Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. When are quarterlies required for 2009 plan year?

   By dmb, August 5, 2009
   • 11 replies
   • 1.8k views
   • 
   • Guest
   • August 18, 2009

2. 415 Calculations

   By FAPInJax, August 17, 2009
   • 5 replies
   • 2.7k views
   • 
   • SoCalActuary
   • August 18, 2009

3. Increasing plan benefit formula

   By Guest Deflector, August 14, 2009
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • August 18, 2009

4. Change of funding method?

   By ScottR, February 27, 2009
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • August 16, 2009

5. $350 to get statement of accrued benefits?

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

6. Pension Funding Equity Act 2004

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

7. Cash Balance and the change of AE interest rate

   By abanky, August 10, 2009
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • August 12, 2009

8. CB Plan Term & Variable Rate

   By Penman2006, August 6, 2009
   • 2 replies
   • 1.3k views
   • 
   • Effen
   • August 11, 2009

9. Floor Offset arrangement with past service grant

   By Guest samw, August 10, 2009
   • 9 replies
   • 11.3k views
   • 
   • Guest
   • August 11, 2009

10. Problem with surplus assets

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

11. Consequences of retroactive reduction in accrued benefit

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

12. Social Security calculator

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

13. Top 25 Restricted Payment

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

14. Does PPA Funding Allow This?

    By Dougsbpc, August 6, 2009
    • 3 replies
    • 1.2k views
    • 
    • Dougsbpc
    • August 6, 2009

15. 412(e) Plan

    By jkdoll2, August 6, 2009
    • 0 replies
    • 1k views
    • 
    • jkdoll2
    • August 6, 2009

16. 5500 schedule order

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

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

    By emmetttrudy, July 15, 2009
    • 10 replies
    • 1.7k views
    • 
    • SoCalActuary
    • August 4, 2009

18. PPA Funding

    By Gary, August 3, 2009
    • 16 replies
    • 2.3k views
    • 
    • Gary
    • August 4, 2009

19. PBGC Reportable Event

    By AndyH, July 30, 2009
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • August 4, 2009

20. Definition of Accrued Benefit

    By ERISA25, August 2, 2009
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 4, 2009

21. 412(d)(2) Elections; filed with 5500-EZs ?

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

22. Billing

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

23. 417(e) Question

    By ERISA25, August 3, 2009
    • 5 replies
    • 5.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 3, 2009

24. 412i Plan

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

25. Avoiding election to reduce prefunding balance

    By carrots, July 30, 2009
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • July 30, 2009

26. Oops - contribution went to the wrong place

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

27. Optional Forms while Benefit Restrictions Apply

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

28. Sole-Prop Non-Deductible Contributions

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

29. Expected Return on Assets under SFAS 87 or 158

    By §#$%!, July 28, 2009
    • 7 replies
    • 1.8k views
    • 
    • SoCalActuary
    • July 29, 2009

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

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

31. Establishing DB Plan Retire/Rehire Criteria

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

32. Cash Balance: Interest Credits

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

33. RMD with partially vested benefit

    By Dougsbpc, July 24, 2009
    • 7 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

34. Top Heavy Question

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

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

    By Guest Dressageho, July 15, 2009
    • 5 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2009

36. Cash Balance Distibution post age 70 1/2

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

37. BRF Testing

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

38. Cash Balance New plan design

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

39. AFTAP and participant loans

    By Belgarath, July 23, 2009
    • 7 replies
    • 2.8k views
    • 
    • AndyH
    • July 24, 2009

40. 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

41. Sunrise, Sunset

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

42. Includible Contributions and 2008/2009

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

43. 2008 SB, Line 23

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

44. Plan Termination

    By Gary, July 22, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • July 22, 2009

45. Shared Interest or Separate Interest?

    By Scott, July 21, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • July 22, 2009

46. Vesting after plan freeze

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

47. 436-AFTAP Transition % requirements

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

48. 401a26 for owners only

    By Guest Deflector, July 14, 2009
    • 12 replies
    • 2.8k views
    • 
    • SoCalActuary
    • July 16, 2009

49. Forfeiture in a defined benefit plan

    By gle318612, July 14, 2009
    • 1 reply
    • 4k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2009

50. EOY-Valuations & Final Val

    By JAY21, July 13, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 14, 2009