Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Plan Termination & 436 restrictions

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

2. Benefit-Focused-Retirement Plans?

   By Guest nidusjr, October 7, 2009
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • October 7, 2009

3. High-3 415 Limit

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

4. Plan account details

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

5. Asset Valuation Method

   By dmb, September 30, 2009
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • October 7, 2009

6. Cash Balance and Profit Sharing Plan Vesting Question

   By Guest Mikk, October 2, 2009
   • 7 replies
   • 2.2k views
   • 
   • JBones
   • October 6, 2009

7. IRS rates for funding and 417

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

8. AFTAP

   By Effen, October 2, 2009
   • 13 replies
   • 3.1k views
   • 
   • Mike Preston
   • October 5, 2009

9. benefit restrictions

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

10. Plan Amendments

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

11. Change from 2007 EOY to 2008 BOY val.

    By Guest GMP, September 29, 2009
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • October 2, 2009

12. Cash Balance Interest Credit Timing

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

13. Present Value Life Insurance

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

14. 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

15. How much is deductible

    By katieinny, October 1, 2009
    • 9 replies
    • 1.4k views
    • 
    • katieinny
    • October 1, 2009

16. 436 Participant Notice

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

17. 2009 RMD for DB Plan w/ Rollover account under WRERA

    By JBones, September 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 30, 2009

18. Timing of Contributions

    By emmetttrudy, September 29, 2009
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • September 30, 2009

19. PPA -- Change to fractional accrual method?

    By JRN, September 25, 2009
    • 9 replies
    • 2.3k views
    • 
    • FAPInJax
    • September 30, 2009

20. 410(b) - Equivalency

    By Andy the Actuary, September 29, 2009
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • September 29, 2009

21. 2010 Re-election

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

22. AFTAP < 60%

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

23. Change to PPA 417(e)

    By Penman2006, September 23, 2009
    • 9 replies
    • 3.9k views
    • 
    • Penman2006
    • September 28, 2009

24. Adding to Prefunding Balance

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

25. Help PLease!

    By Guest Doogie61, September 9, 2009
    • 6 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 27, 2009

26. QDRO logistics

    By Gary, August 11, 2009
    • 6 replies
    • 1.5k views
    • 
    • J Simmons
    • September 26, 2009

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

    By Lou S., September 25, 2009
    • 7 replies
    • 3.6k views
    • 
    • AndyH
    • September 25, 2009

28. QDRO Smadro

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

29. aftaps - int rates for funding vs restrictions

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

30. 2008 Sch B question

    By Guest Doogie61, September 23, 2009
    • 9 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 24, 2009

31. Lump Sum Death Benefit Rollover-able?

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

32. Actuarial Increase or Not?

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

33. Death Benefit of Main HCE

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

34. PPA DB Plan Benefit Statement Timing

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

35. NRA of 62, Subsidized ERB at 55

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

36. Annual Funding Notice for a Terminated DB Plan

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

37. Gray Book from Enrolled Actuaries Meeting

    By Guest L337pwner5, September 22, 2009
    • 4 replies
    • 9.3k views
    • 
    • david rigby
    • September 22, 2009

38. Pension Plan Investments

    By Gary, September 17, 2009
    • 11 replies
    • 1.9k views
    • 
    • Gary
    • September 22, 2009

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

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

40. Defined Benefit Termination Advice / Dilemma

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

41. AFTAP<80% and QDRO

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

42. Death Benefit Limits

    By Gary, September 14, 2009
    • 10 replies
    • 2.6k views
    • 
    • JAY21
    • September 18, 2009

43. Minimum Contribution Due Date

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

44. 2009 AFTAPs

    By dmb, September 16, 2009
    • 4 replies
    • 1.2k views
    • 
    • dmb
    • September 17, 2009

45. Schedule SB, line 38

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

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

    By Guest 1stoppop, September 16, 2009
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • September 16, 2009

47. Target normal cost

    By FAPInJax, September 16, 2009
    • 4 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 16, 2009

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

    By emmetttrudy, September 15, 2009
    • 3 replies
    • 1.8k views
    • 
    • emmetttrudy
    • September 16, 2009

49. 2008 Recertification?

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

50. Form 5330

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