Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. Revised Annual Funding Notice

   By Just Me, March 30, 2009
   • 2 replies
   • 1.3k views
   • 
   • JAY21
   • April 1, 2009

2. excise tax due while funding waiver application is pending?

   By Guest Mariner, April 1, 2009
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • April 1, 2009

3. Annual Funding Notice for Terminated Plan

   By Guest TammyS, March 30, 2009
   • 1 reply
   • 1.3k views
   • 
   • SheilaD
   • March 31, 2009

4. PBGC Annual Funding Notice

   By JAY21, March 30, 2009
   • 0 replies
   • 1.2k views
   • 
   • JAY21
   • March 30, 2009

5. Amendment language to freeze

   By Trekker, March 30, 2009
   • 2 replies
   • 1.9k views
   • 
   • Trekker
   • March 30, 2009

6. I didn't fund my Keough Money Purchase 2003-2006

   By Guest Dboy, March 29, 2009
   • 3 replies
   • 1.1k views
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   • K2retire
   • March 30, 2009

7. 2009 AFTAP based on 2008

   By Guest Xerxes, March 4, 2009
   • 9 replies
   • 2.2k views
   • 
   • Mike Preston
   • March 27, 2009

8. Annual Funding Notice

   By Guest pcohen, March 27, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 27, 2009

9. Valuation of Alternative Investments

   By Guest rtdryer, March 19, 2009
   • 3 replies
   • 1.6k views
   • 
   • Kevin C
   • March 27, 2009

10. Calculating Restricted Amount

    By Andy the Actuary, March 5, 2009
    • 1 reply
    • 1.1k views
    • 
    • tymesup
    • March 26, 2009

11. Restriction on lump sums

    By Medusa, March 26, 2009
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • March 26, 2009

12. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.3k views
    • 
    • JAY21
    • March 26, 2009

13. Additional Funding Relief

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

14. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.7k views
    • 
    • AndyH
    • March 26, 2009

15. Freeze Current DB Plan / Start 401k Plan

    By tuni88, March 25, 2009
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • March 26, 2009

16. PBGC Premium Payment Logistics

    By Medusa, March 25, 2009
    • 13 replies
    • 2.4k views
    • 
    • Medusa
    • March 26, 2009

17. funding notice/plan terminated

    By Guest Sus95, March 25, 2009
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • March 25, 2009

18. PPA and End of Year Valuations

    By mwyatt, February 23, 2009
    • 4 replies
    • 1.7k views
    • 
    • tymesup
    • March 25, 2009

19. Rollover of Restricted Payments

    By Andy the Actuary, February 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • tymesup
    • March 25, 2009

20. Terminating Plan maximum contribution

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

21. Annuity Contract

    By Penman2006, January 6, 2009
    • 13 replies
    • 3.2k views
    • 
    • AndyH
    • March 25, 2009

22. Defined Benefit Plan

    By Guest Buzzman, March 24, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 25, 2009

23. Restricted Benefit Payments and QDRO

    By Dougsbpc, March 25, 2009
    • 3 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 25, 2009

24. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 24, 2009

25. 415 Limitation

    By Guest Sieve, March 17, 2009
    • 3 replies
    • 1.4k views
    • 
    • eeyore
    • March 24, 2009

26. FT & AFTAP on Sch SB for EOY valuation

    By flosfur, March 24, 2009
    • 0 replies
    • 1.1k views
    • 
    • flosfur
    • March 24, 2009

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

    By gle318612, March 24, 2009
    • 0 replies
    • 1.3k views
    • 
    • gle318612
    • March 24, 2009

28. content needed for a cont. ed. book

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

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

    By Guest Jcarolan, March 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • March 21, 2009

30. Non-HCE annuity purchase & AFTAP

    By Guest Linda B, March 20, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 20, 2009

31. Coverage for small plan

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

32. PBGC

    By Randy Watson, March 19, 2009
    • 5 replies
    • 1.7k views
    • 
    • rcline46
    • March 20, 2009

33. Form 990 - Return for Tax Exempt Organization

    By dmb, March 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • dmb
    • March 19, 2009

34. 2009 AFTAP and reducing balances to avoid restrictions

    By Guest TammyS, March 16, 2009
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • March 19, 2009

35. Surviving Spouse - QPSA - payout timing

    By Guest ebailey, March 19, 2009
    • 1 reply
    • 1.6k views
    • 
    • Andy the Actuary
    • March 19, 2009

36. Employee coverage by name

    By flosfur, March 18, 2009
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • March 19, 2009

37. Schedule B filing

    By Gary, March 17, 2009
    • 7 replies
    • 2.2k views
    • 
    • Gary
    • March 18, 2009

38. Assumed Rate of Return

    By emmetttrudy, February 12, 2009
    • 8 replies
    • 3k views
    • 
    • dmb
    • March 18, 2009

39. Plan Assets used to pay self correction expenses

    By Guest ccl, March 17, 2009
    • 4 replies
    • 1.9k views
    • 
    • Everett Moreland
    • March 18, 2009

40. Benefits, rights and features

    By FAPInJax, March 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • FAPInJax
    • March 18, 2009

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

    By flosfur, March 18, 2009
    • 0 replies
    • 1k views
    • 
    • flosfur
    • March 18, 2009

42. Annual Funding Notice replaces SAR for Defined Benefit Plans

    By Eve Sav, March 18, 2009
    • 1 reply
    • 1.6k views
    • 
    • Andy the Actuary
    • March 18, 2009

43. Is a lump sum an annuity purchase?

    By tuni88, March 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • March 18, 2009

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

    By emmetttrudy, March 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • carrots
    • March 16, 2009

45. What is a Shortfall?

    By Calavera, September 29, 2008
    • 16 replies
    • 5.3k views
    • 
    • Andy the Actuary
    • March 14, 2009

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

    By carrots, March 10, 2009
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 13, 2009

47. 2008 Schedule SB

    By mwyatt, March 13, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2009

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

    By flosfur, March 12, 2009
    • 7 replies
    • 1.6k views
    • 
    • david rigby
    • March 13, 2009

49. Actual Rate of Return to Apply To PFB, FSCOB

    By Andy the Actuary, February 26, 2009
    • 4 replies
    • 2.2k views
    • 
    • flosfur
    • March 13, 2009

50. Credit Balance Adjusted by Investment Return

    By Guest DCquestioner, March 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • March 12, 2009