Defined Benefit Plans, Including Cash Balance

7,172 topics in this forum

1. ERISA 4010 reporting

   By Gary, March 19, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • April 28, 2009

2. Quarterly Contributions/2008 Schedule SB

   By JAY21, March 12, 2009
   • 20 replies
   • 3.9k views
   • 
   • Guest
   • April 28, 2009

3. Deduction Timing

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

4. Required Minimum Distributions

   By Lori Foresz, April 16, 2009
   • 3 replies
   • 1.6k views
   • 
   • Mike Preston
   • April 28, 2009

5. incorrect Plan number

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

6. 402(f) Notice

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

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

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

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

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

9. Data for Non Discrimination Testing, Distributions

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

10. Election Package Where No Restrictions Apply

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

11. Contrib. within Deductible Limits but not deducted

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

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

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

13. Overfunded Union Plan - how to terminat/merge/convert?

    By Guest Dressageho, April 15, 2009
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • April 21, 2009

14. So Where's the Protection?

    By Andy the Actuary, April 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • dmb
    • April 21, 2009

15. Former HCE

    By Andy the Actuary, April 10, 2009
    • 8 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 20, 2009

16. Effective Interest Rates

    By carrots, April 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • carrots
    • April 17, 2009

17. NRAs under age 62

    By JAY21, April 16, 2009
    • 2 replies
    • 893 views
    • 
    • Andy the Actuary
    • April 17, 2009

18. underfunded DB and deferred comp plan limits

    By DMcGovern, April 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • DMcGovern
    • April 16, 2009

19. Annual Funding Notices

    By AndyH, April 16, 2009
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • April 16, 2009

20. Eoy Val and quarterly contributions

    By abanky, April 16, 2009
    • 4 replies
    • 1.2k views
    • 
    • abanky
    • April 16, 2009

21. PBGC Premiums for 1st year filing

    By jkdoll2, April 10, 2009
    • 5 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2009

22. yield curve & election months

    By HiVi, April 7, 2009
    • 5 replies
    • 1.5k views
    • 
    • HiVi
    • April 16, 2009

23. Eliminating Lump Sum Option

    By Andy the Actuary, April 12, 2009
    • 12 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • April 16, 2009

24. waiver of accrued benefit

    By Guest lip, April 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • ScottR
    • April 16, 2009

25. Lump Sum implications of WIDE treasury-to-Corporate spread

    By Guest DBPension, April 15, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • April 16, 2009

26. SE Tax on Partner's Partnership DB Contributions?

    By Guest Bawana, April 15, 2009
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2009

27. 436 Notice Required?

    By Penman2006, April 14, 2009
    • 6 replies
    • 1.6k views
    • 
    • tymesup
    • April 15, 2009

28. Selecting Worst Interest Scenario

    By Andy the Actuary, April 9, 2009
    • 7 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 14, 2009

29. Amending to remove COLAs

    By Guest erepper, April 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 14, 2009

30. 1st year Cash Balance Plan

    By jkdoll2, April 9, 2009
    • 15 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2009

31. Restricted Benefits and Alternate Payees

    By davef, April 9, 2009
    • 16 replies
    • 2.8k views
    • 
    • davef
    • April 13, 2009

32. PBGC Premium Cap

    By Guest Deflector, April 13, 2009
    • 1 reply
    • 1.4k views
    • 
    • zimbo
    • April 13, 2009

33. Remove Lump Sum Distributions from DB Plan

    By 12AX7, April 9, 2009
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • April 9, 2009

34. Lump Sum restriction for top 25 ?

    By Guest DBPension, April 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 2009

35. More Annual Funding Notice

    By dmb, April 6, 2009
    • 15 replies
    • 2k views
    • 
    • Guest
    • April 9, 2009

36. large plan valuations administration

    By Guest lip, March 26, 2009
    • 10 replies
    • 1.7k views
    • 
    • Ron Snyder
    • April 8, 2009

37. Soc. Sec. Level Income Option

    By Penman2006, April 7, 2009
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • April 7, 2009

38. Non discrimination testing

    By Gary, April 7, 2009
    • 0 replies
    • 919 views
    • 
    • Gary
    • April 7, 2009

39. Questions for 2008 Valuation

    By Guest naveen, April 6, 2009
    • 1 reply
    • 935 views
    • 
    • Guest
    • April 7, 2009

40. Purchase of Life Insurance Policy

    By bzorc, April 7, 2009
    • 0 replies
    • 810 views
    • 
    • bzorc
    • April 7, 2009

41. Plan Loans

    By Gary, April 7, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • April 7, 2009

42. Excise Tax Primer

    By Guest RBlaine, March 17, 2009
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2009

43. Recapture of AFTAP-restricted lump sum ?

    By Guest DBPension, April 3, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 4, 2009

44. Any EA Conference News?

    By AndyH, April 2, 2009
    • 16 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 4, 2009

45. Lump Sum Under $5,000

    By Dougsbpc, April 3, 2009
    • 1 reply
    • 2.3k views
    • 
    • Mike Preston
    • April 3, 2009

46. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 2, 2009

47. So, what is paid?

    By Andy the Actuary, March 26, 2009
    • 9 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • April 2, 2009

48. Mortality Table Election

    By Andy the Actuary, April 2, 2009
    • 2 replies
    • 981 views
    • 
    • Andy the Actuary
    • April 2, 2009

49. Trigger for Lump Sum Payout Restriction

    By Guest DBPension, March 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 2, 2009

50. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • April 2, 2009