Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Oops - contribution went to the wrong place

   By Blinky the 3-eyed Fish, July 29, 2009
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • July 30, 2009

2. Optional Forms while Benefit Restrictions Apply

   By Guest Actuary Bill, July 29, 2009
   • 3 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • July 30, 2009

3. Sole-Prop Non-Deductible Contributions

   By Rob P, July 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • July 29, 2009

4. Expected Return on Assets under SFAS 87 or 158

   By §#$%!, July 28, 2009
   • 7 replies
   • 2k views
   • 
   • SoCalActuary
   • July 29, 2009

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

   By Guest Rags, July 28, 2009
   • 5 replies
   • 3.5k views
   • 
   • Guest
   • July 28, 2009

6. Establishing DB Plan Retire/Rehire Criteria

   By Guest wekiva, July 28, 2009
   • 3 replies
   • 2.4k views
   • 
   • Andy the Actuary
   • July 28, 2009

7. Cash Balance: Interest Credits

   By Randy Watson, July 28, 2009
   • 1 reply
   • 1.5k views
   • 
   • SoCalActuary
   • July 28, 2009

8. RMD with partially vested benefit

   By Dougsbpc, July 24, 2009
   • 7 replies
   • 3.4k views
   • 
   • Blinky the 3-eyed Fish
   • July 28, 2009

9. Top Heavy Question

   By Guest naveen, July 24, 2009
   • 6 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • July 27, 2009

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

    By Guest Dressageho, July 15, 2009
    • 5 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 27, 2009

11. Cash Balance Distibution post age 70 1/2

    By Guest helpUretire, July 24, 2009
    • 2 replies
    • 1.9k views
    • 
    • SoCalActuary
    • July 25, 2009

12. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • July 24, 2009

13. Cash Balance New plan design

    By AndyH, July 22, 2009
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • July 24, 2009

14. AFTAP and participant loans

    By Belgarath, July 23, 2009
    • 7 replies
    • 3k views
    • 
    • AndyH
    • July 24, 2009

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

    By david rigby, July 20, 2009
    • 9 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2009

16. Sunrise, Sunset

    By Andy the Actuary, July 22, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • July 23, 2009

17. Includible Contributions and 2008/2009

    By AndyH, July 22, 2009
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • July 23, 2009

18. 2008 SB, Line 23

    By Effen, July 22, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 23, 2009

19. Plan Termination

    By Gary, July 22, 2009
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • July 22, 2009

20. Shared Interest or Separate Interest?

    By Scott, July 21, 2009
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • July 22, 2009

21. Vesting after plan freeze

    By Gary, July 20, 2009
    • 3 replies
    • 2.7k views
    • 
    • Andy the Actuary
    • July 22, 2009

22. 436-AFTAP Transition % requirements

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

23. 401a26 for owners only

    By Guest Deflector, July 14, 2009
    • 12 replies
    • 3.1k views
    • 
    • SoCalActuary
    • July 16, 2009

24. Forfeiture in a defined benefit plan

    By gle318612, July 14, 2009
    • 1 reply
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2009

25. EOY-Valuations & Final Val

    By JAY21, July 13, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • July 14, 2009

26. New PPA regs?

    By carrots, July 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • July 14, 2009

27. PBGC Coverage Question

    By Doghouse, July 13, 2009
    • 10 replies
    • 2.8k views
    • 
    • SoCalActuary
    • July 14, 2009

28. lazy man's question

    By Andy the Actuary, July 7, 2009
    • 15 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • July 13, 2009

29. deemed reduction of Funding Balance

    By abanky, July 13, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • July 13, 2009

30. Testing Query

    By Guest DBStudentAct, July 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 13, 2009

31. Is this lady vested?

    By tuni88, July 10, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • July 10, 2009

32. First year deduction

    By John Feldt ERPA CPC QPA, March 26, 2009
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • July 10, 2009

33. Back Pay

    By BTG, July 7, 2009
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • July 10, 2009

34. Solo DB Plan w/ Dead Participant

    By MSN, July 9, 2009
    • 6 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 9, 2009

35. DB Plan Freeze - After Eligibility but Before Entry Date

    By Guest Chaffee, July 7, 2009
    • 10 replies
    • 4.1k views
    • 
    • tuni88
    • July 9, 2009

36. Verification that retirees are still living

    By ScottR, July 8, 2009
    • 5 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 9, 2009

37. 204h notices

    By Gary, July 8, 2009
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • July 8, 2009

38. Restatement of Plan

    By Gary, July 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • Gary
    • July 8, 2009

39. Watch It, Gotcha

    By Andy the Actuary, July 2, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 7, 2009

40. BallPark Fee Quote?

    By chris, June 30, 2009
    • 25 replies
    • 4.3k views
    • 
    • Andy the Actuary
    • July 7, 2009

41. 100% J & S Adjustment

    By Dougsbpc, July 7, 2009
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • July 7, 2009

42. Administrative delay

    By Mike Preston, July 6, 2009
    • 2 replies
    • 2.5k views
    • 
    • Mike Preston
    • July 6, 2009

43. Additional Contribution for 2008

    By nancy, July 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 6, 2009

44. Initial Audit

    By Guest EWESTENBERGER, July 6, 2009
    • 2 replies
    • 1.3k views
    • 
    • SoCalActuary
    • July 6, 2009

45. Massive Merger?

    By SoCalActuary, June 29, 2009
    • 3 replies
    • 1.4k views
    • 
    • SoCalActuary
    • July 2, 2009

46. What Is Quarterly Contribution

    By Andy the Actuary, June 23, 2009
    • 5 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 2, 2009

47. Partial Plan Termination

    By ishi, June 19, 2009
    • 4 replies
    • 2.4k views
    • 
    • ishi
    • June 30, 2009

48. Treatment of Funding Deficiency

    By AndyH, April 10, 2009
    • 14 replies
    • 3.5k views
    • 
    • dmb
    • June 30, 2009

49. Sale of Ins. Policy to Participant

    By Randy Watson, June 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • June 30, 2009

50. Annual Funding Notice - terminated plan

    By Dinosaur, June 26, 2009
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • June 26, 2009