Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. Pro Ration of Contribution?

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

2. Certification Blues -- The Innocent Die Young

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

3. 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

4. Bundled DB services

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

5. DB Plan and SEP Contribution

   By Guest lund, December 21, 2009
   • 19 replies
   • 5.1k views
   • 
   • Mike Preston
   • December 30, 2009

6. 2009 MRD from DB plan

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

7. IRS Notice 2009-97 Plan Amendment Deadline Extension

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

8. Lump Sum cashout (timing/value)

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

9. 415 annuity factor

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

10. Plan document compliance

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

11. 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

12. Excel Custom Functions for PPA Annuity Factors

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

13. PBGC Coverage

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

14. Schedule K-1, Passive Income

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

15. Where can I find these rates?

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

16. 411(d)(6) ?

    By david rigby, December 16, 2009
    • 18 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • December 17, 2009

17. Rates and Tables

    By Guest Doogie61, December 16, 2009
    • 10 replies
    • 1.4k views
    • 
    • david rigby
    • December 17, 2009

18. Cash Balance Plan amendments

    By AndyH, December 16, 2009
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • December 17, 2009

19. Use of Full Yield Curve

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

20. non-qualified defined benefit plan

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

21. Model Section 436 Amendment Language?

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

22. Schedule C earned income

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

23. JSL PLan

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

24. 415 High-3 Limit

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

25. SIMPLE plan to qualified plan

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

26. PPA DB Plan Benefit Statement Contents

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

27. Excise Tax on Termination of Cash Balance Plan

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

28. 436(d)(4) in Final Regs

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

29. PBGC Termination question

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

30. 2009 Final Form 5500-EZ question

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

31. Actuarial Equivalence, PPA

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

32. 412(e) plan

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

33. cash balance plans and AE

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

34. 10/15/09 Funding Regs

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

35. HR 4126 - Bill to prohibit cross-testing

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

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

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

37. Minimum contribution calculation

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

38. Payout while benefits are restricted

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

39. change in cash balance allocation formula

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

40. Taking the Actuary Exams - need help starting

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

41. Partial Lump Sum Available for Underfunded DB Plan?

    By Guest jfreeborn, November 17, 2009
    • 7 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • November 25, 2009

42. PBGC premiun - when due?

    By tuni88, November 24, 2009
    • 5 replies
    • 1.2k views
    • 
    • Dinosaur
    • November 24, 2009

43. Deduction Timing

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

44. Top heavy question

    By AndyH, November 20, 2009
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • November 23, 2009

45. Post-EGTRRA "Good Faith" Amendment

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

46. "Backloading"

    By emmetttrudy, November 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • November 20, 2009

47. Pension Benefit Statements

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

48. 412(i) Plan and IRS Global Settlement Initiative and Penalty under Code Section 6707A

    By Guest EMM118, January 28, 2008
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 20, 2009

49. FAS 88 Settlement

    By ishi, March 2, 2009
    • 7 replies
    • 5.3k views
    • 
    • Guest
    • November 20, 2009

50. Recertify AFTAP?

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