Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. What Is Quarterly Contribution

   By Andy the Actuary, June 23, 2009
   • 5 replies
   • 2k views
   • 
   • Mike Preston
   • July 2, 2009

2. Cash balance funding under PPA

   By FAPInJax, June 23, 2009
   • 6 replies
   • 1.7k views
   • 
   • mwyatt
   • June 25, 2009

3. Reportable Event - Misse Quarterly Contributions

   By Andy the Actuary, June 22, 2009
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • June 23, 2009

4. Form 990 Part VII, Column F

   By dmb, June 22, 2009
   • 2 replies
   • 2.2k views
   • 
   • dmb
   • June 25, 2009

5. Help wanted: FAS 106 work

   By ScottR, June 19, 2009
   • 0 replies
   • 905 views
   • 
   • ScottR
   • June 19, 2009

6. Partial Plan Termination

   By ishi, June 19, 2009
   • 4 replies
   • 2.2k views
   • 
   • ishi
   • June 30, 2009

7. Pre 62 normal retirement age plans

   By jkdoll2, June 19, 2009
   • 8 replies
   • 3.9k views
   • 
   • david rigby
   • June 24, 2009

8. Section 432 notice

   By LIBERTYKID, June 18, 2009
   • 2 replies
   • 895 views
   • 
   • Effen
   • June 19, 2009

9. Guidance on waiver of 2009 minimum required distributions

   By Guest HRAdvisor, June 18, 2009
   • 10 replies
   • 1.2k views
   • 
   • Slider
   • June 19, 2009

10. Plan Funding

    By Gary, June 18, 2009
    • 16 replies
    • 2.6k views
    • 
    • david rigby
    • August 21, 2009

11. Merging Two DB Plans

    By mming, June 18, 2009
    • 9 replies
    • 2.5k views
    • 
    • Andy the Actuary
    • June 18, 2009

12. Suspension of Benefits Notice

    By Dougsbpc, June 17, 2009
    • 6 replies
    • 2.8k views
    • 
    • Dougsbpc
    • June 18, 2009

13. Fiduciary Prudence?

    By Guest Spock, June 16, 2009
    • 1 reply
    • 847 views
    • 
    • Guest
    • June 17, 2009

14. Plan Termination

    By Gary, June 15, 2009
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • June 16, 2009

15. Schedule SB AFTAP (Line 15)

    By Andy the Actuary, June 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 15, 2009

16. Excess Contributions

    By Andy the Actuary, June 15, 2009
    • 8 replies
    • 2k views
    • 
    • Andy the Actuary
    • June 17, 2009

17. Go to Jail; Go directly to Jaill

    By Andy the Actuary, June 13, 2009
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • June 16, 2009

18. Electronic Display of 5500

    By Guest Spock, June 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • June 13, 2009

19. AFTAP for new plan effective 1/1/09

    By YankeeFan, June 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 15, 2009

20. Required CB Burn

    By JAY21, June 11, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 11, 2009

21. Attachment to Schedule SB

    By mming, June 11, 2009
    • 4 replies
    • 2.3k views
    • 
    • carrots
    • June 11, 2009

22. Deemed Election

    By Dinosaur, June 11, 2009
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 11, 2009

23. Cash Balance Interest Crediting Rate

    By Guest Actuary Bill, June 11, 2009
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • June 16, 2009

24. standard termination and the pbgc

    By abanky, June 11, 2009
    • 7 replies
    • 2.6k views
    • 
    • Penman2006
    • June 19, 2009

25. Nondiscrimination testing

    By FAPInJax, June 9, 2009
    • 5 replies
    • 1.4k views
    • 
    • SoCalActuary
    • June 15, 2009

26. Conversion of DB Plan to DC Plan

    By PJ2009, June 9, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • June 12, 2009

27. Failed 401(a)(26)

    By John Feldt ERPA CPC QPA, June 8, 2009
    • 11 replies
    • 2.8k views
    • 
    • AndyH
    • June 12, 2009

28. 412(i) plan - reduce formula

    By jkdoll2, June 8, 2009
    • 1 reply
    • 874 views
    • 
    • SoCalActuary
    • June 8, 2009

29. DB Plan With Life Insurance

    By Dougsbpc, June 7, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 8, 2009

30. RP-2000 q's

    By tymesup, June 6, 2009
    • 2 replies
    • 903 views
    • 
    • tymesup
    • June 8, 2009

31. Soliciting recommendations for DB admin

    By Guest Spock, June 5, 2009
    • 0 replies
    • 769 views
    • 
    • Guest
    • June 5, 2009

32. EFAST filing of 5500, etc

    By Dinosaur, June 5, 2009
    • 6 replies
    • 1.7k views
    • 
    • Dinosaur
    • June 11, 2009

33. Continuing Education requirement for EAs

    By dmb, June 5, 2009
    • 5 replies
    • 2k views
    • 
    • Guest
    • June 8, 2009

34. Break in service, average comp

    By Guest DBStudentAct, June 5, 2009
    • 1 reply
    • 824 views
    • 
    • Andy the Actuary
    • June 5, 2009

35. Section 415 pet peeve

    By Gary, June 5, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 5, 2009

36. Plan Amendment

    By Gary, June 4, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 4, 2009

37. Eligibility Question

    By emmetttrudy, June 4, 2009
    • 2 replies
    • 1k views
    • 
    • tymesup
    • June 8, 2009

38. non-cash contributions

    By Earl, June 2, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • June 3, 2009

39. Use of Carryover Balance for Quarterly Contribution

    By Dinosaur, June 2, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • June 3, 2009

40. Employee option to change plans

    By Guest Spock, June 1, 2009
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2009

41. Deferral Past NRA

    By Guest shaul, June 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • Effen
    • June 1, 2009

42. Communication Tip

    By Andy the Actuary, May 31, 2009
    • 0 replies
    • 883 views
    • 
    • Andy the Actuary
    • May 31, 2009

43. 412(i) Audit from hell, could use some help

    By RayJJohnsonJr, May 29, 2009
    • 20 replies
    • 2.9k views
    • 
    • JAY21
    • June 4, 2009

44. Distribution Fees

    By emmetttrudy, May 29, 2009
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • May 29, 2009

45. Severance benefits paid from Pension Plan

    By Guest jfsinger, May 29, 2009
    • 4 replies
    • 2.2k views
    • 
    • masteff
    • June 1, 2009

46. Another PPA anomaly

    By FAPInJax, May 29, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • May 29, 2009

47. 412i conversion

    By FAPInJax, May 29, 2009
    • 0 replies
    • 898 views
    • 
    • FAPInJax
    • May 29, 2009

48. Top Heavy Minimum in Frozen Plan

    By Dougsbpc, May 27, 2009
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • May 27, 2009

49. FTAP computed using vested benefits?

    By Guest Jcarolan, May 26, 2009
    • 11 replies
    • 1.8k views
    • 
    • SoCalActuary
    • May 28, 2009

50. Lyme disease mortality

    By tymesup, May 26, 2009
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • May 27, 2009