Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. So, what is paid?

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

2. Restriction on lump sums

   By Medusa, March 26, 2009
   • 1 reply
   • 969 views
   • 
   • Andy the Actuary
   • March 26, 2009

3. Change from BOY val to EOY Val Date

   By JAY21, March 26, 2009
   • 0 replies
   • 1.2k views
   • 
   • JAY21
   • March 26, 2009

4. Additional Funding Relief

   By dmb, March 26, 2009
   • 1 reply
   • 855 views
   • 
   • Effen
   • March 26, 2009

5. First year deduction

   By John Feldt ERPA CPC QPA, March 26, 2009
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • July 10, 2009

6. large plan valuations administration

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

7. funding notice/plan terminated

   By Guest Sus95, March 25, 2009
   • 3 replies
   • 1.2k views
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   • david rigby
   • March 25, 2009

8. Terminating Plan maximum contribution

   By Guest RBlaine, March 25, 2009
   • 0 replies
   • 851 views
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   • Guest
   • March 25, 2009

9. PBGC Premium Payment Logistics

   By Medusa, March 25, 2009
   • 13 replies
   • 1.9k views
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   • Medusa
   • March 26, 2009

10. DB Investment Policy Statements

    By Guest MikeAIGFA, March 25, 2009
    • 3 replies
    • 1.6k views
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    • Guest
    • April 2, 2009

11. Freeze Current DB Plan / Start 401k Plan

    By tuni88, March 25, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 26, 2009

12. Restricted Benefit Payments and QDRO

    By Dougsbpc, March 25, 2009
    • 3 replies
    • 1.1k views
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    • Andy the Actuary
    • March 25, 2009

13. Annual Funding Notice

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

14. FT & AFTAP on Sch SB for EOY valuation

    By flosfur, March 24, 2009
    • 0 replies
    • 928 views
    • 
    • flosfur
    • March 24, 2009

15. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2009

16. Correction for not timely starting required minimum distributions on an active employee

    By gle318612, March 24, 2009
    • 0 replies
    • 1.2k views
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    • gle318612
    • March 24, 2009

17. Defined Benefit Plan

    By Guest Buzzman, March 24, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2009

18. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2009

19. content needed for a cont. ed. book

    By Guest lawallach, March 21, 2009
    • 0 replies
    • 811 views
    • 
    • Guest
    • March 21, 2009

20. DB/DC Combo Sponsored by LLC with Employees Post-PPA

    By Guest Jcarolan, March 20, 2009
    • 1 reply
    • 921 views
    • 
    • mwyatt
    • March 21, 2009

21. Non-HCE annuity purchase & AFTAP

    By Guest Linda B, March 20, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 20, 2009

22. PBGC

    By Randy Watson, March 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • March 20, 2009

23. ERISA 4010 reporting

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

24. Form 990 - Return for Tax Exempt Organization

    By dmb, March 19, 2009
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • March 19, 2009

25. Coverage for small plan

    By Gary, March 19, 2009
    • 5 replies
    • 1.1k views
    • 
    • rcline46
    • March 20, 2009

26. Valuation of Alternative Investments

    By Guest rtdryer, March 19, 2009
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • March 27, 2009

27. Professional Ethics

    By Andy the Actuary, March 19, 2009
    • 9 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • April 2, 2009

28. Surviving Spouse - QPSA - payout timing

    By Guest ebailey, March 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 19, 2009

29. Employee coverage by name

    By flosfur, March 18, 2009
    • 1 reply
    • 913 views
    • 
    • Effen
    • March 19, 2009

30. Benefits, rights and features

    By FAPInJax, March 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • FAPInJax
    • March 18, 2009

31. Code S404(a)(3)(A)(iii) - Certain Retirement Plans?

    By flosfur, March 18, 2009
    • 0 replies
    • 738 views
    • 
    • flosfur
    • March 18, 2009

32. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav, March 18, 2009
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • March 18, 2009

33. Schedule B filing

    By Gary, March 17, 2009
    • 7 replies
    • 1.8k views
    • 
    • Gary
    • March 18, 2009

34. Plan Assets used to pay self correction expenses

    By Guest ccl, March 17, 2009
    • 4 replies
    • 1.6k views
    • 
    • Everett Moreland
    • March 18, 2009

35. 415 Limitation

    By Guest Sieve, March 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • eeyore
    • March 24, 2009

36. Is a lump sum an annuity purchase?

    By tuni88, March 17, 2009
    • 3 replies
    • 1k views
    • 
    • AndyH
    • March 18, 2009

37. Excise Tax Primer

    By Guest RBlaine, March 17, 2009
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2009

38. Funding Cushion if Plan Amended for HCE accruals

    By JAY21, March 16, 2009
    • 14 replies
    • 3.5k views
    • 
    • RLR
    • October 30, 2015

39. 2009 AFTAP and reducing balances to avoid restrictions

    By Guest TammyS, March 16, 2009
    • 12 replies
    • 2k views
    • 
    • Guest
    • March 19, 2009

40. DB/DC Deductible Limit for a one person plan

    By emmetttrudy, March 16, 2009
    • 2 replies
    • 955 views
    • 
    • carrots
    • March 16, 2009

41. 2008 Schedule SB

    By mwyatt, March 13, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • March 13, 2009

42. Quarterly Contributions/2008 Schedule SB

    By JAY21, March 12, 2009
    • 20 replies
    • 3.8k views
    • 
    • Guest
    • April 28, 2009

43. Section 430(f)(8) - Adjustment for Investment Experience

    By flosfur, March 12, 2009
    • 7 replies
    • 1.2k views
    • 
    • david rigby
    • March 13, 2009

44. Credit Balance Adjusted by Investment Return

    By Guest DCquestioner, March 12, 2009
    • 1 reply
    • 982 views
    • 
    • Andy the Actuary
    • March 12, 2009

45. Benefit Restrictions/Loan

    By Guest Sus95, March 12, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • March 12, 2009

46. FAS 158 Accounting small plan

    By HiVi, March 11, 2009
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • March 12, 2009

47. Unfreezing a DB Plan

    By emmetttrudy, March 11, 2009
    • 1 reply
    • 1.5k views
    • 
    • JAY21
    • March 11, 2009

48. Range Certification

    By Andy the Actuary, March 11, 2009
    • 4 replies
    • 4.4k views
    • 
    • Andy the Actuary
    • March 12, 2009

49. Cash Balance - IRC 430(h)(4)(B) leeway

    By carrots, March 10, 2009
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 13, 2009

50. EOY Valuation & AFTAP

    By flosfur, March 10, 2009
    • 0 replies
    • 1k views
    • 
    • flosfur
    • March 10, 2009