Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Final Funding Regs

   By JAY21, October 28, 2009
   • 2 replies
   • 1.3k views
   • 
   • ScottR
   • November 7, 2009

2. Vesting at termination

   By ombskid, October 29, 2009
   • 4 replies
   • 2.3k views
   • 
   • ScottR
   • November 7, 2009

3. SEP eligibility

   By ScottR, November 7, 2009
   • 0 replies
   • 843 views
   • 
   • ScottR
   • November 7, 2009

4. Failure to Issue Timely Certification

   By Andy the Actuary, November 6, 2009
   • 1 reply
   • 969 views
   • 
   • david rigby
   • November 6, 2009

5. Quarterly Interest Charge for EOY Vals under PPA

   By JBones, November 5, 2009
   • 3 replies
   • 2k views
   • 
   • FAPInJax
   • November 6, 2009

6. 5500 after PGBC takeover

   By Guest mickiemurphy, November 5, 2009
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • November 6, 2009

7. Target Normal Cost

   By emmetttrudy, October 30, 2009
   • 5 replies
   • 2.8k views
   • 
   • FAPInJax
   • November 3, 2009

8. 436 and cash balance

   By Guest JM123, November 3, 2009
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • November 3, 2009

9. Defined Benefit and SEP IRA

   By Guest AbbyP, October 26, 2009
   • 8 replies
   • 2.2k views
   • 
   • AndyH
   • November 3, 2009

10. 80% AFTAP Liability ?

    By Guest DBPension, October 31, 2009
    • 2 replies
    • 1k views
    • 
    • Effen
    • November 2, 2009

11. restrictions on benefit payments to certain HCEs

    By Gudgergirl, October 29, 2009
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • October 29, 2009

12. Exemption from New Shortfall Base Versus Early Deemed Amortization Upon Attainment of Funding Target

    By Guest Jcarolan, October 28, 2009
    • 1 reply
    • 3k views
    • 
    • Andy the Actuary
    • October 28, 2009

13. PPA Amendment / PFEA?

    By david rigby, October 27, 2009
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • October 27, 2009

14. 3-Year Cliff Requirement

    By emmetttrudy, October 26, 2009
    • 6 replies
    • 3.3k views
    • 
    • Effen
    • October 26, 2009

15. 430 Regs and American Benefits Council

    By Calavera, October 23, 2009
    • 5 replies
    • 1.1k views
    • 
    • FAPInJax
    • October 26, 2009

16. Prohibited Transaction?

    By Gary, October 16, 2009
    • 7 replies
    • 1.3k views
    • 
    • AndyH
    • October 23, 2009

17. PPA Amendment

    By Gary, October 19, 2009
    • 19 replies
    • 3k views
    • 
    • mwyatt
    • October 23, 2009

18. section 404 assets

    By Draper55, October 21, 2009
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2009

19. 430/436 plan language

    By Guest bobolink, October 22, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 22, 2009

20. Normal Retirement Age

    By Gary, October 21, 2009
    • 0 replies
    • 907 views
    • 
    • Gary
    • October 21, 2009

21. Deduction of Contribution

    By Dougsbpc, October 21, 2009
    • 0 replies
    • 1k views
    • 
    • Dougsbpc
    • October 21, 2009

22. Post Retirement Life Insurance

    By dmb, October 16, 2009
    • 8 replies
    • 3.3k views
    • 
    • dmb
    • October 20, 2009

23. PBGC Coverage

    By emmetttrudy, October 16, 2009
    • 10 replies
    • 1.6k views
    • 
    • mwyatt
    • October 18, 2009

24. Link to 3 col. Fed. Reg. Version of New 430/436 Regs

    By ubermax, October 10, 2009
    • 8 replies
    • 1.3k views
    • 
    • zimbo
    • October 16, 2009

25. PBGC takeover

    By AndyH, October 15, 2009
    • 10 replies
    • 1.6k views
    • 
    • AndyH
    • October 15, 2009

26. Integration and Late Retirement

    By Andy the Actuary, October 14, 2009
    • 1 reply
    • 908 views
    • 
    • SoCalActuary
    • October 15, 2009

27. Deemed Burn for AFTAP <60%

    By Guest Jcarolan, October 14, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 14, 2009

28. Yea! Only one more 10/15 Form 5500 to go!

    By carrots, October 13, 2009
    • 6 replies
    • 1.2k views
    • 
    • carrots
    • October 14, 2009

29. Installment Payment Optional Form

    By Guest careful1, October 10, 2009
    • 4 replies
    • 1.7k views
    • 
    • Penman2006
    • October 14, 2009

30. Stopping accruals if the employee elects to start benefits at normal retirement age while employed

    By Everett Moreland, October 13, 2009
    • 1 reply
    • 862 views
    • 
    • david rigby
    • October 13, 2009

31. Yileld curve

    By Effen, October 8, 2009
    • 0 replies
    • 855 views
    • 
    • Effen
    • October 8, 2009

32. Eligibility Question

    By emmetttrudy, October 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • October 8, 2009

33. Plan Termination & 436 restrictions

    By Dennis Povloski, October 7, 2009
    • 4 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • October 8, 2009

34. Benefit-Focused-Retirement Plans?

    By Guest nidusjr, October 7, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 7, 2009

35. High-3 415 Limit

    By JAY21, October 7, 2009
    • 1 reply
    • 1k views
    • 
    • David MacLennan
    • October 7, 2009

36. Plan account details

    By Gary, October 7, 2009
    • 0 replies
    • 782 views
    • 
    • Gary
    • October 7, 2009

37. Asset Valuation Method

    By dmb, September 30, 2009
    • 3 replies
    • 1k views
    • 
    • david rigby
    • October 7, 2009

38. Cash Balance and Profit Sharing Plan Vesting Question

    By Guest Mikk, October 2, 2009
    • 7 replies
    • 2.1k views
    • 
    • JBones
    • October 6, 2009

39. IRS rates for funding and 417

    By david rigby, October 6, 2009
    • 1 reply
    • 868 views
    • 
    • dmb
    • October 6, 2009

40. AFTAP

    By Effen, October 2, 2009
    • 13 replies
    • 3k views
    • 
    • Mike Preston
    • October 5, 2009

41. benefit restrictions

    By Effen, October 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • October 5, 2009

42. Plan Amendments

    By Gary, October 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 2, 2009

43. Change from 2007 EOY to 2008 BOY val.

    By Guest GMP, September 29, 2009
    • 8 replies
    • 1.3k views
    • 
    • AndyH
    • October 2, 2009

44. Cash Balance Interest Credit Timing

    By Guest BRich, October 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 2, 2009

45. Present Value Life Insurance

    By Gary, September 30, 2009
    • 1 reply
    • 944 views
    • 
    • carrots
    • October 1, 2009

46. Amend NRA from 65 to 62 to accommodate in-service distribution?

    By Guest Dave Peckham, September 30, 2009
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 1, 2009

47. How much is deductible

    By katieinny, October 1, 2009
    • 9 replies
    • 1.3k views
    • 
    • katieinny
    • October 1, 2009

48. 436 Participant Notice

    By Penman2006, September 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • September 30, 2009

49. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones, September 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • September 30, 2009

50. Timing of Contributions

    By emmetttrudy, September 29, 2009
    • 5 replies
    • 2k views
    • 
    • david rigby
    • September 30, 2009