Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

1. PPA Amendment

   By Gary, October 19, 2009
   • 19 replies
   • 3.2k views
   • 
   • mwyatt
   • October 23, 2009

2. section 404 assets

   By Draper55, October 21, 2009
   • 4 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • October 22, 2009

3. 430/436 plan language

   By Guest bobolink, October 22, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 22, 2009

4. Normal Retirement Age

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

5. Deduction of Contribution

   By Dougsbpc, October 21, 2009
   • 0 replies
   • 1.1k views
   • 
   • Dougsbpc
   • October 21, 2009

6. Post Retirement Life Insurance

   By dmb, October 16, 2009
   • 8 replies
   • 3.5k views
   • 
   • dmb
   • October 20, 2009

7. PBGC Coverage

   By emmetttrudy, October 16, 2009
   • 10 replies
   • 1.7k views
   • 
   • mwyatt
   • October 18, 2009

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

   By ubermax, October 10, 2009
   • 8 replies
   • 1.5k views
   • 
   • zimbo
   • October 16, 2009

9. PBGC takeover

   By AndyH, October 15, 2009
   • 10 replies
   • 1.7k views
   • 
   • AndyH
   • October 15, 2009

10. Integration and Late Retirement

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

11. Deemed Burn for AFTAP <60%

    By Guest Jcarolan, October 14, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 14, 2009

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

    By carrots, October 13, 2009
    • 6 replies
    • 1.3k views
    • 
    • carrots
    • October 14, 2009

13. Installment Payment Optional Form

    By Guest careful1, October 10, 2009
    • 4 replies
    • 1.8k views
    • 
    • Penman2006
    • October 14, 2009

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

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

15. Yileld curve

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

16. Eligibility Question

    By emmetttrudy, October 6, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • October 8, 2009

17. Plan Termination & 436 restrictions

    By Dennis Povloski, October 7, 2009
    • 4 replies
    • 1.4k views
    • 
    • Dennis Povloski
    • October 8, 2009

18. Benefit-Focused-Retirement Plans?

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

19. High-3 415 Limit

    By JAY21, October 7, 2009
    • 1 reply
    • 1.1k views
    • 
    • David MacLennan
    • October 7, 2009

20. Plan account details

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

21. Asset Valuation Method

    By dmb, September 30, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • October 7, 2009

22. Cash Balance and Profit Sharing Plan Vesting Question

    By Guest Mikk, October 2, 2009
    • 7 replies
    • 2.3k views
    • 
    • JBones
    • October 6, 2009

23. IRS rates for funding and 417

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

24. AFTAP

    By Effen, October 2, 2009
    • 13 replies
    • 3.2k views
    • 
    • Mike Preston
    • October 5, 2009

25. benefit restrictions

    By Effen, October 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 5, 2009

26. Plan Amendments

    By Gary, October 1, 2009
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • October 2, 2009

27. Change from 2007 EOY to 2008 BOY val.

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

28. Cash Balance Interest Credit Timing

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

29. Present Value Life Insurance

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

30. 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

31. How much is deductible

    By katieinny, October 1, 2009
    • 9 replies
    • 1.5k views
    • 
    • katieinny
    • October 1, 2009

32. 436 Participant Notice

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

33. 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

34. Timing of Contributions

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

35. PPA -- Change to fractional accrual method?

    By JRN, September 25, 2009
    • 9 replies
    • 2.4k views
    • 
    • FAPInJax
    • September 30, 2009

36. 410(b) - Equivalency

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

37. 2010 Re-election

    By AndyH, September 25, 2009
    • 3 replies
    • 1.4k views
    • 
    • dmb
    • September 29, 2009

38. AFTAP < 60%

    By Dinosaur, September 25, 2009
    • 4 replies
    • 1.5k views
    • 
    • dmb
    • September 29, 2009

39. Change to PPA 417(e)

    By Penman2006, September 23, 2009
    • 9 replies
    • 4k views
    • 
    • Penman2006
    • September 28, 2009

40. Adding to Prefunding Balance

    By Dougsbpc, September 26, 2009
    • 3 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • September 27, 2009

41. Help PLease!

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

42. QDRO logistics

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

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

    By Lou S., September 25, 2009
    • 7 replies
    • 3.7k views
    • 
    • AndyH
    • September 25, 2009

44. QDRO Smadro

    By Andy the Actuary, September 24, 2009
    • 9 replies
    • 1.5k views
    • 
    • J Simmons
    • September 25, 2009

45. aftaps - int rates for funding vs restrictions

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

46. 2008 Sch B question

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

47. Lump Sum Death Benefit Rollover-able?

    By tuni88, September 18, 2009
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • September 24, 2009

48. Actuarial Increase or Not?

    By JBones, September 23, 2009
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2009

49. Death Benefit of Main HCE

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

50. PPA DB Plan Benefit Statement Timing

    By JRG, September 15, 2009
    • 3 replies
    • 2.1k views
    • 
    • gle318612
    • September 23, 2009