Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. CB Plan Term & Variable Rate

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

2. Floor Offset arrangement with past service grant

   By Guest samw, August 10, 2009
   • 9 replies
   • 11.2k views
   • 
   • Guest
   • August 11, 2009

3. Problem with surplus assets

   By ScottR, August 8, 2009
   • 3 replies
   • 1.8k views
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   • Blinky the 3-eyed Fish
   • August 10, 2009

4. Consequences of retroactive reduction in accrued benefit

   By Gary, August 5, 2009
   • 4 replies
   • 1.2k views
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   • Gary
   • August 7, 2009

5. Social Security calculator

   By Guest buyertoday, February 16, 2004
   • 1 reply
   • 1.4k views
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   • david rigby
   • August 7, 2009

6. Top 25 Restricted Payment

   By nancy, August 6, 2009
   • 1 reply
   • 1.5k views
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   • Andy the Actuary
   • August 6, 2009

7. Does PPA Funding Allow This?

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

8. 412(e) Plan

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

9. 5500 schedule order

   By Effen, August 5, 2009
   • 5 replies
   • 1.1k views
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   • AndyH
   • August 5, 2009

10. Life Insurance IN a DB Plan but Participant is Uninsurable

    By emmetttrudy, July 15, 2009
    • 10 replies
    • 1.6k views
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    • SoCalActuary
    • August 4, 2009

11. PPA Funding

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

12. PBGC Reportable Event

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

13. Definition of Accrued Benefit

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

14. 412(d)(2) Elections; filed with 5500-EZs ?

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

15. Billing

    By Guest GMP, July 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • August 3, 2009

16. 417(e) Question

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

17. 412i Plan

    By Gary, July 29, 2009
    • 6 replies
    • 1.7k views
    • 
    • Gary
    • July 31, 2009

18. Avoiding election to reduce prefunding balance

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

19. Oops - contribution went to the wrong place

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

20. Optional Forms while Benefit Restrictions Apply

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

21. Sole-Prop Non-Deductible Contributions

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

22. Expected Return on Assets under SFAS 87 or 158

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

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

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

24. Establishing DB Plan Retire/Rehire Criteria

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

25. Cash Balance: Interest Credits

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

26. RMD with partially vested benefit

    By Dougsbpc, July 24, 2009
    • 7 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

27. Top Heavy Question

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

28. Timing of contribution for fiscal year company in a controlled group with a calendar plan year

    By Guest Dressageho, July 15, 2009
    • 5 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2009

29. Cash Balance Distibution post age 70 1/2

    By Guest helpUretire, July 24, 2009
    • 2 replies
    • 1.8k views
    • 
    • SoCalActuary
    • July 25, 2009

30. BRF Testing

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

31. Cash Balance New plan design

    By AndyH, July 22, 2009
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • July 24, 2009

32. AFTAP and participant loans

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

33. What is the lump sum limit for 436(d)(5) restriction?

    By david rigby, July 20, 2009
    • 9 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2009

34. Sunrise, Sunset

    By Andy the Actuary, July 22, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • July 23, 2009

35. Includible Contributions and 2008/2009

    By AndyH, July 22, 2009
    • 4 replies
    • 1k views
    • 
    • AndyH
    • July 23, 2009

36. 2008 SB, Line 23

    By Effen, July 22, 2009
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • July 23, 2009

37. Plan Termination

    By Gary, July 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • July 22, 2009

38. Shared Interest or Separate Interest?

    By Scott, July 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • July 22, 2009

39. Vesting after plan freeze

    By Gary, July 20, 2009
    • 3 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • July 22, 2009

40. 436-AFTAP Transition % requirements

    By JAY21, July 16, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 17, 2009

41. 401a26 for owners only

    By Guest Deflector, July 14, 2009
    • 12 replies
    • 2.7k views
    • 
    • SoCalActuary
    • July 16, 2009

42. Forfeiture in a defined benefit plan

    By gle318612, July 14, 2009
    • 1 reply
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2009

43. EOY-Valuations & Final Val

    By JAY21, July 13, 2009
    • 3 replies
    • 1k views
    • 
    • david rigby
    • July 14, 2009

44. New PPA regs?

    By carrots, July 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • July 14, 2009

45. PBGC Coverage Question

    By Doghouse, July 13, 2009
    • 10 replies
    • 2.3k views
    • 
    • SoCalActuary
    • July 14, 2009

46. lazy man's question

    By Andy the Actuary, July 7, 2009
    • 15 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • July 13, 2009

47. deemed reduction of Funding Balance

    By abanky, July 13, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 13, 2009

48. Testing Query

    By Guest DBStudentAct, July 11, 2009
    • 1 reply
    • 920 views
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    • WDIK
    • July 13, 2009

49. Is this lady vested?

    By tuni88, July 10, 2009
    • 6 replies
    • 1.4k views
    • 
    • K2retire
    • July 10, 2009

50. First year deduction

    By John Feldt ERPA CPC QPA, March 26, 2009
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • July 10, 2009