Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. 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

2. Timing of Contributions

   By emmetttrudy, September 29, 2009
   • 5 replies
   • 2.1k views
   • 
   • david rigby
   • September 30, 2009

3. PPA -- Change to fractional accrual method?

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

4. 410(b) - Equivalency

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

5. 2010 Re-election

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

6. AFTAP < 60%

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

7. Change to PPA 417(e)

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

8. Adding to Prefunding Balance

   By Dougsbpc, September 26, 2009
   • 3 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • September 27, 2009

9. Help PLease!

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

10. QDRO logistics

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

11. Frozen DB - Safe Harbor 401(k) - Top-heavy

    By Lou S., September 25, 2009
    • 7 replies
    • 3.4k views
    • 
    • AndyH
    • September 25, 2009

12. QDRO Smadro

    By Andy the Actuary, September 24, 2009
    • 9 replies
    • 1.4k views
    • 
    • J Simmons
    • September 25, 2009

13. aftaps - int rates for funding vs restrictions

    By Guest ctrapatsos, September 25, 2009
    • 0 replies
    • 882 views
    • 
    • Guest
    • September 25, 2009

14. 2008 Sch B question

    By Guest Doogie61, September 23, 2009
    • 9 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 24, 2009

15. Lump Sum Death Benefit Rollover-able?

    By tuni88, September 18, 2009
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • September 24, 2009

16. Actuarial Increase or Not?

    By JBones, September 23, 2009
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2009

17. Death Benefit of Main HCE

    By abanky, September 23, 2009
    • 1 reply
    • 855 views
    • 
    • Andy the Actuary
    • September 23, 2009

18. PPA DB Plan Benefit Statement Timing

    By JRG, September 15, 2009
    • 3 replies
    • 2k views
    • 
    • gle318612
    • September 23, 2009

19. NRA of 62, Subsidized ERB at 55

    By JAY21, September 22, 2009
    • 5 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 23, 2009

20. Annual Funding Notice for a Terminated DB Plan

    By Guest NPS Darren, September 22, 2009
    • 1 reply
    • 1k views
    • 
    • Effen
    • September 23, 2009

21. Gray Book from Enrolled Actuaries Meeting

    By Guest L337pwner5, September 22, 2009
    • 4 replies
    • 9.2k views
    • 
    • david rigby
    • September 22, 2009

22. Pension Plan Investments

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

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

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

24. Defined Benefit Termination Advice / Dilemma

    By Guest JFriedman, September 21, 2009
    • 9 replies
    • 1.7k views
    • 
    • K2retire
    • September 21, 2009

25. AFTAP<80% and QDRO

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

26. Death Benefit Limits

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

27. Minimum Contribution Due Date

    By ac, September 17, 2009
    • 3 replies
    • 1.6k views
    • 
    • ac
    • September 17, 2009

28. 2009 AFTAPs

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

29. Schedule SB, line 38

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

30. 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

31. Target normal cost

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

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

    By emmetttrudy, September 15, 2009
    • 3 replies
    • 1.7k views
    • 
    • emmetttrudy
    • September 16, 2009

33. 2008 Recertification?

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

34. Form 5330

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

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

    By Guest Doogie61, August 29, 2009
    • 12 replies
    • 2.3k views
    • 
    • SoCalActuary
    • September 14, 2009

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

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

37. COB to satisfy quarterly contributions

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

38. DB Plan Investments

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

39. Determination Letter Request

    By ac, September 11, 2009
    • 3 replies
    • 1k views
    • 
    • Guest
    • September 12, 2009

40. Pre-Termination Restrictions on Distributions to HCEs

    By Andy the Actuary, September 11, 2009
    • 3 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • September 11, 2009

41. Dumb Question

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

42. Change Valuation Date

    By Rob P, September 10, 2009
    • 3 replies
    • 1k views
    • 
    • JAY21
    • September 10, 2009

43. Benefit Calculation and Funding -- Re: 415

    By Andy the Actuary, September 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 9, 2009

44. Deemed Election

    By Dinosaur, September 8, 2009
    • 11 replies
    • 2.6k views
    • 
    • Dinosaur
    • September 9, 2009

45. Use of carryover balance

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

46. FTAP/AFTAP < 60%

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

47. Schedule SB

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

48. Questions regarding DB valuations

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

49. Church Plans - 110% test

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

50. DB plan audit

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