Defined Benefit Plans, Including Cash Balance

7,188 topics in this forum

1. Is this lady vested?

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

2. First year deduction

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

3. Back Pay

   By BTG, July 7, 2009
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • July 10, 2009

4. Solo DB Plan w/ Dead Participant

   By MSN, July 9, 2009
   • 6 replies
   • 1.8k views
   • 
   • SoCalActuary
   • July 9, 2009

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

   By Guest Chaffee, July 7, 2009
   • 10 replies
   • 3.8k views
   • 
   • tuni88
   • July 9, 2009

6. Verification that retirees are still living

   By ScottR, July 8, 2009
   • 5 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • July 9, 2009

7. 204h notices

   By Gary, July 8, 2009
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • July 8, 2009

8. Restatement of Plan

   By Gary, July 1, 2009
   • 2 replies
   • 1.3k views
   • 
   • Gary
   • July 8, 2009

9. Watch It, Gotcha

   By Andy the Actuary, July 2, 2009
   • 2 replies
   • 1.2k views
   • 
   • Andy the Actuary
   • July 7, 2009

10. BallPark Fee Quote?

    By chris, June 30, 2009
    • 25 replies
    • 3.7k views
    • 
    • Andy the Actuary
    • July 7, 2009

11. 100% J & S Adjustment

    By Dougsbpc, July 7, 2009
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 7, 2009

12. Administrative delay

    By Mike Preston, July 6, 2009
    • 2 replies
    • 2.2k views
    • 
    • Mike Preston
    • July 6, 2009

13. Additional Contribution for 2008

    By nancy, July 6, 2009
    • 2 replies
    • 984 views
    • 
    • SoCalActuary
    • July 6, 2009

14. Initial Audit

    By Guest EWESTENBERGER, July 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 6, 2009

15. Massive Merger?

    By SoCalActuary, June 29, 2009
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 2, 2009

16. What Is Quarterly Contribution

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

17. Partial Plan Termination

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

18. Treatment of Funding Deficiency

    By AndyH, April 10, 2009
    • 14 replies
    • 3.1k views
    • 
    • dmb
    • June 30, 2009

19. Sale of Ins. Policy to Participant

    By Randy Watson, June 30, 2009
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • June 30, 2009

20. Annual Funding Notice - terminated plan

    By Dinosaur, June 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • June 26, 2009

21. Plan Amendment

    By Gary, June 25, 2009
    • 1 reply
    • 945 views
    • 
    • SoCalActuary
    • June 25, 2009

22. Applying Credit Balance to Quarterly Contr Requirements

    By dmb, June 25, 2009
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • June 25, 2009

23. DB/DC and Minimum Gateway

    By Dougsbpc, June 25, 2009
    • 1 reply
    • 1k views
    • 
    • AndyH
    • June 25, 2009

24. Form 990 Part VII, Column F

    By dmb, June 22, 2009
    • 2 replies
    • 2.3k views
    • 
    • dmb
    • June 25, 2009

25. Cash balance funding under PPA

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

26. IRS determination letter filing

    By Gary, June 24, 2009
    • 3 replies
    • 1.7k views
    • 
    • mwyatt
    • June 25, 2009

27. Annual Funding Notice

    By FAPInJax, March 24, 2009
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 2009

28. Pre 62 normal retirement age plans

    By jkdoll2, June 19, 2009
    • 8 replies
    • 4k views
    • 
    • david rigby
    • June 24, 2009

29. Reportable Event - Misse Quarterly Contributions

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

30. Help wanted: FAS 106 work

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

31. standard termination and the pbgc

    By abanky, June 11, 2009
    • 7 replies
    • 2.7k views
    • 
    • Penman2006
    • June 19, 2009

32. Guidance on waiver of 2009 minimum required distributions

    By Guest HRAdvisor, June 18, 2009
    • 10 replies
    • 1.3k views
    • 
    • Slider
    • June 19, 2009

33. Section 432 notice

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

34. Merging Two DB Plans

    By mming, June 18, 2009
    • 9 replies
    • 2.6k views
    • 
    • Andy the Actuary
    • June 18, 2009

35. Suspension of Benefits Notice

    By Dougsbpc, June 17, 2009
    • 6 replies
    • 2.9k views
    • 
    • Dougsbpc
    • June 18, 2009

36. Excess Contributions

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

37. Fiduciary Prudence?

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

38. Cash Balance Interest Crediting Rate

    By Guest Actuary Bill, June 11, 2009
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 2009

39. Go to Jail; Go directly to Jaill

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

40. Plan Termination

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

41. Schedule SB AFTAP (Line 15)

    By Andy the Actuary, June 15, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 15, 2009

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

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

43. Nondiscrimination testing

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

44. Electronic Display of 5500

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

45. Conversion of DB Plan to DC Plan

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

46. Failed 401(a)(26)

    By John Feldt ERPA CPC QPA, June 8, 2009
    • 11 replies
    • 2.9k views
    • 
    • AndyH
    • June 12, 2009

47. Required CB Burn

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

48. Attachment to Schedule SB

    By mming, June 11, 2009
    • 4 replies
    • 2.4k views
    • 
    • carrots
    • June 11, 2009

49. Deemed Election

    By Dinosaur, June 11, 2009
    • 2 replies
    • 1.2k views
    • 
    • Dinosaur
    • June 11, 2009

50. EFAST filing of 5500, etc

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