Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. DB for self employed who has 403(b)

   By Guest kprhok, September 22, 2009
   • 1 reply
   • 871 views
   • 
   • david rigby
   • September 22, 2009

2. Gray Book from Enrolled Actuaries Meeting

   By Guest L337pwner5, September 22, 2009
   • 4 replies
   • 9.1k views
   • 
   • david rigby
   • September 22, 2009

3. Defined Benefit Termination Advice / Dilemma

   By Guest JFriedman, September 21, 2009
   • 9 replies
   • 1.6k views
   • 
   • K2retire
   • September 21, 2009

4. AFTAP<80% and QDRO

   By Dougsbpc, September 21, 2009
   • 3 replies
   • 1.5k views
   • 
   • Andy the Actuary
   • September 21, 2009

5. Lump Sum Death Benefit Rollover-able?

   By tuni88, September 18, 2009
   • 4 replies
   • 1.7k views
   • 
   • SoCalActuary
   • September 24, 2009

6. Pension Plan Investments

   By Gary, September 17, 2009
   • 11 replies
   • 1.8k views
   • 
   • Gary
   • September 22, 2009

7. Minimum Contribution Due Date

   By ac, September 17, 2009
   • 3 replies
   • 1.5k views
   • 
   • ac
   • September 17, 2009

8. Schedule SB, line 38

   By Mister Met, September 16, 2009
   • 3 replies
   • 1.1k views
   • 
   • AndyH
   • September 16, 2009

9. 2009 AFTAPs

   By dmb, September 16, 2009
   • 4 replies
   • 1.1k views
   • 
   • dmb
   • September 17, 2009

10. Can a DB participant change distribution option to lump sum after first annuity payment is made?

    By Guest 1stoppop, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • September 16, 2009

11. Target normal cost

    By FAPInJax, September 16, 2009
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 16, 2009

12. 2008 Recertification?

    By Guest DBStudentAct, September 16, 2009
    • 1 reply
    • 996 views
    • 
    • Effen
    • September 16, 2009

13. Transfer assets from a 401(k) Plan to a DB Plan

    By emmetttrudy, September 15, 2009
    • 3 replies
    • 1.6k views
    • 
    • emmetttrudy
    • September 16, 2009

14. PPA DB Plan Benefit Statement Timing

    By JRG, September 15, 2009
    • 3 replies
    • 1.9k views
    • 
    • gle318612
    • September 23, 2009

15. Death Benefit Limits

    By Gary, September 14, 2009
    • 10 replies
    • 2.5k views
    • 
    • JAY21
    • September 18, 2009

16. Form 5330

    By emmetttrudy, September 14, 2009
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • September 14, 2009

17. PFB must be declared by prior year 5500 due date

    By Effen, September 14, 2009
    • 0 replies
    • 1.1k views
    • 
    • Effen
    • September 14, 2009

18. DB Plan Investments

    By Guest YATPA, September 13, 2009
    • 1 reply
    • 782 views
    • 
    • SoCalActuary
    • September 13, 2009

19. Pre-Termination Restrictions on Distributions to HCEs

    By Andy the Actuary, September 11, 2009
    • 3 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • September 11, 2009

20. Determination Letter Request

    By ac, September 11, 2009
    • 3 replies
    • 991 views
    • 
    • Guest
    • September 12, 2009

21. Dumb Question

    By bzorc, September 10, 2009
    • 4 replies
    • 953 views
    • 
    • Belgarath
    • September 11, 2009

22. Change Valuation Date

    By Rob P, September 10, 2009
    • 3 replies
    • 999 views
    • 
    • JAY21
    • September 10, 2009

23. COB to satisfy quarterly contributions

    By Dinosaur, September 10, 2009
    • 12 replies
    • 2.1k views
    • 
    • AndyH
    • September 14, 2009

24. Help PLease!

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

25. Use of carryover balance

    By Guest student_actuary, September 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 9, 2009

26. FTAP/AFTAP < 60%

    By Dinosaur, September 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2009

27. Benefit Calculation and Funding -- Re: 415

    By Andy the Actuary, September 8, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • September 9, 2009

28. Deemed Election

    By Dinosaur, September 8, 2009
    • 11 replies
    • 2.5k views
    • 
    • Dinosaur
    • September 9, 2009

29. DB plan audit

    By emmetttrudy, September 3, 2009
    • 2 replies
    • 880 views
    • 
    • david rigby
    • September 3, 2009

30. Church Plans - 110% test

    By dmb, September 3, 2009
    • 7 replies
    • 1.9k views
    • 
    • david rigby
    • September 4, 2009

31. FSCOB - Any benefit to maintaining?

    By Guest jmrodrig, September 3, 2009
    • 1 reply
    • 795 views
    • 
    • david rigby
    • September 3, 2009

32. Questions regarding DB valuations

    By Guest Doogie61, September 1, 2009
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • September 4, 2009

33. Schedule SB

    By nancy, September 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 8, 2009

34. Defined Benefit Plan/Bankruptcy/Something Smells

    By Guest Steve McIntire, September 1, 2009
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • September 2, 2009

35. DB/DC Aggregate Testing

    By Guest DBStudentAct, September 1, 2009
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 1, 2009

36. Fun with Top Heavy

    By AndyH, August 31, 2009
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 2, 2009

37. Required contribution that is not deductible

    By Earl, August 31, 2009
    • 2 replies
    • 807 views
    • 
    • david rigby
    • August 31, 2009

38. Restroactive ASD and Restricted Distributions

    By Andy the Actuary, August 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 1, 2009

39. Proper way to calculate present value of TNC and FT under PPA

    By Guest Doogie61, August 29, 2009
    • 12 replies
    • 2.2k views
    • 
    • SoCalActuary
    • September 14, 2009

40. PPA Valuations

    By Guest Doogie61, August 29, 2009
    • 3 replies
    • 979 views
    • 
    • carrots
    • August 31, 2009

41. Anyone still using 83 IAM for actuarial equivalence

    By Guest Doogie61, August 29, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • August 29, 2009

42. Plan Expenses added to TNC

    By nancy, August 28, 2009
    • 4 replies
    • 989 views
    • 
    • david rigby
    • August 29, 2009

43. Time for determination?

    By Guest pensioneer, August 28, 2009
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • August 29, 2009

44. discussion draft of pension relief legislation

    By Effen, August 27, 2009
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • August 29, 2009

45. Missing Plan Amendments

    By Gary, August 26, 2009
    • 8 replies
    • 2.1k views
    • 
    • Gary
    • August 31, 2009

46. Distressed Termination, MRC and excise tax

    By abanky, August 26, 2009
    • 0 replies
    • 932 views
    • 
    • abanky
    • August 26, 2009

47. 2009 FTAP/AFTAP and Credit Balance

    By Guest jmrodrig, August 26, 2009
    • 15 replies
    • 4.2k views
    • 
    • Andy the Actuary
    • August 28, 2009

48. Notice of Benefit Restricition (436)

    By Dinosaur, August 26, 2009
    • 3 replies
    • 1.2k views
    • 
    • Dinosaur
    • August 27, 2009

49. Prohibited Transaction

    By Guest TuckerB, August 25, 2009
    • 2 replies
    • 1k views
    • 
    • david rigby
    • August 25, 2009

50. actuarial equivalence

    By HiVi, August 25, 2009
    • 8 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 26, 2009