Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Help wanted: FAS 106 work

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

2. standard termination and the pbgc

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

3. Guidance on waiver of 2009 minimum required distributions

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

4. Section 432 notice

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

5. Merging Two DB Plans

   By mming, June 18, 2009
   • 9 replies
   • 2.4k views
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   • Andy the Actuary
   • June 18, 2009

6. Suspension of Benefits Notice

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

7. Excess Contributions

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

8. Fiduciary Prudence?

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

9. Cash Balance Interest Crediting Rate

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

10. Go to Jail; Go directly to Jaill

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

11. Plan Termination

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

12. Schedule SB AFTAP (Line 15)

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

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

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

14. Nondiscrimination testing

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

15. Electronic Display of 5500

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

16. Conversion of DB Plan to DC Plan

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

17. Failed 401(a)(26)

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

18. Required CB Burn

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

19. Attachment to Schedule SB

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

20. Deemed Election

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

21. EFAST filing of 5500, etc

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

22. Benefit Restrictions

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

23. Final Schedule SB for Terminated Plan

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

24. 412(i) plan - reduce formula

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

25. defined benefit inequities

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

26. Continuing Education requirement for EAs

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

27. DB Plan With Life Insurance

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

28. Eligibility Question

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

29. RP-2000 q's

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

30. Section 415 pet peeve

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

31. Soliciting recommendations for DB admin

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

32. Break in service, average comp

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

33. Plan Amendment

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

34. 412(i) Audit from hell, could use some help

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

35. Employee option to change plans

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

36. non-cash contributions

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

37. Use of Carryover Balance for Quarterly Contribution

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

38. Deferral Past NRA

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

39. Severance benefits paid from Pension Plan

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

40. Communication Tip

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

41. Distribution Fees

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

42. When 436 Benefits Restrictions Lifted

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

43. Another PPA anomaly

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

44. 412i conversion

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

45. FTAP computed using vested benefits?

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

46. Top Heavy Minimum in Frozen Plan

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

47. Lyme disease mortality

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

48. "Former HCE" vs "HC Former E"

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

49. Schedule SB-Line 14 (FTAP)

    By JAY21, April 28, 2009
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • May 20, 2009

50. Funding for LS

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