Defined Benefit Plans, Including Cash Balance

7,186 topics in this forum

1. 412(i) plan - reduce formula

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

2. defined benefit inequities

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

3. Continuing Education requirement for EAs

   By dmb, June 5, 2009
   • 5 replies
   • 2.1k views
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   • Guest
   • June 8, 2009

4. DB Plan With Life Insurance

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

5. Eligibility Question

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

6. RP-2000 q's

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

7. Section 415 pet peeve

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

8. Soliciting recommendations for DB admin

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

9. Break in service, average comp

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

10. Plan Amendment

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

11. 412(i) Audit from hell, could use some help

    By RayJJohnsonJr, May 29, 2009
    • 20 replies
    • 3k views
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    • JAY21
    • June 4, 2009

12. Employee option to change plans

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

13. non-cash contributions

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

14. Use of Carryover Balance for Quarterly Contribution

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

15. Deferral Past NRA

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

16. Severance benefits paid from Pension Plan

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

17. Communication Tip

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

18. Distribution Fees

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

19. When 436 Benefits Restrictions Lifted

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

20. Another PPA anomaly

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

21. 412i conversion

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

22. FTAP computed using vested benefits?

    By Guest Jcarolan, May 26, 2009
    • 11 replies
    • 1.9k views
    • 
    • SoCalActuary
    • May 28, 2009

23. Top Heavy Minimum in Frozen Plan

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

24. Lyme disease mortality

    By tymesup, May 26, 2009
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • May 27, 2009

25. "Former HCE" vs "HC Former E"

    By carrots, May 22, 2009
    • 2 replies
    • 1.6k views
    • 
    • carrots
    • May 26, 2009

26. Schedule SB-Line 14 (FTAP)

    By JAY21, April 28, 2009
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • May 20, 2009

27. Funding for LS

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

28. 415 Calculations

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

29. Permissive Aggregation

    By emmetttrudy, May 18, 2009
    • 5 replies
    • 2.6k views
    • 
    • SoCalActuary
    • May 18, 2009

30. 430 Plan Expense Assumption

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

31. Datair DB Valuation Help

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

32. Election to Use COB

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

33. PBGC premium filing

    By Guest TammyS, April 7, 2009
    • 5 replies
    • 4.8k views
    • 
    • carrots
    • May 16, 2009

34. TNC for frozen plan with life insurance

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

35. Schedule SB on Relius

    By ScottR, February 5, 2009
    • 6 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • May 14, 2009

36. 1/2 Annuity Option and 1/2 Lump Sum

    By AndyH, May 11, 2009
    • 19 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • May 13, 2009

37. 2009 AFTAPs < 80%

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

38. Normal Retirement Age

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

39. PFB for EOY val date

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

40. Top Heavy Cash Balance Plan

    By carrots, May 7, 2009
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • May 11, 2009

41. Schedule SB - line 23

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

42. Normal Retirement Age

    By Gary, May 7, 2009
    • 7 replies
    • 2.4k views
    • 
    • SoCalActuary
    • May 7, 2009

43. reduction of benefits

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

44. Yield Curve for 2008 valuation

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

45. Minimum Distribution Required?

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

46. underfunded Plans

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

47. Two Normal Retirement Ages for Same Participant?

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

48. Credit Balance Elections and Timing

    By Guest pm01, May 4, 2009
    • 5 replies
    • 2k views
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    • dmb
    • May 5, 2009

49. Plan Amendment Logistics

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

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

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