Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. When 436 Benefits Restrictions Lifted

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

2. "Former HCE" vs "HC Former E"

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

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

   By Calavera, May 22, 2009
   • 9 replies
   • 4.6k views
   • 
   • carrots
   • December 22, 2010

4. Funding for LS

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

5. 415 Calculations

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

6. Permissive Aggregation

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

7. 430 Plan Expense Assumption

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

8. Datair DB Valuation Help

   By emmetttrudy, May 15, 2009
   • 2 replies
   • 1.3k views
   • 
   • SoCalActuary
   • May 18, 2009

9. Election to Use COB

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

10. Final Schedule SB for Terminated Plan

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

11. TNC for frozen plan with life insurance

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

12. defined benefit inequities

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

13. Normal Retirement Age

    By John Feldt ERPA CPC QPA, May 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 11, 2009

14. PFB for EOY val date

    By Guest AP914, May 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2009

15. 1/2 Annuity Option and 1/2 Lump Sum

    By AndyH, May 11, 2009
    • 19 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • May 13, 2009

16. Schedule SB - line 23

    By Effen, May 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • May 8, 2009

17. Top Heavy Cash Balance Plan

    By carrots, May 7, 2009
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 11, 2009

18. Normal Retirement Age

    By Gary, May 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • SoCalActuary
    • May 7, 2009

19. reduction of benefits

    By abanky, May 7, 2009
    • 1 reply
    • 922 views
    • 
    • Effen
    • May 7, 2009

20. Minimum Distribution Required?

    By Andy the Actuary, May 7, 2009
    • 3 replies
    • 3.3k views
    • 
    • Andy the Actuary
    • May 7, 2009

21. Yield Curve for 2008 valuation

    By Dinosaur, May 7, 2009
    • 5 replies
    • 1.3k views
    • 
    • Effen
    • May 7, 2009

22. 2009 AFTAPs < 80%

    By Guest DBPension, May 5, 2009
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • May 12, 2009

23. Two Normal Retirement Ages for Same Participant?

    By Übernerd, May 5, 2009
    • 3 replies
    • 1.2k views
    • 
    • Übernerd
    • May 5, 2009

24. Credit Balance Elections and Timing

    By Guest pm01, May 4, 2009
    • 5 replies
    • 1.9k views
    • 
    • dmb
    • May 5, 2009

25. Plan Amendment Logistics

    By Gary, May 4, 2009
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 4, 2009

26. underfunded Plans

    By Guest kate from hackensack, May 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • tymesup
    • May 6, 2009

27. 3/31/09 Plan Termination

    By Penman2006, May 2, 2009
    • 2 replies
    • 987 views
    • 
    • Penman2006
    • May 3, 2009

28. Cash Balance Plan Vesting Schedule

    By emmetttrudy, May 1, 2009
    • 2 replies
    • 1.8k views
    • 
    • D Syrett
    • May 2, 2009

29. PBGC issues Quarterly Contribution notice relief

    By JAY21, May 1, 2009
    • 0 replies
    • 1k views
    • 
    • JAY21
    • May 1, 2009

30. 430 Minimum Contribution w-Prefunded Balance

    By Rob P, May 1, 2009
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • May 1, 2009

31. Help on PBGC guarantees

    By Guest DBPension, April 30, 2009
    • 4 replies
    • 1k views
    • 
    • tymesup
    • May 1, 2009

32. Locating Lost participants

    By alexa, April 30, 2009
    • 8 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2009

33. LLC - Partnership and Plan Comp in year of freeze

    By AndyH, April 30, 2009
    • 6 replies
    • 1.1k views
    • 
    • AndyH
    • May 4, 2009

34. Madoff losses on 5500

    By Guest Sus95, April 29, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 29, 2009

35. Leased Employees

    By emmetttrudy, April 29, 2009
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • April 29, 2009

36. 401(h) Account

    By Guest mbw, April 29, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 29, 2009

37. March 31, 2009 EP News application

    By Guest Xerxes, April 29, 2009
    • 0 replies
    • 857 views
    • 
    • Guest
    • April 29, 2009

38. B Or No B The Final Year?

    By mming, April 29, 2009
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 1, 2009

39. Schedule SB-Line 14 (FTAP)

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

40. 404(a)(7) - Q&A 9 - DB/DC Deduction Limits

    By carrots, April 27, 2009
    • 7 replies
    • 2k views
    • 
    • Guest
    • April 30, 2009

41. 402(f) Notice

    By Andy the Actuary, April 27, 2009
    • 0 replies
    • 874 views
    • 
    • Andy the Actuary
    • April 27, 2009

42. incorrect Plan number

    By HiVi, April 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • April 27, 2009

43. Segment Rates for 1/1/2009 small DB valuation

    By carrots, April 24, 2009
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • April 24, 2009

44. DB interest rates changing from Treas rates to Bond rates

    By Lori H, April 24, 2009
    • 4 replies
    • 948 views
    • 
    • Lori H
    • April 27, 2009

45. Data for Non Discrimination Testing, Distributions

    By Gary, April 23, 2009
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • April 23, 2009

46. Deduction Timing

    By 12AX7, April 23, 2009
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2009

47. Contrib. within Deductible Limits but not deducted

    By JAY21, April 22, 2009
    • 5 replies
    • 1.1k views
    • 
    • JAY21
    • April 22, 2009

48. Election Package Where No Restrictions Apply

    By Andy the Actuary, April 22, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 23, 2009

49. Relius AFN

    By Andy the Actuary, April 21, 2009
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 30, 2009

50. Top-heavy DC/DB where DB is Frozen

    By Lou S., April 21, 2009
    • 2 replies
    • 1.9k views
    • 
    • Lou S.
    • April 21, 2009