Defined Benefit Plans, Including Cash Balance

7,162 topics in this forum

1. Defined Benefit and SEP IRA

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

2. 80% AFTAP Liability ?

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

3. restrictions on benefit payments to certain HCEs

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

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

   By Guest Jcarolan, October 28, 2009
   • 1 reply
   • 2.9k views
   • 
   • Andy the Actuary
   • October 28, 2009

5. PPA Amendment / PFEA?

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

6. 3-Year Cliff Requirement

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

7. 430 Regs and American Benefits Council

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

8. Prohibited Transaction?

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

9. PPA Amendment

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

10. section 404 assets

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

11. 430/436 plan language

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

12. Normal Retirement Age

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

13. Deduction of Contribution

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

14. Post Retirement Life Insurance

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

15. PBGC Coverage

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

16. 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

17. PBGC takeover

    By AndyH, October 15, 2009
    • 10 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2009

18. Integration and Late Retirement

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

19. Deemed Burn for AFTAP <60%

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

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

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

21. Installment Payment Optional Form

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

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

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

23. Yileld curve

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

24. Eligibility Question

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

25. Plan Termination & 436 restrictions

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

26. Benefit-Focused-Retirement Plans?

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

27. High-3 415 Limit

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

28. Plan account details

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

29. Asset Valuation Method

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

30. Cash Balance and Profit Sharing Plan Vesting Question

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

31. IRS rates for funding and 417

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

32. AFTAP

    By Effen, October 2, 2009
    • 13 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 5, 2009

33. benefit restrictions

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

34. Plan Amendments

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

35. Change from 2007 EOY to 2008 BOY val.

    By Guest GMP, September 29, 2009
    • 8 replies
    • 1.2k views
    • 
    • AndyH
    • October 2, 2009

36. Cash Balance Interest Credit Timing

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

37. Present Value Life Insurance

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

38. 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

39. How much is deductible

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

40. 436 Participant Notice

    By Penman2006, September 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 30, 2009

41. 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

42. Timing of Contributions

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

43. PPA -- Change to fractional accrual method?

    By JRN, September 25, 2009
    • 9 replies
    • 2.2k views
    • 
    • FAPInJax
    • September 30, 2009

44. 410(b) - Equivalency

    By Andy the Actuary, September 29, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 29, 2009

45. 2010 Re-election

    By AndyH, September 25, 2009
    • 3 replies
    • 1.3k views
    • 
    • dmb
    • September 29, 2009

46. AFTAP < 60%

    By Dinosaur, September 25, 2009
    • 4 replies
    • 1.4k views
    • 
    • dmb
    • September 29, 2009

47. Change to PPA 417(e)

    By Penman2006, September 23, 2009
    • 9 replies
    • 3.8k views
    • 
    • Penman2006
    • September 28, 2009

48. Adding to Prefunding Balance

    By Dougsbpc, September 26, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 27, 2009

49. Help PLease!

    By Guest Doogie61, September 9, 2009
    • 6 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 27, 2009

50. QDRO logistics

    By Gary, August 11, 2009
    • 6 replies
    • 1.4k views
    • 
    • J Simmons
    • September 26, 2009