Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. Partial Plan Termination

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

2. Treatment of Funding Deficiency

   By AndyH, April 10, 2009
   • 14 replies
   • 3k views
   • 
   • dmb
   • June 30, 2009

3. Sale of Ins. Policy to Participant

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

4. Annual Funding Notice - terminated plan

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

5. Plan Amendment

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

6. Applying Credit Balance to Quarterly Contr Requirements

   By dmb, June 25, 2009
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • June 25, 2009

7. DB/DC and Minimum Gateway

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

8. Form 990 Part VII, Column F

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

9. Cash balance funding under PPA

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

10. IRS determination letter filing

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

11. Annual Funding Notice

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

12. Pre 62 normal retirement age plans

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

13. Reportable Event - Misse Quarterly Contributions

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

14. Help wanted: FAS 106 work

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

15. standard termination and the pbgc

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

16. Guidance on waiver of 2009 minimum required distributions

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

17. Section 432 notice

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

18. Merging Two DB Plans

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

19. Suspension of Benefits Notice

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

20. Excess Contributions

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

21. Fiduciary Prudence?

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

22. Cash Balance Interest Crediting Rate

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

23. Go to Jail; Go directly to Jaill

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

24. Plan Termination

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

25. Schedule SB AFTAP (Line 15)

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

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

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

27. Nondiscrimination testing

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

28. Electronic Display of 5500

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

29. Conversion of DB Plan to DC Plan

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

30. Failed 401(a)(26)

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

31. Required CB Burn

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

32. Attachment to Schedule SB

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

33. Deemed Election

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

34. EFAST filing of 5500, etc

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

35. Benefit Restrictions

    By Effen, March 27, 2009
    • 6 replies
    • 2.1k views
    • 
    • HiVi
    • June 9, 2009

36. Final Schedule SB for Terminated Plan

    By emmetttrudy, May 12, 2009
    • 10 replies
    • 6.9k views
    • 
    • Guest
    • June 9, 2009

37. 412(i) plan - reduce formula

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

38. defined benefit inequities

    By Guest lip, May 12, 2009
    • 7 replies
    • 2.1k views
    • 
    • tymesup
    • June 8, 2009

39. Continuing Education requirement for EAs

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

40. DB Plan With Life Insurance

    By Dougsbpc, June 7, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 8, 2009

41. Eligibility Question

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

42. RP-2000 q's

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

43. Section 415 pet peeve

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

44. Soliciting recommendations for DB admin

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

45. Break in service, average comp

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

46. Plan Amendment

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

47. 412(i) Audit from hell, could use some help

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

48. Employee option to change plans

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

49. non-cash contributions

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

50. Use of Carryover Balance for Quarterly Contribution

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