 High-3 Limit

    By JAY21, December 10, 2009
    • 6 replies
    • 1.3k views
    • 
    • JAY21
    • December 10, 2009

34. SIMPLE plan to qualified plan

    By Gary, December 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 10, 2009

35. PPA DB Plan Benefit Statement Contents

    By RCK, December 9, 2009
    • 6 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • December 9, 2009

36. Excise Tax on Termination of Cash Balance Plan

    By dmwe, December 8, 2009
    • 4 replies
    • 1.5k views
    • 
    • ScottR
    • December 9, 2009

37. 436(d)(4) in Final Regs

    By dmb, December 7, 2009
    • 5 replies
    • 2.3k views
    • 
    • Everett Moreland
    • December 8, 2009

38. PBGC Termination question

    By Guest Doogie61, December 1, 2009
    • 5 replies
    • 1.3k views
    • 
    • ScottR
    • December 5, 2009

39. 2009 Final Form 5500-EZ question

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

40. Actuarial Equivalence, PPA

    By Guest DBStudentAct, February 27, 2009
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • December 4, 2009

41. 412(e) plan

    By jkdoll2, December 1, 2009
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2009

42. cash balance plans and AE

    By abanky, December 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • FAPInJax
    • December 3, 2009

43. 10/15/09 Funding Regs

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

44. HR 4126 - Bill to prohibit cross-testing

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

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

    By abanky, November 24, 2009
    • 3 replies
    • 1.2k views
    • 
    • abanky
    • December 1, 2009

46. Minimum contribution calculation

    By Guest Doogie61, December 1, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • December 1, 2009

47. Payout while benefits are restricted

    By Guest GMP, November 25, 2009
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 2009

48. change in cash balance allocation formula

    By abanky, November 11, 2009
    • 8 replies
    • 1.6k views
    • 
    • abanky
    • November 30, 2009

49. Taking the Actuary Exams - need help starting

    By VincentBocchinfuso CPC, November 19, 2009
    • 14 replies
    • 2.7k views
    • 
    • VincentBocchinfuso CPC
    • November 25, 2009

50. Partial Lump Sum Available for Underfunded DB Plan?

    By Guest jfreeborn, November 17, 2009
    • 7 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • November 25, 2009