Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Suspension of Benefits Notice

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

2. Fiduciary Prudence?

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

3. Plan Termination

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

4. Schedule SB AFTAP (Line 15)

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

5. Excess Contributions

   By Andy the Actuary, June 15, 2009
   • 8 replies
   • 1.9k views
   • 
   • Andy the Actuary
   • June 17, 2009

6. Go to Jail; Go directly to Jaill

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

7. Electronic Display of 5500

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

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

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

9. Required CB Burn

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

10. Attachment to Schedule SB

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

11. Deemed Election

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

12. Cash Balance Interest Crediting Rate

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

13. standard termination and the pbgc

    By abanky, June 11, 2009
    • 7 replies
    • 2.5k views
    • 
    • Penman2006
    • June 19, 2009

14. Nondiscrimination testing

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

15. Conversion of DB Plan to DC Plan

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

16. Failed 401(a)(26)

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

17. 412(i) plan - reduce formula

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

18. DB Plan With Life Insurance

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

19. RP-2000 q's

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

20. Soliciting recommendations for DB admin

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

21. EFAST filing of 5500, etc

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

22. Continuing Education requirement for EAs

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

23. Break in service, average comp

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

24. Section 415 pet peeve

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

25. Plan Amendment

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

26. Eligibility Question

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

27. non-cash contributions

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

28. Use of Carryover Balance for Quarterly Contribution

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

29. Employee option to change plans

    By Guest Spock, June 1, 2009
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • June 3, 2009

30. Deferral Past NRA

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

31. Communication Tip

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

32. 412(i) Audit from hell, could use some help

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

33. Distribution Fees

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

34. Severance benefits paid from Pension Plan

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

35. Another PPA anomaly

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

36. 412i conversion

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

37. Top Heavy Minimum in Frozen Plan

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

38. FTAP computed using vested benefits?

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

39. Lyme disease mortality

    By tymesup, May 26, 2009
    • 11 replies
    • 1.6k views
    • 
    • Belgarath
    • May 27, 2009

40. When 436 Benefits Restrictions Lifted

    By Andy the Actuary, May 25, 2009
    • 4 replies
    • 1.7k views
    • 
    • tymesup
    • May 29, 2009

41. "Former HCE" vs "HC Former E"

    By carrots, May 22, 2009
    • 2 replies
    • 1.5k views
    • 
    • carrots
    • May 26, 2009

42. Deduction when fiscal year and plan year are different periods

    By Calavera, May 22, 2009
    • 9 replies
    • 4.5k views
    • 
    • carrots
    • December 22, 2010

43. Funding for LS

    By Guest RBlaine, May 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • May 20, 2009

44. 415 Calculations

    By FAPInJax, May 18, 2009
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • May 19, 2009

45. Permissive Aggregation

    By emmetttrudy, May 18, 2009
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • May 18, 2009

46. 430 Plan Expense Assumption

    By Andy the Actuary, May 16, 2009
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 18, 2009

47. Datair DB Valuation Help

    By emmetttrudy, May 15, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • May 18, 2009

48. Election to Use COB

    By Dougsbpc, May 14, 2009
    • 1 reply
    • 959 views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2009

49. Final Schedule SB for Terminated Plan

    By emmetttrudy, May 12, 2009
    • 10 replies
    • 6.8k views
    • 
    • Guest
    • June 9, 2009

50. TNC for frozen plan with life insurance

    By carrots, May 12, 2009
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 14, 2009