Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. UNDER FUNDED PBGC Lumpsum Restriction

   By Guest DORIGHT, August 24, 2009
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • August 24, 2009

2. Annual Funding Notices - EOY vals

   By Effen, August 24, 2009
   • 1 reply
   • 1.3k views
   • 
   • Effen
   • August 25, 2009

3. 2009 AFTAP regs for plans with EOY valuations?

   By carrots, August 24, 2009
   • 1 reply
   • 853 views
   • 
   • Blinky the 3-eyed Fish
   • August 26, 2009

4. 412(i) Plan Audit from Hell (PART 2)

   By RayJJohnsonJr, August 22, 2009
   • 33 replies
   • 4.3k views
   • 
   • Mike Preston
   • January 7, 2010

5. Deemed reduction in funding balances - 436(f)(3)

   By carrots, August 21, 2009
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • August 21, 2009

6. Prohibited Transaction

   By Gary, August 18, 2009
   • 3 replies
   • 2.5k views
   • 
   • J Simmons
   • August 18, 2009

7. DB Plan in distress

   By jkdoll2, August 18, 2009
   • 16 replies
   • 2.2k views
   • 
   • SoCalActuary
   • February 20, 2010

8. DB restatements

   By JAY21, August 17, 2009
   • 3 replies
   • 1.3k views
   • 
   • JAY21
   • August 21, 2009

9. 415 Calculations

   By FAPInJax, August 17, 2009
   • 5 replies
   • 2.6k views
   • 
   • SoCalActuary
   • August 18, 2009

10. $350 to get statement of accrued benefits?

    By Christine Roberts, August 14, 2009
    • 1 reply
    • 938 views
    • 
    • SoCalActuary
    • August 14, 2009

11. Increasing plan benefit formula

    By Guest Deflector, August 14, 2009
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2009

12. Pension Funding Equity Act 2004

    By Gary, August 14, 2009
    • 1 reply
    • 937 views
    • 
    • SoCalActuary
    • August 14, 2009

13. Determination Letter New Plan

    By Gary, August 14, 2009
    • 10 replies
    • 1.6k views
    • 
    • Gary
    • August 18, 2009

14. whipsaw question

    By ERISA25, August 14, 2009
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • January 25, 2011

15. Takeover Plan

    By Andy the Actuary, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • May 4, 2010

16. DB(k) plans

    By Laura Harrington, August 13, 2009
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2009

17. QDRO logistics

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

18. Cash Balance and the change of AE interest rate

    By abanky, August 10, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 12, 2009

19. Floor Offset arrangement with past service grant

    By Guest samw, August 10, 2009
    • 9 replies
    • 11.1k views
    • 
    • Guest
    • August 11, 2009

20. Problem with surplus assets

    By ScottR, August 8, 2009
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 10, 2009

21. Top 25 Restricted Payment

    By nancy, August 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • August 6, 2009

22. CB Plan Term & Variable Rate

    By Penman2006, August 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • August 11, 2009

23. 412(e) Plan

    By jkdoll2, August 6, 2009
    • 0 replies
    • 962 views
    • 
    • jkdoll2
    • August 6, 2009

24. Does PPA Funding Allow This?

    By Dougsbpc, August 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • Dougsbpc
    • August 6, 2009

25. Consequences of retroactive reduction in accrued benefit

    By Gary, August 5, 2009
    • 4 replies
    • 1.1k views
    • 
    • Gary
    • August 7, 2009

26. When are quarterlies required for 2009 plan year?

    By dmb, August 5, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 18, 2009

27. 5500 schedule order

    By Effen, August 5, 2009
    • 5 replies
    • 1k views
    • 
    • AndyH
    • August 5, 2009

28. PPA Funding

    By Gary, August 3, 2009
    • 16 replies
    • 2.2k views
    • 
    • Gary
    • August 4, 2009

29. 412(d)(2) Elections; filed with 5500-EZs ?

    By JAY21, August 3, 2009
    • 3 replies
    • 3.1k views
    • 
    • Mike Preston
    • August 4, 2009

30. 417(e) Question

    By ERISA25, August 3, 2009
    • 5 replies
    • 5.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 3, 2009

31. Definition of Accrued Benefit

    By ERISA25, August 2, 2009
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 4, 2009

32. PBGC Reportable Event

    By AndyH, July 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • August 4, 2009

33. Avoiding election to reduce prefunding balance

    By carrots, July 30, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 30, 2009

34. Billing

    By Guest GMP, July 30, 2009
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • August 3, 2009

35. Oops - contribution went to the wrong place

    By Blinky the 3-eyed Fish, July 29, 2009
    • 2 replies
    • 900 views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2009

36. Optional Forms while Benefit Restrictions Apply

    By Guest Actuary Bill, July 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 30, 2009

37. Sole-Prop Non-Deductible Contributions

    By Rob P, July 29, 2009
    • 1 reply
    • 914 views
    • 
    • Andy the Actuary
    • July 29, 2009

38. 412i Plan

    By Gary, July 29, 2009
    • 6 replies
    • 1.6k views
    • 
    • Gary
    • July 31, 2009

39. Expected Return on Assets under SFAS 87 or 158

    By §#$%!, July 28, 2009
    • 7 replies
    • 1.7k views
    • 
    • SoCalActuary
    • July 29, 2009

40. Establishing DB Plan Retire/Rehire Criteria

    By Guest wekiva, July 28, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • July 28, 2009

41. Cash Balance: Interest Credits

    By Randy Watson, July 28, 2009
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • July 28, 2009

42. Coverage - Aggregation of 401(k), 401(m) and QNEC

    By Guest Rags, July 28, 2009
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • July 28, 2009

43. Cash Balance Distibution post age 70 1/2

    By Guest helpUretire, July 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • SoCalActuary
    • July 25, 2009

44. Top Heavy Question

    By Guest naveen, July 24, 2009
    • 6 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 27, 2009

45. RMD with partially vested benefit

    By Dougsbpc, July 24, 2009
    • 7 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

46. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • JAY21
    • July 24, 2009

47. AFTAP and participant loans

    By Belgarath, July 23, 2009
    • 7 replies
    • 2.7k views
    • 
    • AndyH
    • July 24, 2009

48. Includible Contributions and 2008/2009

    By AndyH, July 22, 2009
    • 4 replies
    • 979 views
    • 
    • AndyH
    • July 23, 2009

49. Cash Balance New plan design

    By AndyH, July 22, 2009
    • 6 replies
    • 1.3k views
    • 
    • AndyH
    • July 24, 2009

50. 2008 SB, Line 23

    By Effen, July 22, 2009
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 23, 2009